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Sheila Walton

Westwind Capital

Assets Managed
$416.442M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
-14.91%(2Q avg: -6.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westwind Capital's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Westwind Capital over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 416.442M in assets, with a quarterly growth rate of -14.91% and a 2-quarter average growth rate of -6.33%. The portfolio is managed by Sheila Walton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NFLX
Netflix Inc
Recent Activity
Increased 132.02%
7.37%
$30.656M
318,839 shares@ $96.15 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.91%
6.62%
$27.545M
132,254 shares@ $208.28 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -4.84%
6.43%
$26.751M
31,621 shares@ $845.99 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -25.23%
6.13%
$25.491M
88,861 shares@ $286.87 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Decreased -3.7%
5.83%
$24.261M
52,624 shares@ $461.03 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9.88%
5.76%
$23.957M
64,718 shares@ $370.18 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -30.12%
5.72%
$23.794M
78,724 shares@ $302.25 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -30.45%
5.69%
$23.674M
47,380 shares@ $499.67 avg price
IGV
Ishares Expanded Tech-softwa
Recent Activity
Increased 6.4%
4.94%
$20.564M
25,689 shares@ $800.5 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 36.32%
4.37%
$18.188M
237,627 shares@ $76.55 avg price

1-10 of 77