Windle Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Windle Wealth, Llc disclosed 35 stock positions valued at approximately $248.88M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and WELLTOWER INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 35
- Portfolio Value
- $248.88M
Holdings by Sector
Windle Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.62% | 82,316 | +108 | +0.13% | $16,470,608 |
| APPLE INC | AAPL | Technology | 5.08% | 43,651 | +312 | +0.72% | $12,630,857 |
| WELLTOWER INC | WELL | Real Estate | 4.94% | 54,154 | -68 | -0.13% | $12,291,433 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4.65% | 45,541 | +534 | +1.19% | $11,566,086 |
| ABBVIE INC | ABBV | Healthcare | 4.43% | 43,844 | +1,056 | +2.47% | $11,032,781 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 4.18% | 144,758 | +2,603 | +1.83% | $10,415,339 |
| COCA COLA CO | KO | Consumer Defensive | 4.12% | 126,116 | +2,643 | +2.14% | $10,249,475 |
| MICROSOFT CORP | MSFT | Technology | 4.03% | 26,912 | +1,412 | +5.54% | $10,038,698 |
| BROADCOM INC | AVGO | Technology | 4.00% | 26,334 | -3,700 | -12.32% | $9,947,649 |
| EXXON MOBIL CORP | XOM | Energy | 3.95% | 71,845 | -401 | -0.56% | $9,822,644 |
| CONSOLIDATED EDISON INC | ED | Utilities | 3.89% | 87,416 | +2,777 | +3.28% | $9,670,813 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 3.83% | 83,864 | +1,178 | +1.42% | $9,534,469 |
| SOUTHERN CO | SO | Utilities | 3.78% | 98,225 | +2,907 | +3.05% | $9,401,111 |
| 3M CO | MMM | Industrials | 3.74% | 57,451 | +2,833 | +5.19% | $9,301,888 |
| ALPHABET INC | GOOG | Communication Services | 3.70% | 26,042 | +141 | +0.54% | $9,201,420 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 3.68% | 33,852 | +2,251 | +7.12% | $9,155,934 |
| CHEVRON CORPORATION | CVX | Energy | 3.54% | 53,163 | +77 | +0.15% | $8,812,325 |
| REALTY INCOME CORP | O | Real Estate | 3.50% | 140,722 | +9,805 | +7.49% | $8,719,128 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 3.43% | 201,680 | +6,293 | +3.22% | $8,539,120 |
| UNILEVER PLC | UL | Consumer Defensive | 3.42% | 141,375 | +15,460 | +12.28% | $8,499,450 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 3.38% | 57,434 | +1,824 | +3.28% | $8,422,187 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 3.21% | 29,526 | +1,814 | +6.55% | $7,981,087 |
| PEPSICO INC | PEP | Consumer Defensive | 3.15% | 57,889 | +5,193 | +9.85% | $7,838,186 |
| AT&T INC | T | Communication Services | 2.97% | 357,358 | +17,250 | +5.07% | $7,397,308 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.23% | 12,889 | -12 | -0.09% | $3,071,964 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.73% | 5,338 | - | - | $1,820,365 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.71% | 12,125 | +5 | +0.04% | $1,772,571 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.61% | 898 | - | - | $1,524,256 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.46% | 2,400 | - | - | $1,146,168 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.38% | 2,712 | +15 | +0.56% | $956,459 |
Showing 30 of 35 holdings in the latest reporting period.