Winning Points Advisors, LLC
Long book
$99.9M
Q1 2026
Positions
42
Top-10 weight
78%
concentration
Last quarter
-2.8%
SPY -4.4%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsWinning Points Advisors, LLC is a concentrated fundamental stock-picker, running a $99.9M US long book across 42 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, BANK OF AMERICA CORP, JPMORGAN CHASE & CO, MICROSOFT CORP, IMMUNITYBIO INC.
We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+8.2%
Q3 2024
+2.6%
Q4 2025
-2.8%
Sector allocation
Technology 49%
Financials 20%
Healthcare 11%
Consumer discretionary 8%
Energy 4%
Other 3%
Industrials 2%
Consumer staples 2%
Long book by quarter
What does Winning Points own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 158.2K | $40.2M | 40.2% | -1.6% |
| BAC BANK OF AMERICA CORP | Financials | 160.7K | $7.9M | 7.9% | -6.6% |
| JPM JPMORGAN CHASE & CO | Financials | 20.9K | $6.2M | 6.2% | -0.6% |
| MSFT MICROSOFT CORP | Technology | 14.6K | $5.4M | 5.4% | -1.0% |
| IBRX IMMUNITYBIO INC | Healthcare | 723.6K | $5.3M | 5.3% | +0.2% |
| WFC WELLS FARGO & CO | Financials | 35.9K | $2.9M | 2.9% | -1.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 18.6K | $2.7M | 2.7% | Held |
| XOM EXXON MOBIL CORP | Energy | 15.6K | $2.6M | 2.6% | -6.3% |
| WMT WALMART INC | Consumer discretionary | 15.8K | $2.0M | 2.0% | -0.3% |
| UBS UBS GROUP AG-REG | Financials | 39.7K | $1.6M | 1.6% | -0.1% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 4.8K | $1.5M | 1.5% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.3K | $1.5M | 1.5% | Held |
| ABBV ABBVIE INC | Healthcare | 6.8K | $1.5M | 1.5% | -1.6% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 13.7K | $1.3M | 1.4% | +0.9% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.9K | $1.2M | 1.2% | -2.5% |
| CVX CHEVRON CORP | Energy | 5.3K | $1.1M | 1.1% | +2.9% |
| HD HOME DEPOT INC | Consumer discretionary | 2.9K | $941K | 0.9% | Held |
| MGM MGM RESORTS INTERNATIONAL | Services media | 23.0K | $850K | 0.9% | -1.2% |
| TGT TARGET CORP | Consumer discretionary | 6.3K | $758K | 0.8% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 4.3K | $719K | 0.7% | -3.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 6.7K | $687K | 0.7% | -9.2% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 10.8K | $654K | 0.7% | -0.3% |
| MO ALTRIA GROUP INC | Consumer staples | 8.4K | $552K | 0.6% | -0.3% |
| RTX RTX CORP | Industrials | 2.6K | $502K | 0.5% | Held |
| MMM 3M CO | Healthcare | 3.2K | $469K | 0.5% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 5.9K | $450K | 0.5% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 1.6K | $388K | 0.4% | Held |
| TRV TRAVELERS COS INC/THE | Financials | 1.0K | $298K | 0.3% | -3.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 288 | $287K | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 1.4K | $244K | 0.2% | Held |
| GOOG ALPHABET INC-CL C | Technology | 811 | $233K | 0.2% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 750 | $227K | 0.2% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 347 | $210K | 0.2% | -22.4% |
| PEP PEPSICO INC | Consumer staples | 1.3K | $200K | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR/ARESTATEMENT | Aug 17, 2026 | 42 | $99.9M | canonical | SEC ↗ |
| Q1 2026 | 13F-HR | Jun 30, 2026 | 44 | $74.8M | SEC ↗ | |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 43 | $93.5M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 41 | $63.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Nov 14, 2024 | 38 | $64.9M | canonical | SEC ↗ |
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