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Portfolio (Quarterly) Guide ↗

WINCAP FINANCIAL LLC

· CIK 0002064588
13F Portfolio $146M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 806.0 $248K 0.17% NEW $308.03 +2.1%
82 BSV VANGUARD BD INDEX FDS 2,839.0 $224K 0.15% NEW $78.82 -1.1%
83 CVS CVS HEALTH CORP Healthcare 2,672.0 $212K 0.15% NEW $79.37 +14.3%
Page 5 of 5  ·  83 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 40.0%
Financial Services 15.6%
Communication Services 14.2%
Healthcare 9.1%
Consumer Cyclical 6.2%
Industrials 5.5%
Consumer Defensive 3.6%
Basic Materials 2.6%
Real Estate 1.8%
Utilities 1.5%