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Portfolio (Quarterly) Guide ↗

Westwind Capital

· CIK 0001729269
13F Portfolio $489M AUM 43 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 13 Added 14 Reduced 7 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIA ISHARES ASIA 50 ETF 1,233.0 $120K 0.03% NEW $97.32 +40.7%
42 CRM SALESFORCE INC COM Technology 229.0 $61K 0.01% NEW $266.38 -5.6%
43 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 305.0 $28K 0.01% NEW $91.80 -0.3%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 29.7%
Healthcare 16.5%
Consumer Cyclical 10.1%
Real Estate 3.4%
Communication Services 3.2%
Consumer Defensive 1.9%
Energy 1.4%