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Portfolio (Quarterly) Guide ↗

Winch Advisory Services, LLC

· CIK 0001585822
13F Portfolio $438M AUM 531 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 144 Added 61 Reduced 11 Exited
Page 11 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BLD TOPBUILD CORP Industrials 100.0 $35K 0.01% $351.30 +17.0%
202 IVT INVENTRUST PROPERTIES CORP Real Estate 1,152.0 $35K 0.01% +10.0 +0.9% $30.45 +14.9%
203 CLF CLEVELAND CLIFFS INC Basic Materials 4,070.0 $34K 0.01% $8.45 +63.1%
204 SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 314.0 $34K 0.01% $109.19 +22.7%
205 MGC VANGUARD MEGA CAP INDEX ETF 144.0 $34K 0.01% NEW $237.05 +14.5%
206 MSI MOTOROLA SOLUTIONS INC Technology 77.0 $33K 0.01% $433.70 -4.9%
207 VB VANGUARD SMALL CAP ETF 127.0 $33K 0.01% $262.10 +13.1%
208 TFC TRUIST FINANCIAL CORP Financial Services 720.0 $33K 0.01% +8.0 +1.1% $45.97 +12.4%
209 DUK DUKE ENERGY CORP Utilities 253.0 $33K 0.01% +2.0 +0.8% $130.78 -4.4%
210 VGT VANGUARD INFORMATION TECHNOLOGY ETF 47.0 $33K 0.01% +18.0 +62.1% $694.74 -83.2%
211 FDX FEDEX CORP Industrials 92.0 $33K 0.01% -3.0 -3.2% $354.52 -4.6%
212 ABRDN ASIA PACIFIC INCOME FUND INC 2,252.0 $32K 0.01% +94.0 +4.4% $14.42
213 PANW PALO ALTO NETWORKS INC Technology 202.0 $32K 0.01% +53.0 +35.6% $160.17 +74.6%
214 XEL XCEL ENERGY INC Utilities 401.0 $32K 0.01% +3.0 +0.8% $79.42 -1.4%
215 BCML BAYCOM CORP Financial Services 1,055.0 $31K 0.01% +10.0 +1.0% $29.74 +8.3%
216 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 853.0 $31K 0.01% -131.0 -13.3% $36.22 +22.0%
217 GILD GILEAD SCIENCES INC Healthcare 212.0 $30K 0.01% $139.26 -9.8%
218 LOW LOWES COMPANIES INC Consumer Cyclical 125.0 $29K 0.01% +1.0 +0.8% $235.91 -6.4%
219 DMLP DORCHESTER MINERALS LTD PARTNERSHIP Energy 1,086.0 $29K 0.01% +32.0 +3.0% $27.09 -1.4%
220 USB U S BANCORP DE Financial Services 565.0 $29K 0.01% +6.0 +1.1% $51.99 +10.9%
Page 11 of 27  ·  530 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 42.6%
Financial Services 18.0%
Communication Services 14.4%
Consumer Cyclical 10.0%
Consumer Defensive 4.2%
Industrials 3.9%
Healthcare 3.4%
Energy 2.1%
Utilities 0.8%
Basic Materials 0.3%