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 (2026-03-31)

WINEBRENNER CAPITAL MANAGEMENT LLC (CIK 2047728) reported $155.7M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPIE ($10.2M, 6.53%), JSI ($7.4M, 4.75%), DFCF ($6.3M, 4.05%), FLRT ($5.5M, 3.53%), CVX ($5.4M, 3.50%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JPIEJ P MORGAN EXCHANGE TRADED F$10.2M6.53%220,793Added
2JSIJANUS DETROIT STR TR$7.4M4.75%143,567Added
3DFCFDIMENSIONAL ETF TRUST$6.3M4.05%149,474Trimmed
4FLRTPACER FDS TR$5.5M3.53%118,724Trimmed
5CVXCHEVRON CORPORATION$5.4M3.50%26,328Added
6NVDANVIDIA CORPORATION$5.0M3.20%28,588Added
7AAPLAPPLE INC$4.9M3.16%19,376Added
8JAAAJANUS DETROIT STR TR$4.7M3.05%94,213Added
9BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M2.20%7,153Added
10FTHYFIRST TR HIGH YIELD OPPRT 20$2.7M1.72%198,483Trimmed
11CLOIVANECK ETF TRUST$2.5M1.57%46,522Added
12JPLDJ P MORGAN EXCHANGE TRADED F$2.4M1.52%45,407Trimmed
13FPEIFIRST TR EXCH TRADED FD III$2.2M1.43%116,928Trimmed
14FLHYFRANKLIN TEMPLETON ETF TR$2.2M1.41%91,075Trimmed
15STBFTRUST FOR PROFESSIONAL MANAG$2.2M1.40%86,396Added
16SPYSTATE STR SPDR S&P 500 ETF T$2.2M1.40%3,348Trimmed
17RDVYFIRST TR EXCHANGE TRADED FD$2.0M1.29%29,409Added
18IJRISHARES TR$2.0M1.28%16,071Added
19AMZNAMAZON COM INC$2.0M1.26%9,458Added
20CFCF INDUSTRIES HOLD$1.9M1.25%15,005Added
21CATCATERPILLAR INC$1.9M1.22%2,689Added
22FTCSFIRST TR EXCHANGE-TRADED FD$1.9M1.21%20,256Trimmed
23EIPIFIRST TR EXCHNG TRADED FD VI$1.8M1.18%81,659Trimmed
24GOOGALPHABET INC$1.8M1.15%6,227Added
25PGPROCTER & GAMBLE CO$1.7M1.09%11,795Hold

Source: SEC Form 13F filings · as of 2026-03-31