Windsor Capital Management, LLC
Filing Date
Global Rank
#6,536
/ 8,578
▲ 50
Top Industry
Consumer Electronics
13.2%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.1%
SPY
+74.2%
Annualised alpha
-1.9%
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, 2025Top 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 |
|---|---|---|
| Technology | 27.1% | $16,876,930 |
| Consumer Defensive | 12.8% | $7,978,646 |
| Financial Services | 12.7% | $7,926,156 |
| Unclassified | 11.9% | $7,394,662 |
| Industrials | 10.7% | $6,669,441 |
| Healthcare | 10.7% | $6,632,487 |
| Consumer Cyclical | 6.5% | $4,017,113 |
| Energy | 4.4% | $2,735,211 |
| Communication Services | 2.0% | $1,225,758 |
| Real Estate | 1.3% | $785,545 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
1 positions ·
$785,545 total
· Real Estate only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLD |
Prologis, Inc.
Real Estate
|
Added | 5,943 | $785,545 | 100.00% |