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Winning Points Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1793399
Institutional-grade research for retail investors

Sector Allocation

  • Technology48.2%$36.6M
  • Financials14.9%$11.3M
  • Consumer Staples9.8%$7.5M
  • Healthcare9.5%$7.2M
  • Other6.8%$5.2M
  • Energy3.0%$2.3M
  • Consumer Discretionary2.8%$2.2M
  • Industrials2.7%$2.1M
  • Materials2.2%$1.7M

AUM History

13fpro.ai/research/fund/winning-points-advisors-llc-1793399

Conviction and streaks

Concentrating · top 10 = 75.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/winning-points-advisors-llc-1793399

Winning Points Advisors, LLC 13F holdings — Q2 2026

$75.9M portfolio (+1.5% QoQ) · 42 holdings · Q2 2026 13F · top 10 are 75% of the stock portfolio

All holdings — Winning Points Advisors, LLC (Q2 2026)

42 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
JNJ$JNJJOHNSON & JOHNSON$1.6M-2%
UPS$UPSUNITED PARCEL SERVICE INC$1.4M-1%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$1.3M—
XOM.R34088$XOM.R34088EXXON MOBIL CORP$1.1M-8%
HD$HDHOME DEPOT, INC.$1.0M+1%
TGT$TGTTARGET CORP$817K—
MCD$MCDMCDONALDS CORP$799K+3%
PM$PMPhilip Morris International Inc.$787K—
UBS$UBSUBS Group AG$777K-23%
WFC$WFCWELLS FARGO & COMPANY/MN$728K—
BP$BPBP PLCadr$693K-1.0%
BMY$BMYBRISTOL MYERS SQUIBB CO$621K—
ABT$ABTABBOTT LABORATORIES$607K-8%
MO$MOALTRIA GROUP, INC.$592K-2%
CVX$CVXCHEVRON CORP$541K-0.5%

What changed in Q2 2026

Against the previous quarter's 13F: 3 new, 8 added to, 14 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (3)

  • CSCO$CSCOCISCO SYSTEMS, INC.$288K

    first bought this quarter

  • TXN$TXNTEXAS INSTRUMENTS INC$268K

    first bought this quarter

  • CAT$CATCATERPILLAR INC$213K

    first bought this quarter

Added to (8)

  • AAPL$AAPLApple Inc.+0.7%

    now $32.9M · held 2+ qtrs

  • BAC$BACBANK OF AMERICA CORP /DE/+3%

    now $5.8M · held 2+ qtrs

  • ISHARES TR - CORE S&P500 ETF+14%

    now $251K

  • MCD$MCDMCDONALDS CORP+3%

    now $799K · held 2+ qtrs

  • IBRX$IBRXImmunityBio, Inc.+0.5%

    now $2.3M · held 2+ qtrs

  • HD$HDHOME DEPOT, INC.+1%

    now $1.0M · held 2+ qtrs

+2 more in the Excel export

Trimmed (14)

  • UBS$UBSUBS Group AG-23%

    now $777K · held 2+ qtrs

  • STEW$STEWSRH Total Return Fund, Inc.-6%

    now $3.1M · held 2+ qtrs

  • ABBV$ABBVAbbVie Inc.-7%

    now $1.6M · held 2+ qtrs

  • XOM.R34088$XOM.R34088EXXON MOBIL CORP-8%

    now $1.1M · held 2+ qtrs

  • ABT$ABTABBOTT LABORATORIES-8%

    now $607K · held 2+ qtrs

  • JPM$JPMJPMORGAN CHASE & CO-2%

    now $2.9M · held 2+ qtrs

+8 more in the Excel export

Sold out (5)

  • MGM$MGMMGM Resorts Internationalwas $845K

    held 2+ qtrs

  • BRK-A$BRK-ABERKSHIRE HATHAWAY INCwas $368K

    held 2+ qtrs

  • LMT$LMTLOCKHEED MARTIN CORPwas $228K

    held 2+ qtrs

  • PEP$PEPPEPSICO INCwas $213K

    held 1+ qtrs

  • DEO$DEODIAGEO PLCwas $200K

    held 1+ qtrs

Firm AUM (Form ADV): $173.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Winning Points Advisors, LLC has filed, 34 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Winning Points Advisors?

Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Winning Points Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+7.0%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter

Top 10 weight

75%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Winning Points Advisors, LLC disclosed 42 positions worth $75.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 43.3% of the equity portfolio, followed by $BAC and $STEW. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $CSCO and a full exit from $MGM. The portfolio is most concentrated in Technology (48.2% of disclosed assets). All figures are sourced directly from Winning Points Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1793399.

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AI-Powered Hedge Fund Analysis: Winning Points Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Winning Points Advisors, LLC (SEC CIK: 1793399), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Winning Points Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.