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Portfolio (Quarterly) Guide ↗

Wynn Capital, LLC

· CIK 0002009900
13F Portfolio $195M AUM 107 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 Added 35 Reduced 2 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTU INTUIT Technology 536.0 $232K 0.12% +81.0 +17.8% $432.38 -28.8%
102 AFL AFLAC INC Financial Services 2,005.0 $220K 0.11% $109.71 +4.7%
103 IVV ISHARES TR 331.0 $216K 0.11% $653.21 +15.4%
104 VUG VANGUARD INDEX FDS 492.0 $215K 0.11% $436.79 -79.8%
105 LLY ELI LILLY & CO Healthcare 230.0 $212K 0.11% +35.0 +17.9% $919.77 +17.7%
106 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,450.0 $206K 0.11% $32.01 +2.1%
107 CRM SALESFORCE INC Technology 1,081.0 $202K 0.10% +317.0 +41.5% $186.67 -4.9%
Page 6 of 6  ·  107 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 24.4%
Financial Services 21.6%
Healthcare 12.7%
Consumer Cyclical 12.1%
Industrials 10.6%
Communication Services 9.4%
Consumer Defensive 6.7%
Utilities 1.4%
Basic Materials 0.9%
Real Estate 0.2%