Winning Points Advisors, LLC

CIK

1793399

Location

BOCA RATON, FL

Portfolio Value

Small $105,993,546

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,989 / 8,645 ▲ 95

Top Industry

Consumer Electronics 43.5%

3Y Alpha vs SPY

-7.6%

Period ended 52 days ago

Filed Aug 17, 2026 · 4d

21 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 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

+45.7%

SPY

+73.6%

Annualised alpha

-6.8%

Max drawdown

−25.2%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.5%

+2.5 pts

Top 5

69.9%

+3.5 pts

Top 10

81.8%

+1.9 pts

HHI

2,121

Moderately concentrated+219

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.4%	$52,331,800	5
Financial Services	23.3%	$24,746,356	9
Healthcare	10.1%	$10,736,080	5
Consumer Defensive	7.0%	$7,454,989	7
Energy	3.5%	$3,658,575	3
Industrials	2.5%	$2,697,913	4
Consumer Cyclical	2.3%	$2,428,547	3
Basic Materials	1.6%	$1,652,736	1
Communication Services	0.3%	$286,550	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+5,484	166,152	$9,467,340
IBRX	ImmunityBio, Inc.	+2,685	726,258	$6,358,388
AAPL	Apple Inc.	+1,074	159,304	$46,096,205
MCD	Mcdonalds Corp	+100	3,957	$1,069,616
HD	Home Depot, Inc.	+30	2,891	$1,019,597
WMT	Walmart Inc.	+5	15,762	$1,785,204
NVDA	Nvidia Corp	+1	1,401	$280,326
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
STEW	SRH Total Return Fund, Inc.	−10,058	172,065	$3,079,963
UBS	UBS Group AG	−9,037	30,688	$1,520,897
ABBV	AbbVie Inc.	−475	6,304	$1,586,338
XOM	ExxonMobil Holdings Corp	−286	15,310	$2,093,183
JPM	Jpmorgan Chase & Co	−274	20,661	$6,762,965
BP	Bp PLC	−182	18,764	$693,329
MSFT	Microsoft Corp	−149	14,475	$5,399,464
MO	Altria Group, Inc.	−147	8,225	$591,788
JNJ	Johnson & Johnson	−109	6,155	$1,563,185
LOW	Lowes Companies Inc	−105	1,539	$339,334
UPS	United Parcel Service Inc	−56	13,659	$1,468,342
CVX	Chevron Corp	−36	5,261	$872,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	2,448	$287,542
TXN	Texas Instruments Inc	900	$268,263
BMO	Bank Of Montreal /Can/	1,400	$247,380
CAT	Caterpillar Inc	200	$212,980
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MGM	MGM Resorts International	22,972	$850,193
DEO	Diageo PLC	3,450	$256,852
LMT	Lockheed Martin Corp	347	$209,723
PEP	Pepsico Inc	1,290	$200,324
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $105,993,546 total · filing declares 42 positions · $75,869,616 · as of Jun 30, 2026

All sectors Basic Materials Communication Services 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	159,304	+1,074	$46,096,205	+14.8%	43.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	166,152	+5,484	$9,467,340	+20.9%	8.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,661	-274	$6,762,965	+9.8%	6.38%
IBRX	ImmunityBio, Inc. Healthcare	Added	726,258	+2,685	$6,358,388	+14.6%	6.00%
MSFT	Microsoft Corp Technology	Reduced	14,475	-149	$5,399,464	−0.3%	5.09%
STEW	SRH Total Return Fund, Inc. Financial Services	Reduced	172,065	-10,058	$3,079,963	−1.1%	2.91%
WFC	Wells Fargo & Company/Mn Financial Services	Held	35,906	0	$2,967,271	+3.8%	2.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	18,578	0	$2,724,277	+1.5%	2.57%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,310	-286	$2,093,183	−20.9%	1.97%
WMT	Walmart Inc. Consumer Defensive	Added	15,762	+5	$1,785,204	−8.8%	1.68%
SHW	Sherwin Williams Co Basic Materials	Held	4,800	0	$1,652,736	+7.4%	1.56%
ABBV	AbbVie Inc. Healthcare	Reduced	6,304	-475	$1,586,338	+7.6%	1.50%
JNJ	Johnson & Johnson Healthcare	Reduced	6,155	-109	$1,563,185	+2.1%	1.47%
UBS	UBS Group AG Financial Services	Reduced	30,688	-9,037	$1,520,897	−2.0%	1.43%
UPS	United Parcel Service Inc Industrials	Reduced	13,659	-56	$1,468,342	+8.8%	1.39%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,957	+100	$1,069,616	−10.8%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,891	+30	$1,019,597	+8.4%	0.96%
CVX	Chevron Corp Energy	Reduced	5,261	-36	$872,063	−20.4%	0.82%
TGT	Target Corp Consumer Defensive	Held	6,252	0	$816,573	+7.8%	0.77%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,349	0	$786,777	+9.4%	0.74%
BP	Bp PLC Energy	Reduced	18,764	-182	$693,329	−22.1%	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Held	10,778	0	$621,028	−5.0%	0.59%
ABT	Abbott Laboratories Healthcare	Held	6,691	0	$607,141	−11.6%	0.57%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,225	-147	$591,788	+7.1%	0.56%
MMM	3M Co Industrials	Held	3,232	0	$523,293	+11.5%	0.49%
RTX	RTX Corp Industrials	Held	2,600	0	$493,298	−1.6%	0.47%
KO	Coca Cola Co Consumer Defensive	Held	5,918	0	$480,955	+6.9%	0.45%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,539	-105	$339,334	−12.6%	0.32%
TRV	Travelers Companies, Inc. Financial Services	Held	1,021	0	$337,052	+13.2%	0.32%
CSCO	Cisco Systems, Inc. Technology	NEW	2,448	NEW	$287,542	NEW	0.27%
GOOGL	Alphabet Inc. Communication Services	Held	811	0	$286,550	+23.2%	0.27%
NVDA	Nvidia Corp Technology	Added	1,401	+1	$280,326	+14.8%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	288	0	$269,415	−6.1%	0.25%
TXN	Texas Instruments Inc Technology	NEW	900	NEW	$268,263	NEW	0.25%
AXP	American Express Co Financial Services	Held	750	0	$253,687	+11.8%	0.24%
BMO	Bank Of Montreal /Can/ Financial Services	NEW	1,400	NEW	$247,380	NEW	0.23%
CAT	Caterpillar Inc Industrials	NEW	200	NEW	$212,980	NEW	0.20%
AOD	abrdn Total Dynamic Dividend Fund Financial Services	Held	10,650	0	$109,801	+11.9%	0.10%

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.