Winning Points Advisors, LLC

CIK

1793399

Location

BOCA RATON, FL

Portfolio Value

Micro $99,589,176

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,736 / 8,605 ▲ 102 · as of Mar 2026

Top Industry

Consumer Electronics 40.3%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed Jun 30, 2026 · 9d

20 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+56.3%

SPY

+76.5%

Annualised alpha

-4.8%

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

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.3%

−2.5 pts

Top 5

65.4%

−3.7 pts

Top 10

78.9%

−1.7 pts

HHI

1,846

Moderately concentrated−230

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.0%	$45,833,225	3
Financial Services	23.8%	$23,671,391	10
Healthcare	10.0%	$9,948,387	5
Consumer Defensive	7.9%	$7,880,058	9
Energy	4.8%	$4,800,386	3
Consumer Cyclical	3.4%	$3,378,308	4
Industrials	2.5%	$2,538,781	4
Basic Materials	1.5%	$1,538,640	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	+212	13,805	$1,358,135
CVX	Chevron Corp	+142	5,289	$1,094,294
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−11,368	160,665	$7,832,418
AAPL	Apple Inc.	−2,558	158,230	$40,157,191
STEW	SRH Total Return Fund, Inc.	−1,239	182,923	$3,127,983
BRK-B	Berkshire Hathaway Inc	−400	2,738	$1,312,049
WFC	Wells Fargo & Company/Mn	−400	35,906	$2,858,476
MGM	MGM Resorts International	−278	22,972	$850,193
PM	Philip Morris International Inc.	−161	4,349	$719,063
ABBV	AbbVie Inc.	−110	6,779	$1,474,364
MSFT	Microsoft Corp	−100	14,674	$5,431,874
LMT	Lockheed Martin Corp	−100	347	$209,723
MCD	Mcdonalds Corp	−100	3,857	$1,198,717
ABT	Abbott Laboratories	−79	7,291	$748,566
JPM	Jpmorgan Chase & Co	−67	20,996	$6,176,183
UBS	UBS Group AG	−55	39,725	$1,552,055
WMT	Walmart Inc.	−45	15,757	$1,958,279
XOM	Exxon Mobil Corp	−42	16,596	$2,815,677
TRV	Travelers Companies, Inc.	−35	1,021	$297,805
BMY	Bristol Myers Squibb Co	−30	10,778	$653,685
BP	Bp PLC	−27	18,945	$890,415
MO	Altria Group, Inc.	−27	8,372	$552,468
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DEO	Diageo PLC	3,650	$271,742
PEP	Pepsico Inc	1,290	$200,324
BMO	Bank Of Montreal /Can/	1,400	$189,476
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $99,589,176 total · as of Mar 31, 2026

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	Reduced	158,230	-2,558	$40,157,191	−8.1%	40.32%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	160,665	-11,368	$7,832,418	−17.2%	7.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,996	-67	$6,176,183	−9.0%	6.20%
IBRX	ImmunityBio, Inc. Healthcare	Held	722,373	0	$5,540,600	+287.4%	5.56%
MSFT	Microsoft Corp Technology	Reduced	14,674	-100	$5,431,874	−24.0%	5.45%
STEW	SRH Total Return Fund, Inc. Financial Services	Reduced	182,923	-1,239	$3,127,983	−8.4%	3.14%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	35,906	-400	$2,858,476	−15.5%	2.87%
XOM	Exxon Mobil Corp Energy	Reduced	16,596	-42	$2,815,677	+40.6%	2.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	18,578	0	$2,683,406	+0.8%	2.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,757	-45	$1,958,279	+11.2%	1.97%
UBS	UBS Group AG Financial Services	Reduced	39,725	-55	$1,552,055	−15.8%	1.56%
SHW	Sherwin Williams Co Basic Materials	Held	4,800	0	$1,538,640	−1.1%	1.54%
JNJ	Johnson & Johnson Healthcare	Held	6,264	0	$1,531,172	+18.1%	1.54%
ABBV	AbbVie Inc. Healthcare	Reduced	6,779	-110	$1,474,364	−6.3%	1.48%
UPS	United Parcel Service Inc Industrials	Added	13,805	+212	$1,358,135	+0.7%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,738	-400	$1,312,049	−16.8%	1.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,857	-100	$1,198,717	−0.9%	1.20%
CVX	Chevron Corp Energy	Added	5,289	+142	$1,094,294	+39.5%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,861	0	$940,954	−4.4%	0.94%
BP	Bp PLC Energy	Reduced	18,945	-27	$890,415	+35.1%	0.89%
MGM	MGM Resorts International Consumer Cyclical	Reduced	22,972	-278	$850,193	+0.2%	0.85%
TGT	Target Corp Consumer Defensive	Held	6,252	0	$757,742	+24.0%	0.76%
ABT	Abbott Laboratories Healthcare	Reduced	7,291	-79	$748,566	−18.9%	0.75%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,349	-161	$719,063	−0.6%	0.72%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	10,778	-30	$653,685	+12.1%	0.66%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,372	-27	$552,468	+14.1%	0.55%
RTX	RTX Corp Industrials	Held	2,600	0	$501,540	+5.2%	0.50%
MMM	3M Co Industrials	Held	3,232	0	$469,383	−9.3%	0.47%
KO	Coca Cola Co Consumer Defensive	Held	5,918	0	$450,063	+8.8%	0.45%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,644	0	$388,444	−2.0%	0.39%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,021	-35	$297,805	−2.8%	0.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	288	0	$286,971	+15.5%	0.29%
DEO	Diageo PLC Consumer Defensive	NEW	3,650	NEW	$271,742	NEW	0.27%
NVDA	Nvidia Corp Technology	Held	1,400	0	$244,160	−6.5%	0.25%
AXP	American Express Co Financial Services	Held	750	0	$226,860	−18.2%	0.23%
LMT	Lockheed Martin Corp Industrials	Reduced	347	-100	$209,723	−3.0%	0.21%
PEP	Pepsico Inc Consumer Defensive	NEW	1,290	NEW	$200,324	NEW	0.20%
BMO	Bank Of Montreal /Can/ Financial Services	NEW	1,400	NEW	$189,476	NEW	0.19%
AOD	abrdn Total Dynamic Dividend Fund Financial Services	Held	10,650	0	$98,086	−5.5%	0.10%