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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 4,938.0 $1.1M 0.66% +697.0 +16.4% $217.94 +3.4%
22 CRF CORNERSTONE TOTAL RETURN FD Financial Services 143,051.0 $1.0M 0.62% +30K +26.6% $7.18 -10.3%
23 VBR VANGUARD INDEX FDS 4,054.0 $985K 0.60% +617.0 +17.9% $242.96 +1.6%
24 VYMI VANGUARD WHITEHALL FDS 9,616.0 $944K 0.57% +1K +11.7% $98.20 +7.0%
25 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 57,000.0 $908K 0.55% +21K +58.3% $15.93 +0.4%
26 SPHY SPDR SERIES TRUST 37,578.0 $881K 0.54% +2K +6.7% $23.44 -0.5%
27 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 55,000.0 $865K 0.53% +16K +41.0% $15.72 -2.1%
28 RSP INVESCO EXCHANGE TRADED FD T 3,812.0 $811K 0.49% +96.0 +2.6% $212.77 +3.7%
29 FIIG FIRST TR EXCHANGE-TRADED FD 36,307.0 $752K 0.46% +215.0 +0.6% $20.71 -1.5%
30 BUFR FIRST TR EXCHNG TRADED FD VI 19,834.0 $725K 0.44% +4K +23.4% $36.53 +2.5%
31 UCON FIRST TR EXCHNG TRADED FD VI 27,877.0 $694K 0.42% +450.0 +1.6% $24.88 -1.2%
32 VO VANGUARD INDEX FDS 7,689.0 $620K 0.38% +6K +298.2% $80.58 +2.4%
33 IGSB ISHARES TR 11,499.0 $603K 0.37% +183.0 +1.6% $52.41 -0.6%
34 KNG FIRST TR EXCHANGE-TRADED FD 11,752.0 $593K 0.36% +2K +17.3% $50.50 +2.1%
35 PEP PEPSICO INC Consumer Defensive 4,291.0 $581K 0.35% +407.0 +10.5% $135.41 +4.2%
36 AVUS AMERICAN CENTY ETF TR 4,133.0 $529K 0.32% +48.0 +1.2% $128.09 +1.9%
37 VOO VANGUARD INDEX FDS 745.0 $512K 0.31% +140.0 +23.1% $687.16 +2.9%
38 FBND FIDELITY MERRIMACK STR TR 11,099.0 $505K 0.31% +262.0 +2.4% $45.49 -1.6%
39 JEPQ J P MORGAN EXCHANGE TRADED F 8,076.0 $496K 0.30% +3K +60.3% $61.46 -2.1%
40 YMAX TIDAL TRUST II 58,500.0 $473K 0.29% +35K +145.1% $8.08 -5.7%
Page 2 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%