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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VICI VICI PPTYS INC Real Estate 30,803.0 $818K 0.56% -1K -4.1% $26.55 -2.6%
62 PEP PEPSICO INC Consumer Defensive 5,957.0 $807K 0.55% -185.0 -3.0% $135.41 +4.2%
63 AVY AVERY DENNISON CORP Industrials 4,880.0 $792K 0.54% -241.0 -4.7% $162.35 +9.5%
64 CME CME GROUP INC Financial Services 3,584.0 $792K 0.54% -258.0 -6.7% $220.86 +29.4%
65 CMCSA COMCAST CORP NEW Communication Services 31,863.0 $782K 0.53% -1K -4.5% $24.55 +10.2%
66 HIMS HIMS & HERS HEALTH INC Healthcare 22,210.0 $770K 0.52% -469.0 -2.1% $34.67 -16.8%
67 APP APPLOVIN CORP Technology 1,478.0 $761K 0.52% -22.0 -1.5% $515.12 -38.3%
68 CAIQ CALAMOS ETF TR 27,663.0 $743K 0.51% +10K +57.5% $26.85 -3.9%
69 CAG CONAGRA BRANDS INC Consumer Defensive 54,859.0 $738K 0.50% $13.46 +19.5%
70 CAIE CALAMOS ETF TR 26,860.0 $731K 0.50% +10K +61.0% $27.21 -0.1%
71 MSFT MICROSOFT CORP Technology 1,931.0 $720K 0.49% -23.0 -1.2% $373.02 +37.7%
72 GIS GENERAL MILLS INC Consumer Defensive 19,786.0 $689K 0.47% +205.0 +1.1% $34.80 +19.4%
73 INNOVATOR ETFS TRUST 26,714.0 $680K 0.46% +10K +61.6% $25.45
74 ACEI INNOVATOR ETFS TRUST 28,805.0 $667K 0.45% +11K +61.1% $23.15 +2.6%
75 FPEI FIRST TR EXCH TRADED FD III 33,967.0 $655K 0.45% -2K -5.2% $19.29 -1.4%
76 MMSI MERIT MED SYS INC Healthcare 9,388.0 $651K 0.44% -490.0 -5.0% $69.34 +30.5%
77 KBWD INVESCO EXCH TRADED FD TR II 51,309.0 $637K 0.43% +19K +57.9% $12.42 +0.6%
78 KNG FIRST TR EXCHANGE-TRADED FD 12,305.0 $621K 0.42% +4K +56.9% $50.50 +2.1%
79 IDV ISHARES TR 14,925.0 $618K 0.42% -750.0 -4.8% $41.43 +7.8%
80 PINS PINTEREST INC Communication Services 28,706.0 $604K 0.41% -323.0 -1.1% $21.03 +10.3%
Page 4 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%