Windmill Hill Asset Management Ltd Portfolio Stock Holdings

Windmill Hill Asset Management Ltd disclosed 23 stock positions valued at approximately $320.7 million in its latest SEC 13F filing. The largest holdings include SPDR SER TR, SPDR INDEX SHS FDS, and SPDR INDEX SHS FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
23
Portfolio Value
$320.7M
Holdings by Sector
Windmill Hill Asset Management Ltd Portfolio Holdings in Q1 2026

20 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SER TRSPYXOther66.68%4,032,340-2,309,535-36.42%$213,834,990
SPDR INDEX SHS FDSEEMXOther15.19%1,102,420+987,845+862.18%$48,722,775
SPDR INDEX SHS FDSEFAXOther3.54%227,939--$11,343,612
GENERAL ELECTRIC COGEIndustrials2.81%31,730+72+0.23%$9,004,022
VISA INCVFinancial Services1.89%20,075--$6,067,468
ALPHABET INCGOOGLCommunication Services1.79%20,000+2,419+13.76%$5,751,200
MOODYS CORPMCOFinancial Services1.48%10,912+1,572+16.83%$4,760,360
S&P GLOBAL INCSPGIFinancial Services1.35%10,172+2,265+28.65%$4,326,558
GLOBAL X FDSURAOther1.27%84,163--$4,076,014
CANADIAN PACIFIC KANSAS CITYCPIndustrials0.70%28,609-7,596-20.98%$2,250,384
MICROSOFT CORPMSFTTechnology0.33%2,899-9,276-76.19%$1,073,123
CAMECO CORPCCJEnergy0.32%9,328--$1,013,114
VALE S AVALEBasic Materials0.30%61,344--$975,983
EXXON MOBIL CORPXOMEnergy0.28%5,288--$897,162
FREEPORT-MCMORAN INCFCXBasic Materials0.28%15,020--$882,876
VICTORY CAP HLDGS INCVCTRFinancial Services0.27%13,329--$872,783
CONOCOPHILLIPSCOPEnergy0.25%5,968--$787,776
SCHLUMBERGER LTDSLBEnergy0.23%14,229--$731,228
BRASILAGRO COMPANHIA BRASILELNDConsumer Defensive0.19%141,796--$599,797
MOSAIC CO NEWMOSBasic Materials0.18%23,208--$591,804
Windmill Hill Asset Management Ltd Portfolio Stock Holdings | InsiderSet