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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 18 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMAT APPLIED MATERIALS INC Technology 23.0 $8K 0.00% $338.83 +83.0%
342 GFL GFL ENVIRONMENTAL INC SUB VOTING SHARES Industrials 185.0 $8K 0.00% $41.79 -14.6%
343 ANET ARISTA NETWORKS INC Technology 62.0 $8K 0.00% $122.77 +35.1%
344 CART MAPLEBEAR INC Consumer Cyclical 196.0 $7K 0.00% $37.46 +17.3%
345 IPAY AMPLIFY DIGITAL PAYMENTS ETF 163.0 $7K 0.00% $42.80 +5.8%
346 REMX VANECK RARE EARTH STRATEGIC METALS ETF 78.0 $7K 0.00% $88.19 +11.4%
347 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 87.0 $7K 0.00% $78.74 +31.5%
348 PBF PBF ENERGY INC CL A Energy 144.0 $7K 0.00% +1.0 +0.7% $47.51 -18.8%
349 SCHW ISHARES MSCI EAFE SMALL CAP ETF Financial Services 84.0 $7K 0.00% $78.40 +18.3%
350 GM GENERAL MOTORS CO Consumer Cyclical 88.0 $7K 0.00% $74.44 +11.4%
351 IWF ISHARES RUSSELL 1000 GROWTH ETF 15.0 $6K 0.00% $426.40 -71.0%
352 IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF 201.0 $6K 0.00% $31.67 +13.3%
353 ABNB AIRBNB INC CL A Consumer Cyclical 50.0 $6K 0.00% $126.28 +13.3%
354 TENCENT HOLDINGS LTD UNSPON ADR 96.0 $6K 0.00% $63.49
355 SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 167.0 $6K 0.00% $36.03 +13.6%
356 YUMC YUM CHINA HOLDINGS INC Consumer Cyclical 123.0 $6K 0.00% $48.85 -11.3%
357 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 73.0 $6K 0.00% $81.99 +3.3%
358 BSX BOSTON SCIENTIFIC CORP Healthcare 95.0 $6K 0.00% $62.75 -26.1%
359 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 120.0 $6K 0.00% $49.40 +10.3%
360 GWW GRAINGER W W INC Industrials 5.0 $6K 0.00% $1133.60 +16.9%
Page 18 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%