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Winning Points Advisors 13F Portfolio

Portfolio Manager
Winning Points Advisors LLC
Performance
+9.58% (2026 Q2)
AUM (13F)
$75.87M
# of Holdings
42
Performance Rank
Allocation (Top 20)
88.84%
Latest filing
Q2 2026

Winning Points Advisors LLC Holdings Map

Top 42 Winning Points Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
43.34%159.3K$32.9M
+0.68%(+1.07K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 160.8K shares2026-Q1: 158.2K shares2026-Q2: 159.3K shares
$151.84(+101.12%)
2026-06-30
BAC
BANK OF AMER CORP
7.6%166.2K$5.8M
+3.41%(+5.48K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 172.0K shares2026-Q1: 160.7K shares2026-Q2: 166.2K shares
$29.01(+124.36%)
2026-06-30
STEW
SRH TOTAL RETURN FUND INC
4.06%172.1K$3.1M
-5.52%(-10.06K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 184.2K shares2026-Q1: 182.1K shares2026-Q2: 172.1K shares
$18.35(+0.33%)
2026-06-30
JPM
JPMORGAN CHASE & CO
3.78%20.7K$2.9M
-1.31%(-274)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.1K shares2026-Q1: 20.9K shares2026-Q2: 20.7K shares
$218.84(+66.66%)
2026-06-30
PG
PROCTER & GAMBLE CO
3.59%18.6K$2.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.6K shares2026-Q1: 18.6K shares2026-Q2: 18.6K shares
$127.08(+12.70%)
2026-06-30
MSFT
MICROSOFT CORP
3.36%14.5K$2.5M
-1.02%(-149)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.8K shares2026-Q1: 14.6K shares2026-Q2: 14.5K shares
$330.80(+46.94%)
2026-06-30
IBRX
IMMUNITYBIO INC
3.01%726.3K$2.3M
+0.37%(+2.69K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 722.4K shares2026-Q1: 723.6K shares2026-Q2: 726.3K shares
$2.82(+180.54%)
2026-06-30
WMT
WALMART INC
2.35%15.8K$1.8M
+0.03%(+5)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.8K shares2026-Q1: 15.8K shares2026-Q2: 15.8K shares
$88.65(+29.62%)
2026-06-30
SHW
SHERWIN WILLIAMS CO
2.18%4.8K$1.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.8K shares2026-Q1: 4.8K shares2026-Q2: 4.8K shares
$335.15(+4.42%)
2026-06-30
ABBV
ABBVIE INC
2.09%6.3K$1.6M
-7.01%(-475)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.9K shares2026-Q1: 6.8K shares2026-Q2: 6.3K shares
$68.69(+263.13%)
2026-06-30

About Winning Points Advisors LLCโ€™s portfolio

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 concentration

Portfolio concentration
AAPL โ€” 43.3% ($32.88M)BAC โ€” 7.6% ($5.76M)STEW โ€” 4.1% ($3.08M)JPM โ€” 3.8% ($2.87M)PG โ€” 3.6% ($2.72M)MSFT โ€” 3.4% ($2.55M)IBRX โ€” 3.0% ($2.29M)WMT โ€” 2.4% ($1.79M)SHW โ€” 2.2% ($1.65M)ABBV โ€” 2.1% ($1.59M)Other โ€” 24.6% ($18.69M)
75%in top 10
  • AAPL43.3%
  • BAC7.6%
  • STEW4.1%
  • JPM3.8%
  • PG3.6%
  • MSFT3.4%
  • IBRX3.0%
  • WMT2.4%
  • SHW2.2%
  • ABBV2.1%
  • Other24.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
CSCOCISCO SYS INC0.4%
TXNTEXAS INSTRS INC0.3%
BMOBANK MONTREAL MEDIUM0.3%
CATCATERPILLAR INC0.3%
Added to
7
AAPLAPPLE INC+0.7%
BACBANK OF AMER CORP+3.4%
MCDMCDONALDS CORP+2.6%
HDHOME DEPOT INC+1.0%
+3 more
Trimmed
13
UBSUBS GROUP AG-22.7%
STEWSRH TOTAL RETURN FUND INC-5.5%
ABBVABBVIE INC-7.0%
JPMJPMORGAN CHASE & CO-1.3%
+9 more

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Source filings

Holdings on this page are parsed from Winning Points Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1793399). View Winning Points Advisors LLCโ€™s 13F filings on SEC

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