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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,779.0 $4.3M 1.93% -38.0 -0.7% $746.77 +3.5%
2 BERKSHIRE HATHAWAY INC DEL 7,759.0 $3.9M 1.73% -134.0 -1.7% $500.39
3 CVS CVS HEALTH CORP Healthcare 19,856.0 $2.1M 0.92% -105.0 -0.5% $103.45 -6.0%
4 BLK BLACKROCK INC Financial Services 1,501.0 $1.4M 0.64% -12.0 -0.8% $961.59 +17.1%
5 EMR EMERSON ELEC CO Industrials 4,357.0 $624K 0.28% -50.0 -1.1% $143.15 +4.9%
6 ABT ABBOTT LABORATORIES Healthcare 4,328.0 $393K 0.17% -175.0 -3.9% $90.75 +19.9%
7 GM GENERAL MTRS CO Consumer Cyclical 4,175.0 $322K 0.14% -50.0 -1.2% $77.08 +13.2%
8 PAYX PAYCHEX INC Industrials 3,000.0 $295K 0.13% -25.0 -0.8% $98.33 +27.2%

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%