Sponsored

The Analysis of Westwind Capital's Holdings & P&L

Currently, Westwind Capital holds 77 types of securities in its portfolio with a total value $416.4K. In the most recent quarter, they have increased their positions in NFLX (+181.4K shares, valued at $17.4K), NEE (+130.8K shares, valued at $12.1K), SPYM (+63.3K shares, valued at $4.8K); decreased their positions in IOT (-494.4K shares, valued at $15.7K), TYL (-38.9K shares, valued at $13.3K), GWRE (-75.4K shares, valued at $11.3K); initiated new positions in NEE (+130.8K shares, valued at $12.1K), XLU (+47.6K shares, valued at $2.2K), IAT (+28.2K shares, valued at $1.5K).

1M P&L

+3.9M+1.00%

3M P&L

+8.4M+2.20%

HY P&L

-12.8M-3.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A62.7K

16.2%

2Credit Services47.5K

12.3%

3Internet Retail36.3K

9.4%

Top Industries by Stock Count

1N/A17 stocks

24.3%

2Software - Application6 stocks

8.6%

3Internet Retail3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NFLX NETFLIX INC. COM318.8K shares132.02%2026-03-312026-04-14

AMZN AMAZON COM INC COM132.3K shares-4.92%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC COM31.6K shares-4.85%2026-03-312026-04-14

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C88.9K shares-25.24%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC COM NEW52.6K shares-3.71%2026-03-312026-04-14

MSFT MICROSOFT CORP COM64.7K shares9.87%2026-03-312026-04-14

V VISA INC COM CL A78.7K shares-30.13%2026-03-312026-04-14

MA MASTERCARD INCORPORATED CL A47.4K shares-30.45%2026-03-312026-04-14

Sponsored

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF25.7K shares6.39%2026-03-312026-04-14

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF237.6K shares36.32%2026-03-312026-04-14

NVDA NVIDIA CORPORATION COM100.2K shares-4.17%2026-03-312026-04-14

IDXX IDEXX LABS INC COM29.7K shares-3.18%2026-03-312026-04-14

PLD PROLOGIS INC. COM106.0K shares-5.26%2026-03-312026-04-14

NOW SERVICENOW INC COM117.0K shares-3.72%2026-03-312026-04-14

NEE NEXTERA ENERGY INC COM130.8K sharesnew addition2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP COM176.8K shares31.24%2026-03-312026-04-14

Sponsored

UBER UBER TECHNOLOGIES INC COM151.7K shares-4.38%2026-03-312026-04-14

UTI UNIVERSAL TECHNICAL INST INC COM292.7K shares-4.90%2026-03-312026-04-14

TPL TEXAS PACIFIC LAND CORPORATION COM20.3K shares2.47%2026-03-312026-04-14

MELI MERCADOLIBRE INC COM5.0K shares-0.32%2026-03-312026-04-14

ACGL ARCH CAP GROUP LTD ORD89.7K shares-4.66%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC CL A52.6K shares-1.37%2026-03-312026-04-14

IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF86.7K shares46.55%2026-03-312026-04-14

GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF62.9K shares32.89%2026-03-312026-04-14

Sponsored

SPY STATE STREET SPDR S&P 500 ETF4.6K shares2.50%2026-03-312026-04-14

VNQ VANGUARD REAL ESTATE ETF27.7K shares34.52%2026-03-312026-04-14

IYJ ISHARES U.S. INDUSTRIALS ETF15.1K shares-7.41%2026-03-312026-04-14

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF47.6K sharesnew addition2026-03-312026-04-14

KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF63.8K shares45.83%2026-03-312026-04-14

IAT ISHARES U.S. REGIONAL BANKS ETF28.2K sharesnew addition2026-03-312026-04-14

AIA ISHARES ASIA 50 ETF123 shares-90.02%2026-03-312026-04-14

VPLS VANGUARD CORE PLUS BOND ETF11.3K shares6.09%2026-03-312026-04-14

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF984 shares27.63%2026-03-312026-04-14

IOT SAMSARA INC COM CL A16.5K shares-96.78%2026-03-312026-04-14

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.7K shares-10.22%2026-03-312026-04-14

TYL TYLER TECHNOLOGIES INC COM1.2K shares-96.98%2026-03-312026-04-14

GWRE GUIDEWIRE SOFTWARE INC COM2.3K shares-96.98%2026-03-312026-04-14

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I454 sharesnew addition2026-03-312026-04-14

IVE ISHARES S&P 500 VALUE ETF1.2K sharesnew addition2026-03-312026-04-14

IWR ISHARES RUSSELL MIDCAP ETF1.9K shares0.00%2026-03-312026-04-14

Sponsored

KLAC KLA CORP COM NEW90 sharesnew addition2026-03-312026-04-14

CAH CARDINAL HEALTH INC COM611 sharesnew addition2026-03-312026-04-14

VOOG VANGUARD S&P 500 GROWTH ETF307 shares-66.56%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC CL C749 sharesnew addition2026-03-312026-04-14

FOX FOX CORP CL B COM2.2K sharesnew addition2026-03-312026-04-14

CIEN CIENA CORP COM NEW300 sharesnew addition2026-03-312026-04-14

WDC WESTERN DIGITAL CORP COM426 sharesnew addition2026-03-312026-04-14

OMC OMNICOM GROUP INC COM1.5K sharesnew addition2026-03-312026-04-14

Sponsored

EA ELECTRONIC ARTS INC COM529 sharesnew addition2026-03-312026-04-14

NUE NUCOR CORP COM637 sharesnew addition2026-03-312026-04-14

GL GLOBE LIFE INC COM772 sharesnew addition2026-03-312026-04-14

STLD STEEL DYNAMICS INC COM589 sharesnew addition2026-03-312026-04-14

MCO MOODYS CORP COM236 sharesnew addition2026-03-312026-04-14

AMGN AMGEN INC COM285 sharesnew addition2026-03-312026-04-14

TER TERADYNE INC COM339 sharesnew addition2026-03-312026-04-14

DVN DEVON ENERGY CORP NEW COM2.0K sharesnew addition2026-03-312026-04-14

Sponsored

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS252 sharesnew addition2026-03-312026-04-14

GEV GE VERNOVA INC COM112 sharesnew addition2026-03-312026-04-14

TEM TEMPUS AI INC CL A2.2K shares-97.01%2026-03-312026-04-14

CORPAY INC COM SHS CORPAY INC COM SHS335 sharesnew addition2026-03-312026-04-14

MNST MONSTER BEVERAGE CORP NEW COM1.3K sharesnew addition2026-03-312026-04-14

ULTA ULTA BEAUTY INC COM183 sharesnew addition2026-03-312026-04-14

CMI CUMMINS INC COM172 sharesnew addition2026-03-312026-04-14

FICO FAIR ISAAC CORP COM86 sharesnew addition2026-03-312026-04-14

Sponsored

AMAT APPLIED MATLS INC COM265 sharesnew addition2026-03-312026-04-14

EBAY EBAY INC. COM998 sharesnew addition2026-03-312026-04-14

APH AMPHENOL CORP CL A712 sharesnew addition2026-03-312026-04-14

FIX COMFORT SYS USA INC COM62 sharesnew addition2026-03-312026-04-14

KO COCA COLA CO COM1.1K sharesnew addition2026-03-312026-04-14

NXPI NXP SEMICONDUCTORS N V COM383 sharesnew addition2026-03-312026-04-14

MSCI MSCI INC COM123 sharesnew addition2026-03-312026-04-14

APP APPLOVIN CORP COM CL A147 sharesnew addition2026-03-312026-04-14

Sponsored

DPZ DOMINOS PIZZA INC COM152 sharesnew addition2026-03-312026-04-14

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF525 shares72.13%2026-03-312026-04-14

BSV VANGUARD SHORT-TERM BOND ETF530 sharesnew addition2026-03-312026-04-14

HOOD ROBINHOOD MKTS INC COM CL A325 shares-99.11%2026-03-312026-04-14

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF37 shares-99.69%2026-03-312026-04-14

NFLX

NETFLIX INC. COM

132.02%

Shares318.8K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC COM

-4.92%

Shares132.3K

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC COM

-4.85%

Shares31.6K

Event2026-03-31

Filed2026-04-14

ALPHABET INC CAP STK CL C

-25.24%

Shares88.9K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC COM NEW

-3.71%

Shares52.6K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP COM

9.87%

Shares64.7K

Event2026-03-31

Filed2026-04-14

VISA INC COM CL A

-30.13%

Shares78.7K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED CL A

-30.45%

Shares47.4K

Event2026-03-31

Filed2026-04-14

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

6.39%

Shares25.7K

Event2026-03-31

Filed2026-04-14

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

36.32%

Shares237.6K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION COM

-4.17%

Shares100.2K

Event2026-03-31

Filed2026-04-14

IDXX

IDEXX LABS INC COM

-3.18%

Shares29.7K

Event2026-03-31

Filed2026-04-14

PLD

PROLOGIS INC. COM

-5.26%

Shares106.0K

Event2026-03-31

Filed2026-04-14

NOW

SERVICENOW INC COM

-3.72%

Shares117.0K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC COM

New

Shares130.8K

Event2026-03-31

Filed2026-04-14

BSX

BOSTON SCIENTIFIC CORP COM

31.24%

Shares176.8K

Event2026-03-31

Filed2026-04-14

UBER

UBER TECHNOLOGIES INC COM

-4.38%

Shares151.7K

Event2026-03-31

Filed2026-04-14

UTI

UNIVERSAL TECHNICAL INST INC COM

-4.90%

Shares292.7K

Event2026-03-31

Filed2026-04-14

TPL

TEXAS PACIFIC LAND CORPORATION COM

2.47%

Shares20.3K

Event2026-03-31

Filed2026-04-14

MELI

MERCADOLIBRE INC COM

-0.32%

Shares5.0K

Event2026-03-31

Filed2026-04-14

ACGL

ARCH CAP GROUP LTD ORD

-4.66%

Shares89.7K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC CL A

-1.37%

Shares52.6K

Event2026-03-31

Filed2026-04-14

IDMO

INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF

46.55%

Shares86.7K

Event2026-03-31

Filed2026-04-14

GSSC

TR ACTIVEBETA US SMALL CAP EQUITY ETF

32.89%

Shares62.9K

Event2026-03-31

Filed2026-04-14

SPY

STATE STREET SPDR S&P 500 ETF

2.50%

Shares4.6K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD REAL ESTATE ETF

34.52%

Shares27.7K

Event2026-03-31

Filed2026-04-14

IYJ

ISHARES U.S. INDUSTRIALS ETF

-7.41%

Shares15.1K

Event2026-03-31

Filed2026-04-14

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

New

Shares47.6K

Event2026-03-31

Filed2026-04-14

KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

45.83%

Shares63.8K

Event2026-03-31

Filed2026-04-14

IAT

ISHARES U.S. REGIONAL BANKS ETF

New

Shares28.2K

Event2026-03-31

Filed2026-04-14

AIA

ISHARES ASIA 50 ETF

-90.02%

Shares123

Event2026-03-31

Filed2026-04-14

VPLS

VANGUARD CORE PLUS BOND ETF

6.09%

Shares11.3K

Event2026-03-31

Filed2026-04-14

VANGUARD S&P 500 ETF

27.63%

Shares984

Event2026-03-31

Filed2026-04-14

IOT

SAMSARA INC COM CL A

-96.78%

Shares16.5K

Event2026-03-31

Filed2026-04-14

ALPHABET INC CAP STK CL A

-10.22%

Shares1.7K

Event2026-03-31

Filed2026-04-14

TYL

TYLER TECHNOLOGIES INC COM

-96.98%

Shares1.2K

Event2026-03-31

Filed2026-04-14

GWRE

GUIDEWIRE SOFTWARE INC COM

-96.98%

Shares2.3K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TRUST SERIES I

New

Shares454

Event2026-03-31

Filed2026-04-14

IVE

ISHARES S&P 500 VALUE ETF

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

IWR

ISHARES RUSSELL MIDCAP ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP COM NEW

New

Shares90

Event2026-03-31

Filed2026-04-14

CAH

CARDINAL HEALTH INC COM

New

Shares611

Event2026-03-31

Filed2026-04-14

VOOG

VANGUARD S&P 500 GROWTH ETF

-66.56%

Shares307

Event2026-03-31

Filed2026-04-14

DELL

DELL TECHNOLOGIES INC CL C

New

Shares749

Event2026-03-31

Filed2026-04-14

FOX

FOX CORP CL B COM

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

CIEN

CIENA CORP COM NEW

New

Shares300

Event2026-03-31

Filed2026-04-14

WDC

WESTERN DIGITAL CORP COM

New

Shares426

Event2026-03-31

Filed2026-04-14

OMC

OMNICOM GROUP INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

ELECTRONIC ARTS INC COM

New

Shares529

Event2026-03-31

Filed2026-04-14

NUE

NUCOR CORP COM

New

Shares637

Event2026-03-31

Filed2026-04-14

GLOBE LIFE INC COM

New

Shares772

Event2026-03-31

Filed2026-04-14

STLD

STEEL DYNAMICS INC COM

New

Shares589

Event2026-03-31

Filed2026-04-14

MCO

MOODYS CORP COM

New

Shares236

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC COM

New

Shares285

Event2026-03-31

Filed2026-04-14

TER

TERADYNE INC COM

New

Shares339

Event2026-03-31

Filed2026-04-14

DVN

DEVON ENERGY CORP NEW COM

New

Shares2.0K

Event2026-03-31

Filed2026-04-14

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

New

Shares252

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC COM

New

Shares112

Event2026-03-31

Filed2026-04-14

TEM

TEMPUS AI INC CL A

-97.01%

Shares2.2K

Event2026-03-31

Filed2026-04-14

CORPAY INC COM SHS

New

Shares335

Event2026-03-31

Filed2026-04-14

MNST

MONSTER BEVERAGE CORP NEW COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

ULTA

ULTA BEAUTY INC COM

New

Shares183

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC COM

New

Shares172

Event2026-03-31

Filed2026-04-14

FICO

FAIR ISAAC CORP COM

New

Shares86

Event2026-03-31

Filed2026-04-14

AMAT

APPLIED MATLS INC COM

New

Shares265

Event2026-03-31

Filed2026-04-14

EBAY

EBAY INC. COM

New

Shares998

Event2026-03-31

Filed2026-04-14

APH

AMPHENOL CORP CL A

New

Shares712

Event2026-03-31

Filed2026-04-14

FIX

COMFORT SYS USA INC COM

New

Shares62

Event2026-03-31

Filed2026-04-14

COCA COLA CO COM

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

NXPI

NXP SEMICONDUCTORS N V COM

New

Shares383

Event2026-03-31

Filed2026-04-14

MSCI

MSCI INC COM

New

Shares123

Event2026-03-31

Filed2026-04-14

APP

APPLOVIN CORP COM CL A

New

Shares147

Event2026-03-31

Filed2026-04-14

DPZ

DOMINOS PIZZA INC COM

New

Shares152

Event2026-03-31

Filed2026-04-14

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

72.13%

Shares525

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares530

Event2026-03-31

Filed2026-04-14

HOOD

ROBINHOOD MKTS INC COM CL A

-99.11%

Shares325

Event2026-03-31

Filed2026-04-14

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-99.69%

Shares37

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available