Winch Advisory Services, LLC

CIK

1585822

Location

Appleton, WI

Portfolio Value

Micro $9,344,954

Diversification

Diversified

Filing Date

Global Rank

#3,691 / 8,232 ▲ 110

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.6%

SPY

+76.3%

Annualised alpha

-1.1%

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

337 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%	$94,551,496	60
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%	$4,597,007	23
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
LMT	Lockheed Martin Corp	+82	1,653	$999,056
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
JNJ	Johnson & Johnson	−138	3,225	$788,319
HBAN	Huntington Bancshares Inc /Md/	−138	4,026	$63,006
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	$2,593
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

26 positions · $9,344,954 total · Consumer Defensive 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,600	+44	$3,587,148	+17.0%	38.39%
KO	Coca Cola Co Consumer Defensive	Reduced	29,832	-276	$2,268,723	+7.8%	24.28%
WMT	Walmart Inc. Consumer Defensive	Added	13,578	+312	$1,687,473	+14.2%	18.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,940	+258	$1,146,853	+4.2%	12.27%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	1,718	-29	$165,735	−6.0%	1.77%
PEP	Pepsico Inc Consumer Defensive	Added	862	+13	$133,859	+9.9%	1.43%
MO	Altria Group, Inc. Consumer Defensive	Reduced	1,988	-183	$131,188	+4.8%	1.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	336	+3	$55,554	+4.0%	0.59%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	2,120	-498	$47,678	−24.9%	0.51%
KVUE	Kenvue Inc. Consumer Defensive	Added	980	+10	$16,895	+1.0%	0.18%
TGT	Target Corp Consumer Defensive	Added	135	+1	$16,362	+24.9%	0.18%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	265	+3	$15,494	+4.4%	0.17%
KR	Kroger Co Consumer Defensive	Added	188	+1	$13,603	+16.4%	0.15%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	513	+4	$13,507	−5.3%	0.14%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	129	-47	$10,994	−20.9%	0.12%
DEO	Diageo PLC Consumer Defensive	Held	118	0	$8,785	−13.7%	0.09%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	52	0	$7,800	+8.7%	0.08%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	53	-101	$3,676	−62.7%	0.04%
SYY	Sysco Corp Consumer Defensive	Added	50	+1	$3,566	−1.2%	0.04%
BGS	B&G Foods, Inc. Consumer Defensive	Added	723	+29	$3,477	+16.5%	0.04%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	57	-58	$2,875	−63.3%	0.03%
CLX	Clorox Co /De/ Consumer Defensive	Held	17	0	$1,761	+2.7%	0.02%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Held	18	0	$1,388	−3.2%	0.01%
BRCC	BRC Inc. Consumer Defensive	Held	500	0	$388	−30.1%	0.00%
SJM	J M SMUCKER Co Consumer Defensive	Held	1	0	$96	−1.0%	0.00%
MAGN	Magnera Corp Consumer Defensive	Held	8	0	$76	−37.2%	0.00%