StockDriftsStockDriftsTop 50 Windsor Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WOR | WORTHINGTON ENTERPRISES INC | 15.21% | 389.6K | $20.9M | -15.24%(-70.03K) | $57.07(+2.78%) | 2026-06-30 | |
| PAYX | PAYCHEX INC | 15.15% | 212.1K | $20.9M | +0.00%(+0) | $124.14(-1.71%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.7% | 39.2K | $7.8M | +208.06%(+26.48K) | $169.00(+33.76%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.3% | 9.8K | $7.3M | +0.00%(+0) | $506.10(+53.91%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.81% | 225.2K | $6.6M | +0.00%(+0) | $21.37(+42.79%) | 2026-06-30 | |
| WS | WORTHINGTON STL INC | 4.76% | 195.3K | $6.6M | -29.22%(-80.60K) | $31.34(+21.06%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.81% | 7 | $5.2M | +0.00%(+0) | $740287.33(+0.96%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.69% | 183.6K | $5.1M | +0.00%(+0) | $21.72(+31.95%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.13% | 27.4K | $4.3M | +6.20%(+1.60K) | $111.22(+44.49%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.68% | 7.4K | $3.7M | +0.04%(+3) | $360.81(+38.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.73% | — | — | +37.20% |
| Top 20 Holdings Unweighted | +14.03% | +48.26% | — | — | +65.01% |
Windsor Advisory Group LLC reports $137.69M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are WOR (15.2%), PAYX (15.2%) and NVDA (5.7%). The top 20 holdings account for 79.77% of reported assets. Its disclosed equity book has returned +23.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Windsor Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739953). View Windsor Advisory Group LLC’s 13F filings on SEC