Windsor Capital Management, LLC
Sector Allocation
- Other82.8%$321.9M
- Technology5.7%$22.3M
- Financials4.5%$17.6M
- Healthcare1.9%$7.5M
- Consumer Staples1.7%$6.5M
- Industrials1.5%$5.8M
- Consumer Discretionary1.0%$3.9M
- Energy0.6%$2.4M
- Real Estate0.2%$715,148
- Communication Services0.1%$323,934
AUM History
13fpro.ai/research/fund/windsor-capital-management-llc-1543100
Conviction and streaks
Stable · top 10 = 48.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$48.1M
- SPDR$20.7M
- ISHARES$19.5M
- SPDR$19.3M
- ISHARES$18.5M
- SPDR$15.8M
- ISHARES$13.7M
- ISHARES$13.7M
- SPDR$9.7M
- ISHARES$9.2M
AAPL
$9.1M- ISHARES$9.0M
- ISHARES$9.0M
- SPDR$8.4M
IVZ
$8.4M- SPDR$8.2M
- ISHARES$7.9M
- VANGUARD$7.8M
- J$7.3M
- SELECT$6.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/windsor-capital-management-llc-1543100
Windsor Capital Management, LLC 13F holdings — Q3 2026
$388.9M portfolio (+1.1% QoQ) · 132 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$48.1M
12.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500VAL
$20.7M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - ESG AW MSCI EAFE
$19.5M
5.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500ETF
$19.3M
5.0% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P MCP ETF
$18.5M
4.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR SP600 SML
$15.8M
4.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - IBDS DEC28 ETF
$13.7M
3.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - IBONDS DEC 29
$13.7M
3.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR P400MID
$9.7M
2.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - IBONDS DEC 2031
$9.2M
2.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $48.1M | 12.4% | +6% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500VAL | $20.7M | 5.3% | +2% | — | — | — | — | |
| 3 | ISHARES TR - ESG AW MSCI EAFE | $19.5M | 5.0% | +6% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500ETF | $19.3M | 5.0% | -4% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P MCP ETF | $18.5M | 4.8% | +6% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR SP600 SML | $15.8M | 4.1% | +3% | — | — | — | — | |
| 7 | ISHARES TR - IBDS DEC28 ETF | $13.7M | 3.5% | +7% | — | — | — | — | |
| 8 | ISHARES TR - IBONDS DEC 29 | $13.7M | 3.5% | +7% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR P400MID | $9.7M | 2.5% | -3% | — | — | — | — | |
| 10 | ISHARES TR - IBONDS DEC 2031 | $9.2M | 2.4% | +6% | — | — | — | — |
All holdings — Windsor Capital Management, LLC (Q3 2026)
132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $9.1M | 2.3% | 27K | +3% | 11+ qtrs | 75.7 | 13F | |
| 12 | — | ISHARES TR - IBONDS 27 ETFetf/fund | — | $9.0M | 2.3% | 375K | +3% | — | — | 13F |
| 13 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $9.0M | 2.3% | 177K | +2% | — | — | 13F |
| 14 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $8.4M | 2.2% | 162K | +4% | — | — | 13F |
| 15 | Invesco Ltd.preferred | Financials | $8.4M | 2.1% | 353K | +3% | 11+ qtrs | — | 13F | |
| 16 | — | SPDR SERIES TRUST - ST STR CONV ETFetf/fund | — | $8.2M | 2.1% | 81K | -0.1% | — | — | 13F |
| 17 | — | ISHARES TR - IBONDS DEC 2030etf/fund | — | $7.9M | 2.0% | 374K | +5% | — | — | 13F |
| 18 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $7.8M | 2.0% | 111K | -4% | — | — | 13F |
| 19 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETFetf/fund | — | $7.3M | 1.9% | 157K | +2% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $6.5M | 1.7% | 33K | -5% | — | — | 13F |
| 21 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETFetf/fund | — | $5.2M | 1.4% | 130K | +3% | — | — | 13F |
| 22 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $4.9M | 1.3% | 97K | -1% | — | — | 13F |
| 23 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETFetf/fund | — | $4.7M | 1.2% | 105K | -1.0% | — | — | 13F |
| 24 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $4.6M | 1.2% | 81K | +2% | — | — | 13F |
| 25 | — | ISHARES TR - CRE U S REIT ETFetf/fund | — | $4.4M | 1.1% | 71K | +5% | — | — | 13F |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.2M | 1.1% | 5,465 | -3% | |||
| 27 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $4.1M | 1.1% | 44K | -1.0% | |||
| 28 | — | ISHARES TR - CORE S&P SCP ETF | — | $3.7M | 0.9% | 27K | -5% | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $3.1M | 0.8% | 9,274 | +1% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $2.6M | 0.7% | 5,060 | +0.5% | |||
| 31 | — | ISHARES TR - BROAD USD HIGH | — | $2.6M | 0.7% | 72K | +22% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.4M | 0.6% | 14K | -2% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 0.6% | 23K | -2% | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $2.2M | 0.6% | 20K | -1% | |||
| 35 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.1M | 0.6% | 4,706 | -5% | |||
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.1M | 0.5% | 4,058 | -2% | |||
| 37 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.5% | 14K | -0.4% | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $2.0M | 0.5% | 5,568 | -0.5% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.9M | 0.5% | 36K | -3% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.5% | 7,167 | +27% | |||
| 41 | — | ISHARES TR - MSCI EAFE ETF | — | $1.8M | 0.5% | 17K | -2% | |||
| 42 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.7M | 0.4% | 4,000 | — | |||
| 43 | — | ISHARES TR - CONV BD ETF | — | $1.6M | 0.4% | 14K | +9% | |||
| 44 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.4% | 1,817 | -3% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.4M | 0.4% | 8,648 | -5% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.4M | 0.4% | 24K | -0.7% | |||
| 47 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.4% | 5,622 | -2% | |||
| 48 | $KO | COCA COLA CO | Consumer Staples | $1.4M | 0.3% | 16K | +0.1% | |||
| 49 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.3% | 6,258 | -0.7% | |||
| 50 | — | ISHARES TR - IBONDS DEC2026 | — | $1.2M | 0.3% | 50K | +8% | |||
| 51 | $V | VISA INC. | Financials | $1.2M | 0.3% | 3,270 | -1% | |||
| 52 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.3% | 1,284 | -3% | |||
| 53 | — | ISHARES TR - CORE S&P TTL STK | — | $1.2M | 0.3% | 6,930 | -0.2% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.3% | 6,835 | -2% | |||
| 55 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.1M | 0.3% | 12K | +0.0% | |||
| 56 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.0M | 0.3% | 11K | -1% | |||
| 57 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $997K | 0.3% | 12K | -2% | |||
| 58 | — | ISHARES TR - GLOBAL TECH ETF | — | $934K | 0.2% | 6,300 | — | |||
| 59 | $MCD | MCDONALDS CORP | Consumer Discretionary | $920K | 0.2% | 3,984 | -3% | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $919K | 0.2% | 2,181 | -34% | |||
| 61 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $916K | 0.2% | 4,120 | +0.2% | |||
| 62 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $910K | 0.2% | 6,264 | -6% | |||
| 63 | $CSCO | CISCO SYSTEMS, INC. | Technology | $869K | 0.2% | 8,074 | +2% | |||
| 64 | $ABBV | AbbVie Inc. | Healthcare | $841K | 0.2% | 3,213 | +3% | |||
| 65 | — | ISHARES TR - RUSSELL 2000 ETF | — | $836K | 0.2% | 3,008 | -1% | |||
| 66 | $EMR | EMERSON ELECTRIC CO | Industrials | $816K | 0.2% | 5,258 | -0.9% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $802K | 0.2% | 13K | -5% | |||
| 68 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.2% | 1 | — | |||
| 69 | $PLD | Prologis, Inc. | Real Estate | $715K | 0.2% | 5,508 | +0.2% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $701K | 0.2% | 2,465 | +2% | |||
| 71 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $688K | 0.2% | 3,184 | -6% | |||
| 72 | $META | Meta Platforms, Inc. | Technology | $683K | 0.2% | 942 | +0.1% | |||
| 73 | $GLD | SPDR GOLD TRUST | Financials | $675K | 0.2% | 1,773 | — | |||
| 74 | $NVDA | NVIDIA CORP | Technology | $667K | 0.2% | 2,922 | +7% | |||
| 75 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $613K | 0.2% | 828 | — | |||
| 76 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $598K | 0.1% | 1,200 | — | |||
| 77 | $BG | Bunge Global SA | Consumer Staples | $584K | 0.1% | 5,463 | +3% | |||
| 78 | $NXPI | NXP Semiconductors N.V. | Technology | $580K | 0.1% | 2,441 | -6% | |||
| 79 | $AZN | ASTRAZENECA PLC | Healthcare | $566K | 0.1% | 3,507 | -0.9% | |||
| 80 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $542K | 0.1% | 14K | +1% | |||
| 81 | $PEP | PEPSICO INC | Consumer Staples | $528K | 0.1% | 4,169 | -10% | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $525K | 0.1% | 11K | +0.6% | |||
| 83 | — | ISHARES TR - RUS MID CAP ETF | — | $513K | 0.1% | 4,803 | — | |||
| 84 | $SNDK | Sandisk Corp | Technology | $508K | 0.1% | 292 | — | |||
| 85 | $ORCL | ORACLE CORP | Technology | $480K | 0.1% | 3,496 | +0.1% | |||
| 86 | $AXP | AMERICAN EXPRESS CO | Financials | $464K | 0.1% | 1,526 | +0.1% | |||
| 87 | $INTC | INTEL CORP | Technology | $449K | 0.1% | 3,736 | — | |||
| 88 | $TSLA | Tesla, Inc. | Consumer Discretionary | $446K | 0.1% | 1,257 | -1% | |||
| 89 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $434K | 0.1% | 5,280 | +39% | |||
| 90 | $QCOM | QUALCOMM INC/DE | Technology | $427K | 0.1% | 2,320 | — | |||
| 91 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $420K | 0.1% | 461 | -8% | |||
| 92 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $407K | 0.1% | 1,142 | -7% | |||
| 93 | $WDC | WESTERN DIGITAL CORP | Technology | $398K | 0.1% | 875 | — | |||
| 94 | — | ISHARES TR - IBONDS 28 TR HI | — | $371K | 0.1% | 16K | +10% | |||
| 95 | — | ISHARES TR - IBON 2027 TE ETF | — | $359K | 0.1% | 16K | +11% | |||
| 96 | $GOOGL | Alphabet Inc. | Technology | $355K | 0.1% | 1,033 | -2% | |||
| 97 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $354K | 0.1% | 4,143 | — | |||
| 98 | — | J P MORGAN EXCHANGE TRADED F - BETA US GRAD ETF | — | $351K | 0.1% | 8,171 | +48% | |||
| 99 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $333K | 0.1% | 11K | -2% | |||
| 100 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $328K | 0.1% | 1,490 | +3% | |||
| 101 | $T | AT&T INC. | Communication Services | $324K | 0.1% | 13K | — | |||
| 102 | $UNP | UNION PACIFIC CORP | Industrials | $318K | 0.1% | 1,170 | +3% | |||
| 103 | $GOOG | Alphabet Inc. | Technology | $308K | 0.1% | 904 | -3% | |||
| 104 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $308K | 0.1% | 439 | -3% | |||
| 105 | $LLY | ELI LILLY & Co | Healthcare | $304K | 0.1% | 263 | +1% | |||
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $300K | 0.1% | 1,284 | -9% | |||
| 107 | — | ISHARES TR - IBONDS 29 TR HI | — | $299K | 0.1% | 13K | +16% | |||
| 108 | $ABT | ABBOTT LABORATORIES | Healthcare | $296K | 0.1% | 2,998 | +4% | |||
| 109 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $295K | 0.1% | 5,913 | -11% | |||
| 110 | $RTX | RTX Corp | Industrials | $286K | 0.1% | 1,540 | +0.1% | |||
| 111 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $281K | 0.1% | 225 | — | |||
| 112 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $278K | 0.1% | 1,319 | New | |||
| 113 | — | ISHARES TR - MSCI EMG MKT ETF | — | $271K | 0.1% | 4,055 | -0.1% | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $265K | 0.1% | 2,199 | New | |||
| 115 | $CVS | CVS HEALTH Corp | Healthcare | $258K | 0.1% | 3,010 | — | |||
| 116 | — | ISHARES TR - RUS MD CP GR ETF | — | $256K | 0.1% | 1,860 | +0.1% | |||
| 117 | $URI | UNITED RENTALS, INC. | Industrials | $255K | 0.1% | 255 | — | |||
| 118 | $GD | GENERAL DYNAMICS CORP | Industrials | $253K | 0.1% | 763 | — | |||
| 119 | $FAST | FASTENAL CO | Industrials | $247K | 0.1% | 4,991 | -12% | |||
| 120 | — | ISHARES TR - RUS 1000 ETF | — | $247K | 0.1% | 593 | +0.2% | |||
| 121 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $238K | 0.1% | 3,078 | -0.2% | |||
| 122 | $PLXS | PLEXUS CORP | Technology | $231K | 0.1% | 885 | — | |||
| 123 | $MMM | 3M CO | Healthcare | $226K | 0.1% | 1,379 | -29% | |||
| 124 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | — | $224K | 0.1% | 3,872 | New | |||
| 125 | — | ISHARES TR - CMBS ETF | — | $223K | 0.1% | 4,710 | New | |||
| 126 | $META | Meta Platforms, Inc. | Technology | $221K | 0.1% | 2,895 | +0.0% | |||
| 127 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $221K | 0.1% | 336 | +0.3% | |||
| 128 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $209K | 0.1% | 8,320 | New | |||
| 129 | $HONA | Honeywell Aerospace Inc. | Industrials | $204K | 0.1% | 1,315 | New | |||
| 130 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $200K | 0.1% | 900 | — | |||
| 131 | $AVK | ADVENT CONVERTIBLE & INCOME FUND | Other | $171K | 0.0% | 15K | +2% | |||
| 132 | $ACHV | ACHIEVE LIFE SCIENCES, INC. | Healthcare | $88K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 53 added to, 53 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$HONHONEYWELL INTERNATIONAL INC$278K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - BETABUILDERS US$265K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - US VALUE FACTR$224K
first bought this quarter
- ISHARES TR - CMBS ETF$223K
first bought this quarter
- SCHWAB STRATEGIC TR - US TIPS ETF$209K
first bought this quarter
$HONAHoneywell Aerospace Inc.$204K
first bought this quarter
Added to (53)
- ISHARES TR - CORE S&P500 ETF+6%
now $48.1M
- ISHARES TR - ESG AW MSCI EAFE+6%
now $19.5M
- ISHARES TR - CORE S&P MCP ETF+6%
now $18.5M
- ISHARES TR - IBONDS DEC 29+7%
now $13.7M
- ISHARES TR - IBDS DEC28 ETF+7%
now $13.7M
- ISHARES TR - IBONDS DEC 2031+6%
now $9.2M
+47 more in the Excel export
Trimmed (53)
- SPDR SERIES TRUST - ST STR P500ETF-4%
now $19.3M
$AMGNAMGEN INC-34%
now $919K · held 10 qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-5%
now $6.5M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-4%
now $7.8M
- SPDR SERIES TRUST - ST STR P400MID-3%
now $9.7M
- ISHARES TR - CORE S&P SCP ETF-5%
now $3.7M
+47 more in the Excel export
Sold out (1)
- ISHARES TR - IBOXX HI YD ETFwas $206K
Holdings by quarter
Every 13F Windsor Capital Management, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Windsor Capital Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Windsor Capital Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Windsor Capital Management, LLC disclosed 132 positions worth $388.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 1 — including a new stake in $HON. The portfolio is most concentrated in Other (82.8% of disclosed assets). All figures are sourced directly from Windsor Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1543100.
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AI-Powered Hedge Fund Analysis: Windsor Capital Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Windsor Capital Management, LLC (SEC CIK: 1543100), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Windsor Capital Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.