BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOGL ALPHABET INC Communication Services 755.0 $270K 0.16% NEW $357.37 -3.0%
122 SPLV INVESCO EXCH TRADED FD TR II 3,572.0 $268K 0.16% +661.0 +22.7% $74.91 +0.2%
123 PZZA PAPA JOHNS INTL INC Consumer Cyclical 7,103.0 $261K 0.16% $36.77 -35.5%
124 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 30,000.0 $248K 0.15% -20K -40.0% $8.27 +2.9%
125 DIA STATE STR SPDR DOW JONES IND Financial Services 465.0 $243K 0.15% $522.39 +2.4%
126 AMD ADVANCED MICRO DEVICES INC Technology 415.0 $241K 0.15% NEW $580.91 -19.9%
127 UDR UDR INC Real Estate 6,000.0 $240K 0.15% $39.92 -7.0%
128 WY WEYERHAEUSER CO Real Estate 10,000.0 $239K 0.15% $23.94 -1.3%
129 RDVI FIRST TR EXCHANGE-TRADED FD 7,872.0 $231K 0.14% +220.0 +2.9% $29.40 -0.6%
130 NXTG FIRST TR EXCHANGE-TRADED FD 1,477.0 $227K 0.14% NEW $153.36 -0.9%
131 JGRO J P MORGAN EXCHANGE TRADED F 2,276.0 $224K 0.14% +16.0 +0.7% $98.59 -4.4%
132 DFIV DIMENSIONAL ETF TRUST 4,102.0 $222K 0.14% NEW $54.02 +7.3%
133 SCHV SCHWAB STRATEGIC TR 6,276.0 $218K 0.13% NEW $34.81 -0.6%
134 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 310.0 $218K 0.13% NEW $703.34 -1.8%
135 AVLV AMERICAN CENTY ETF TR 2,385.0 $218K 0.13% NEW $91.21 +3.1%
136 ITOT ISHARES TR 1,304.0 $214K 0.13% NEW $164.27 +2.6%
137 SF STIFEL FINL CORP Financial Services 3,060.0 $213K 0.13% +1K +50.0% $69.77 +16.5%
138 ASTS AST SPACEMOBILE INC Technology 2,399.0 $213K 0.13% NEW $88.86 -34.7%
139 YUM YUM BRANDS INC Consumer Cyclical 1,328.0 $212K 0.13% $159.84 -3.7%
140 MAGY ROUNDHILL ETF TRUST 5,000.0 $212K 0.13% NEW $42.34 -0.9%
Page 7 of 8  ·  153 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%