Windle Wealth, LLC

CIK

1963452

Location

OKLAHOMA CITY, OK

Portfolio Value

Micro $18,779,535

Diversification

Diversified

Filing Date

Global Rank

#3,585 / 8,232 ▲ 339

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-5.0%

Period ended 2 months ago

Filed May 11, 2026 · 34d

14 quarters · since Dec 2022

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

+55.4%

SPY

+76.3%

Annualised alpha

-5.0%

Max drawdown

−11.1%

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

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

Top Position

6.3%

−0.9 pts

Top 5

26.0%

−0.5 pts

Top 10

47.5%

+0.1 pts

HHI

412

Diversified+1

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.0%	$45,738,105	6
Consumer Defensive	18.4%	$42,159,775	5
Energy	10.1%	$23,240,749	2
Healthcare	8.9%	$20,307,473	2
Communication Services	8.8%	$20,149,244	3
Utilities	8.2%	$18,779,535	2
Real Estate	8.2%	$18,729,733	2
Industrials	7.0%	$16,157,596	2
Consumer Cyclical	6.3%	$14,399,406	5
Financial Services	4.2%	$9,569,589	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+16,800	340,108	$9,859,730
TROW	Price T Rowe Group Inc	+13,173	82,686	$7,453,316
MO	Altria Group, Inc.	+5,187	142,155	$9,380,808
UL	Unilever PLC	+4,653	125,915	$7,173,377
SO	Southern Co	+4,400	95,318	$9,200,093
MSFT	Microsoft Corp	+3,176	25,500	$9,439,335
O	Realty Income Corp	+2,645	130,917	$8,009,502
COIN	Coinbase Global, Inc.	+2,551	12,120	$2,116,273
MMM	3M Co	+2,460	54,618	$7,932,172
AVGO	Broadcom Inc.	+2,185	30,034	$9,295,823
ED	Consolidated Edison Inc	+2,178	84,639	$9,579,442
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,500	2,400	$811,080
ABBV	AbbVie Inc.	+1,463	42,788	$9,305,962
AAPL	Apple Inc.	+1,376	43,339	$10,999,004
MCD	Mcdonalds Corp	+1,068	27,712	$8,612,612
KO	Coca Cola Co	+969	123,473	$9,390,121
WELL	Welltower Inc.	+841	54,222	$10,720,231
ITW	Illinois Tool Works Inc	+589	31,601	$8,225,424
PEP	Pepsico Inc	+386	52,696	$8,183,161
TSLA	Tesla, Inc.	+41	1,776	$660,228
HD	Home Depot, Inc.	+26	2,697	$887,016
AMZN	Amazon Com Inc	+12	12,901	$2,686,891
GOOGL	Alphabet Inc.	+1	1,673	$481,087
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−3,878	55,610	$8,032,308
XOM	Exxon Mobil Corp	−2,024	72,246	$12,257,256
CVX	Chevron Corp	−1,272	53,086	$10,983,493
VZ	Verizon Communications Inc	−1,071	195,387	$9,808,427
JNJ	Johnson & Johnson	−491	45,007	$11,001,511
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	713	$235,368
MICC	Magnum Ice Cream Co N.V.	14,296	$226,591
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $18,779,535 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
ED	Consolidated Edison Inc Utilities	Added	84,639	+2,178	$9,579,442	+17.0%	51.01%
SO	Southern Co Utilities	Added	95,318	+4,400	$9,200,093	+16.0%	48.99%