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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
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AEP AMERICAN ELEC PWR CO INC Utilities 2,003 $263K 0.12% SOLD
42 HAL HALLIBURTON CO Energy 6,324 $247K 0.11% SOLD
43 VLO VALERO ENERGY CORP Energy 971 $240K 0.11% SOLD
44 PCAR PACCAR INC Industrials 2,066 $239K 0.11% SOLD
45 WWD WOODWARD INC Industrials 663 $237K 0.11% SOLD
Page 3 of 3  ·  45 positions
Sector Allocation
Technology 81.5%
Industrials 10.7%
Utilities 4.3%
Financial Services 3.0%
Real Estate 0.3%
Consumer Cyclical 0.2%