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Portfolio (Quarterly) Guide ↗

WINEBRENNER CAPITAL MANAGEMENT LLC

· CIK 0002047728
13F Portfolio $164M AUM 153 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 48 Added 47 Reduced 8 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPIE J P MORGAN EXCHANGE TRADED F 231,407.0 $10.7M 6.49% +67K +40.5% $46.05 -0.5%
2 JSI JANUS DETROIT STR TR 144,792.0 $7.4M 4.51% +23K +19.1% $51.21 -0.2%
3 NVDA NVIDIA CORPORATION Technology 28,218.0 $5.6M 3.44% +281.0 +1.0% $200.09 +8.7%
4 JAAA JANUS DETROIT STR TR 95,549.0 $4.8M 2.94% +17K +21.0% $50.49 +0.4%
5 CVX CHEVRON CORPORATION Energy 26,302.0 $4.4M 2.65% +217.0 +0.8% $165.76 +21.8%
6 BERKSHIRE HATHAWAY INC DEL 7,115.0 $3.6M 2.17% +305.0 +4.5% $500.39
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,465.0 $2.6M 1.57% +115.0 +3.4% $746.73 +3.0%
8 RDVY FIRST TR EXCHANGE TRADED FD 31,410.0 $2.5M 1.55% +9K +42.4% $81.06 +1.2%
9 CLOI VANECK ETF TRUST 47,040.0 $2.5M 1.52% +13K +38.6% $52.95 +0.1%
10 IJR ISHARES TR 16,096.0 $2.4M 1.45% +2K +12.0% $148.31 -1.8%
11 FPEI FIRST TR EXCH TRADED FD III 119,371.0 $2.3M 1.40% +855.0 +0.7% $19.29 -1.4%
12 GOOG ALPHABET INC 6,236.0 $2.2M 1.34% +36.0 +0.6% $353.33
13 TRUST FOR PROFESSIONAL MANAG 83,023.0 $2.1M 1.28% +5K +6.3% $25.38
14 MSFT MICROSOFT CORP Technology 4,404.0 $1.6M 1.00% +602.0 +15.8% $373.04 +37.7%
15 SDY SPDR SERIES TRUST 9,710.0 $1.5M 0.90% +55.0 +0.6% $152.18 +3.5%
16 TOPW ROUNDHILL ETF TRUST 40,000.0 $1.4M 0.82% +22K +122.2% $33.76 +0.0%
17 SDVY FIRST TR EXCHANGE TRADED FD 28,810.0 $1.2M 0.76% +654.0 +2.3% $43.14 +1.2%
18 META META PLATFORMS INC Communication Services 2,125.0 $1.2M 0.73% +36.0 +1.7% $563.29 +2.6%
19 CLM CORNERSTONE STRATEGIC INVEST Financial Services 158,000.0 $1.2M 0.73% +21K +15.5% $7.56 -12.4%
20 JEPI J P MORGAN EXCHANGE TRADED F 19,182.0 $1.1M 0.66% +969.0 +5.3% $56.48 +2.3%
Page 1 of 3  ·  48 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 24.7%
Financial Services 23.3%
Energy 11.8%
Consumer Defensive 11.6%
Consumer Cyclical 7.6%
Industrials 6.6%
Communication Services 5.1%
Real Estate 3.4%
Basic Materials 3.4%
Healthcare 1.6%