Westwind Capital has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 87 separate positions held by the firm, with the total value of the portfolio reported as $426,218.
The largest holding disclosed in the filing is Walmart Inc., for which Westwind Capital reported ownership of 11,398 shares valued at $109,677. Following Walmart, the firm holds significant positions in NVIDIA Corporation, with 19,356 shares valued at $84,754, and Palantir Technologies Inc. Class A, with 11,901 shares valued at $63,624.
Other notable positions include:
- State Street SPDR Portfolio S&P 500 ETF: 21,555 shares valued at $240,135.
- Applied Materials Inc.: 1,283 shares valued at $2,508.
- Visa Inc. Class A: 20,894 shares valued at $58,146.
- AppLovin Corp. Class A: 538 shares valued at $1,853.
The filing lists Sheila Walton as the Compliance Officer for Westwind Capital, located in Las Cruces, New Mexico. The report was filed on October 8, 2026.
