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Portfolio (Quarterly) Guide ↗

WINTON GROUP Ltd

· CIK 0001612063
13F Portfolio $2.9B AUM 1,080 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 512 New 287 Added 262 Reduced 343 Exited
Page 11 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OSIS OSI SYSTEMS INC Technology 1,151.0 $306K 0.01% -369.0 -24.3% $265.51 -16.1%
202 IOT SAMSARA INC Technology 9,400.0 $298K 0.01% -3K -26.6% $31.69 +0.0%
203 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,100.0 $296K 0.01% -200.0 -6.1% $95.41 -15.9%
204 ALL ALLSTATE CORP Financial Services 1,422.0 $295K 0.01% -12K -89.5% $207.34 +6.7%
205 DLO DLOCAL LTD Technology 22,400.0 $291K 0.01% -15K -40.8% $12.97 -1.4%
206 CTS CTS CORP Technology 6,000.0 $287K 0.01% -43K -87.7% $47.76 +40.3%
207 KVUE KENVUE INC Consumer Defensive 16,560.0 $285K 0.01% -19K -53.2% $17.24 +5.1%
208 AVGO BROADCOM INC Technology 912.0 $282K 0.01% -41K -97.8% $309.51 +32.9%
209 GNE GENIE ENERGY LTD Utilities 18,616.0 $263K 0.01% -15K -44.2% $14.14 -1.1%
210 SOLENO THERAPEUTICS INC 7,832.0 $262K 0.01% -36K -82.3% $33.48
211 MMS MAXIMUS INC Industrials 4,000.0 $256K 0.01% -30K -88.4% $64.10 -13.0%
212 FULT FULTON FINL CORP PA Financial Services 12,583.0 $256K 0.01% -5K -26.8% $20.34 +12.6%
213 NRG NRG ENERGY INC Utilities 1,751.0 $256K 0.01% -35K -95.2% $146.14 -7.6%
214 XRAY DENTSPLY SIRONA INC Healthcare 21,915.0 $254K 0.01% -64K -74.5% $11.60 -13.5%
215 WWD WOODWARD INC Industrials 700.0 $251K 0.01% -23K -97.1% $357.92 +21.5%
216 AZO AUTOZONE INC Consumer Cyclical 74.0 $250K 0.01% -4K -98.3% $3377.78 -9.3%
217 IAG IAMGOLD CORP Basic Materials 13,200.0 $248K 0.01% -292K -95.7% $18.82 -10.3%
218 WMB WILLIAMS COS INC Energy 3,388.0 $247K 0.01% -193K -98.3% $72.78 -2.1%
219 WEBULL CORP 51,300.0 $246K 0.01% -367K -87.7% $4.80
220 BBCP CONCRETE PUMPING HLDGS INC Industrials 34,463.0 $246K 0.01% -9K -20.4% $7.14 +52.8%
Page 11 of 14  ·  262 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 18.6%
Financial Services 15.4%
Industrials 14.2%
Healthcare 11.5%
Consumer Cyclical 10.9%
Energy 5.9%
Communication Services 5.6%
Consumer Defensive 5.2%
Basic Materials 5.0%
Utilities 4.2%