HolderBook

Windsor Creek Advisors, LLC

Reported holdings as of Q4 2021, from 13 quarterly filings.

This filer last reported in Q4 2021; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1766553
Reported value
$330.7M
Positions
96
Top 10 weight
46.0%
Filed
2022-02-03
Days after quarter end
34

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
STATE STR SPDR S&P 500 ETF T OPTSPY$58.5Moptions only17.68%-5.56pp13qOPTIONS
VANGUARD INDEX FDSVTI$24.6M102,7467.44%+6.13pp6q+397.8%+$19.7M
ISHARES TR OPTTLT$12.5Moptions only3.77%+0.12pp2qOPTIONS
SPDR INDEX SHS FDSSPDW$12.3M336,3653.70%+0.73pp3q+17.2%+$1.8M
VANGUARD TAX-MANAGED FDSVEA$9.0M177,4502.73%-newNEW
ISHARES INC OPTEWZ$8.1M232,7002.44%+0.30pp13qHELD
WISDOMTREE TRDXJ$8.0M127,7812.42%-0.02pp6q-5.2%-$438.1K
VANGUARD 500 INDEX ADMIRAL$7.3M17,0152.22%-newNEW
MICROSOFT CORPMSFT$6.2M18,1771.87%-1.51pp13q-56.6%-$8.0M
BERKSHIRE HATHAWAY INC DELBRKA$5.9M2,4421.77%-0.35pp5q+13466.7%+$5.8M
VANGUARD WHITEHALL FDSVYMI$5.8M88,7361.77%+0.09pp13qHELD
VANGUARD INDEX FDSVBR$5.7M31,5251.73%+1.08pp5q+134.9%+$3.3M
TELEFONAKTIEBOLAGET LM ERICSERIC$5.6M556,7181.71%-0.08pp11qHELD
ISHARES TR OPTEEM$5.6M83,2921.70%-0.30pp13q-23.4%-$1.7M
ISHARES TRIWN$5.6M32,7001.68%+0.10pp7q-5.1%-$298.8K
JETBLUE AIRWAYS CORPJBLU$5.6M383,6171.68%flat13qHELD
INVESCO QQQ TR OPTQQQ$5.5Moptions only1.66%-0.08pp6qOPTIONS
FREEPORT-MCMORAN INCFCX$4.8M128,4911.46%+0.04pp9q-16.0%-$917.8K
INVESCO EXCHANGE TRADED FD TRSP$4.6M28,9001.39%-0.01pp6q-11.3%-$590.0K
INVESCO CURRENCYSHARES CDN D OPTFXC$4.6Moptions only1.38%+0.29pp6qOPTIONS
AMGEN INCAMGN$4.4M21,6591.33%+0.18pp12q+14.5%+$555.7K
VALE S AVALE$4.3M348,3001.29%-0.30pp10q-12.4%-$601.0K
GERDAU SAGGB$4.0M879,5001.20%-0.10pp13q-4.4%-$180.0K
VANECK ETF TRUST OPTGDX$3.9M81,4831.19%+0.55pp13q+7.2%+$265.9K
VANECK ETF TRUST OPTGDXJ$3.9M57,3701.16%+0.20pp13qHELD
ISHARES TREWU$3.5M110,0001.07%+0.04pp5q-0.9%-$32.1K
BANK OF AMER CORPBAC$3.3M72,7151.01%+0.01pp13q-12.1%-$460.6K
T-MOBILE US INCTMUS$3.2M28,4900.98%-0.06pp6qHELD
CORNING INCGLW$2.9M75,2410.88%+0.03pp13q-7.5%-$235.5K
VANECK ETF TRUSTVNM$2.8M138,0730.84%-0.08pp11q-16.9%-$568.4K
SELECT SECTOR SPDR TR OPTXLE$2.8Moptions only0.84%+0.08pp9qOPTIONS
QUALCOMM INCQCOM$2.7M15,0660.82%+0.11pp13q-21.8%-$760.7K
TAIWAN SEMICONDUCTOR MANUFACTSM$2.7M21,5000.81%-0.15pp4q-28.5%-$1.1M
ISHARES TR OPTHYG$2.6Moptions only0.78%+0.03pp13qOPTIONS
FORD MTR COF$2.6M125,6000.77%+0.26pp6qHELD
GLENCORE PLC UNSPONSORD ADRGLNCY$2.4M246,4730.74%-newNEW
KIRKLAND LAKE GOLD LTDKL$2.3M55,9050.70%+0.03pp9qHELD
VANGUARD WHITEHALL FDSVYM$2.3M21,2220.70%+0.07pp13qHELD
ADECOAGRO S A OPTAGRO$2.3M271,1610.68%-newNEW
VANGUARD INTL EQUITY INDEX FVWO$2.3M45,1180.68%-newNEW
ISHARES INC OPTEWY$2.2M23,6090.68%-0.10pp8q-17.5%-$474.8K
SOUTHWEST AIRLS COLUV$2.2M45,8240.66%+0.14pp2q+29.8%+$502.3K
SELECT SECTOR SPDR TR OPTXLF$2.2M35,4730.66%-0.16pp8q-37.0%-$1.3M
ISHARES INCTHD$2.0M26,4440.61%+0.05pp5qHELD
THE CIGNA GROUPCI$2.0M9,6290.61%+0.06pp3qHELD
APPLE INC OPTAAPL$1.9Moptions only0.58%+0.10pp2qOPTIONS
CF INDUSTRIES HOLDCF$1.9M29,3750.58%-0.17pp13q-37.3%-$1.1M
ING GROEP N.V.ING$1.9M130,0000.58%-0.05pp5q-14.0%-$310.7K
DBX ETF TR OPTASHR$1.9M20,0000.57%+0.08pp13q+253.5%+$1.4M
VISTA OUTDOOR INCVSTO$1.9M40,0000.57%+0.10pp6qHELD
ISHARES INCEWJ$1.7M25,0250.52%+0.02pp5qHELD
VANGUARD WHITEHALL FDSVIGI$1.7M20,0000.51%+0.01pp6qHELD
SPHERE ENTERTAINMENT COSPHR$1.7M25,0000.50%-0.26pp5q-32.0%-$787.0K
ISHARES TR OPTFXI$1.6Moptions only0.48%-0.08pp13qOPTIONS
ETF MANAGERS TRHACKXXXX$1.6M25,0000.48%+0.04pp6qHELD
BARRICK GOLD CORP OPTGOLD$1.4M20,0000.41%+0.31pp12qHELD
ISHARES INCIEMG$1.4M22,5130.41%+0.20pp2q+85.9%+$630.6K
RIO TINTO PLCRIO$1.4M22,0000.41%-0.01pp7qHELD
VANGUARD ADMIRAL FDS INCVOOV$1.4M9,2790.41%-0.33pp6q-49.5%-$1.3M
ISHARES INC OPTEWG$1.3M40,0000.40%-0.25pp5q-19.1%-$313.3K
SPDR SERIES TRUSTXBI$1.3M11,0140.40%+0.25pp13q+174.4%+$835.1K
ALASKA AIR GROUP INCALK$1.3M24,6000.39%+0.27pp2q+219.5%+$897.2K
ISHARES TR OPTTIP$1.3Moptions only0.39%+0.02pp3qOPTIONS
VANGUARD INDEX FDSVOO$1.3M2,9340.38%+0.05pp13qHELD
BUNGE LIMITEDBGXXXX$1.2M12,8770.37%-0.36pp10q-58.8%-$1.7M
ICICI BANK LIMITEDIBN$1.2M60,0000.35%-0.14pp10q-33.3%-$579.0K
WESTERN AST INFL LKD OPP & IWIW$1.1M87,4130.34%-0.19pp7q-37.9%-$697.6K
ISHARES SILVER TRSLV$1.0M46,8000.32%+0.04pp7qHELD
META PLATFORMS INC OPTMETA$1.0Moptions only0.31%+0.02pp4qOPTIONS
CONOCOPHILLIPSCOP$1.0M14,0000.30%+0.03pp3qHELD
DIMENSIONAL ETF TRUSTDFAT$966.0K20,0000.29%-newNEW
INVESCO EXCH TRADED FD TR IITAN$960.0K10,0000.29%+0.06pp3qHELD
ALIBABA GROUP HLDG LTD OPTBABA$956.0Koptions only0.29%-0.09pp6qOPTIONS
ISHARES TR OPTINDA$914.0Koptions only0.28%-0.23pp7qOPTIONS
MOSAIC COMOS$867.0K23,8530.26%+0.02pp13qHELD
MICRON TECHNOLOGY INCMU$863.0K10,3000.26%-0.70pp13q-78.1%-$3.1M
SPDR GOLD TR OPTGLD$844.0Koptions only0.26%+0.02pp4qOPTIONS
BROADCOM INCAVGO$825.0K1,5000.25%-0.21pp13q-54.5%-$990.0K
TEXAS PACIFIC LAND CORPORATITPL$813.0K6500.25%+0.02pp3qHELD
NXP SEMICONDUCTORS N VNXPI$794.0K3,5890.24%+0.04pp6qHELD
GLOBAL X FDSCOPX$756.0K21,1240.23%+0.02pp3qHELD
SPDR SERIES TRUSTKRE$725.0K9,8170.22%+0.03pp13qHELD
STRATEGY INC OPTMSTR$690.0Koptions only0.21%-0.04pp3qOPTIONS
COMPANHIA SIDERURGICA NACION OPTSID$662.0K156,9020.20%-0.06pp4qHELD
SELECT SECTOR SPDR TR OPTXLB$660.0K7,0000.20%+0.03pp6qHELD
DIMENSIONAL ETF TRUSTDFIV$653.0K20,0000.20%-newNEW
ETF MANAGERS TRSILJ$636.0K47,1860.19%+0.03pp4qHELD
VANGUARD INDEX FDSVNQ$572.0K5,3000.17%-newNEW
ISHARES TREFA$437.0K5,5760.13%+0.01pp13qHELD
VANGUARD INTL EQUITY INDEX FVNQI$433.0K8,0330.13%-newNEW
APPLIED MATLS INCAMAT$393.0K2,6670.12%-0.02pp13q-29.2%-$162.1K
CARDINAL HEALTH INCCAH$380.0K7,9480.11%flat13q+1.0%+$3.7K
WISDOMTREE TREPI$366.0K10,0000.11%-0.10pp6q-50.0%-$366.0K
JPMORGAN CHASE & COJPM$308.0K1,8840.09%-0.35pp13q-79.9%-$1.2M
VANGUARD WORLD FDVPU$308.0K2,0910.09%-0.03pp7q-32.2%-$146.0K
WELLS FARGO & CO OPTWFC$151.0Koptions only0.05%-0.01pp5qOPTIONS

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Funds & ETFs 20.0%Mining & Metals 5.5%Semiconductors & Electronics 4.3%Transport & Logistics 2.8%Banks & Lending 2.3%Software & IT Services 2.2%Capital Markets 2.0%Telecom & Media 1.5%Other sectors 6.3%Not classified 53.0%
 
SectorValueShare
Funds & ETFs$65.1M20.0%
Mining & Metals$18.0M5.5%
Semiconductors & Electronics$13.9M4.3%
Transport & Logistics$9.1M2.8%
Banks & Lending$7.6M2.3%
Software & IT Services$7.2M2.2%
Capital Markets$6.4M2.0%
Telecom & Media$4.9M1.5%
Other sectors$20.5M6.3%
Not classified$172.2M53.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2021$330.7M96912332546.0%34
Q3 2021$349.1M1121233315645.5%34
Q2 2021$386.9M1563840353941.2%36
Q1 2021$380.7M1572844494043.1%43
Q4 2020$395.6M1694447442543.3%42
Q3 2020$352.1M1504247243146.2%35
Q2 2020$303.3M1394828444448.6%45
Q1 2020$281.1M1355541233745.9%42
Q4 2019$375.5M1172735273456.9%31
Q3 2019$407.0M1243038343158.2%43
Q2 2019$369.2M1253224411355.4%45
Q1 2019$373.1M1063025343255.2%44
Q4 2018$315.3M108000050.5%39

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.