Winning Points Advisors, LLC

CIK

1793399

Location

BOCA RATON, FL

Portfolio Value

Small $101,981,144

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,606 / 8,420 ▲ 68

Top Industry

Consumer Electronics 42.9%

3Y Alpha vs SPY

-6.2%

Period ended 6 months ago

Filed Feb 12, 2026 · 4mo

19 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

+50.4%

SPY

+76.3%

Annualised alpha

-6.2%

Max drawdown

−24.9%

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

36 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2024

Top Position

42.9%

−6.7 pts

Top 5

69.1%

−6.0 pts

Top 10

80.6%

−5.3 pts

HHI

2,076

Moderately concentrated−605

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	50.1%	$51,117,926	3
Financial Services	26.6%	$27,153,944	9
Consumer Defensive	6.8%	$6,903,816	7
Healthcare	5.7%	$5,807,069	5
Energy	3.4%	$3,445,567	3
Consumer Cyclical	3.4%	$3,438,706	4
Industrials	2.5%	$2,558,772	4
Basic Materials	1.5%	$1,555,344	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2024

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IBRX	ImmunityBio, Inc.	+632,977	722,373	$1,430,298
BAC	Bank Of America Corp /De/	+29,453	172,033	$9,461,815
WFC	Wells Fargo & Company/Mn	+27,300	36,306	$3,383,719
UBS	UBS Group AG	+24,246	39,780	$1,842,211
AAPL	Apple Inc.	+15,257	160,788	$43,711,825
WMT	Walmart Inc.	+12,309	15,802	$1,760,500
JPM	Jpmorgan Chase & Co	+11,740	21,063	$6,786,919
XOM	Exxon Mobil Corp	+8,875	16,638	$2,002,216
MSFT	Microsoft Corp	+7,640	14,774	$7,145,001
PG	PROCTER & GAMBLE Co	+3,888	18,578	$2,662,413
BRK-B	Berkshire Hathaway Inc	+2,250	3,138	$1,577,315
CVX	Chevron Corp	+1,203	5,147	$784,454
MCD	Mcdonalds Corp	+797	3,957	$1,209,377
ABT	Abbott Laboratories	+270	7,370	$923,387
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
TGT	Target Corp	−33,818	6,252	$611,133
MGM	MGM Resorts International	−4,300	23,250	$848,392
BMY	Bristol Myers Squibb Co	−1,673	10,808	$582,983
JNJ	Johnson & Johnson	−1,467	6,264	$1,296,334
HD	Home Depot, Inc.	−1,022	2,861	$984,470
LOW	Lowes Companies Inc	−367	1,644	$396,467
ABBV	AbbVie Inc.	−334	6,889	$1,574,067
BP	Bp PLC	−326	18,972	$658,897
MO	Altria Group, Inc.	−170	8,399	$484,286
MMM	3M Co	−110	3,232	$517,443
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
STEW	SRH Total Return Fund, Inc.	184,162	$3,414,363
SHW	Sherwin Williams Co	4,800	$1,555,344
UPS	United Parcel Service Inc	13,593	$1,348,289
PM	Philip Morris International Inc.	4,510	$723,404
RTX	RTX Corp	2,600	$476,840
KO	Coca Cola Co	5,918	$413,727
TRV	Travelers Companies, Inc.	1,056	$306,303
AXP	American Express Co	750	$277,462
NVDA	Nvidia Corp	1,400	$261,100
COST	Costco Wholesale Corp /New	288	$248,353
LMT	Lockheed Martin Corp	447	$216,200
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DEO	Diageo PLC	3,457	$485,155
PFE	Pfizer Inc	13,501	$390,718
MRK	Merck & Co., Inc.	3,222	$365,890
PEP	Pepsico Inc	1,990	$338,399
CRON	Cronos Group Inc.	11,698	$25,618
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $101,981,144 total · as of Dec 31, 2025

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	160,788	+15,257	$43,711,825	+28.9%	42.86%
BAC	Bank Of America Corp /De/ Financial Services	Added	172,033	+29,453	$9,461,815	+67.2%	9.28%
MSFT	Microsoft Corp Technology	Added	14,774	+7,640	$7,145,001	+132.8%	7.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	21,063	+11,740	$6,786,919	+245.2%	6.66%
STEW	SRH Total Return Fund, Inc. Financial Services	NEW	184,162	NEW	$3,414,363	NEW	3.35%
WFC	Wells Fargo & Company/Mn Financial Services	Added	36,306	+27,300	$3,383,719	+565.1%	3.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	18,578	+3,888	$2,662,413	+4.6%	2.61%
XOM	Exxon Mobil Corp Energy	Added	16,638	+8,875	$2,002,216	+120.0%	1.96%
UBS	UBS Group AG Financial Services	Added	39,780	+24,246	$1,842,211	+283.7%	1.81%
WMT	Walmart Inc. Consumer Defensive	Added	15,802	+12,309	$1,760,500	+524.2%	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,138	+2,250	$1,577,315	+285.9%	1.55%
ABBV	AbbVie Inc. Healthcare	Reduced	6,889	-334	$1,574,067	+10.4%	1.54%
SHW	Sherwin Williams Co Basic Materials	NEW	4,800	NEW	$1,555,344	NEW	1.53%
IBRX	ImmunityBio, Inc. Healthcare	Added	722,373	+632,977	$1,430,298	+330.1%	1.40%
UPS	United Parcel Service Inc Industrials	NEW	13,593	NEW	$1,348,289	NEW	1.32%
JNJ	Johnson & Johnson Healthcare	Reduced	6,264	-1,467	$1,296,334	+3.5%	1.27%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,957	+797	$1,209,377	+25.7%	1.19%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,861	-1,022	$984,470	−37.4%	0.97%
ABT	Abbott Laboratories Healthcare	Added	7,370	+270	$923,387	+14.1%	0.91%
MGM	MGM Resorts International Consumer Cyclical	Reduced	23,250	-4,300	$848,392	−21.2%	0.83%
CVX	Chevron Corp Energy	Added	5,147	+1,203	$784,454	+35.1%	0.77%
PM	Philip Morris International Inc. Consumer Defensive	NEW	4,510	NEW	$723,404	NEW	0.71%
BP	Bp PLC Energy	Reduced	18,972	-326	$658,897	+8.8%	0.65%
TGT	Target Corp Consumer Defensive	Reduced	6,252	-33,818	$611,133	−90.2%	0.60%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	10,808	-1,673	$582,983	−9.7%	0.57%
MMM	3M Co Industrials	Reduced	3,232	-110	$517,443	+13.3%	0.51%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,399	-170	$484,286	+10.7%	0.47%
RTX	RTX Corp Industrials	NEW	2,600	NEW	$476,840	NEW	0.47%
KO	Coca Cola Co Consumer Defensive	NEW	5,918	NEW	$413,727	NEW	0.41%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,644	-367	$396,467	−27.2%	0.39%
TRV	Travelers Companies, Inc. Financial Services	NEW	1,056	NEW	$306,303	NEW	0.30%
AXP	American Express Co Financial Services	NEW	750	NEW	$277,462	NEW	0.27%
NVDA	Nvidia Corp Technology	NEW	1,400	NEW	$261,100	NEW	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	288	NEW	$248,353	NEW	0.24%
LMT	Lockheed Martin Corp Industrials	NEW	447	NEW	$216,200	NEW	0.21%
AOD	abrdn Total Dynamic Dividend Fund Financial Services	Held	10,650	0	$103,837	+7.1%	0.10%