Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Windle Wealth, LLC (CIK 1963452) reported $248.9M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($16.5M, 6.62%), AAPL ($12.6M, 5.08%), WELL ($12.3M, 4.94%), JNJ ($11.6M, 4.65%), ABBV ($11.0M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.5M | 6.62% | 82,316 | Added |
| 2 | AAPL | APPLE INC | $12.6M | 5.08% | 43,651 | Added |
| 3 | WELL | WELLTOWER INC | $12.3M | 4.94% | 54,154 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $11.6M | 4.65% | 45,541 | Added |
| 5 | ABBV | ABBVIE INC | $11.0M | 4.43% | 43,844 | Added |
| 6 | MO | ALTRIA GROUP INC | $10.4M | 4.18% | 144,758 | Added |
| 7 | KO | COCA COLA CO | $10.2M | 4.12% | 126,116 | Added |
| 8 | MSFT | MICROSOFT CORP | $10.0M | 4.03% | 26,912 | Added |
| 9 | AVGO | BROADCOM INC | $9.9M | 4.00% | 26,334 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $9.8M | 3.95% | 71,845 | Trimmed |
| 11 | ED | CONSOLIDATED EDISON INC | $9.7M | 3.89% | 87,416 | Added |
| 12 | TROW | PRICE T ROWE GROUP INC | $9.5M | 3.83% | 83,864 | Added |
| 13 | SO | SOUTHERN CO | $9.4M | 3.78% | 98,225 | Added |
| 14 | MMM | 3M CO | $9.3M | 3.74% | 57,451 | Added |
| 15 | GOOG | ALPHABET INC | $9.2M | 3.70% | 26,042 | Added |
| 16 | ITW | ILLINOIS TOOL WKS INC | $9.2M | 3.68% | 33,852 | Added |
| 17 | CVX | CHEVRON CORPORATION | $8.8M | 3.54% | 53,163 | Added |
| 18 | O | REALTY INCOME CORP | $8.7M | 3.50% | 140,722 | Added |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $8.5M | 3.43% | 201,680 | Added |
| 20 | UL | UNILEVER PLC | $8.5M | 3.42% | 141,375 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $8.4M | 3.38% | 57,434 | Added |
| 22 | MCD | MCDONALDS CORP | $8.0M | 3.21% | 29,526 | Added |
| 23 | PEP | PEPSICO INC | $7.8M | 3.15% | 57,889 | Added |
| 24 | T | AT&T INC | $7.4M | 2.97% | 357,358 | Added |
| 25 | AMZN | AMAZON COM INC | $3.1M | 1.23% | 12,889 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30