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Portfolio (Quarterly) Guide ↗

WINNACLE WEALTH LLC

· CIK 0002079687
13F Portfolio $147M AUM 137 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 41 Added 74 Reduced 1 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THC TENET HEALTHCARE CORP Healthcare 4,373.0 $818K 0.56% -76.0 -1.7% $187.08 +42.6%
42 VICI VICI PPTYS INC Real Estate 30,803.0 $818K 0.56% -1K -4.1% $26.55 -2.6%
43 PEP PEPSICO INC Consumer Defensive 5,957.0 $807K 0.55% -185.0 -3.0% $135.41 +4.2%
44 AVY AVERY DENNISON CORP Industrials 4,880.0 $792K 0.54% -241.0 -4.7% $162.35 +9.5%
45 CME CME GROUP INC Financial Services 3,584.0 $792K 0.54% -258.0 -6.7% $220.86 +29.4%
46 CMCSA COMCAST CORP NEW Communication Services 31,863.0 $782K 0.53% -1K -4.5% $24.55 +10.2%
47 HIMS HIMS & HERS HEALTH INC Healthcare 22,210.0 $770K 0.52% -469.0 -2.1% $34.67 -16.8%
48 APP APPLOVIN CORP Technology 1,478.0 $761K 0.52% -22.0 -1.5% $515.12 -38.3%
49 MSFT MICROSOFT CORP Technology 1,931.0 $720K 0.49% -23.0 -1.2% $373.02 +37.7%
50 FPEI FIRST TR EXCH TRADED FD III 33,967.0 $655K 0.45% -2K -5.2% $19.29 -1.4%
51 MMSI MERIT MED SYS INC Healthcare 9,388.0 $651K 0.44% -490.0 -5.0% $69.34 +30.5%
52 IDV ISHARES TR 14,925.0 $618K 0.42% -750.0 -4.8% $41.43 +7.8%
53 PINS PINTEREST INC Communication Services 28,706.0 $604K 0.41% -323.0 -1.1% $21.03 +10.3%
54 DMAY FIRST TR EXCHNG TRADED FD VI 11,305.0 $533K 0.36% -72.0 -0.6% $47.12 +1.8%
55 DVYE ISHARES INC 15,793.0 $509K 0.35% -856.0 -5.1% $32.23 +8.6%
56 PODD INSULET CORP Healthcare 2,857.0 $435K 0.30% -84.0 -2.9% $152.26 -4.7%
57 ACN ACCENTURE PLC IRELAND Technology 3,449.0 $429K 0.29% -64.0 -1.8% $124.44 +52.4%
58 QSPT FIRST TR EXCHNG TRADED FD VI 10,624.0 $370K 0.25% -240.0 -2.2% $34.84 +2.2%
59 QMAR FIRST TR EXCHNG TRADED FD VI 9,859.0 $367K 0.25% -247.0 -2.4% $37.24 +1.6%
60 QDEC FIRST TR EXCHNG TRADED FD VI 10,244.0 $365K 0.25% -240.0 -2.3% $35.61 +1.5%
Page 3 of 4  ·  74 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 26.4%
Healthcare 19.1%
Consumer Defensive 13.5%
Financial Services 10.3%
Communication Services 8.9%
Consumer Cyclical 7.9%
Industrials 5.2%
Energy 5.0%
Basic Materials 2.2%
Real Estate 1.5%