WC
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Westwind Capital13F | |
| Westwind Capital | |
| Last update 2025-07-11 | 40 Stocks (5 new) |
| Value $489.00 Mil | Turnover 9 % |
Westwind Capital Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 115,623 | 41,050.0 | -0.42% | 8.390 | -0.04% | 0.010 | +5.78% | +11.08% | 683,529.8 | Credit Services | |
MA | Mastercard Inc | 69,406 | 39,000.0 | +0.15% | 7.970 | +0.01% | 0.010 | +8.34% | +5.96% | 504,457.8 | Credit Services | |
AMZN | Amazon.com Inc | 141,093 | 30,950.0 | +0.95% | 6.330 | +0.06% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
ISRG | Intuitive Surgical Inc | 54,391 | 29,560.0 | +0.28% | 6.040 | +0.02% | 0.020 | +6.50% | -1.79% | 183,739.5 | Medical Devices & Instruments | |
MSFT | Microsoft Corp | 59,197 | 29,450.0 | +0.65% | 6.020 | +0.04% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
GS | The Goldman Sachs Group Inc | 40,830 | 28,900.0 | +0.40% | 5.910 | +0.02% | 0.010 | +42.74% | +25.02% | 217,495.1 | Capital Markets | |
TYL | Tyler Technologies Inc | 46,795 | 27,740.0 | +1.29% | 5.670 | +0.07% | 0.110 | -1.87% | -3.12% | 24,091.8 | Software | |
NOW | ServiceNow Inc | 24,176 | 24,860.0 | +0.91% | 5.080 | +0.05% | 0.010 | +21.38% | -8.79% | 200,309.7 | Software | |
IDXX | IDEXX Laboratories Inc | 45,745 | 24,540.0 | -0.20% | 5.020 | -0.01% | 0.060 | +29.37% | +25.91% | 41,865.2 | Medical Diagnostics & Research | |
GOOG | Alphabet Inc | 124,836 | 22,150.0 | +1.31% | 4.530 | +0.06% | 0.000 | +18.32% | -3.28% | 2,222,633.0 | Interactive Media |
Westwind Capital's Historical Top Holdings Breakdowns
Westwind Capital's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +3.63% | 855.86 ($1127.52) 1339.13 | $1,250.31 | 10.89% | New holding | 13,270 | 13,270 | |
UTI | Universal Technical Institute Inc | 2025-06-30 | New Buy New Buy | +2.13% | 25.25 ($31.29) 35.9 | $31.86 | 1.82% | New holding | 307,591 | 307,591 | |
TPL | Texas Pacific Land Corp | 2025-06-30 | New Buy New Buy | +1.47% | 1036.28 ($1228.21) 1430.55 | $986.66 | -19.67% | New holding | 6,797 | 6,797 | |
IGM | iShares Expanded Tech Sector ETF | 2025-06-30 | Reduce Reduce | -0.25% | 79.8 ($98.1) 112.34 | $113.55 | 15.75% | Reduce -99.97% | 3 | -11,003 | |
IYJ | iShares U.S. Industrials ETF | 2025-06-30 | New Buy New Buy | +0.24% | 115.07 ($133.2) 142.31 | $143.88 | 8.02% | New holding | 8,212 | 8,212 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-06-30 | New Buy New Buy | +0.13% | 180.84 ($217.91) 240.32 | $238.16 | 9.29% | New holding | 2,614 | 2,614 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Add Add | +0.13% | 58.41 ($67.22) 72.69 | $73.43 | 9.24% | Add 6.3% | 141,826 | 8,405 | |
MSCI | MSCI Inc | 2025-06-30 | Add Add | +0.08% | 506.56 ($553.68) 576.74 | $572.13 | 3.33% | Add 2.9% | 23,125 | 652 | |
TYL | Tyler Technologies Inc | 2025-06-30 | Add Add | +0.07% | 521.68 ($566.58) 592.84 | $558.67 | -1.40% | Add 1.29% | 46,795 | 594 | |
IOT | Samsara Inc | 2025-06-30 | Add Add | +0.07% | 33.46 ($41.28) 47.74 | $37.99 | -7.97% | Add 1.59% | 520,590 | 8,129 |
Westwind Capital Total Holding History ($B)
Westwind Capital's Asset Allocation
Westwind Capital Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Westwind Capital's Hypothetical Growth since 2025-06-30
Westwind Capital's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Westwind Capital's Holdings Heat Map
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Westwind Capital's Holdings Bubble Chart
Westwind Capital News
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