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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FXR FIRST TR EXCHANGE-TRADED FD 4,046.0 $369K 0.22% -275.0 -6.4% $91.11 -4.0%
42 VEA VANGUARD TAX-MANAGED FDS 5,114.0 $364K 0.22% -251.0 -4.7% $71.24 +2.5%
43 CHDN CHURCHILL DOWNS INC Consumer Cyclical 3,759.0 $337K 0.20% -329.0 -8.1% $89.63 +0.3%
44 FALN ISHARES TR 10,472.0 $285K 0.17% -1K -12.4% $27.24 -0.8%
45 AVIG AMERICAN CENTY ETF TR 6,857.0 $284K 0.17% -233.0 -3.3% $41.41 -1.6%
46 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 30,000.0 $248K 0.15% -20K -40.0% $8.27 +2.9%
47 DNP DNP SELECT INCOME FD INC Financial Services 13,343.0 $144K 0.09% -9K -39.5% $10.79 +1.3%
Page 3 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%