A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Westwind Capital reported a $426M portfolio of 86 companies (87 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are VOO, AMZN, GOOG. During the quarter it opened Vanguard S&P 500 ETF and CrowdStrike Holdings and exited Nextera Energy.
Stock portfolio
$426M
Companies
86
87 positions (by CUSIP)Top 10: 46%
Turnover
23%
Copying its 13F, 5 years
-2.1%/yr
SPY 11.8% · -13.9%price only, no dividends
Sections with a free account
What changed this quarter
94 positions with a change (23 new, 19 added to, 39 trimmed, 13 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
● Information Technology 23%
● Financials 19%
● No sector 19%
● Consumer Discretionary 9%
● Health Care 8%
● Communication Services 7%
● Industrials 5%
● Energy 4%
● Consumer Staples 3%
● Real Estate 2%
How its portfolio changed (8 quarters)
Positions
Q3 2026: 87
870
Q4 2024Q3 2026
Top 10 weight
Q3 2026: 46%
65%46%
Q4 2024Q3 2026
Traded turnover
Q3 2026: 18.9%
36.9%0
Q4 2024Q3 2026
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it▾
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.