Wincap Financial Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$150.3M
Q ending 2026-03-31
Prior quarter
$145.7M
Q ending 2025-12-31
Change
+3.2% QoQ · +42.5% YoY
Positions
87
reported holdings

Largest positions

All 87 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Goldman Sachs Etf TrGSSTShares$14.0M277K
Nomura Etf TrEMEQShares$13.6M302K
Vanguard Bd Index FdsBLVShares$12.5M182K
Ishares TrIVVShares$6.5M10K
Apple IncAAPLShares$6.1M24K
Ishares TrIWMShares$5.8M24K
J P Morgan Exchange Traded FJEPIShares$5.4M95K
Nvidia CorporationNVDAShares$4.8M27K
Alphabet IncGOOGLShares$4.3M15K
Pimco Etf TrMINTShares$3.8M38K
Jabil IncJBLShares$2.7M10K
Microsoft CorpMSFTShares$2.6M7K
Lam Research CorpLRCXShares$2.4M11K
Goldman Sachs Group IncGSShares$2.4M3K
Select Sector Spdr TrXLEShares$2.3M38K
Vanguard Tax-Managed FdsVEAShares$2.3M35K
Jpmorgan Chase & CoJPMShares$2.2M7K
Abbvie IncABBVShares$2.1M10K
Ero Copper CorpEROShares$2.0M76K
Walmart IncWMTShares$1.9M15K
Meta Platforms IncMETAShares$1.8M3K
Synchrony FinancialSYFShares$1.7M25K
At&T IncTShares$1.6M57K
Vertiv Holdings CoVRTShares$1.6M6K
Broadcom IncAVGOShares$1.5M5K
Ge Vernova IncGEVShares$1.5M2K
Merck & Co IncMRKShares$1.4M12K
Aflac IncAFLShares$1.4M12K
Bristol-Myers Squibb CoBMYShares$1.3M22K
Select Sector Spdr TrXLUShares$1.3M29K
Twilio IncTWLOShares$1.3M10K
Pfizer IncPFEShares$1.2M43K
Alibaba Group Hldg LtdBABAShares$1.1M9K
Bank Ozk Little Rock ArkOZKShares$1.1M24K
Builders Firstsource IncBLDRShares$1.1M13K
Sony Group CorpSONYShares$1.0M50K
Atkore IncATKRShares$1.0M18K
Mastercard IncorporatedMAShares$1.0M2K
Toll Brothers IncTOLShares$986K7K
Kla CorpKLACShares$973K661
Masco CorpMASShares$968K16K
International Business MachsIBMShares$950K4K
Palo Alto Networks IncPANWShares$914K6K
Eversource EnergyESShares$907K13K
Elastic N VShares$857K17K
Epr PptysEPRShares$843K17K
Deckers Outdoor CorpDECKShares$842K8K
Amgen IncAMGNShares$821K2K
Borgwarner IncBWAShares$821K15K
Maplebear IncCARTShares$809K22K
Salesforce IncCRMShares$799K4K
Gilead Sciences IncGILDShares$797K6K
Reddit IncRDDTShares$742K6K
Gaming & Leisure PGLPIShares$697K16K
Garmin LtdShares$690K3K
Alphabet IncGOOGShares$664K2K
General Mills IncGISShares$654K18K
Qualcomm IncQCOMShares$648K5K
Caterpillar IncCATShares$648K914
Ishares TrHYGShares$644K8K
Mercadolibre IncMELIShares$624K361
Rambus Inc DelRMBSShares$573K7K
Netflix Inc.NFLXShares$548K6K
Amazon Com IncAMZNShares$537K3K
Spdr Gold TrGLDShares$533K1K
Paypal Hldgs IncPYPLShares$526K12K
Vanguard Intl Equity Index FVEUShares$522K7K
Vanguard Specialized FundsVIGShares$358K2K
Invesco Qqq TrQQQShares$352K610
Procter & Gamble CoPGShares$326K2K
Ishares Bitcoin Trust EtfIBITShares$320K8K
Ishares TrAGGShares$311K3K
Taiwan Semiconductor ManufacTSMShares$297K878
Hubspot IncHUBSShares$272K1K
Nomura Etf TrHTAXShares$271K11K
Vanguard Bd Index FdsBNDShares$266K4K
J P Morgan Exchange Traded FJMSIShares$261K5K
Bank America CorpBACShares$252K5K
Ge AerospaceGEShares$246K866
Vanguard Bd Index FdsBSVShares$219K3K
Vanguard Index FdsVOShares$216K753
Cvs Health CorpCVSShares$213K3K
Steel Dynamics IncSTLDShares$202K1K
Chevron CorporationCVXShares$202K976
Tapestry IncTPRShares$202K1K
Vanguard Intl Equity Index FVWOShares$200K4K
Creative Media & Cmnty TrWY51Shares$17K27K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.