Westwind Capital

LAS CRUCES, NM · CIK 1729269 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLas Cruces, NM

$422.1m reported value +1.7% vs Q1 2026

77positions

46.5%in top 10

30 new 34 added 12 reduced 30 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	75,184	$26.6m6.29%	6.29%	Reduced -13.7k	-13,677 -15.4%
2	AMAZON COM INC COM AMZN	AMZN	105,066	$25.0m5.93%	5.93%	Reduced -27.2k	-27,188 -20.6%
3	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	247,379	$21.7m5.15%	5.15%	Added +9.8k	+9,752 4.1%
4	VISA INC COM CL A V	V	62,852	$21.6m5.11%	5.11%	Reduced -15.9k	-15,872 -20.2%
5	MASTERCARD INCORPORATED CL A MA	MA	38,001	$19.5m4.62%	4.62%	Reduced -9.4k	-9,379 -19.8%
6	NETFLIX INC COM NFLX	NFLX	260,599	$18.6m4.41%	4.41%	Reduced -58.2k	-58,240 -18.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	89,123	$17.8m4.22%	4.22%	Reduced -11.1k	-11,085 -11.1%
8	PROLOGIS INC. COM PLD	PLD	119,427	$16.2m3.83%	3.83%	Added +13.4k	+13,443 12.7%
9	GOLDMAN SACHS GROUP INC COM GS	GS	14,571	$14.7m3.49%	3.49%	Reduced -17.1k	-17,050 -53.9%
10	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	33,540	$14.7m3.48%	3.48%	Added +13.3k	+13,263 65.4%
11	BLOOM ENERGY CORP COM CL A BE	BE	41,339	$12.5m2.96%	2.96%	New
12	NEXTERA ENERGY INC COM NEE	NEE	138,427	$12.2m2.88%	2.88%	Added +7.6k	+7,626 5.8%
13	HUMANA INC COM HUM	HUM	29,657	$11.8m2.79%	2.79%	New
14	MSCI INC COM MSCI	MSCI	20,859	$11.7m2.77%	2.77%	Added +20.7k	+20,736 16858.5%
15	VERTIV HOLDINGS CO COM CL A VRT	VRT	34,758	$11.6m2.76%	2.76%	New
16	MARRIOTT INTL INC NEW CL A MAR	MAR	29,138	$10.8m2.56%	2.56%	New
17	MICROSOFT CORP COM MSFT	MSFT	27,121	$10.1m2.40%	2.40%	Reduced -37.6k	-37,597 -58.1%
18	ELI LILLY & CO COM LLY	LLY	8,264	$9.9m2.35%	2.35%	New
19	SERVICENOW INC COM NOW	NOW	94,537	$9.4m2.22%	2.22%	Reduced -22.5k	-22,497 -19.2%
20	MORGAN STANLEY COM NEW MS	MS	43,637	$9.1m2.16%	2.16%	New
21	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	22,682	$9.0m2.14%	2.14%	Reduced -29.9k	-29,942 -56.9%
22	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	67,984	$7.9m1.88%	1.88%	Added +15.3k	+15,342 29.1%
23	GOLDMAN SACHS ETF TR ACTIVEBETA US GSSC	GSSC	64,231	$5.9m1.39%	1.39%	Added +1.4k	+1,379 2.2%
24	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	90,867	$5.5m1.30%	1.30%	Added +4.2k	+4,156 4.8%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,841	$3.4m0.80%	0.80%	New
26	KRANESHARES TRUST PUBLIC-PRIVATE A AGIX	AGIX	60,708	$2.8m0.67%	0.67%	Reduced -3.1k	-3,097 -4.8%
27	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	28,560	$2.8m0.65%	0.65%	Added +817	+817 2.9%
28	ISHARES TR US INDUSTRIALS IYJ	IYJ	15,551	$2.6m0.61%	0.61%	Added +463	+463 3.1%
29	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,637	$2.4m0.58%	0.58%	New
30	ISHARES TR EXPANDED TECH IGV	IGV	26,215	$2.4m0.56%	0.56%	Added +526	+526 2.0%
31	ISHARES TR US REGNL BKS ETF IAT	IAT	36,934	$2.3m0.54%	0.54%	Added +8.7k	+8,747 31.0%
32	WESTERN DIGITAL CORP COM WDC	WDC	3,584	$2.3m0.54%	0.54%	Added +3.2k	+3,158 741.3%
33	SANDISK CORP COM SNDK	SNDK	997	$2.3m0.54%	0.54%	New
34	ETF OPPORTUNITIES TRUST TUTTLE CAPITAL FOTO	FOTO	93,964	$2.2m0.52%	0.52%	New
35	MICRON TECHNOLOGY INC COM MU	MU	1,901	$2.2m0.52%	0.52%	New
36	TERADYNE INC COM TER	TER	4,325	$2.1m0.50%	0.50%	Added +4.0k	+3,986 1175.8%
37	CIENA CORP COM NEW CIEN	CIEN	4,095	$2.0m0.48%	0.48%	Added +3.8k	+3,795 1265.0%
38	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,029	$2.0m0.46%	0.46%	Added +1.8k	+1,777 705.2%
39	DELL TECHNOLOGIES INC CL C DELL	DELL	4,486	$1.9m0.46%	0.46%	Added +3.7k	+3,737 498.9%
40	YUM BRANDS INC COM YUM	YUM	12,079	$1.9m0.46%	0.46%	New
41	KLA CORP COM NEW KLAC	KLAC	6,262	$1.9m0.45%	0.45%	Added +5.4k	+5,362 595.8%
42	AIRBNB INC COM CL A ABNB	ABNB	13,154	$1.9m0.45%	0.45%	New
43	COMFORT SYS USA INC COM FIX	FIX	947	$1.9m0.44%	0.44%	Added +885	+885 1427.4%
44	NORTHERN TR CORP COM NTRS	NTRS	10,771	$1.9m0.44%	0.44%	New
45	GE VERNOVA INC COM GEV	GEV	1,591	$1.9m0.44%	0.44%	Added +1.5k	+1,479 1320.5%
46	APPLIED MATLS INC COM AMAT	AMAT	2,574	$1.9m0.44%	0.44%	Added +2.3k	+2,309 871.3%
47	TEXAS INSTRS INC COM TXN	TXN	6,235	$1.9m0.44%	0.44%	New
48	STEEL DYNAMICS INC COM STLD	STLD	7,878	$1.8m0.43%	0.43%	Added +7.3k	+7,289 1237.5%
49	NRG ENERGY INC COM NEW NRG	NRG	12,315	$1.8m0.43%	0.43%	New
50	NUCOR CORP COM NUE	NUE	8,071	$1.8m0.43%	0.43%	Added +7.4k	+7,434 1167.0%
51	ALTRIA GROUP INC COM MO	MO	24,812	$1.8m0.42%	0.42%	New
52	GLOBE LIFE INC COM GL	GL	9,642	$1.7m0.41%	0.41%	Added +8.9k	+8,870 1149.0%
53	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	18,045	$1.6m0.39%	0.39%	New
54	BROADCOM INC COM AVGO	AVGO	4,187	$1.6m0.37%	0.37%	New
55	SOUTHWEST AIRLS CO COM LUV	LUV	29,592	$1.5m0.36%	0.36%	New
56	EQUINIX INC COM EQIX	EQIX	1,440	$1.5m0.36%	0.36%	New
57	CORPAY INC COM SHS CPAY	CPAY	4,415	$1.5m0.35%	0.35%	Added +4.1k	+4,080 1217.9%
58	ECHOSTAR CORP CL A ECHO	ECHO	14,395	$1.5m0.35%	0.35%	New
59	LUMENTUM HLDGS INC COM LITE	LITE	1,694	$1.5m0.34%	0.34%	New
60	VALERO ENERGY CORP COM VLO	VLO	5,529	$1.4m0.34%	0.34%	New
61	EBAY INC. COM EBAY	EBAY	12,867	$1.4m0.34%	0.34%	Added +11.9k	+11,869 1189.3%
62	NXP SEMICONDUCTORS N V COM NXPI	NXPI	5,096	$1.4m0.34%	0.34%	Added +4.7k	+4,713 1230.5%
63	INCYTE CORP COM INCY	INCY	12,396	$1.4m0.33%	0.33%	New
64	ELECTRONIC ARTS INC COM EA	EA	6,849	$1.4m0.33%	0.33%	Added +6.3k	+6,320 1194.7%
65	WALMART INC COM WMT	WMT	120,496	$1.4m0.32%	0.32%	New
66	FOX CORP CL B COM FOX	FOX	28,626	$1.3m0.32%	0.32%	Added +26.4k	+26,382 1175.7%
67	BUNGE GLOBAL SA COM SHS BG	BG	12,418	$1.3m0.31%	0.31%	New
68	DISNEY WALT CO COM DIS	DIS	13,741	$1.3m0.31%	0.31%	New
69	CBOE GLOBAL MKTS INC COM CBOE	CBOE	5,438	$1.3m0.31%	0.31%	New
70	DEVON ENERGY CORP NEW COM DVN	DVN	27,637	$1.1m0.27%	0.27%	Added +25.7k	+25,664 1300.8%
71	APPLOVIN CORP COM CL A APP	APP	1,776	$915.0k0.22%	0.22%	Added +1.6k	+1,629 1108.2%
72	FAIR ISAAC CORP COM FICO	FICO	714	$853.0k0.20%	0.20%	Added +628	+628 730.2%
73	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,315	$470.0k0.11%	0.11%	Reduced -371	-371 -22.0%
74	TIDAL TRUST II DEFIA AI PWR ETF AIPO	AIPO	76,718	$256.0k0.06%	0.06%	New
75	ISHARES TR RUS MID CAP ETF IWR	IWR	1,943	$214.0k0.05%	0.05%	Unchanged
76	ISHARES TR ASIA 50 ETF AIA	AIA	1,233	$175.0k0.04%	0.04%	Added +1.1k	+1,110 902.4%
77	CUMMINS INC COM CMI	CMI	2,380	$170.0k0.04%	0.04%	Added +2.2k	+2,208 1283.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
IDEXX LABS INC IDXX	IDXX	29,713	$16.7m29.7k shares
BOSTON SCIENTIFIC CORP BSX	BSX	176,769	$11.1m176.8k shares
UBER TECHNOLOGIES INC UBER	UBER	151,704	$10.9m151.7k shares
UNIVERSAL TECHNICAL INST INC UTI	UTI	292,725	$10.6m292.7k shares
MERCADOLIBRE INC MELI	MELI	5,035	$8.7m5.0k shares
ARCH CAP GROUP LTD ACGL	ACGL	89,741	$8.6m89.7k shares
SPDR S&P 500 ETF TR SPY	SPY	4,626	$3.3m4.6k shares
SELECT SECTOR SPDR TR XLU	XLU	47,632	$2.2m47.6k shares
VANGUARD MALVERN FDS VPLS	VPLS	11,316	$878.0k11.3k shares
VANGUARD INDEX FDS VOO	VOO	984	$578.0k984 shares
SAMSARA INC IOT	IOT	16,451	$521.0k16.5k shares
TYLER TECHNOLOGIES INC TYL	TYL	1,212	$415.0k1.2k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	2,348	$351.0k2.3k shares
INVESCO QQQ TR QQQ	QQQ	454	$262.0k454 shares
ISHARES TR IVE	IVE	1,193	$252.0k1.2k shares
CARDINAL HEALTH INC CAH	CAH	611	$129.0k611 shares
VANGUARD ADMIRAL FDS INC VOOG	VOOG	1,842	$125.0k1.8k shares
OMNICOM GROUP INC OMC	OMC	1,475	$111.0k1.5k shares
MOODYS CORP MCO	MCO	236	$103.0k236 shares
AMGEN INC AMGN	AMGN	285	$100.0k285 shares
TEMPUS AI INC TEM	TEM	2,168	$98.0k2.2k shares
ULTA BEAUTY INC ULTA	ULTA	183	$96.0k183 shares
MONSTER BEVERAGE CORP NEW MNST	MNST	1,320	$96.0k1.3k shares
AMPHENOL CORP APH	APH	712	$90.0k712 shares
COCA COLA CO KO	KO	1,096	$83.0k1.1k shares