Winning Points Advisors, LLC
CIK 1793399 · View on SEC EDGAR ↗
- Portfolio value
- $75.9M
- Positions
- 42
- As of
- June 30, 2026
#8,529 of 9,443 by 13F value · top 90.3%
Portfolio value QoQ: -24.0% 13F does not disclose cash
- Top 10 holdings weight
- 75.36%
- Top 25 holdings weight
- 92.88%
- Positions above 1%
- 19
- Effective number of positions
- 4.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.67% Est. buys $1,468,105 · sells $2,215,628
- New positions
- 4
- Increased
- 7
- Decreased
- 13
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
47.4%
Financials
13.1%
Healthcare
8.8%
Retail
5.6%
Consumer products
3.6%
Energy
3.0%
Consumer Staples
2.5%
Materials
2.2%
Logistics & Transportation
1.8%
Industrials
1.6%
Financial Services
1.4%
Consumer Discretionary
1.1%
Communications
0.4%
Communication Services
0.4%
Other/Unmapped
7.3%
Full portfolio 42 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $32,884,667 | 43.34% | 159,304 | $-7,290,801 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $5,763,633 | 7.60% | 166,152 | $-2,104,700 | Up ×1 | ||
| STEW SRH Total Return Fund, Inc. Common Stock | $3,079,962 | 4.06% | 172,065 | $-34,341 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,867,738 | 3.78% | 20,661 | $-3,307,876 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,724,278 | 3.59% | 18,578 | $40,872 | |||
| MSFT Microsoft Corporation - Common Stock | $2,545,769 | 3.36% | 14,475 | $-2,865,821 | Down ×2 | ||
| IBRX ImmunityBio, Inc. - Common Stock | $2,287,314 | 3.01% | 726,258 | $-3,029,991 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,785,158 | 2.35% | 15,762 | $-173,085 | Up ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1,652,736 | 2.18% | 4,800 | $114,096 | |||
| ABBV AbbVie Inc. Common Stock | $1,586,439 | 2.09% | 6,304 | $111,987 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,563,185 | 2.06% | 6,155 | $32,013 | Down ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,360,854 | 1.79% | 13,659 | $12,083 | Down ×1 | ||
| VOO | $1,327,613 | 1.75% | 1,933 | $172,541 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,054,111 | 1.39% | 15,310 | $-1,514,310 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,019,598 | 1.34% | 2,891 | $78,644 | Up ×1 | ||
| TGT Target Corporation Common Stock | $816,574 | 1.08% | 6,252 | $58,832 | |||
| MCD McDonald's Corporation Common Stock | $799,307 | 1.05% | 3,957 | $-396,620 | Up ×1 | ||
| PM Philip Morris International Inc Common Stock | $786,778 | 1.04% | 4,349 | $67,714 | |||
| UBS UBS Group AG Registered Ordinary Shares | $777,497 | 1.02% | 30,688 | $-790,309 | Down ×2 | ||
| WFC Wells Fargo & Company Common Stock | $727,728 | 0.96% | 35,906 | $-2,154,868 | |||
| BP BP p.l.c. Common Stock | $693,322 | 0.91% | 18,764 | $-197,150 | Down ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $621,028 | 0.82% | 10,778 | $-32,658 | |||
| ABT Abbott Laboratories Common Stock | $607,141 | 0.80% | 6,691 | $-79,824 | |||
| MO Altria Group, Inc. | $591,794 | 0.78% | 8,225 | $39,320 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $540,543 | 0.71% | 5,261 | $-534,006 | Down ×1 | ||
| MMM 3M Company Common Stock | $523,293 | 0.69% | 3,232 | $53,910 | |||
| RTX RTX Corporation Common Stock | $493,298 | 0.65% | 2,600 | $-8,242 | |||
| KO Coca-Cola Company (The) Common Stock | $480,956 | 0.63% | 5,918 | $30,892 | |||
| CALF | $430,640 | 0.57% | 8,509 | $48,841 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339,334 | 0.45% | 1,539 | $-49,110 | Down ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $337,053 | 0.44% | 1,021 | $39,248 | |||
| RSP | $333,512 | 0.44% | 1,567 | $25,228 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $287,542 | 0.38% | 2,448 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $286,502 | 0.38% | 811 | $53,915 | |||
| NVDA NVIDIA Corporation - Common Stock | $280,277 | 0.37% | 1,401 | $36,079 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $269,746 | 0.36% | 288 | $-17,515 | |||
| TXN Texas Instruments Incorporated - Common Stock | $268,263 | 0.35% | 900 | Up ×1 | |||
| AXP American Express Company Common Stock | $253,688 | 0.33% | 750 | $26,828 | |||
| IVV | $250,583 | 0.33% | 335 | $32,015 | |||
| BMO Bank Of Montreal Common Stock | $247,380 | 0.33% | 1,400 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $212,980 | 0.28% | 200 | Up ×1 | |||
| AOD abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $109,802 | 0.14% | 10,650 | $11,715 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MGM | June 30, 2026 | 22,972 | $850,194 | -10.4% |
| DEO | June 30, 2026 | 3,450 | $257,213 | 16.4% |
| LMT | June 30, 2026 | 347 | $209,723 | 14.5% |
| PEP | June 30, 2026 | 1,290 | $200,324 | 5.0% |
| BRKB | March 31, 2026 | 3,138 | $572 | No longer tracked |
| BLKXXXX | March 31, 2026 | 328 | $351 | No longer tracked |