WIN ADVISORS, INC
CIK
1897144
Location
PALM BEACH GARDENS, FL
Portfolio Value
Micro
$262,553
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 47.4% | $17,626,594 |
| Industrials | 28.8% | $10,688,985 |
| Energy | 16.1% | $5,997,895 |
| Basic Materials | 7.0% | $2,599,016 |
| Utilities | 0.7% | $262,553 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
1 positions ·
$262,553 total
· Utilities only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AEP |
American Electric Power Co Inc
Utilities
|
NEW | 2,003 | $262,553 | 100.00% |