Terminal · Institutions

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

Winning Points Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Winning Points Advisors, LLC (CIK 1793399) reported $75.9M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($32.9M, 43.34%), BAC ($5.8M, 7.60%), STEW ($3.1M, 4.06%), JPM ($2.9M, 3.78%), PG ($2.7M, 3.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$32.9M43.34%159,304Added
2BACBANK OF AMER CORP$5.8M7.60%166,152Added
3STEWSRH TOTAL RETURN FUND INC$3.1M4.06%172,065Trimmed
4JPMJPMORGAN CHASE & CO$2.9M3.78%20,661Trimmed
5PGPROCTER & GAMBLE CO$2.7M3.59%18,578Hold
6MSFTMICROSOFT CORP$2.5M3.36%14,475Trimmed
7IBRXIMMUNITYBIO INC$2.3M3.01%726,258Added
8WMTWALMART INC$1.8M2.35%15,762Added
9SHWSHERWIN WILLIAMS CO$1.7M2.18%4,800Hold
10ABBVABBVIE INC$1.6M2.09%6,304Trimmed
11JNJJOHNSON & JOHNSON$1.6M2.06%6,155Trimmed
12UPSUNITED PARCEL SVCS INC$1.4M1.79%13,659Trimmed
13VOOVANGUARD INDEX FDS$1.3M1.75%1,933Hold
14XOMEXXON MOBIL CORP$1.1M1.39%15,310Trimmed
15HDHOME DEPOT INC$1.0M1.34%2,891Added
16TGTTARGET CORP$816,5741.08%6,252Hold
17MCDMCDONALDS CORP$799,3071.05%3,957Added
18PMPHILIP MORRIS INTL INC$786,7781.04%4,349Hold
19UBSUBS GROUP AG$777,4971.02%30,688Trimmed
20WFCWELLS FARGO & CO$727,7280.96%35,906Hold
21BPBP PLC$693,3220.91%18,764Trimmed
22BMYBRISTOL-MYERS SQUIBB CO$621,0280.82%10,778Hold
23ABTABBOTT LABORATORIES$607,1410.80%6,691Hold
24MOALTRIA GROUP INC$591,7940.78%8,225Trimmed
25CVXCHEVRON CORPORATION$540,5430.71%5,261Trimmed

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