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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 2,712.0 $1.0M 0.61% -61.0 -2.2% $370.06 +2.5%
22 VPU VANGUARD WORLD FD 5,019.0 $982K 0.60% -223.0 -4.2% $195.72 -5.6%
23 ANGL VANECK ETF TRUST 33,273.0 $973K 0.59% -1K -4.3% $29.24 -0.7%
24 PID INVESCO EXCHANGE TRADED FD T 40,865.0 $907K 0.55% -10K -19.7% $22.20 +2.4%
25 FXU FIRST TR EXCHANGE-TRADED FD 16,042.0 $792K 0.48% -309.0 -1.9% $49.34 -4.1%
26 AKRE PROFESIONALLY MANAGED PORTFO 14,535.0 $773K 0.47% -356.0 -2.4% $53.19 +16.3%
27 VIG VANGUARD SPECIALIZED FUNDS 3,087.0 $730K 0.45% -19.0 -0.6% $236.62 +2.7%
28 USFR WISDOMTREE TR 13,858.0 $698K 0.42% -6K -30.5% $50.35 +0.0%
29 ET ENERGY TRANSFER L P Energy 36,289.0 $694K 0.42% -3K -6.7% $19.12 +11.5%
30 GE GE AEROSPACE Industrials 1,772.0 $662K 0.40% -117.0 -6.2% $373.73 -8.3%
31 FSIG FIRST TR EXCHANGE-TRADED FD 33,623.0 $634K 0.39% -4K -10.3% $18.86 -0.5%
32 EMLP FIRST TR EXCHANGE-TRADED FD 14,457.0 $629K 0.38% -887.0 -5.8% $43.50 +1.1%
33 VOE VANGUARD INDEX FDS 2,766.0 $546K 0.33% -386.0 -12.2% $197.57 +5.2%
34 LLY ELI LILLY & CO Healthcare 439.0 $527K 0.32% -170.0 -27.9% $1199.43 -2.2%
35 GEV GE VERNOVA INC Utilities 436.0 $512K 0.31% -30.0 -6.4% $1175.15 -22.4%
36 DFAS DIMENSIONAL ETF TRUST 6,156.0 $507K 0.31% -1K -15.8% $82.34 -0.3%
37 QUAL ISHARES TR 2,082.0 $457K 0.28% -54.0 -2.5% $219.43 +1.9%
38 LMBS FIRST TR EXCHANGE-TRADED FD 8,041.0 $400K 0.24% -402.0 -4.8% $49.78 -0.5%
39 EPD ENTERPRISE PRODS PARTNERS L 10,200.0 $375K 0.23% -4K -27.9% $36.76
40 COWZ PACER FDS TR 5,990.0 $373K 0.23% -67.0 -1.1% $62.20 +16.4%
Page 2 of 3  ·  47 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%