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Portfolio (Quarterly) Guide ↗

Windsor Capital Management, LLC

· CIK 0001543100
13F Portfolio $355M AUM 123 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 31 Added 57 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TIP ISHARES TR 2,034 $224K 0.06% SOLD
2 NKE NIKE INC Consumer Cyclical 3,286 $209K 0.06% SOLD
3 URI UNITED RENTALS INC Industrials 255 $206K 0.06% SOLD
4 HYG ISHARES TR 2,513 $203K 0.06% SOLD
Sector Allocation
Technology 27.3%
Financial Services 23.8%
Consumer Defensive 12.9%
Industrials 10.8%
Healthcare 10.7%
Consumer Cyclical 6.5%
Energy 4.4%
Communication Services 2.4%
Real Estate 1.3%