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Portfolio (Quarterly) Guide ↗

Wynn Capital, LLC

· CIK 0002009900
13F Portfolio $224M AUM 116 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 44 Added 8 Reduced 2 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 240.0 $288K 0.13% +10.0 +4.3% $1199.43 -3.3%
42 INTU INTUIT Technology 985.0 $257K 0.12% +449.0 +83.8% $261.00 +31.9%
43 VUG VANGUARD INDEX FDS 2,952.0 $254K 0.11% +2K +500.0% $86.14 +3.2%
44 CRM SALESFORCE INC Technology 1,623.0 $254K 0.11% +542.0 +50.1% $156.66 +68.8%
Page 3 of 3  ·  44 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 29.2%
Financial Services 22.3%
Healthcare 12.6%
Consumer Cyclical 12.4%
Industrials 10.4%
Consumer Defensive 6.1%
Communication Services 4.2%
Utilities 1.6%
Basic Materials 1.1%
Real Estate 0.2%