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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 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TIDAL TRUST II 10,000.0 $122K 0.07% NEW $12.23
22 SMCY TIDAL TRUST II 20,000.0 $101K 0.06% NEW $5.06 +4.7%
23 TIDAL TRUST II 10,000.0 $61K 0.04% NEW $6.12
Page 2 of 2  ·  23 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%