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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QGRO AMERICAN CENTY ETF TR 37,868.0 $4.5M 1.59% NEW $118.05 +0.4%
22 ALAB ASTERA LABS INC Technology 8,637.0 $4.2M 1.49% NEW $483.02 -35.7%
23 AMAT APPLIED MATLS INC Technology 5,653.0 $4.1M 1.46% +2K +72.3% $722.98 -37.1%
24 ILCB ISHARES TR 38,468.0 $4.0M 1.42% -127K -76.7% $103.65 +3.0%
25 SPYG SPDR SERIES TRUST 31,378.0 $3.7M 1.33% NEW $118.99 +2.3%
26 LRCX LAM RESEARCH CORP Technology 7,717.0 $3.3M 1.19% +76.0 +1.0% $433.34 -29.0%
27 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,421.0 $3.3M 1.18% -401.0 -10.5% $965.05 -12.0%
28 GARP ISHARES TR 38,098.0 $3.1M 1.12% NEW $82.55 +1.7%
29 GEV GE VERNOVA INC Utilities 2,642.0 $3.1M 1.11% -857.0 -24.5% $1174.88 -19.8%
30 WDC WESTERN DIGITAL CORP Technology 4,627.0 $3.0M 1.05% -937.0 -16.8% $638.73 -26.8%
31 JBL JABIL INC Technology 7,532.0 $2.9M 1.03% +3K +63.5% $385.49 -19.4%
32 MRVL MARVELL TECHNOLOGY INC Technology 9,461.0 $2.8M 1.00% NEW $297.89 -25.0%
33 PANW PALO ALTO NETWORKS INC Technology 7,927.0 $2.7M 0.96% NEW $341.02 -2.3%
34 DELL DELL TECHNOLOGIES INC Technology 6,029.0 $2.6M 0.93% +5K +334.7% $431.46 +21.4%
35 FNY FIRST TR EXCHANGE-TRADED ALP 22,440.0 $2.5M 0.89% NEW $110.85 -7.2%
36 XLC SELECT SECTOR SPDR TR 22,233.0 $2.4M 0.85% NEW $107.13 +4.6%
37 MTZ MASTEC INC Industrials 5,525.0 $2.3M 0.82% +2K +46.1% $416.06 -43.0%
38 FORTINET INC 14,247.0 $2.2M 0.78% NEW $153.62
39 AVGO BROADCOM INC Technology 5,027.0 $1.9M 0.68% NEW $377.72 -5.2%
40 FTC FIRST TR EXCHANGE-TRADED ALP 9,423.0 $1.8M 0.65% -16K -62.8% $193.77 -8.5%
Page 2 of 4  ·  75 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 81.5%
Industrials 10.7%
Utilities 4.3%
Financial Services 3.0%
Real Estate 0.3%
Consumer Cyclical 0.2%