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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 3 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INC CL A Financial Services 3,120.0 $1.6M 0.36% -31.0 -1.0% $499.72 -0.0%
42 NOC NORTHROP GRUMMAN CORP Industrials 2,191.0 $1.5M 0.34% +45.0 +2.1% $682.10 -18.4%
43 ASML ASML HOLDING NV Technology 1,108.0 $1.5M 0.33% +44.0 +4.1% $1320.81 +17.4%
44 CVX CHEVRON CORP Energy 6,949.0 $1.4M 0.33% -47.0 -0.7% $206.89 -4.7%
45 TXN TEXAS INSTRUMENTS INC Technology 6,176.0 $1.2M 0.27% -96.0 -1.5% $194.14 +55.7%
46 ADBE ADOBE INC Technology 4,928.0 $1.2M 0.27% -113.0 -2.2% $243.09 +4.2%
47 GOOGL ALPHABET INC CL A Communication Services 4,143.0 $1.2M 0.27% -32.0 -0.8% $287.53 +34.8%
48 PG PROCTER & GAMBLE CO Consumer Defensive 7,940.0 $1.1M 0.26% +258.0 +3.4% $144.44 -2.2%
49 SMH VANECK SEMICONDUCTOR ETF 2,951.0 $1.1M 0.26% $383.44 +47.1%
50 XOM EXXON MOBIL CORP Energy 6,606.0 $1.1M 0.26% -79.0 -1.2% $169.67 -4.2%
51 VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 18,696.0 $1.1M 0.25% +135.0 +0.7% $59.55 -1.4%
52 AMD ADVANCED MICRO DEVICES INC Technology 5,360.0 $1.1M 0.25% +446.0 +9.1% $203.43 +120.0%
53 MU MICRON TECHNOLOGY INC Technology 2,971.0 $1.0M 0.23% +140.0 +5.0% $337.83 +106.8%
54 LMT LOCKHEED MARTIN CORP Industrials 1,653.0 $999K 0.23% +82.0 +5.2% $604.43 -12.9%
55 GLD SPDR GOLD TRUST GOLD SHARES Financial Services 2,273.0 $978K 0.22% $430.29 -4.4%
56 VCSH VANGUARD SHORT TERM CORP BOND ETF 12,174.0 $965K 0.22% +75.0 +0.6% $79.27 -0.5%
57 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF 25,829.0 $952K 0.22% +913.0 +3.7% $36.84 +0.3%
58 WEC WEC ENERGY GROUP INC Utilities 7,791.0 $902K 0.21% +45.0 +0.6% $115.77 -3.7%
59 AGGY WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF 20,162.0 $876K 0.20% +2K +8.9% $43.45 -0.5%
60 KLAC KLA CORP Technology 592.0 $872K 0.20% $1473.25 +18.1%
Page 3 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%