§ 13F · FUND PROFILE
Windle Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $224M (13F)Positions · 33Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 82K | $14M | 6.1% | ±0% |
| 2 | XOM | EXXON MOBIL CORP | 72K | $12M | 5.2% | −3% |
| 3 | JNJ | JOHNSON & JOHNSON | 45K | $11M | 4.6% | −1% |
| 4 | AAPL | APPLE INC | 43K | $11M | 4.6% | +3% |
| 5 | CVX | CHEVRON CORPORATION | 53K | $11M | 4.6% | −2% |
| 6 | WELL | WELLTOWER INC | 54K | $11M | 4.5% | +2% |
| 7 | T | AT&T INC | 340K | $10M | 4.2% | +5% |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 195K | $10M | 4.1% | −1% |
| 9 | ED | CONSOLIDATED EDISON INC | 85K | $10M | 4.0% | +3% |
| 10 | MSFT | MICROSOFT CORP | 26K | $9M | 4.0% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDLE SIGNAL
AC read
Windle Wealth, LLC is a Other fund managing $224 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed