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Portfolio (Quarterly) Guide ↗

Winch Advisory Services, LLC

· CIK 0001585822
13F Portfolio $438M AUM 531 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 144 Added 61 Reduced 11 Exited
Page 20 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SHW SHERWIN WILLIAMS CO Basic Materials 12.0 $4K 0.00% $332.42 -3.5%
382 SOXX ISHARES SEMICONDUCTOR ETF 12.0 $4K 0.00% $330.67 +68.7%
383 SNPS SYNOPSYS INC Technology 10.0 $4K 0.00% $396.50 -3.4%
384 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 78.0 $4K 0.00% +1.0 +1.3% $50.72 -0.5%
385 CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS Consumer Cyclical 153.0 $4K 0.00% +1.0 +0.7% $25.83 +1.9%
386 ALB ALBEMARLE CORP Basic Materials 21.0 $4K 0.00% -31.0 -59.6% $181.48 -34.0%
387 RGR STURM RUGER & CO INC Industrials 94.0 $4K 0.00% $40.27 -5.3%
388 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 53.0 $4K 0.00% -101.0 -65.6% $69.40 +19.6%
389 CTRA COTERRA ENERGY INC Energy 104.0 $4K 0.00% +1.0 +1.0% $35.17 -7.4%
390 COWZ PACER U S CASH COWS 100 ETF 58.0 $4K 0.00% $62.55 +3.4%
391 BYD CO LTD UNSPON ADR 265.0 $4K 0.00% $13.65
392 XIAOMI CORP CL B 860.0 $4K 0.00% $4.15
393 SYY SYSCO CORP Consumer Defensive 50.0 $4K 0.00% +1.0 +2.0% $70.94 +16.9%
394 CRWD CROWDSTRIKE HOLDINGS INC CL A Technology 9.0 $4K 0.00% $97.61 +92.4%
395 BGS B&G FOODS INC Consumer Defensive 723.0 $3K 0.00% +29.0 +4.2% $4.81 -25.1%
396 SHOP SHOPIFY INC CL A Technology 29.0 $3K 0.00% $118.62 -0.6%
397 SCZ SEA LTD ADR 40.0 $3K 0.00% +25.0 +166.7% $82.80 +0.4%
398 AXP AMERICAN EXPRESS CO Financial Services 10.0 $3K 0.00% $316.20 +10.1%
399 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 20.0 $3K 0.00% $157.65 -9.8%
400 ES EVERSOURCE ENERGY Utilities 45.0 $3K 0.00% +1.0 +2.3% $69.20 +7.2%
Page 20 of 27  ·  530 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.6%
Financial Services 18.0%
Communication Services 14.4%
Consumer Cyclical 10.0%
Consumer Defensive 4.2%
Industrials 3.9%
Healthcare 3.4%
Energy 2.1%
Utilities 0.8%
Basic Materials 0.3%