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WINCAP FINANCIAL LLC
WINCAP FINANCIAL LLC
Latest filing: 2026-06-30
WINCAP FINANCIAL LLC runs WINCAP FINANCIAL LLC and currently holds 91 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $185.17M. Their top holdings are GSST, BLV, AAPL, IVV, IWM. The top five represent 27.0% of reported portfolio weight. WINCAP FINANCIAL LLC ranks #789 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WINCAP FINANCIAL LLC initiated 9 new positions. They added to 60 existing positions. They trimmed 16 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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91 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GS GSST GOLDMAN SACHS ETF TR | 7.87% | $50.57 | $50.54 | -0.06% | Added +3.94% |
 BLV VANGUARD BD INDEX FDS | 7.21% | $69.09 | $65.84 | -4.70% | Added +6.44% |
 AAPL APPLE INC | 4.00% | $252.04 | $309.35 | +22.74% | Added +6.91% |
 IVV ISHARES TR | 3.96% | $602.86 | $769.30 | +27.61% | Trimmed -1.94% |
 IWM ISHARES TR | 3.96% | $227.56 | $299.93 | +31.80% | Added +3.56% |
 JEPI J P MORGAN EXCHANGE TRADED F | 3.32% | $57.11 | $57.91 | +1.39% | Added +14.72% |
 GOOGL ALPHABET INC | 3.04% | $207.45 | $344.82 | +66.22% | Added +6.20% |
 NVDA NVIDIA CORPORATION | 2.98% | $138.92 | $214.76 | +54.59% | Added +1.02% |
 LRCX LAM RESEARCH CORP | 2.68% | $78.43 | $314.00 | +300.36% | Added +1.35% |
 MINT PIMCO ETF TR | 2.62% | $100.50 | $100.73 | +0.22% | Added +26.20% |
Showing 1-10 of 91