Winning Points Advisors, LLC

Portfolio Overview

Winning Points Advisors, LLC disclosed 44 positions worth $74.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 40.1% of the equity portfolio, followed by $BAC and $STEW. During the quarter the fund opened 4 new positions and exited 3 and a full exit from $MUFG. The portfolio is most concentrated in Technology (44.5% of disclosed assets). All figures are sourced directly from Winning Points Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1793399.

• 

  Apple Inc.

  $AAPL

  76.1#112

  Quality

  $30.0M158,230 sh
• 

  BANK OF AMERICA CORP /DE/

  $BAC

  68.4#415

  Quality

  $5.1M160,665 sh
• 

  SRH Total Return Fund, Inc.

  $STEW

  —

  Quality

  $3.3M182,923 sh
• 

  PROCTER & GAMBLE Co

  $PG

  72.9

  Quality

  $3.0M18,578 sh
• 

  JPMORGAN CHASE & CO

  $JPM

  35.6

  Quality

  $2.8M20,996 sh
• 

  MICROSOFT CORP

  $MSFT

  83.7

  Quality

  $2.8M14,674 sh
• 

  ImmunityBio, Inc.

  $IBRX

  30.0

  Quality

  $2.2M722,373 sh
• 

  Walmart Inc.

  $WMT

  63.2

  Quality

  $1.9M15,757 sh
• 

  SHERWIN WILLIAMS CO

  $SHW

  65.3

  Quality

  $1.7M4,800 sh
• 

  AbbVie Inc.

  $ABBV

  59.3

  Quality

  $1.5M6,779 sh

Company	Quality	Value	Shares
Apple Inc.$AAPL	76.1#112	$30.0M	158,230
BANK OF AMERICA CORP /DE/$BAC	68.4#415	$5.1M	160,665
SRH Total Return Fund, Inc.$STEW	—	$3.3M	182,923
PROCTER & GAMBLE Co$PG	72.9	$3.0M	18,578
JPMORGAN CHASE & CO$JPM	35.6	$2.8M	20,996
MICROSOFT CORP$MSFT	83.7	$2.8M	14,674
ImmunityBio, Inc.$IBRX	30.0	$2.2M	722,373
Walmart Inc.$WMT	63.2	$1.9M	15,757
SHERWIN WILLIAMS CO$SHW	65.3	$1.7M	4,800
AbbVie Inc.$ABBV	59.3	$1.5M	6,779

Showing top 10 of 44 holdings.

Full Holdings — Winning Points Advisors, LLC (Q1 2026)

All 44 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AAPL	Apple Inc.	$30.0M	40.1%	-2%	76.1
2	$BAC	BANK OF AMERICA CORP /DE/	$5.1M	6.8%	-7%	68.4
3	$STEW	SRH Total Return Fund, Inc.	$3.3M	4.4%	-1%	—
4	$PG	PROCTER & GAMBLE Co	$3.0M	4.0%	+0%	72.9
5	$JPM	JPMORGAN CHASE & CO	$2.8M	3.8%	-0%	35.6
6	$MSFT	MICROSOFT CORP	$2.8M	3.8%	-1%	83.7
7	$IBRX	ImmunityBio, Inc.	$2.2M	3.0%	+0%	30
8	$WMT	Walmart Inc.	$1.9M	2.6%	-0%	63.2
9	$SHW	SHERWIN WILLIAMS CO	$1.7M	2.3%	+0%	65.3
10	$ABBV	AbbVie Inc.	$1.5M	2.0%	-2%	59.3
11	$JNJ	JOHNSON & JOHNSON	$1.5M	2.0%	+0%	72.8
12	$UPS	UNITED PARCEL SERVICE INC	$1.5M	2.0%	+2%	58.2
13	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$1.2M	1.6%	+0%	—
14	$XOM	EXXON MOBIL CORP	$1.2M	1.6%	-0%	61.8
15	$HD	HOME DEPOT, INC.	$1.1M	1.5%	+0%	69.2
16	$MCD	MCDONALDS CORP	$946,619	1.3%	-3%	73.9
17	$WFC	WELLS FARGO & COMPANY/MN	$890,879	1.2%	-1%	—
18	$MGM	MGM Resorts International	$845,140	1.1%	-1%	48
19	$ABT	ABBOTT LABORATORIES	$818,123	1.1%	-1%	67
20	$PM	Philip Morris International Inc.	$797,607	1.1%	-4%	80.5
21	$TGT	TARGET CORP	$729,546	1.0%	+0%	53.1
22	$BP	BP PLC	$723,331	1.0%	-0%	—
23	$BMY	BRISTOL MYERS SQUIBB CO	$653,793	0.9%	-0%	70.1
24	$CVX	CHEVRON CORP	$647,275	0.9%	+3%	54.7
25	$UBS	UBS Group AG	$626,843	0.8%	-0%	—
26	$MO	ALTRIA GROUP, INC.	$565,702	0.8%	-0%	72.1
27	$MMM	3M CO	$539,938	0.7%	+0%	60.7
28	$RTX	RTX Corp	$532,792	0.7%	+0%	70
29	$KO	COCA COLA CO	$472,493	0.6%	+0%	74
30	$LOW	LOWES COMPANIES INC	$460,912	0.6%	+0%	63.5
31	—	PACER FDS TR - US SMALL CAP CAS	$397,158	0.5%	NEW	—
32	$BRK.B	BERKSHIRE HATHAWAY INC	$367,672	0.5%	-13%	64.5
33	$IVZ	Invesco Ltd.	$327,797	0.4%	-1%	—
34	$TRV	TRAVELERS COMPANIES, INC.	$311,334	0.4%	-3%	71.5
35	$COST	COSTCO WHOLESALE CORP /NEW	$284,043	0.4%	+0%	67
36	$NVDA	NVIDIA CORP	$265,789	0.4%	+0%	90.2
37	$AXP	AMERICAN EXPRESS CO	$259,635	0.3%	+0%	73.2
38	$GOOGL	Alphabet Inc.	$255,300	0.3%	+0%	80.2
39	$LMT	LOCKHEED MARTIN CORP	$228,416	0.3%	-22%	65
40	$PEP	PEPSICO INC	$212,773	0.3%	NEW	62.7
41	$BMO	BANK OF MONTREAL /CAN/	$204,400	0.3%	NEW	—
42	—	ISHARES TR - CORE S&P500 ETF	$203,595	0.3%	+0%	—
43	$DEO	DIAGEO PLC	$200,424	0.3%	NEW	—
44	—	ABRDN TOTAL DYNAMIC DIVIDEND - COM SH BEN INT	$112,571	0.1%	+0%	—