Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WINEBRENNER CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WINEBRENNER CAPITAL MANAGEMENT LLC (CIK 2047728) reported $164.2M across 153 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JPIE ($10.7M, 6.49%), JSI ($7.4M, 4.51%), DFCF ($5.7M, 3.48%), NVDA ($5.6M, 3.44%), AAPL ($5.3M, 3.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JPIEJ P MORGAN EXCHANGE TRADED F$10.7M6.49%231,407Added
2JSIJANUS DETROIT STR TR$7.4M4.51%144,792Added
3DFCFDIMENSIONAL ETF TRUST$5.7M3.48%135,387Trimmed
4NVDANVIDIA CORPORATION$5.6M3.44%28,218Trimmed
5AAPLAPPLE INC$5.3M3.20%18,183Trimmed
6FLRTPACER FDS TR$4.9M2.96%104,130Trimmed
7JAAAJANUS DETROIT STR TR$4.8M2.94%95,549Added
8CVXCHEVRON CORPORATION$4.4M2.65%26,302Trimmed
9BRK/BBERKSHIRE HATHAWAY INC DEL$3.6M2.17%7,115Trimmed
10CATCATERPILLAR INC$2.7M1.65%2,541Trimmed
11SPYSTATE STR SPDR S&P 500 ETF T$2.6M1.58%3,465Added
12RDVYFIRST TR EXCHANGE TRADED FD$2.5M1.55%31,410Added
13CLOIVANECK ETF TRUST$2.5M1.52%47,040Added
14IJRISHARES TR$2.4M1.45%16,096Added
15JPLDJ P MORGAN EXCHANGE TRADED F$2.4M1.44%45,345Trimmed
16FPEIFIRST TR EXCH TRADED FD III$2.3M1.40%119,371Added
17GOOGALPHABET INC$2.2M1.34%6,236Added
18QQQINVESCO QQQ TR$2.1M1.28%2,848Added
19FLHYFRANKLIN TEMPLETON ETF TR$2.1M1.28%86,842Trimmed
20STBFTRUST FOR PROFESSIONAL MANAG$2.1M1.28%83,023Trimmed
21AMZNAMAZON COM INC$2.0M1.23%8,497Trimmed
22FTCSFIRST TR EXCHANGE-TRADED FD$1.9M1.16%20,352Added
23PGPROCTER & GAMBLE CO$1.7M1.04%11,650Trimmed
24EIPIFIRST TR EXCHNG TRADED FD VI$1.7M1.03%77,193Trimmed
25FTHYFIRST TR HIGH YIELD OPPRT 20$1.7M1.02%121,745Trimmed

Source: SEC Form 13F filings · as of 2026-06-30