Portfolio (Quarterly) Guide ↗

Windle Wealth, LLC

· CIK 0001963452

13F Portfolio $223M AUM 34 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 15 Added 6 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UL	UNILEVER PLC	Consumer Defensive	133,188	$7.9M	3.53%	SOLD

Sector Allocation

Technology 22.5%

Consumer Defensive 15.2%

Communication Services 11.5%

Healthcare 8.9%

Energy 8.0%

Real Estate 8.0%

Utilities 7.5%

Industrials 7.4%

Consumer Cyclical 6.8%

Financial Services 4.3%