Winch Advisory Services, LLC

CIK

1585822

Location

Appleton, WI

Portfolio Value

Small $217,652,222

Diversification

Diversified

Filing Date

Global Rank

#4,025 / 8,622 ▲ 3 · as of Mar 2026

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+79.3%

SPY

+67.9%

Annualised alpha

+2.6%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

339 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

−0.3 pts

Top 5

48.0%

−2.4 pts

Top 10

62.0%

−2.3 pts

HHI

609

Diversified−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.4%	$94,551,775	61
Financial Services	14.6%	$31,701,997	40
Consumer Cyclical	10.4%	$22,567,200	35
Unclassified	9.4%	$20,554,624	10
Communication Services	6.9%	$15,036,160	21
Consumer Defensive	4.3%	$9,344,954	26
Industrials	3.9%	$8,546,385	44
Healthcare	3.5%	$7,629,528	33
Energy	2.1%	$4,600,111	24
Utilities	0.9%	$1,900,580	14
Basic Materials	0.4%	$782,739	22
Real Estate	0.2%	$436,169	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+1,385	54,095	$5,201,234
NEE	Nextera Energy Inc	+1,372	7,131	$662,327
AGNC	AGNC Investment Corp.	+1,124	20,112	$201,723
LNT	Alliant Energy Corp	+919	1,010	$72,477
SPY	Spdr S&P 500 ETF Trust	+807	7,951	$5,170,853
VZ	Verizon Communications Inc	+524	42,611	$2,139,072
DDD	3D Systems Corp	+517	1,012	$1,902
AMD	Advanced Micro Devices Inc	+446	5,360	$1,090,384
IONQ	IonQ, Inc.	+402	524	$15,106
MSFT	Microsoft Corp	+371	40,254	$14,900,823
WMT	Walmart Inc.	+312	13,578	$1,687,473
HOG	Harley-Davidson, Inc.	+291	426	$8,613
PG	PROCTER & GAMBLE Co	+258	7,940	$1,146,853
PFE	Pfizer Inc	+209	17,211	$483,284
SLV	iShares Silver Trust	+207	4,588	$312,626
CMCSA	Comcast Corp	+197	904	$25,953
AVGO	Broadcom Inc.	+195	1,684	$521,214
MU	Micron Technology Inc	+140	2,971	$1,003,722
WBD	Warner Bros. Discovery, Inc.	+128	603	$16,558
SMCI	Super Micro Computer, Inc.	+114	350	$7,969
T	At&T Inc.	+107	15,368	$445,518
RTX	RTX Corp	+105	11,701	$2,257,122
CRM	Salesforce, Inc.	+103	12,474	$2,328,521
FAX	Abrdn Asia-Pacific Income Fund, Inc.	+94	2,252	$32,473
DIS	Walt Disney Co	+82	17,027	$1,641,062
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	−3,740	33,561	$3,324,217
AAAU	Goldman Sachs Physical Gold ETF	−3,415	144,462	$6,672,699
NVDA	Nvidia Corp	−2,056	191,834	$33,455,849
AAPL	Apple Inc.	−1,472	107,320	$27,236,742
C	Citigroup Inc	−770	36,155	$4,100,338
MMM	3M Co	−693	2,874	$417,391
EBAY	Ebay Inc	−517	17,679	$1,609,142
PYPL	PayPal Holdings, Inc.	−499	15,139	$684,736
KHC	Kraft Heinz Co	−498	2,120	$47,678
F	Ford Motor Co	−475	18,017	$207,916
BP	Bp PLC	−292	12,827	$602,869
KO	Coca Cola Co	−276	29,832	$2,268,723
NKE	NIKE, Inc.	−266	10,629	$561,423
SBUX	Starbucks Corp	−260	9,614	$861,318
UNH	Unitedhealth Group Inc	−244	1,534	$415,085
JCI	Johnson Controls International plc	−216	198	$25,928
JPM	Jpmorgan Chase & Co	−200	23,946	$7,043,955
MO	Altria Group, Inc.	−183	1,988	$131,188
HON	Honeywell International Inc	−158	7,219	$1,631,710
HBAN	Huntington Bancshares Inc /Md/	−138	4,026	$63,006
JNJ	Johnson & Johnson	−138	3,225	$788,319
ADBE	Adobe Inc.	−113	4,928	$1,197,898
BUD	Anheuser-Busch InBev SA/NV	−101	53	$3,676
IAU	Ishares Gold Trust	−100	8,275	$729,524
TXN	Texas Instruments Inc	−96	6,176	$1,199,008
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	125	$8,991
CRWV	CoreWeave, Inc.	40	$3,098
QXO	QXO, Inc.	127	$2,466
MSTR	Strategy Inc	19	$2,371
TT	Trane Technologies plc	2	$833
VSNT	Versant Media Group, Inc.	20	$740
RKT	Rocket Companies, Inc.	47	$669
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
J	Jacobs Solutions Inc.	345	$45,698
EXAS	EXACT SCIENCES CORP	169	$17,163
UBS	UBS Group AG	233	$10,790
AMTM	Amentum Holdings, Inc.	365	$10,585
PRU	Prudential Financial Inc	86	$9,707
BDX	Becton Dickinson & Co	17	$3,299
ACHR	Archer Aviation Inc.	200	$1,504
DNP	Dnp Select Income Fund Inc	8	$79
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

339 tracked positions · $217,652,222 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 339 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	191,834	-2,056	$33,455,849	−7.5%	15.37%
AAPL	Apple Inc. Technology	Reduced	107,320	-1,472	$27,236,742	−7.9%	12.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	81,087	-89	$16,887,989	−9.9%	7.76%
MSFT	Microsoft Corp Technology	Added	40,254	+371	$14,900,823	−22.7%	6.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	24,815	-53	$11,891,348	−4.9%	5.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,946	-200	$7,043,955	−9.5%	3.24%
AAAU	Goldman Sachs Physical Gold ETF	Reduced	144,462	-3,415	$6,672,699	+6.0%	3.07%
QQQ	Invesco Qqq Trust, Series 1	Added	10,654	+75	$6,149,275	−5.4%	2.83%
V	Visa Inc. Financial Services	Reduced	18,171	-66	$5,492,003	−14.1%	2.52%
NFLX	Netflix Inc Communication Services	Added	54,095	+1,385	$5,201,234	+5.2%	2.39%
SPY	Spdr S&P 500 ETF Trust	Added	7,951	+807	$5,170,853	+6.1%	2.38%
SYK	Stryker Corp Healthcare	Reduced	14,323	-40	$4,706,394	−6.8%	2.16%
META	Meta Platforms, Inc. Communication Services	Added	7,417	+64	$4,243,488	−12.6%	1.95%
C	Citigroup Inc Financial Services	Reduced	36,155	-770	$4,100,338	−4.8%	1.88%
ORCL	Oracle Corp Technology	Held	24,502	0	$3,604,489	−24.5%	1.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,600	+44	$3,587,148	+17.0%	1.65%
MRVL	Marvell Technology, Inc. Technology	Reduced	33,561	-3,740	$3,324,217	+4.9%	1.53%
CRM	Salesforce, Inc. Technology	Added	12,474	+103	$2,328,521	−28.9%	1.07%
KO	Coca Cola Co Consumer Defensive	Reduced	29,832	-276	$2,268,723	+7.8%	1.04%
RTX	RTX Corp Industrials	Added	11,701	+105	$2,257,122	+6.1%	1.04%
VZ	Verizon Communications Inc Communication Services	Added	42,611	+524	$2,139,072	+24.8%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,669	+45	$1,735,700	−16.5%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	13,578	+312	$1,687,473	+14.2%	0.78%
DIS	Walt Disney Co Communication Services	Added	17,027	+82	$1,641,062	−14.9%	0.75%
HON	Honeywell International Inc Industrials	Reduced	7,219	-158	$1,631,710	+13.4%	0.75%
EBAY	Ebay Inc Consumer Cyclical	Reduced	17,679	-517	$1,609,142	+1.5%	0.74%
MA	Mastercard Inc Financial Services	Reduced	3,120	-31	$1,558,939	−13.3%	0.72%
NOC	Northrop Grumman Corp /De/ Industrials	Added	2,191	+45	$1,494,787	+22.2%	0.69%
ASML	Asml Holding NV Technology	Added	1,108	+44	$1,463,479	+28.6%	0.67%
CVX	Chevron Corp Energy	Reduced	6,949	-47	$1,437,748	+34.8%	0.66%
TXN	Texas Instruments Inc Technology	Reduced	6,176	-96	$1,199,008	+10.2%	0.55%
ADBE	Adobe Inc. Technology	Reduced	4,928	-113	$1,197,898	−32.1%	0.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,143	-32	$1,191,361	−8.8%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,940	+258	$1,146,853	+4.2%	0.53%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,606	-79	$1,120,773	+39.3%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	5,360	+446	$1,090,384	+3.6%	0.50%
MU	Micron Technology Inc Technology	Added	2,971	+140	$1,003,722	+24.2%	0.46%
LMT	Lockheed Martin Corp Industrials	Added	1,653	+82	$999,056	+31.5%	0.46%
GLD	Spdr Gold Trust	Held	2,273	0	$978,049	+8.6%	0.45%
WEC	Wec Energy Group, Inc. Utilities	Added	7,791	+45	$901,964	+10.4%	0.41%
KLAC	Kla Corp Technology	Held	592	0	$871,666	+21.2%	0.40%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,614	-260	$861,318	+3.6%	0.40%
JNJ	Johnson & Johnson Healthcare	Reduced	3,225	-138	$788,319	+13.3%	0.36%
MDT	Medtronic plc Healthcare	Added	8,973	+39	$777,510	−9.4%	0.36%
IAU	Ishares Gold Trust	Reduced	8,275	-100	$729,524	+7.3%	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,151	+66	$726,930	+14.7%	0.33%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	15,139	-499	$684,736	−25.0%	0.31%
NEE	Nextera Energy Inc Utilities	Added	7,131	+1,372	$662,327	+43.3%	0.30%
LRCX	Lam Research Corp Technology	Reduced	2,981	-2	$636,920	+24.7%	0.29%
BP	Bp PLC Energy	Reduced	12,827	-292	$602,869	+32.3%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.