Winning Points Advisors, LLC 13F Portfolio

CIK 1793399 Filing since Q4 2016 Q2 2026 filed Aug 17, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 17, 2026.

Portfolio Snapshot

35 positions · Q2 2026

Winning Points Advisors, LLC reported 35 positions worth $69.56M for the quarter ended Jun 30, 2026, up 1.4% on the prior quarter. It opened 3 new positions, added to 7, trimmed 11 and exited 5. Its largest holding is Apple Inc. at 47.3% of the portfolio.

Portfolio Value
$69.56M
+1.4% QoQ · — YoY
Positions
35
3 new · 5 sold out
Top 10 Concentration
80%
of portfolio value
Largest Position
AAPL 47.3%
Apple Inc.
Net Buying
-$1.06M
$1.22M bought · $2.28M sold
Turnover
1.8%
of the portfolio traded
Top Sector
Technology
52.5% of value
Track Record
34
quarters on file since Q4 2016

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
52.55%
Technology
Technology52.55%
Financial Services14.66%
Healthcare9.58%
Consumer Staples9.54%
Consumer Discretionary4.28%
Industrials3.72%
Energy3.29%
Basic Materials2.38%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesHealthcareConsumer StaplesConsumer DiscretionaryIndustrialsEnergyBasic MaterialsOtherCommunication Services

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
CSCO Cisco Systems, Inc. +2,448 – $287.54K 0.413%
TXN Texas Instruments Inc +900 – $268.26K 0.386%
AAPL Apple Inc. +1,074 +0.7% $221.70K 47.28%
CAT Caterpillar Inc +200 – $212.98K 0.306%
BAC Bank Of America Corp +5,487 +3.4% $190.34K 8.29%
MCD Mcdonalds Corp +100 +2.6% $20.20K 1.15%
IBRX ImmunityBio, Inc. +3,885 +0.5% $12.24K 3.29%
HD Home Depot, Inc. +30 +1.0% $10.58K 1.47%
WMT Walmart Inc. +5 +0.0% $566.29 2.57%
NVDA Nvidia Corp +1 +0.1% $200.05 0.403%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
MGM MGM Resorts International -23.0K -100.0% $845.14K Exited
BRK-B Berkshire Hathaway Inc -2,738 -100.0% $367.67K Exited
LMT Lockheed Martin Corp -347 -100.0% $228.42K Exited
PEP Pepsico Inc -1,290 -100.0% $212.77K Exited
DEO Diageo Plc -3,650 -100.0% $200.42K Exited
ABBV AbbVie Inc. -475 -7.0% $119.54K 2.28%
XOM ExxonMobil Holdings Corp -1,286 -7.7% $88.54K 1.52%
ABT Abbott Laboratories -600 -8.2% $54.44K 0.873%
JPM Jpmorgan Chase & Co -335 -1.6% $46.50K 4.12%
MSFT Microsoft Corp -199 -1.4% $35.00K 3.66%

New Positions

Q2 2026
Holding Shares Trade Value Weight
CSCO Cisco Systems, Inc. +2,448 $287.54K 0.413%
TXN Texas Instruments Inc +900 $268.26K 0.386%
CAT Caterpillar Inc +200 $212.98K 0.306%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
MGM MGM Resorts International -23.0K $845.14K 1.23%
BRK-B Berkshire Hathaway Inc -2,738 $367.67K 0.536%
LMT Lockheed Martin Corp -347 $228.42K 0.333%
PEP Pepsico Inc -1,290 $212.77K 0.31%
DEO Diageo Plc -3,650 $200.42K 0.292%
Holdings · Q2 2026

35 Positions

As ofJun 30, 2026
Value$69.56M
Top 1080%
Avg position$1.99M
# Activity
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Showing 1–15 of 35 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Winning Points Advisors.

About Winning Points Advisors, LLC’s 13F Portfolio

What are Winning Points Advisors, LLC’s largest holdings?

As of its Q2 2026 13F filing, Winning Points Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 47.3%, Bank Of America Corp (BAC) at 8.3%, Jpmorgan Chase & Co (JPM) at 4.1%, PROCTER & GAMBLE Co (PG) at 3.9%, Microsoft Corp (MSFT) at 3.7% of the reported portfolio.

How much is Winning Points Advisors, LLC’s portfolio worth?

Winning Points Advisors, LLC reported a 13F portfolio worth $69.56M across 35 positions for Q2 2026. That is up 1.4% from the previous quarter.

What did Winning Points Advisors, LLC buy in Q2 2026?

Its largest purchases by value were Cisco Systems, Inc. ($287.54K), Texas Instruments Inc ($268.26K), Apple Inc. ($221.70K). It opened 3 new positions.

What did Winning Points Advisors, LLC sell in Q2 2026?

Its largest sales by value were MGM Resorts International ($845.14K), Berkshire Hathaway Inc ($367.67K), Lockheed Martin Corp ($228.42K). It exited 5 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Winning Points Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.