Westwind Capital

CIK

1729269

Location

LAS CRUCES, NM

Portfolio Value

Small $328,502,538

Diversification

Diversified

Filing Date

Global Rank

#2,972 / 8,232 ▼ 233

Top Industry

Credit Services 14.6%

3Y Alpha vs SPY

-17.2%

Period ended 2 months ago

Filed Apr 14, 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

+11.2%

SPY

+76.3%

Annualised alpha

-17.2%

Max drawdown

−21.5%

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

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

Top Position

9.3%

−0.1 pts

Top 5

40.5%

−0.3 pts

Top 10

69.7%

+3.5 pts

HHI

597

Diversified+29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.3%	$83,131,932	8
Technology	22.7%	$74,700,431	19
Healthcare	15.9%	$52,374,251	6
Consumer Cyclical	11.1%	$36,491,183	5
Communication Services	9.6%	$31,418,630	5
Real Estate	4.3%	$14,008,965	1
Utilities	3.7%	$12,148,796	1
Consumer Defensive	3.3%	$10,746,369	3
Energy	3.0%	$9,721,934	2
Unclassified	1.0%	$3,270,511	2
Industrials	0.1%	$275,800	3
Basic Materials	0.1%	$213,736	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+181,420	318,839	$30,656,369
BSX	Boston Scientific Corp	+42,081	176,769	$11,092,254
MSFT	Microsoft Corp	+5,815	64,718	$23,956,662
TPL	Texas Pacific Land Corp	+488	20,277	$9,622,653
SPY	Spdr S&P 500 ETF Trust	+113	4,626	$3,008,472
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
IOT	Samsara Inc.	−494,370	16,451	$521,332
GWRE	Guidewire Software, Inc.	−75,441	2,348	$351,166
TEM	Tempus AI, Inc.	−70,337	2,168	$98,036
TYL	Tyler Technologies Inc	−38,879	1,212	$414,964
HOOD	Robinhood Markets, Inc.	−36,316	325	$22,522
V	Visa Inc.	−33,942	78,724	$23,793,541
MA	Mastercard Inc	−20,744	47,380	$23,673,890
UTI	Universal Technical Institute Inc	−15,084	292,725	$10,567,372
UBER	Uber Technologies, Inc	−6,952	151,704	$10,912,068
AMZN	Amazon Com Inc	−6,839	132,254	$27,544,540
PLD	Prologis, Inc.	−5,888	105,984	$14,008,965
NOW	ServiceNow, Inc.	−4,526	117,034	$12,235,904
ACGL	Arch Capital Group Ltd.	−4,389	89,741	$8,614,238
NVDA	Nvidia Corp	−4,360	100,208	$17,476,275
ISRG	Intuitive Surgical Inc	−2,026	52,624	$24,259,137
GS	Goldman Sachs Group Inc	−1,611	31,621	$26,751,049
IDXX	Idexx Laboratories Inc /De	−977	29,713	$16,695,437
PLTR	Palantir Technologies Inc.	−729	52,642	$7,700,471
GOOGL	Alphabet Inc.	−192	1,686	$484,826
MELI	Mercadolibre Inc	−16	5,035	$8,705,615
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	130,801	$12,148,796
QQQ	Invesco Qqq Trust, Series 1	454	$262,039
KLAC	Kla Corp	90	$132,516
CAH	Cardinal Health Inc	611	$129,110
DELL	Dell Technologies Inc.	749	$122,933
CIEN	Ciena Corp	300	$116,469
WDC	Western Digital Corp	426	$115,228
OMC	Omnicom Group Inc.	1,475	$111,082
EA	Electronic Arts Inc.	529	$107,847
NUE	Nucor Corp	637	$107,716
GL	Globe Life Inc.	772	$107,439
STLD	Steel Dynamics Inc	589	$106,020
MCO	Moodys Corp /De/	236	$102,955
TER	Teradyne, Inc	339	$100,499
AMGN	Amgen Inc	285	$100,277
DVN	Devon Energy Corp/De	1,973	$99,281
STX	Seagate Technology Holdings plc	252	$98,723
GEV	GE Vernova Inc.	112	$97,764
CPAY	Corpay, Inc.	335	$97,481
ULTA	Ulta Beauty, Inc.	183	$95,655
MNST	Monster Beverage Corp	1,320	$95,647
CMI	Cummins Inc	172	$92,539
FICO	Fair Isaac Corp	86	$91,808
EBAY	Ebay Inc	998	$90,837
AMAT	Applied Materials Inc /De	265	$90,574
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	229	$60,664
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $328,502,538 total · as of Mar 31, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NFLX	Netflix Inc Communication Services	Added	318,839	+181,420	$30,656,369	+137.9%	9.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	132,254	-6,839	$27,544,540	−14.2%	8.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	31,621	-1,611	$26,751,049	−8.4%	8.14%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	52,624	-2,026	$24,259,137	−21.6%	7.38%
MSFT	Microsoft Corp Technology	Added	64,718	+5,815	$23,956,662	−15.9%	7.29%
V	Visa Inc. Financial Services	Reduced	78,724	-33,942	$23,793,541	−39.8%	7.24%
MA	Mastercard Inc Financial Services	Reduced	47,380	-20,744	$23,673,890	−39.1%	7.21%
NVDA	Nvidia Corp Technology	Reduced	100,208	-4,360	$17,476,275	−10.4%	5.32%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	29,713	-977	$16,695,437	−19.6%	5.08%
PLD	Prologis, Inc. Real Estate	Reduced	105,984	-5,888	$14,008,965	−1.9%	4.26%
NOW	ServiceNow, Inc. Technology	Reduced	117,034	-4,526	$12,235,904	−34.3%	3.72%
NEE	Nextera Energy Inc Utilities	NEW	130,801	NEW	$12,148,796	NEW	3.70%
BSX	Boston Scientific Corp Healthcare	Added	176,769	+42,081	$11,092,254	−13.6%	3.38%
UBER	Uber Technologies, Inc Technology	Reduced	151,704	-6,952	$10,912,068	−15.8%	3.32%
UTI	Universal Technical Institute Inc Consumer Defensive	Reduced	292,725	-15,084	$10,567,372	+31.4%	3.22%
TPL	Texas Pacific Land Corp Energy	Added	20,277	+488	$9,622,653	+69.3%	2.93%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	5,035	-16	$8,705,615	−14.4%	2.65%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	89,741	-4,389	$8,614,238	−4.6%	2.62%
PLTR	Palantir Technologies Inc. Technology	Reduced	52,642	-729	$7,700,471	−18.8%	2.34%
SPY	Spdr S&P 500 ETF Trust	Added	4,626	+113	$3,008,472	−2.2%	0.92%
IOT	Samsara Inc. Technology	Reduced	16,451	-494,370	$521,332	−97.1%	0.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,686	-192	$484,826	−17.5%	0.15%
TYL	Tyler Technologies Inc Technology	Reduced	1,212	-38,879	$414,964	−97.7%	0.13%
GWRE	Guidewire Software, Inc. Technology	Reduced	2,348	-75,441	$351,166	−97.8%	0.11%
QQQ	Invesco Qqq Trust, Series 1	NEW	454	NEW	$262,039	NEW	0.08%
KLAC	Kla Corp Technology	NEW	90	NEW	$132,516	NEW	0.04%
CAH	Cardinal Health Inc Healthcare	NEW	611	NEW	$129,110	NEW	0.04%
DELL	Dell Technologies Inc. Technology	NEW	749	NEW	$122,933	NEW	0.04%
CIEN	Ciena Corp Technology	NEW	300	NEW	$116,469	NEW	0.04%
WDC	Western Digital Corp Technology	NEW	426	NEW	$115,228	NEW	0.04%
OMC	Omnicom Group Inc. Communication Services	NEW	1,475	NEW	$111,082	NEW	0.03%
EA	Electronic Arts Inc. Communication Services	NEW	529	NEW	$107,847	NEW	0.03%
NUE	Nucor Corp Basic Materials	NEW	637	NEW	$107,716	NEW	0.03%
GL	Globe Life Inc. Financial Services	NEW	772	NEW	$107,439	NEW	0.03%
STLD	Steel Dynamics Inc Basic Materials	NEW	589	NEW	$106,020	NEW	0.03%
MCO	Moodys Corp /De/ Financial Services	NEW	236	NEW	$102,955	NEW	0.03%
TER	Teradyne, Inc Technology	NEW	339	NEW	$100,499	NEW	0.03%
AMGN	Amgen Inc Healthcare	NEW	285	NEW	$100,277	NEW	0.03%
DVN	Devon Energy Corp/De Energy	NEW	1,973	NEW	$99,281	NEW	0.03%
STX	Seagate Technology Holdings plc Technology	NEW	252	NEW	$98,723	NEW	0.03%
TEM	Tempus AI, Inc. Healthcare	Reduced	2,168	-70,337	$98,036	−97.7%	0.03%
GEV	GE Vernova Inc. Industrials	NEW	112	NEW	$97,764	NEW	0.03%
CPAY	Corpay, Inc. Technology	NEW	335	NEW	$97,481	NEW	0.03%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	NEW	183	NEW	$95,655	NEW	0.03%
MNST	Monster Beverage Corp Consumer Defensive	NEW	1,320	NEW	$95,647	NEW	0.03%
CMI	Cummins Inc Industrials	NEW	172	NEW	$92,539	NEW	0.03%
FICO	Fair Isaac Corp Technology	NEW	86	NEW	$91,808	NEW	0.03%
EBAY	Ebay Inc Consumer Cyclical	NEW	998	NEW	$90,837	NEW	0.03%
AMAT	Applied Materials Inc /De Technology	NEW	265	NEW	$90,574	NEW	0.03%
APH	Amphenol Corp /De/ Technology	NEW	712	NEW	$89,961	NEW	0.03%