Westwind Capital
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $39.5K | 8.1% |
| Mastercard Inc | $38.9K | 7.9% |
| Alphabet Inc. | $37.3K | 7.6% |
| Amazon.com Inc | $32.1K | 6.6% |
| Intuitive Surgical Inc | $31.0K | 6.3% |
| THE GOLDMAN SACHS GROUP, INC. | $29.2K | 6.0% |
| MICROSOFT CORP | $28.5K | 5.8% |
| IDEXX LABORATORIES INC /DE | $20.8K | 4.2% |
| NVIDIA Corp | $19.5K | 4.0% |
| ServiceNow Inc | $18.6K | 3.8% |
| TYLER TECHNOLOGIES, INC. | $18.2K | 3.7% |
| Samsara Inc. | $18.1K | 3.7% |
| Guidewire Software, Inc. | $15.6K | 3.2% |
| Prologis Inc | $14.3K | 2.9% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | $14.0K | 2.9% |
| Uber Technologies, Inc | $13.0K | 2.6% |
| Netflix Inc | $12.9K | 2.6% |
| BOSTON SCIENTIFIC CORP | $12.8K | 2.6% |
| MercadoLibre, Inc. | $10.2K | 2.1% |
| Palantir Technologies Inc | $9.5K | 1.9% |
| ARCH CAPITAL GROUP LTD. | $9.0K | 1.8% |
| UNIVERSAL TECHNICAL INSTITUTE INC | $8.0K | 1.6% |
| Texas Pacific Land Corp | $5.7K | 1.2% |
| Tempus AI, Inc. | $4.3K | 0.9% |
| Robinhood Markets, Inc. | $4.1K | 0.8% |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | $3.6K | 0.7% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $3.3K | 0.7% |
| SPDR S&P 500 ETF TRUST | $3.1K | 0.6% |
| iShares MSCI UAE ETF | $3.0K | 0.6% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.6K | 0.5% |
| ISHARES U.S. INDUSTRIALS ETF | $2.4K | 0.5% |
| VANGUARD REAL ESTATE ETF | $1.8K | 0.4% |
| KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.6K | 0.3% |
| VANGUARD CORE PLUS BOND ETF | $833 | 0.2% |
| Alphabet Inc. | $588 | 0.1% |
| VANGUARD S&P 500 ETF | $484 | 0.1% |
| VANGUARD S&P 500 GROWTH ETF | $408 | 0.1% |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $220 | 0.0% |
| ISHARES RUSSELL MIDCAP ETF | $187 | 0.0% |
| VANECK SOCIAL SENTIMENT ETF | $122 | 0.0% |
| ISHARES ASIA 50 ETF | $120 | 0.0% |
| Salesforce Inc | $61 | 0.0% |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $28 | 0.0% |