CIK 1729269
Westwind Capital
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| V | VISA INC COM CL A | 113K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 68K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 119K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 139K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 55K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 59K | $1M+ | SH |
| IDXX | IDEXX LABS INC COM | 31K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 105K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 122K | $1M+ | SH |
| TYL | TYLER TECHNOLOGIES INC COM | 40K | $1M+ | SH |
| IOT | SAMSARA INC COM CL A | 511K | $1M+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC COM | 78K | $1M+ | SH |
| PLD | PROLOGIS INC. COM | 112K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 174K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 159K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 137K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 135K | $1M+ | SH |
| MELI | MERCADOLIBRE INC COM | 5K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 53K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 94K | $1M+ | SH |
| UTI | UNIVERSAL TECHNICAL INST INC COM | 308K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 20K | $1M+ | SH |
| TEM | TEMPUS AI INC CL A | 73K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 37K | $1M+ | SH |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | 47K | $1M+ | SH |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 59K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 12K | $1M+ | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 24K | $1M+ | SH |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | 16K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 21K | $1M+ | SH |
| AGIX | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 44K | $1M+ | SH |
| VPLS | VANGUARD CORE PLUS BOND ETF | 11K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 2K | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 771 | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 918 | $100K–$500K | SH |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | 2K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 2K | $100K–$500K | SH |
| BUZZ | VANECK SOCIAL SENTIMENT ETF | 4K | $100K–$500K | SH |
| AIA | ISHARES ASIA 50 ETF | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 229 | $50K–$100K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 305 | $15K–$50K | SH |