Winch Advisory Services, LLC
Filing Date
Global Rank
#4,018
/ 8,586
▲ 9
Top Industry
Semiconductors
21.0%
3Y Alpha vs SPY
-1.5%
Period ended 3 months ago
Filed Apr 30, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.0%
SPY
+78.1%
Annualised alpha
-1.4%
Max drawdown
−21.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
338 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 43.4% | $94,551,496 |
| Financial Services | 14.6% | $31,701,997 |
| Consumer Cyclical | 10.4% | $22,567,200 |
| Unclassified | 9.4% | $20,554,624 |
| Communication Services | 6.9% | $15,036,160 |
| Consumer Defensive | 4.3% | $9,344,954 |
| Industrials | 3.9% | $8,546,385 |
| Healthcare | 3.5% | $7,629,528 |
| Energy | 2.1% | $4,600,111 |
| Utilities | 0.9% | $1,900,580 |
| Basic Materials | 0.4% | $782,739 |
| Real Estate | 0.2% | $436,169 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | $2,593 | |
| ACHR | Archer Aviation Inc. | 200 | $1,504 | |
| DNP | Dnp Select Income Fund Inc | 8 | $79 | |
| No positions match the current search. | ||||
22 positions ·
$782,739 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Reduced | 2,145 | $172,801 | 22.08% | |
| DOW |
Dow Inc.
Basic Materials
|
Reduced | 4,020 | $167,433 | 21.39% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 2,716 | $159,646 | 20.40% | |
| ASH |
Ashland Inc.
Basic Materials
|
Added | 1,147 | $63,784 | 8.15% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Added | 812 | $37,189 | 4.75% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Held | 381 | $35,543 | 4.54% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Held | 4,070 | $34,391 | 4.39% | |
| AA |
Alcoa Corp
Basic Materials
|
Added | 375 | $24,873 | 3.18% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 317 | $15,298 | 1.95% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 46 | $13,362 | 1.71% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 74 | $12,513 | 1.60% | |
| OLN |
OLIN Corp
Basic Materials
|
Added | 367 | $10,910 | 1.39% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
Held | 640 | $9,686 | 1.24% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 235 | $9,585 | 1.22% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 16 | $4,256 | 0.54% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 12 | $3,846 | 0.49% | |
| ALB |
Albemarle Corp
Basic Materials
|
Reduced | 21 | $3,770 | 0.48% | |
| MATV |
Mativ Holdings, Inc.
Basic Materials
|
Added | 166 | $1,444 | 0.18% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 13 | $990 | 0.13% | |
| LWLG |
Lightwave Logic, Inc.
Basic Materials
|
Held | 110 | $773 | 0.10% | |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
Held | 19 | $338 | 0.04% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
Held | 66 | $308 | 0.04% |