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Portfolio (Quarterly) Guide ↗

Winch Advisory Services, LLC

· CIK 0001585822
13F Portfolio $452M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 519 New
Page 22 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DKNG DRAFTKINGS INC CL A Consumer Cyclical 60.0 $2K NEW $34.47 -25.9%
422 LHX L3HARRIS TECHNOLOGIES INC Industrials 7.0 $2K NEW $293.57 +5.0%
423 MATIV HOLDINGS INC 164.0 $2K NEW $12.13
424 TEAM INC 140.0 $2K NEW $14.13
425 EZA ISHARES MSCI SOUTH AFRICA ETF 28.0 $2K NEW $68.79 -0.4%
426 SCZ SEA LTD ADR 15.0 $2K NEW $127.60 -33.4%
427 KTB KONTOOR BRANDS INC Consumer Cyclical 31.0 $2K NEW $61.06 +4.9%
428 MTW MANITOWOC COMPANY INC Industrials 152.0 $2K NEW $11.99 -5.3%
429 ACGL ARCH CAPITAL GROUP LTD Financial Services 19.0 $2K NEW $95.89 +1.0%
430 VOD VODAFONE GROUP PLC NEW SPON ADR NO PAR Communication Services 137.0 $2K NEW $13.21 +14.7%
431 CHIPMOS TECHNOLOGIES INC SPON ADR 60.0 $2K NEW $29.63
432 MFC MANULIFE FINANCIAL CORP Financial Services 49.0 $2K NEW $36.27 +4.3%
433 CLX CLOROX COMPANY Consumer Defensive 17.0 $2K NEW $100.12 -7.5%
434 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6.0 $2K NEW $282.33 -12.4%
435 NVS NOVARTIS AG SPON ADR Healthcare 11.0 $2K NEW $142.09 +5.9%
436 NEWSMAX INC CL B 200.0 $2K NEW $7.73
437 BLDR BUILDERS FIRSTSOURCE INC Industrials 15.0 $2K NEW $102.87 -30.8%
438 SNOW SNOWFLAKE INC Technology 7.0 $2K NEW $219.43 -22.7%
439 ACHR ARCHER AVIATION INC CL A Industrials 200.0 $2K NEW $7.52 -23.1%
440 BYD CO LTD SHS H 120.0 $1K NEW $12.19
Page 22 of 26  ·  519 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.0%
Financial Services 17.8%
Communication Services 14.7%
Consumer Cyclical 10.4%
Consumer Defensive 3.6%
Industrials 3.5%
Healthcare 3.4%
Energy 1.5%
Utilities 0.7%
Basic Materials 0.3%