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Portfolio (Quarterly) Guide ↗

WINEBRENNER CAPITAL MANAGEMENT LLC

· CIK 0002047728
13F Portfolio $150M AUM 138 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 29 Added 41 Reduced 10 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXU FIRST TR EXCHANGE TRADED FD 16,351.0 $736K 0.49% -463.0 -2.8% $45.01 +7.7%
22 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 70,000.0 $667K 0.45% -10K -12.5% $9.53 -1.5%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 15,180.0 $618K 0.41% -2K -13.8% $40.73 +17.4%
24 EMLP FIRST TR EXCHANGE-TRADED FD 15,344.0 $581K 0.39% -506.0 -3.2% $37.87 +16.8%
25 VO VANGUARD INDEX FDS 1,931.0 $560K 0.37% -32.0 -1.6% $290.25 -73.3%
26 BUFR FIRST TR EXCHNG TRADED FD VI 16,069.0 $551K 0.37% -400.0 -2.4% $34.26 +5.7%
27 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 36,000.0 $510K 0.34% -10K -21.7% $14.16 +9.4%
28 TGT TARGET CORP Consumer Defensive 5,067.0 $495K 0.33% -75.0 -1.5% $97.75 +25.1%
29 EPD ENTERPRISE PRODS PARTNERS L Energy 14,152.0 $454K 0.30% -990.0 -6.5% $32.06 +23.1%
30 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 50,000.0 $441K 0.29% -30K -37.5% $8.82 -4.5%
31 QUAL ISHARES TR 2,136.0 $424K 0.28% -293.0 -12.1% $198.61 +7.1%
32 LMBS FIRST TR EXCHANGE-TRADED FD 8,443.0 $422K 0.28% -230.0 -2.6% $49.99 -0.7%
33 ITA ISHARES TR 1,883.0 $404K 0.27% -199.0 -9.6% $214.69 +3.9%
34 AGNC AGNC INVT CORP Real Estate 36,200.0 $388K 0.26% -20K -35.6% $10.72 -4.3%
35 COWZ PACER FDS TR 6,057.0 $364K 0.24% -428.0 -6.6% $60.17 +5.3%
36 FTSL FIRST TR EXCHANGE-TRADED FD 5,855.0 $269K 0.18% -765.0 -11.6% $45.88 -2.1%
37 YMAX TIDAL TRUST II 23,869.0 $238K 0.16% -2K -7.7% $9.98 -15.4%
38 DNP DNP SELECT INCOME FD INC Financial Services 22,061.0 $220K 0.15% -2K -8.8% $9.99 +8.3%
39 RJF RAYMOND JAMES FINL INC Financial Services 1,354.0 $217K 0.14% -165.0 -10.9% $160.59 -5.3%
40 JGRO J P MORGAN EXCHANGE TRADED F 2,260.0 $210K 0.14% -157.0 -6.5% $92.80 +4.6%
Page 2 of 3  ·  41 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 23.4%
Financial Services 23.3%
Energy 12.0%
Consumer Defensive 10.1%
Communication Services 9.1%
Consumer Cyclical 8.8%
Industrials 4.5%
Real Estate 3.9%
Basic Materials 2.6%
Healthcare 1.9%