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Portfolio (Quarterly) Guide ↗

WINCAP FINANCIAL LLC

· CIK 0002064588
13F Portfolio $185M AUM 91 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 58 Added 16 Reduced 7 Exited
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 C CITIGROUP INC Financial Services 1,923.0 $269K 0.14% NEW $139.96 -5.1%
82 BND VANGUARD BD INDEX FDS 3,620.0 $266K 0.14% $73.41 -1.5%
83 JMSI J P MORGAN EXCHANGE TRADED F 5,250.0 $265K 0.14% $50.44 -2.3%
84 BERKSHIRE HATHAWAY INC DEL 520.0 $260K 0.14% NEW $500.39
85 VO VANGUARD INDEX FDS 3,012.0 $243K 0.13% +2K +300.0% $80.57 +2.4%
86 FDS FACTSET RESH SYS INC Financial Services 1,005.0 $231K 0.12% NEW $230.08 +34.3%
87 TPR TAPESTRY INC Consumer Cyclical 1,523.0 $223K 0.12% +93.0 +6.5% $146.34 -14.2%
88 VWO VANGUARD INTL EQUITY INDEX F 3,661.0 $218K 0.12% -45.0 -1.2% $59.68 +1.9%
89 VGT VANGUARD WORLD FD 1,763.0 $211K 0.11% NEW $119.52 +0.5%
90 V VISA INC Financial Services 612.0 $210K 0.11% NEW $342.97 +11.3%
91 HDV ISHARES TR 7,375.0 $202K 0.11% NEW $27.41 +7.4%
Page 5 of 5  ·  91 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 38.7%
Financial Services 14.6%
Communication Services 12.4%
Healthcare 8.8%
Consumer Cyclical 7.6%
Industrials 6.8%
Utilities 3.6%
Consumer Defensive 2.9%
Basic Materials 2.6%
Real Estate 1.9%