Windward Private Wealth Management Inc.
CIK
1835866
Location
OVERLAND PARK, KS
Portfolio Value
Micro
$1,344,793
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,139
/ 8,232
▲ 185
Top Industry
Medical Instruments & Supplies
25.0%
3Y Alpha vs SPY
-6.6%
Period ended 2 months ago
Filed May 6, 2026 · 38d
22 quarters · since Dec 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
+49.0%
SPY
+76.5%
Annualised alpha
-6.6%
Max drawdown
−22.3%
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
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.0%
+4.5 pts
Top 5
100.0%
+12.8 pts
Top 10
100.0%
0.0 pts
HHI
2,068
Moderately concentrated+350
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 43.3% | $581,711 |
| Healthcare | 25.0% | $336,720 |
| Financial Services | 16.7% | $224,737 |
| Basic Materials | 15.0% | $201,625 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHW | Sherwin Williams Co | −214 | 629 | $201,625 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 1,017 | $351,983 | |
| No positions match the current search. | ||||
5 positions ·
$1,344,793 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RMD |
Resmed Inc
Healthcare
|
Held | 1,500 | $336,720 | 25.04% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 2,315 | $303,311 | 22.55% | |
| FAST |
Fastenal Co
Industrials
|
Held | 6,000 | $278,400 | 20.70% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,080 | $224,737 | 16.71% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 629 | $201,625 | 14.99% |