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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PHM PULTE GROUP INC Consumer Cyclical 7,153.0 $981K 0.67% -214.0 -2.9% $137.21 -6.3%
42 TROW PRICE T ROWE GROUP INC Financial Services 8,563.0 $973K 0.66% -333.0 -3.7% $113.69 -2.2%
43 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,759.0 $971K 0.66% -191.0 -3.2% $168.55 -8.6%
44 CBOE CBOE GLOBAL MKTS INC Financial Services 3,995.0 $970K 0.66% -164.0 -3.9% $242.69 +27.9%
45 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,776.0 $962K 0.65% -48.0 -2.6% $541.94 -4.9%
46 RL RALPH LAUREN CORP Consumer Cyclical 2,369.0 $951K 0.65% -56.0 -2.3% $401.47 -11.8%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 22,412.0 $949K 0.65% -1K -6.1% $42.34 +18.3%
48 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,553.0 $939K 0.64% -317.0 -3.6% $109.77 -0.2%
49 ITW ILLINOIS TOOL WKS INC Industrials 3,465.0 $937K 0.64% -102.0 -2.9% $270.44 +3.6%
50 AGGH SIMPLIFY EXCHANGE TRADED FUN 44,805.0 $904K 0.61% +19K +72.8% $20.17 -2.0%
51 KHC KRAFT HEINZ CO Consumer Defensive 37,841.0 $894K 0.61% -1K -2.6% $23.62 +8.8%
52 PG PROCTER & GAMBLE CO Consumer Defensive 6,072.0 $890K 0.60% -205.0 -3.3% $146.65 -2.0%
53 SPEM SPDR INDEX SHS FDS 17,126.0 $887K 0.60% +2K +10.3% $51.78 +1.9%
54 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,874.0 $881K 0.60% -255.0 -2.8% $99.28 -11.6%
55 YMAX TIDAL TRUST II 108,356.0 $876K 0.59% +2K +1.4% $8.08 -5.7%
56 FOXA FOX CORP Communication Services 16,184.0 $844K 0.57% -584.0 -3.5% $52.16 +31.2%
57 ELAN ELANCO ANIMAL HEALTH INC Healthcare 33,953.0 $836K 0.57% -981.0 -2.8% $24.61 -2.0%
58 ZM ZOOM COMMUNICATIONS INC Technology 9,668.0 $834K 0.57% -400.0 -4.0% $86.31 +14.0%
59 BUCK SIMPLIFY EXCHANGE TRADED FUN 35,506.0 $832K 0.56% +24K +207.1% $23.42 -0.5%
60 THC TENET HEALTHCARE CORP Healthcare 4,373.0 $818K 0.56% -76.0 -1.7% $187.08 +42.6%
Page 3 of 7  ·  137 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%