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Portfolio (Quarterly) Guide ↗

WIN ADVISORS, INC

· CIK 0001897144
13F Portfolio $219M AUM 78 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 8 Added 15 Reduced 50 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCX FREEPORT MCMORAN INC Basic Materials 44,216.0 $2.6M 1.19% NEW $58.78 +8.2%
22 JMOM J P MORGAN EXCHANGE TRADED F 35,103.0 $2.4M 1.09% NEW $67.92 +20.0%
23 DYNF BLACKROCK ETF TRUST 38,779.0 $2.3M 1.03% NEW $58.18 +15.3%
24 SCHG SCHWAB STRATEGIC TR 76,879.0 $2.2M 1.02% -317K -80.5% $29.13 +18.7%
25 JHML JOHN HANCOCK EXCHANGE TRADED 26,767.0 $2.1M 0.96% NEW $78.27 +12.9%
26 FDL FIRST TR EXCHANGE-TRADED FD 35,364.0 $1.8M 0.82% NEW $50.80 -1.0%
27 XLP SELECT SECTOR SPDR TR 21,338.0 $1.7M 0.80% NEW $81.98 +3.2%
28 HEFA ISHARES TR 40,237.0 $1.7M 0.78% NEW $42.50 +7.4%
29 TER TERADYNE INC Technology 5,652.0 $1.7M 0.77% $296.48 +26.8%
30 LRCX LAM RESEARCH CORP Technology 7,641.0 $1.6M 0.75% -928.0 -10.8% $213.67 +49.3%
31 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,178.0 $1.6M 0.73% NEW $195.39 +12.3%
32 PKW INVESCO EXCHANGE TRADED FD T 12,011.0 $1.6M 0.72% NEW $131.24 +4.1%
33 XLY SELECT SECTOR SPDR TR 14,378.0 $1.6M 0.72% -5K -24.4% $108.98 +11.5%
34 IYH ISHARES TR 25,295.0 $1.6M 0.71% -10K -28.4% $61.64 +1.6%
35 WDC WESTERN DIGITAL CORP Technology 5,564.0 $1.5M 0.69% -2K -22.2% $270.49 +94.0%
36 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,822.0 $1.5M 0.69% -436.0 -10.2% $391.74 +122.3%
37 FDX FEDEX CORP Industrials 4,141.0 $1.5M 0.68% NEW $356.18 +15.6%
38 OXY OCCIDENTAL PETE CORP Energy 22,576.0 $1.5M 0.67% NEW $65.00 -12.5%
39 LMT LOCKHEED MARTIN CORP Industrials 2,242.0 $1.4M 0.62% +355.0 +18.8% $604.51 -12.1%
40 TRGP TARGA RES CORP Energy 5,203.0 $1.3M 0.60% NEW $250.73 +5.2%
Page 2 of 4  ·  78 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 47.0%
Industrials 20.7%
Energy 16.3%
Utilities 9.0%
Basic Materials 7.0%