Top 42 Winning Points Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 43.34% | 159.3K | $32.9M | +0.68%(+1.07K) | $151.84(+101.12%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 7.6% | 166.2K | $5.8M | +3.41%(+5.48K) | $29.01(+124.36%) | 2026-06-30 | |
| STEW | SRH TOTAL RETURN FUND INC | 4.06% | 172.1K | $3.1M | -5.52%(-10.06K) | $18.35(+0.33%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.78% | 20.7K | $2.9M | -1.31%(-274) | $218.84(+66.66%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 3.59% | 18.6K | $2.7M | +0.00%(+0) | $127.08(+12.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.36% | 14.5K | $2.5M | -1.02%(-149) | $330.80(+46.94%) | 2026-06-30 | |
| IBRX | IMMUNITYBIO INC | 3.01% | 726.3K | $2.3M | +0.37%(+2.69K) | $2.82(+180.54%) | 2026-06-30 | |
| WMT | WALMART INC | 2.35% | 15.8K | $1.8M | +0.03%(+5) | $88.65(+29.62%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 2.18% | 4.8K | $1.7M | +0.00%(+0) | $335.15(+4.42%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.09% | 6.3K | $1.6M | -7.01%(-475) | $68.69(+263.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.89% | +5.79% | +14.17% | +93.99% |
| Top 20 Holdings Unweighted | +1.54% | +4.71% | +11.37% | +71.31% |
Winning Points Advisors LLC reports $75.87M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (43.3%), BAC (7.6%) and STEW (4.1%). The top 20 holdings account for 88.84% of reported assets. Its disclosed equity book has returned +5.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winning Points Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1793399). View Winning Points Advisors LLCโs 13F filings on SEC