Winch Advisory Services, LLC
Filing Date
Global Rank
#3,955
/ 8,818
▼ 100
Top Industry
Semiconductors
23.6%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 63.8% of the book (60%+)
Turnover
Low turnover
4.6% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.0 quarters (12+), a floor since 76.6% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 58.2%; sector active share 36.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
523 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.5%
−0.8 pts
Top 5
43.9%
−0.8 pts
Top 10
63.8%
−1.3 pts
HHI
553
Diversified−19
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.3% | $235,281,209 |
| Technology | 24.1% | $114,997,183 |
| Financial Services | 7.3% | $34,742,568 |
| Communication Services | 7.2% | $34,172,336 |
| Consumer Cyclical | 5.3% | $25,206,234 |
| Consumer Defensive | 1.9% | $9,233,319 |
| Industrials | 1.8% | $8,689,453 |
| Healthcare | 1.6% | $7,530,316 |
| Energy | 0.8% | $3,891,929 |
| Utilities | 0.4% | $1,919,932 |
| Basic Materials | 0.1% | $624,474 |
| Real Estate | 0.1% | $482,540 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +21,767 | 25,500 | $2,196,570 | |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | +11,246 | 791,200 | $21,623,496 | |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | +7,204 | 87,921 | $2,243,743 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +5,697 | 505,330 | $29,410,206 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +5,689 | 326,324 | $26,970,678 | |
| KLAC | Kla Corp | +5,338 | 5,930 | $1,789,140 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | +3,231 | 77,324 | $2,587,261 | |
| AGGY | WisdomTree Trust | +2,380 | 22,542 | $980,126 | |
| CGCP | Capital Group Core Plus Income ETF | +2,293 | 5,232 | $116,621 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +2,172 | 2,628 | $78,866 | |
| VZ | Verizon Communications Inc | +1,606 | 44,217 | $1,872,147 | |
| CGXU | Capital Group International Focus Equity ETF | +1,510 | 2,432 | $84,195 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | +1,342 | 597,158 | $54,215,974 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1,340 | 2,785 | $166,236 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +1,264 | 74,710 | $3,868,483 | |
| CGUS | Capital Group Core Equity ETF | +1,155 | 2,348 | $104,439 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +1,147 | 1,314 | $115,513 | |
| CGGR | Capital Group Growth ETF | +1,086 | 2,546 | $120,171 | |
| CGDV | Capital Group Dividend Value ETF | +1,050 | 3,842 | $189,333 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +1,043 | 1,907 | $188,754 | |
| VXUS | Vanguard Total International Stock ETF | +984 | 3,529 | $301,694 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | +930 | 1,088 | $118,668 | |
| IONQ | IonQ, Inc. | +850 | 1,374 | $73,179 | |
| KHC | Kraft Heinz Co | +790 | 2,910 | $68,734 | |
| NEE | Nextera Energy Inc | +783 | 7,914 | $694,611 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHV | iShares 0-1 Year Treasury Bond ETF | −7,345 | 99,681 | $10,999,798 | |
| ORCL | Oracle Corp | −6,565 | 17,937 | $2,628,667 | |
| NVDA | Nvidia Corp | −4,948 | 186,886 | $37,394,019 | |
| HON | Honeywell International Inc | −3,617 | 3,602 | $806,487 | |
| MRVL | Marvell Technology, Inc. | −2,129 | 31,432 | $9,363,278 | |
| AAPL | Apple Inc. | −1,874 | 105,446 | $30,511,854 | |
| GOOG | Alphabet Inc. | −1,857 | 58,809 | $20,778,983 | |
| AMZN | Amazon Com Inc | −1,757 | 79,330 | $18,907,512 | |
| DOW | Dow Inc. | −1,276 | 2,744 | $75,075 | |
| C | Citigroup Inc | −1,217 | 34,938 | $4,889,922 | |
| EBAY | Ebay Inc | −1,168 | 16,511 | $1,845,104 | |
| GBIL | Goldman Sachs ETF Trust | −1,135 | 118,391 | $11,858,042 | |
| — | −1,135 | 24,532 | $711,673 | ||
| LYB | LyondellBasell Industries N.V. | −1,100 | 1,045 | $55,019 | |
| DIS | Walt Disney Co | −970 | 16,057 | $1,545,486 | |
| DD | DuPont de Nemours, Inc. | −540 | 272 | $36,894 | |
| — | −503 | 244,398 | $22,396,632 | ||
| MAIN | Main Street Capital CORP | −464 | 606 | $31,439 | |
| SBUX | Starbucks Corp | −343 | 9,271 | $947,403 | |
| JPM | Jpmorgan Chase & Co | −343 | 23,603 | $7,725,969 | |
| SOLV | Solventum Corp | −327 | 12 | $925 | |
| PYPL | PayPal Holdings, Inc. | −258 | 14,881 | $642,561 | |
| JEPI | JPMorgan Equity Premium Income ETF | −245 | 7,761 | $438,341 | |
| WMT | Walmart Inc. | −214 | 13,364 | $1,513,606 | |
| CSCO | Cisco Systems, Inc. | −198 | 1,437 | $168,790 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 3,518 | $777,759 | |
| SPCX | Space Exploration Technologies Corp | 1,747 | $298,492 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 2,621 | $247,867 | |
| IJH | iShares Core S&P Mid-Cap ETF | 969 | $74,719 | |
| MS | Morgan Stanley | 146 | $30,519 | |
| IP | International Paper Co | 493 | $18,783 | |
| ALH | Alliance Laundry Holdings Inc. | 690 | $18,298 | |
| TM | Toyota Motor Corp | 103 | $17,347 | |
| UBS | UBS Group AG | 303 | $15,016 | |
| ING | Ing Groep NV | 341 | $10,700 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 258 | $10,191 | |
| UNP | Union Pacific Corp | 29 | $7,888 | |
| SAN | Banco Santander, S.A. | 541 | $7,465 | |
| TTE | TotalEnergies SE | 96 | $7,464 | |
| BCS | Barclays PLC | 269 | $7,225 | |
| HTHIY | Hitachi Ltd | 250 | $6,912 | |
| FDXF | FedEx Freight Holding Company, Inc. | 45 | $6,795 | |
| AIPO | Tidal Trust II | 195 | $6,514 | |
| BHP | BHP Group Ltd | 76 | $6,331 | |
| NWG | NatWest Group plc | 335 | $5,906 | |
| HSBC | Hsbc Holdings PLC | 60 | $5,705 | |
| NET | Cloudflare, Inc. | 22 | $5,396 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | 261 | $5,191 | |
| SNY | Sanofi | 121 | $5,161 | |
| GFS | GLOBALFOUNDRIES Inc. | 62 | $5,109 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TCPB | Thrivent ETF Trust | 541 | $27,450 | |
| AVEM | Avantis Emerging Markets Equity ETF | 318 | $25,624 | |
| IWLG | NYLIM ETF Trust | 334 | $15,938 | |
| IPAC | iShares Core MSCI Pacific ETF | 190 | $14,536 | |
| TSME | Thrivent Small-Mid Cap Equity ETF | 327 | $13,596 | |
| XTEN | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | 251 | $11,510 | |
| XTWY | BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF | 306 | $11,502 | |
| ABNB | Airbnb, Inc. | 50 | $6,314 | |
| EQWL | Victory Portfolios II | 47 | $5,416 | |
| — | 104 | $3,658 | ||
| ICE | Intercontinental Exchange, Inc. | 20 | $3,145 | |
| QXO | QXO, Inc. | 127 | $2,466 | |
| ADSK | Autodesk, Inc. | 7 | $1,675 | |
| HYLN | Hyliion Holdings Corp. | 89 | $156 | |
| MGC | VANGUARD MEGA CAP INDEX FUND | 144 | $0 | |
| No positions match the current search. | ||||
523 tracked positions ·
$476,771,493 total
· filing declares
568 positions · $481,405,946
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 523 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Added | 597,158 | $54,215,974 | 11.37% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 186,886 | $37,394,019 | 7.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 105,446 | $30,511,854 | 6.40% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 505,330 | $29,410,206 | 6.17% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 326,324 | $26,970,678 | 5.66% | |
|
|
Reduced | 244,398 | $22,396,632 | 4.70% | ||
| CGMS |
Capital Group U.S. Multi-Sector Income ETF
|
Added | 791,200 | $21,623,496 | 4.54% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 58,809 | $20,778,983 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 79,330 | $18,907,512 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 40,976 | $15,284,867 | 3.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 24,731 | $12,375,145 | 2.60% | |
| GBIL |
Goldman Sachs ETF Trust
|
Reduced | 118,391 | $11,858,042 | 2.49% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Reduced | 99,681 | $10,999,798 | 2.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 31,432 | $9,363,278 | 1.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 10,800 | $7,953,120 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 23,603 | $7,725,969 | 1.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,405 | $6,276,601 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 18,147 | $6,226,054 | 1.31% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Added | 145,113 | $5,742,121 | 1.20% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 34,938 | $4,889,922 | 1.03% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 14,306 | $4,504,101 | 0.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 7,386 | $4,160,459 | 0.87% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 54,556 | $3,895,298 | 0.82% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Added | 74,710 | $3,868,483 | 0.81% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,980 | $3,439,784 | 0.72% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 41,695 | $3,423,576 | 0.72% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 3,582 | $3,350,853 | 0.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,342 | $3,103,221 | 0.65% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 8,242 | $3,049,869 | 0.64% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 17,937 | $2,628,667 | 0.55% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Added | 77,324 | $2,587,261 | 0.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 29,773 | $2,419,651 | 0.51% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,137 | $2,261,993 | 0.47% | |
| SPAB |
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
|
Added | 87,921 | $2,243,743 | 0.47% | |
| RTX |
RTX Corp
Industrials
|
Added | 11,758 | $2,230,845 | 0.47% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 25,500 | $2,196,570 | 0.46% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 12,969 | $2,031,723 | 0.43% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 3,035 | $1,990,626 | 0.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,651 | $1,956,210 | 0.41% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 44,217 | $1,872,147 | 0.39% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 16,511 | $1,845,104 | 0.39% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,077 | $1,811,371 | 0.38% | |
| KLAC |
Kla Corp
Technology
|
Added | 5,930 | $1,789,140 | 0.38% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,129 | $1,607,054 | 0.34% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 16,057 | $1,545,486 | 0.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 13,364 | $1,513,606 | 0.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,007 | $1,431,981 | 0.30% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,983 | $1,292,623 | 0.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,919 | $1,161,242 | 0.24% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,985 | $1,157,833 | 0.24% |
Showing the top 50 of 523 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.