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Portfolio (Quarterly) Guide ↗

WIN ADVISORS, INC

· CIK 0001897144
13F Portfolio $281M AUM 75 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 13 Added 20 Reduced 45 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MTUM ISHARES TR 51,032.0 $17.5M 6.24% +38K +292.2% $342.83 -11.1%
2 SNDK SANDISK CORP Technology 2,848.0 $6.5M 2.31% +2K +574.9% $2273.73 -23.5%
3 INTC INTEL CORP Technology 42,983.0 $6.0M 2.14% +37K +671.7% $139.63 -31.4%
4 VRT VERTIV HOLDINGS CO Industrials 13,868.0 $4.6M 1.66% +9K +172.9% $334.83 -16.2%
5 AMAT APPLIED MATLS INC Technology 5,653.0 $4.1M 1.46% +2K +72.3% $722.98 -37.1%
6 LRCX LAM RESEARCH CORP Technology 7,717.0 $3.3M 1.19% +76.0 +1.0% $433.34 -29.0%
7 JBL JABIL INC Technology 7,532.0 $2.9M 1.03% +3K +63.5% $385.49 -19.4%
8 DELL DELL TECHNOLOGIES INC Technology 6,029.0 $2.6M 0.93% +5K +334.7% $431.46 +21.4%
9 MTZ MASTEC INC Industrials 5,525.0 $2.3M 0.82% +2K +46.1% $416.06 -43.0%
10 AGGY WISDOMTREE TR 23,903.0 $1.0M 0.37% +598.0 +2.6% $43.48 -2.2%
11 GSUS GOLDMAN SACHS ETF TR 6,219.0 $641K 0.23% +949.0 +18.0% $103.10 +3.3%
12 CAT CATERPILLAR INC Industrials 574.0 $611K 0.22% +234.0 +68.8% $1064.90 -23.6%
13 GSY INVESCO ACTIVELY MANAGED EXC 8,873.0 $445K 0.16% +4K +77.9% $50.15 -0.0%

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 81.5%
Industrials 10.7%
Utilities 4.3%
Financial Services 3.0%
Real Estate 0.3%
Consumer Cyclical 0.2%