Windsor Capital Management, LLC

CIK

1543100

Location

Phoenix, AZ

Portfolio Value

Micro $62,241,949

Diversification

Diversified

Filing Date

Global Rank

#6,194 / 8,232 ▲ 205

Top Industry

Consumer Electronics 13.2%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.5%

SPY

+76.3%

Annualised alpha

-2.1%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−0.3 pts

Top 5

30.9%

−2.0 pts

Top 10

46.0%

−3.0 pts

HHI

355

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$16,876,930	13
Consumer Defensive	12.8%	$7,978,646	7
Financial Services	12.7%	$7,926,156	9
Unclassified	11.9%	$7,394,662	5
Industrials	10.7%	$6,669,441	11
Healthcare	10.7%	$6,632,487	9
Consumer Cyclical	6.5%	$4,017,113	4
Energy	4.4%	$2,735,211	2
Communication Services	2.0%	$1,225,758	3
Real Estate	1.3%	$785,545	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+422	2,885	$296,202
AAPL	Apple Inc.	+334	28,586	$7,254,840
ABBV	AbbVie Inc.	+319	3,118	$678,133
CVX	Chevron Corp	+269	6,951	$1,438,161
AMZN	Amazon Com Inc	+262	5,827	$1,213,589
MSFT	Microsoft Corp	+218	5,091	$1,884,535
AXP	American Express Co	+201	1,776	$537,204
KO	Coca Cola Co	+172	17,519	$1,332,319
HD	Home Depot, Inc.	+162	2,743	$902,145
PG	PROCTER & GAMBLE Co	+137	7,155	$1,033,468
TRV	Travelers Companies, Inc.	+127	1,466	$427,602
JNJ	Johnson & Johnson	+93	5,871	$1,435,107
JPM	Jpmorgan Chase & Co	+83	9,887	$2,908,359
MCD	Mcdonalds Corp	+67	4,533	$1,408,811
MRK	Merck & Co., Inc.	+52	15,582	$1,874,358
PLD	Prologis, Inc.	+47	5,943	$785,545
LLY	ELI LILLY & Co	+28	259	$238,220
RTX	RTX Corp	+16	1,572	$303,238
HON	Honeywell International Inc	+13	2,613	$590,616
AMGN	Amgen Inc	+10	3,720	$1,308,882
ORCL	Oracle Corp	+3	3,488	$513,119
V	Visa Inc.	+2	3,482	$1,052,399
IBM	International Business Machines Corp	+2	1,754	$425,152
MMM	3M Co	+1	3,900	$566,397
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GCV	Gabelli Convertible & Income Securities Fund Inc	−4,938	12,682	$54,278
AVK	Advent Convertible & Income Fund	−1,785	18,768	$209,450
WMT	Walmart Inc.	−1,386	25,293	$3,143,414
SPY	Spdr S&P 500 ETF Trust	−1,162	5,981	$3,889,683
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−535	5,615	$1,897,589
MDT	Medtronic plc	−297	6,389	$553,606
AVGO	Broadcom Inc.	−290	6,554	$2,028,528
PEP	Pepsico Inc	−249	4,875	$757,038
GLD	Spdr Gold Trust	−230	1,773	$762,904
QCOM	Qualcomm Inc/De	−174	2,942	$378,870
DIA	Spdr Dow Jones Industrial Average ETF Trust	−159	4,381	$2,029,235
EMR	Emerson Electric Co	−138	5,803	$760,309
CRM	Salesforce, Inc.	−130	2,055	$383,606
NXPI	NXP Semiconductors N.V.	−126	2,672	$526,009
TGT	Target Corp	−121	7,080	$858,096
TSLA	Tesla, Inc.	−77	1,325	$492,568
PNC	Pnc Financial Services Group, Inc.	−49	4,437	$923,295
CAT	Caterpillar Inc	−47	2,108	$1,493,433
XOM	Exxon Mobil Corp	−46	7,645	$1,297,050
GOOGL	Alphabet Inc.	−25	1,052	$302,513
QQQ	Invesco Qqq Trust, Series 1	−20	876	$505,609
CSCO	Cisco Systems, Inc.	−16	8,674	$673,015
GS	Goldman Sachs Group Inc	−16	1,464	$1,238,529
BRK-B	Berkshire Hathaway Inc	−6	1,200	$575,040
MDY	Spdr S&P Midcap 400 ETF Trust	−6	336	$207,231
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GD	General Dynamics Corp	763	$261,876
GWW	W.W. Grainger, Inc.	225	$245,432
WDC	Western Digital Corp	875	$236,678
PLXS	Plexus Corp	1,000	$202,540
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	3,286	$209,351
URI	United Rentals, Inc.	255	$206,376
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $62,241,949 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	28,586	+334	$7,254,840	−5.5%	11.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,981	-1,162	$3,889,683	−20.1%	6.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,293	-1,386	$3,143,414	+5.8%	5.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,887	+83	$2,908,359	−7.9%	4.67%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,381	-159	$2,029,235	−7.0%	3.26%
AVGO	Broadcom Inc. Technology	Reduced	6,554	-290	$2,028,528	−14.4%	3.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,615	-535	$1,897,589	+1.5%	3.05%
MSFT	Microsoft Corp Technology	Added	5,091	+218	$1,884,535	−20.0%	3.03%
MRK	Merck & Co., Inc. Healthcare	Added	15,582	+52	$1,874,358	+14.7%	3.01%
AXON	Axon Enterprise, Inc. Industrials	Held	4,000	0	$1,698,760	−25.2%	2.73%
CAT	Caterpillar Inc Industrials	Reduced	2,108	-47	$1,493,433	+21.0%	2.40%
CVX	Chevron Corp Energy	Added	6,951	+269	$1,438,161	+41.2%	2.31%
JNJ	Johnson & Johnson Healthcare	Added	5,871	+93	$1,435,107	+20.0%	2.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,533	+67	$1,408,811	+3.2%	2.26%
KO	Coca Cola Co Consumer Defensive	Added	17,519	+172	$1,332,319	+9.9%	2.14%
AMGN	Amgen Inc Healthcare	Added	3,720	+10	$1,308,882	+7.8%	2.10%
XOM	Exxon Mobil Corp Energy	Reduced	7,645	-46	$1,297,050	+40.1%	2.08%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,464	-16	$1,238,529	−4.8%	1.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,827	+262	$1,213,589	−5.5%	1.95%
V	Visa Inc. Financial Services	Added	3,482	+2	$1,052,399	−13.8%	1.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,155	+137	$1,033,468	+2.8%	1.66%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	4,437	-49	$923,295	−1.4%	1.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,743	+162	$902,145	+1.6%	1.45%
TGT	Target Corp Consumer Defensive	Reduced	7,080	-121	$858,096	+21.9%	1.38%
PLD	Prologis, Inc. Real Estate	Added	5,943	+47	$785,545	+4.4%	1.26%
GLD	Spdr Gold Trust	Reduced	1,773	-230	$762,904	−3.9%	1.23%
EMR	Emerson Electric Co Industrials	Reduced	5,803	-138	$760,309	−3.6%	1.22%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,875	-249	$757,038	+2.9%	1.22%
ABBV	AbbVie Inc. Healthcare	Added	3,118	+319	$678,133	+6.0%	1.09%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,674	-16	$673,015	+0.5%	1.08%
HON	Honeywell International Inc Industrials	Added	2,613	+13	$590,616	+16.4%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,200	-6	$575,040	−5.1%	0.92%
MMM	3M Co Industrials	Added	3,900	+1	$566,397	−9.3%	0.91%
MDT	Medtronic plc Healthcare	Reduced	6,389	-297	$553,606	−13.8%	0.89%
META	Meta Platforms, Inc. Communication Services	Held	941	0	$538,374	−13.3%	0.86%
AXP	American Express Co Financial Services	Added	1,776	+201	$537,204	−7.8%	0.86%
NXPI	NXP Semiconductors N.V. Technology	Reduced	2,672	-126	$526,009	−13.4%	0.85%
ORCL	Oracle Corp Technology	Added	3,488	+3	$513,119	−24.5%	0.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	876	-20	$505,609	−8.1%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	503	0	$501,204	+15.5%	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,325	-77	$492,568	−21.9%	0.79%
NVDA	Nvidia Corp Technology	Held	2,709	0	$472,449	−6.5%	0.76%
TRV	Travelers Companies, Inc. Financial Services	Added	1,466	+127	$427,602	+10.1%	0.69%
IBM	International Business Machines Corp Technology	Added	1,754	+2	$425,152	−18.1%	0.68%
T	At&T Inc. Communication Services	Held	13,276	0	$384,871	+16.7%	0.62%
CRM	Salesforce, Inc. Technology	Reduced	2,055	-130	$383,606	−33.7%	0.62%
QCOM	Qualcomm Inc/De Technology	Reduced	2,942	-174	$378,870	−28.9%	0.61%
CL	Colgate Palmolive Co Consumer Defensive	Held	4,143	0	$353,107	+7.9%	0.57%
RTX	RTX Corp Industrials	Added	1,572	+16	$303,238	+6.3%	0.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,052	-25	$302,513	−10.3%	0.49%