WIN ADVISORS, INC

CIK

1897144

Location

PALM BEACH GARDENS, FL

Portfolio Value

Micro $78,589,176

Diversification

Diversified

Filing Date

Global Rank

#6,333 / 8,517 ▲ 808

Top Industry

Semiconductors 34.5%

3Y Alpha vs SPY

+50.7%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

19 quarters · since Dec 2021

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

+187.7%

SPY

+75.3%

Annualised alpha

+21.6%

Max drawdown

−21.9%

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 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.2%

−12.5 pts

Top 5

37.0%

−8.8 pts

Top 10

61.8%

−0.2 pts

HHI

511

Diversified−219

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	82.0%	$64,445,195	21
Industrials	14.3%	$11,256,894	5
Unclassified	2.3%	$1,799,761	1
Financial Services	0.6%	$505,479	2
Utilities	0.3%	$206,235	1
Real Estate	0.3%	$205,310	1
Consumer Cyclical	0.2%	$170,302	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+37,413	42,983	$6,001,716
VRT	Vertiv Holdings Co	+8,786	13,868	$4,643,283
DELL	Dell Technologies Inc.	+4,642	6,029	$2,601,272
JBL	Jabil Inc	+2,925	7,532	$2,903,435
SNDK	Sandisk Corp	+2,426	2,848	$6,475,583
AMAT	Applied Materials Inc /De	+2,373	5,653	$4,087,119
MTZ	Mastec Inc	+1,744	5,525	$2,298,731
CAT	Caterpillar Inc	+234	574	$611,252
LRCX	Lam Research Corp	+76	7,717	$3,344,007
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
KEYS	Keysight Technologies, Inc.	−2,434	1,571	$549,959
WDC	Western Digital Corp	−937	4,627	$2,955,357
GEV	GE Vernova Inc.	−857	2,642	$3,103,980
STX	Seagate Technology Holdings plc	−401	3,421	$3,301,265
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	4,950	$5,713,735
AMD	Advanced Micro Devices Inc	9,755	$5,666,777
CRWD	CrowdStrike Holdings, Inc.	6,816	$5,201,562
ALAB	Astera Labs, Inc.	8,637	$4,171,843
MRVL	Marvell Technology, Inc.	9,461	$2,818,337
PANW	Palo Alto Networks Inc	7,927	$2,703,265
FTNT	Fortinet, Inc.	14,247	$2,188,624
AVGO	Broadcom Inc.	5,027	$1,898,949
QQQ	Invesco Qqq Trust, Series 1	2,444	$1,799,761
CSCO	Cisco Systems, Inc.	6,284	$738,118
BE	Bloom Energy Corp	1,981	$599,648
FLEX	Flex Ltd.	3,555	$576,158
COHR	Coherent Corp.	875	$345,161
TROW	Price T Rowe Group Inc	2,341	$266,148
BNS	Bank Of Nova Scotia	2,756	$239,331
D	Dominion Energy, Inc	3,020	$206,235
SPG	Simon Property Group Inc.	918	$205,310
ADI	Analog Devices Inc	511	$202,953
F	Ford Motor Co	12,252	$170,302
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	269,483	$11,463,806
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	55,047	$5,044,507
GLW	Corning Inc /Ny	22,090	$3,003,577
CIEN	Ciena Corp	7,099	$2,756,044
FCX	Freeport-Mcmoran Inc	44,216	$2,599,016
TER	Teradyne, Inc	5,652	$1,675,591
ODFL	Old Dominion Freight Line, Inc.	8,178	$1,597,981
FDX	Fedex Corp	4,141	$1,474,941
OXY	Occidental Petroleum Corp /De/	22,576	$1,467,440
LMT	Lockheed Martin Corp	2,242	$1,355,042
TRGP	Targa Resources Corp.	5,203	$1,304,548
CNQ	CANADIAN NATURAL RESOURCES Ltd	26,037	$1,268,783
LNG	Cheniere Energy, Inc.	4,062	$1,152,633
TDY	Teledyne Technologies Inc	1,728	$1,045,457
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	23,305	$1,012,602
TPHD	Timothy Plan High Dividend Stock ETF	14,828	$613,286
CVX	Chevron Corp	1,537	$318,005
LITE	Lumentum Holdings Inc.	418	$293,753
AEP	American Electric Power Co Inc	2,003	$262,553
HAL	Halliburton Co	6,324	$246,572
VLO	Valero Energy Corp/Tx	971	$239,914
PCAR	Paccar Inc	2,066	$238,623
WWD	Woodward, Inc.	663	$237,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $78,589,176 total · filing declares 75 positions · $280,516,334 · as of Jun 30, 2026

All sectors Consumer Cyclical Financial Services Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDK	Sandisk Corp Technology	Added	2,848	+2,426	$6,475,583	+2315.2%	8.24%
INTC	Intel Corp Technology	Added	42,983	+37,413	$6,001,716	+2341.7%	7.64%
MU	Micron Technology Inc Technology	NEW	4,950	NEW	$5,713,735	NEW	7.27%
AMD	Advanced Micro Devices Inc Technology	NEW	9,755	NEW	$5,666,777	NEW	7.21%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	6,816	NEW	$5,201,562	NEW	6.62%
VRT	Vertiv Holdings Co Industrials	Added	13,868	+8,786	$4,643,283	+264.6%	5.91%
ALAB	Astera Labs, Inc. Technology	NEW	8,637	NEW	$4,171,843	NEW	5.31%
AMAT	Applied Materials Inc /De Technology	Added	5,653	+2,373	$4,087,119	+264.6%	5.20%
LRCX	Lam Research Corp Technology	Added	7,717	+76	$3,344,007	+104.8%	4.26%
STX	Seagate Technology Holdings plc Technology	Reduced	3,421	-401	$3,301,265	+120.5%	4.20%
GEV	GE Vernova Inc. Industrials	Reduced	2,642	-857	$3,103,980	+1.6%	3.95%
WDC	Western Digital Corp Technology	Reduced	4,627	-937	$2,955,357	+96.4%	3.76%
JBL	Jabil Inc Technology	Added	7,532	+2,925	$2,903,435	+137.3%	3.69%
MRVL	Marvell Technology, Inc. Technology	NEW	9,461	NEW	$2,818,337	NEW	3.59%
PANW	Palo Alto Networks Inc Technology	NEW	7,927	NEW	$2,703,265	NEW	3.44%
DELL	Dell Technologies Inc. Technology	Added	6,029	+4,642	$2,601,272	+1042.7%	3.31%
MTZ	Mastec Inc Industrials	Added	5,525	+1,744	$2,298,731	+89.0%	2.92%
FTNT	Fortinet, Inc. Technology	NEW	14,247	NEW	$2,188,624	NEW	2.78%
AVGO	Broadcom Inc. Technology	NEW	5,027	NEW	$1,898,949	NEW	2.42%
QQQ	Invesco Qqq Trust, Series 1	NEW	2,444	NEW	$1,799,761	NEW	2.29%
CSCO	Cisco Systems, Inc. Technology	NEW	6,284	NEW	$738,118	NEW	0.94%
CAT	Caterpillar Inc Industrials	Added	574	+234	$611,252	+153.8%	0.78%
BE	Bloom Energy Corp Industrials	NEW	1,981	NEW	$599,648	NEW	0.76%
FLEX	Flex Ltd. Technology	NEW	3,555	NEW	$576,158	NEW	0.73%
KEYS	Keysight Technologies, Inc. Technology	Reduced	1,571	-2,434	$549,959	−51.4%	0.70%
COHR	Coherent Corp. Technology	NEW	875	NEW	$345,161	NEW	0.44%
TROW	Price T Rowe Group Inc Financial Services	NEW	2,341	NEW	$266,148	NEW	0.34%
BNS	Bank Of Nova Scotia Financial Services	NEW	2,756	NEW	$239,331	NEW	0.30%
D	Dominion Energy, Inc Utilities	NEW	3,020	NEW	$206,235	NEW	0.26%
SPG	Simon Property Group Inc. Real Estate	NEW	918	NEW	$205,310	NEW	0.26%
ADI	Analog Devices Inc Technology	NEW	511	NEW	$202,953	NEW	0.26%
F	Ford Motor Co Consumer Cyclical	NEW	12,252	NEW	$170,302	NEW	0.22%

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.