Portfolio (Quarterly) Guide ↗

Windsor Capital Management, LLC

· CIK 0001543100

13F Portfolio $385M AUM 127 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 20 Added 62 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TGT	TARGET CORP	Consumer Defensive	7,080	$858K	0.24%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	2,613	$591K	0.17%	SOLD
3	MDT	MEDTRONIC PLC	Healthcare	6,389	$554K	0.16%	SOLD
4	CRM	SALESFORCE INC	Technology	2,055	$384K	0.11%	SOLD
5	GCV	GABELLI CONV & INC SECS FD I	Financial Services	12,682	$54K	0.01%	SOLD

Sector Allocation

Technology 31.0%

Financial Services 24.4%

Industrials 11.5%

Healthcare 10.8%

Consumer Defensive 10.0%

Consumer Cyclical 6.1%

Energy 3.2%

Communication Services 1.9%

Real Estate 1.2%