WIN ADVISORS, INC

CIK

1897144

Location

PALM BEACH GARDENS, FL

Portfolio Value

Micro $37,175,043

Diversification

Diversified

Filing Date

Global Rank

#6,829 / 8,232 ▲ 147

Top Industry

Semiconductor Equipment & Materials 11.9%

3Y Alpha vs SPY

+13.7%

Period ended 2 months ago

Filed May 1, 2026 · 44d

18 quarters · since Dec 2021

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

+143.5%

SPY

+76.3%

Annualised alpha

+13.7%

Max drawdown

−22.5%

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

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

Top Position

8.2%

−22.7 pts

Top 5

35.2%

−16.4 pts

Top 10

55.9%

−11.6 pts

HHI

470

Diversified−720

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.4%	$17,626,594	14
Industrials	28.8%	$10,688,985	9
Energy	16.1%	$5,997,895	7
Basic Materials	7.0%	$2,599,016	1
Utilities	0.7%	$262,553	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	+9,249	22,090	$3,003,577
LMT	Lockheed Martin Corp	+355	2,242	$1,355,042
KEYS	Keysight Technologies, Inc.	+164	4,005	$1,130,891
TER	Teradyne, Inc	+28	5,652	$1,675,591
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMAT	Applied Materials Inc /De	−5,347	3,280	$1,121,071
WDC	Western Digital Corp	−1,591	5,564	$1,505,006
LRCX	Lam Research Corp	−928	7,641	$1,632,576
VRT	Vertiv Holdings Co	−459	5,082	$1,273,447
STX	Seagate Technology Holdings plc	−436	3,822	$1,497,306
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	3,499	$3,054,277
CIEN	Ciena Corp	7,099	$2,756,044
FCX	Freeport-Mcmoran Inc	44,216	$2,599,016
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
TRGP	Targa Resources Corp.	5,203	$1,304,548
CNQ	Canadian Natural Resources Ltd	26,037	$1,268,783
JBL	Jabil Inc	4,607	$1,223,757
MTZ	Mastec Inc	3,781	$1,216,498
LNG	Cheniere Energy, Inc.	4,062	$1,152,633
TDY	Teledyne Technologies Inc	1,728	$1,045,457
CVX	Chevron Corp	1,537	$318,005
LITE	Lumentum Holdings Inc.	418	$293,753
SNDK	Sandisk Corp	422	$268,113
AEP	American Electric Power Co Inc	2,003	$262,553
HAL	Halliburton Co	6,324	$246,572
INTC	Intel Corp	5,570	$245,804
CAT	Caterpillar Inc	340	$240,876
VLO	Valero Energy Corp/Tx	971	$239,914
PCAR	Paccar Inc	2,066	$238,623
WWD	Woodward, Inc.	663	$237,300
DELL	Dell Technologies Inc.	1,387	$227,648
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	20,319	$12,482,164
MU	Micron Technology Inc	8,429	$2,405,720
APH	Amphenol Corp /De/	16,210	$2,190,619
LLY	ELI LILLY & Co	1,413	$1,518,522
AMD	Advanced Micro Devices Inc	6,055	$1,296,738
DHR	Danaher Corp /De/	5,482	$1,254,939
NVDA	Nvidia Corp	5,873	$1,095,314
AVGO	Broadcom Inc.	2,845	$984,654
ISRG	Intuitive Surgical Inc	1,629	$922,600
ADI	Analog Devices Inc	3,288	$891,705
TMO	Thermo Fisher Scientific Inc.	1,521	$881,343
SNOW	Snowflake Inc.	3,941	$864,497
CRWD	CrowdStrike Holdings, Inc.	1,722	$807,204
IBM	International Business Machines Corp	2,697	$798,878
BMY	Bristol Myers Squibb Co	3,922	$211,552
TRV	Travelers Companies, Inc.	717	$207,973
CTSH	Cognizant Technology Solutions Corp	2,447	$203,101
UNH	Unitedhealth Group Inc	615	$203,017
MCK	Mckesson Corp	244	$200,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $37,175,043 total · as of Mar 31, 2026

All sectors Basic Materials Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DELL	Dell Technologies Inc. Technology	NEW	1,387	NEW	$227,648	NEW	0.61%
WWD	Woodward, Inc. Industrials	NEW	663	NEW	$237,300	NEW	0.64%
PCAR	Paccar Inc Industrials	NEW	2,066	NEW	$238,623	NEW	0.64%
VLO	Valero Energy Corp/Tx Energy	NEW	971	NEW	$239,914	NEW	0.65%
CAT	Caterpillar Inc Industrials	NEW	340	NEW	$240,876	NEW	0.65%
INTC	Intel Corp Technology	NEW	5,570	NEW	$245,804	NEW	0.66%
HAL	Halliburton Co Energy	NEW	6,324	NEW	$246,572	NEW	0.66%
AEP	American Electric Power Co Inc Utilities	NEW	2,003	NEW	$262,553	NEW	0.71%
SNDK	Sandisk Corp Technology	NEW	422	NEW	$268,113	NEW	0.72%
LITE	Lumentum Holdings Inc. Technology	NEW	418	NEW	$293,753	NEW	0.79%
CVX	Chevron Corp Energy	NEW	1,537	NEW	$318,005	NEW	0.86%
TDY	Teledyne Technologies Inc Technology	NEW	1,728	NEW	$1,045,457	NEW	2.81%
AMAT	Applied Materials Inc /De Technology	Reduced	3,280	-5,347	$1,121,071	−49.4%	3.02%
KEYS	Keysight Technologies, Inc. Technology	Added	4,005	+164	$1,130,891	+44.9%	3.04%
LNG	Cheniere Energy, Inc. Energy	NEW	4,062	NEW	$1,152,633	NEW	3.10%
MTZ	Mastec Inc Industrials	NEW	3,781	NEW	$1,216,498	NEW	3.27%
JBL	Jabil Inc Technology	NEW	4,607	NEW	$1,223,757	NEW	3.29%
CNQ	Canadian Natural Resources Ltd Energy	NEW	26,037	NEW	$1,268,783	NEW	3.41%
VRT	Vertiv Holdings Co Industrials	Reduced	5,082	-459	$1,273,447	+41.9%	3.43%
TRGP	Targa Resources Corp. Energy	NEW	5,203	NEW	$1,304,548	NEW	3.51%
LMT	Lockheed Martin Corp Industrials	Added	2,242	+355	$1,355,042	+48.5%	3.65%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	22,576	NEW	$1,467,440	NEW	3.95%
FDX	Fedex Corp Industrials	NEW	4,141	NEW	$1,474,941	NEW	3.97%
STX	Seagate Technology Holdings plc Technology	Reduced	3,822	-436	$1,497,306	+27.7%	4.03%
WDC	Western Digital Corp Technology	Reduced	5,564	-1,591	$1,505,006	+22.1%	4.05%
ODFL	Old Dominion Freight Line, Inc. Industrials	NEW	8,178	NEW	$1,597,981	NEW	4.30%
LRCX	Lam Research Corp Technology	Reduced	7,641	-928	$1,632,576	+11.3%	4.39%
TER	Teradyne, Inc Technology	Added	5,652	+28	$1,675,591	+53.9%	4.51%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	44,216	NEW	$2,599,016	NEW	6.99%
CIEN	Ciena Corp Technology	NEW	7,099	NEW	$2,756,044	NEW	7.41%
GLW	Corning Inc /Ny Technology	Added	22,090	+9,249	$3,003,577	+167.1%	8.08%
GEV	GE Vernova Inc. Industrials	NEW	3,499	NEW	$3,054,277	NEW	8.22%