Winning Points Advisors, LLC

CIK

1793399

Location

BOCA RATON, FL

Portfolio Value

Micro $51,117,926

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,836 / 8,652 ▼ 162

Top Industry

Consumer Electronics 42.9%

3Y Alpha vs SPY

-6.6%

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

+50.5%

SPY

+78.1%

Annualised alpha

-6.6%

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

3 positions · $51,117,926 total · Technology only · 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%	85.51%
MSFT	Microsoft Corp Technology	Added	14,774	+7,640	$7,145,001	+132.8%	13.98%
NVDA	Nvidia Corp Technology	NEW	1,400	NEW	$261,100	NEW	0.51%