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Portfolio (Quarterly) Guide ↗

WINCAP FINANCIAL LLC

· CIK 0002064588
13F Portfolio $150M AUM 87 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 58 Added 12 Reduced 9 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 753.0 $216K 0.14% NEW $287.18 -72.6%
82 CVS CVS HEALTH CORP Healthcare 2,961.0 $213K 0.14% +289.0 +10.8% $71.81 +26.9%
83 STLD STEEL DYNAMICS INC Basic Materials 1,122.0 $202K 0.13% NEW $180.02 +38.7%
84 CVX CHEVRON CORPORATION Energy 976.0 $202K 0.13% NEW $206.81 -10.3%
85 TPR TAPESTRY INC Consumer Cyclical 1,430.0 $202K 0.13% NEW $141.09 -0.8%
86 VWO VANGUARD INTL EQUITY INDEX F 3,706.0 $200K 0.13% NEW $54.05 +11.3%
87 CREATIVE MEDIA & CMNTY TR 27,057.0 $17K 0.01% NEW $0.61
Page 5 of 5  ·  87 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 35.4%
Financial Services 14.7%
Communication Services 13.8%
Healthcare 9.9%
Consumer Cyclical 7.5%
Industrials 7.0%
Consumer Defensive 3.6%
Utilities 3.0%
Basic Materials 2.8%
Real Estate 1.9%