Windsor Advisory Group, LLC
Top Portfolio Positions
29 positions ·
$75,987,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WOR |
Worthington Enterprises, Inc.
Industrials
|
459,633 | $23,965,264 | 31.54% | |
| PAYX |
Paychex Inc
Technology
|
212,096 | $19,538,283 | 25.71% | |
| WS |
Worthington Steel, Inc.
Basic Materials
|
275,885 | $8,373,109 | 11.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,378 | $3,535,537 | 4.65% | |
| NVDA |
Nvidia Corp
Technology
|
12,726 | $2,219,414 | 2.92% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
130,194 | $2,037,536 | 2.68% | |
| VZ |
Verizon Communications Inc
Communication Services
|
34,772 | $1,745,554 | 2.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,799 | $1,662,498 | 2.19% | |
| AAPL |
Apple Inc.
Technology
|
6,285 | $1,595,070 | 2.10% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
41,814 | $1,582,241 | 2.08% |
Portfolio Trend
14 quarters · across all stocks
Holdings in WOR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,965,264 | 459,633 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,198,582 | 372,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,318,776 | 294,085 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||