Windle Wealth, LLC Long-Term Concentrated

Location: Oklahoma City, OK

CIK: 0001963452 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 30, 2026

Total Value: $249M (100.0% shares, 0.0% debt)

Holdings (35)

Increased Positions (17)

T AT&T INC 3.0%
Value $7.397M (-25.0%) Shares 357,358 (+5.1%) Est. Cost $16.02 Unrealized
TROW PRICE T ROWE GROUP INC 3.8%
Value $9.534M (+27.9%) Shares 83,864 (+1.4%) Est. Cost $97.58 Unrealized
ABBV ABBVIE INC 4.4%
Value $11.03M (+18.6%) Shares 43,844 (+2.5%) Est. Cost $147.18 Unrealized
MMM 3M CO 3.7%
Value $9.302M (+17.3%) Shares 57,451 (+5.2%) Est. Cost $105.13 Unrealized
UL UNILEVER PLC 3.4%
Value $8.499M (+18.5%) Shares 141,375 (+12.3%) Est. Cost $64.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 3.4%
Value $8.539M (-12.9%) Shares 201,680 (+3.2%) Est. Cost $33.13 Unrealized
MO ALTRIA GROUP INC 4.2%
Value $10.42M (+11.0%) Shares 144,758 (+1.8%) Est. Cost $36.86 Unrealized
ITW ILLINOIS TOOL WKS INC 3.7%
Value $9.156M (+11.3%) Shares 33,852 (+7.1%) Est. Cost $213.06 Unrealized
KO COCA COLA CO 4.1%
Value $10.25M (+9.2%) Shares 126,116 (+2.1%) Est. Cost $57.06 Unrealized
O REALTY INCOME CORP 3.5%
Value $8.719M (+8.9%) Shares 140,722 (+7.5%) Est. Cost $52.59 Unrealized
MCD MCDONALDS CORP 3.2%
Value $7.981M (-7.3%) Shares 29,526 (+6.5%) Est. Cost $254.70 Unrealized
MSFT MICROSOFT CORP 4.0%
Value $10.04M (+6.3%) Shares 26,912 (+5.5%) Est. Cost $283.46 Unrealized
JNJ JOHNSON & JOHNSON 4.6%
Value $11.57M (+5.1%) Shares 45,541 (+1.2%) Est. Cost $155.56 Unrealized
PG PROCTER & GAMBLE CO 3.4%
Value $8.422M (+4.9%) Shares 57,434 (+3.3%) Est. Cost $136.85 Unrealized
PEP PEPSICO INC 3.1%
Value $7.838M (-4.2%) Shares 57,889 (+9.9%) Est. Cost $154.92 Unrealized
SO SOUTHERN CO 3.8%
Value $9.401M (+2.2%) Shares 98,225 (+3.0%) Est. Cost $63.51 Unrealized
ED CONSOLIDATED EDISON INC 3.9%
Value $9.671M (+1.0%) Shares 87,416 (+3.3%) Est. Cost $85.95 Unrealized

Decreased Positions (1)

Unchanged Positions (14)