Winch Advisory Services, LLC
Winch Advisory Services, LLC reported 568 holdings worth US$481M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Winch Advisory Services, LLC reported 568 holdings worth US$481M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 568
- Value as reported
- US$481M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 187K | US$37.4M | 7.8% |
| Apple Inc | 105K | US$30.5M | 6.3% |
| Alphabet Inc (google) Class C | 62,151 | US$22.2M | 4.6% |
| Amazon.com, Inc. | 79,330 | US$18.9M | 3.9% |
| Microsoft Corp. | 40,976 | US$15.3M | 3.2% |
| Berkshire Hathaway Inc. | 24,731 | US$12.4M | 2.6% |
| Marvell Technology, Inc. | 31,432 | US$9.36M | 1.9% |
| Jp Morgan Chase & Co. | 23,603 | US$7.73M | 1.6% |
| Oracle Corporation | 17,937 | US$6.79M | 1.4% |
| Visa Inc. | 18,147 | US$6.23M | 1.3% |
| Citigroup, Inc. | 34,938 | US$4.89M | 1.0% |
| Stryker Corporation | 14,306 | US$4.5M | 0.94% |
| Meta Platforms, Inc. | 7,386 | US$4.16M | 0.86% |
| Netflix, Inc. | 54,556 | US$3.9M | 0.81% |
| Micron Technology, Inc. | 2,980 | US$3.44M | 0.71% |
| Costco Wholesale Corporation | 3,582 | US$3.35M | 0.70% |
| Advanced Micro Devices Inc | 5,342 | US$3.1M | 0.64% |
| Coca-cola Company (the) | 29,773 | US$2.42M | 0.50% |
| Asml Holding Nv | 1,137 | US$2.26M | 0.47% |
| Rtx Corporation | 11,758 | US$2.23M | 0.46% |
| Salesforce, Inc. | 12,969 | US$2.03M | 0.42% |
| Tesla, Inc. | 4,651 | US$1.96M | 0.41% |
| Verizon Communications Inc. | 44,217 | US$1.87M | 0.39% |
| Ebay Inc. | 16,511 | US$1.85M | 0.38% |
| Texas Instruments Incorporated | 6,077 | US$1.81M | 0.38% |
| Kla Corporation | 5,930 | US$1.79M | 0.37% |
| Mastercard Incorporated | 3,129 | US$1.61M | 0.33% |
| Walt Disney Company (the) | 16,057 | US$1.55M | 0.32% |
| Walmart Inc. | 13,364 | US$1.51M | 0.31% |
| Lam Research Corporation | 2,983 | US$1.29M | 0.27% |
| Procter & Gamble Company (the) | 7,919 | US$1.16M | 0.24% |
| Chevron Corporation | 6,985 | US$1.16M | 0.24% |
| Northrop Grumman Corporation | 2,199 | US$1.12M | 0.23% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,214 | US$1.06M | 0.22% |
| Adobe Inc. | 4,851 | US$994K | 0.21% |
| Starbucks Corporation | 9,271 | US$947K | 0.20% |
| Exxon Mobil Corporation | 6,733 | US$921K | 0.19% |
| Wec Energy Group, Inc. | 7,858 | US$918K | 0.19% |
| Lockheed Martin Corporation | 1,731 | US$882K | 0.18% |
| Johnson & Johnson | 3,243 | US$824K | 0.17% |
| Honeywell International Inc. | 3,602 | US$806K | 0.17% |
| Nextera Energy, Inc. | 7,914 | US$695K | 0.14% |
| Broadcom Inc. | 1,779 | US$672K | 0.14% |
| Paypal Holdings, Inc. | 14,881 | US$643K | 0.13% |
| Unitedhealth Group Incorporated | 1,345 | US$559K | 0.12% |
| Deere & Company | 832 | US$528K | 0.11% |
| Bp Plc | 13,581 | US$502K | 0.10% |
| 3m Company | 2,708 | US$438K | 0.09% |
| Nike, Inc. | 10,451 | US$429K | 0.09% |
| Pfizer, Inc. | 17,345 | US$418K | 0.09% |
| Mcdonald's Corporation | 1,211 | US$327K | 0.07% |
| At&t Inc. | 15,485 | US$321K | 0.07% |
| Space Exploration Technologies Corp | 1,747 | US$298K | 0.06% |
| Valero Energy Corporation | 1,073 | US$280K | 0.06% |
| Caterpillar, Inc. | 254 | US$271K | 0.06% |
| Roper Technologies, Inc. | 757 | US$256K | 0.05% |
| Ford Mtr Co Del | 18,138 | US$252K | 0.05% |
| Cheniere Energy, Inc. | 1,039 | US$248K | 0.05% |
| Kimberly-clark Corporation | 2,242 | US$246K | 0.05% |
| Waste Management, Inc. | 1,082 | US$241K | 0.05% |
| Wells Fargo & Company | 2,826 | US$234K | 0.05% |
| Agnc Investment Corp. | 20,289 | US$221K | 0.05% |
| Freeport-mcmoran, Inc. | 2,870 | US$181K | 0.04% |
| Abbvie Inc. | 692 | US$174K | 0.04% |
| Cisco Systems, Inc. | 1,437 | US$169K | 0.04% |
| Altria Group, Inc. | 2,256 | US$162K | 0.03% |
| Valvoline Inc. | 3,927 | US$155K | 0.03% |
| Conocophillips | 1,397 | US$145K | 0.03% |
| Marathon Petroleum Corporation | 555 | US$142K | 0.03% |
| Intel Corporation | 966 | US$135K | 0.03% |
| Eli Lilly And Company | 105 | US$126K | 0.03% |
| Pepsico, Inc. | 899 | US$122K | 0.03% |
| Occidental Petroleum Corporation | 2,120 | US$119K | 0.02% |
| Boeing Company (the) | 527 | US$114K | 0.02% |
| Eog Resources, Inc. | 818 | US$106K | 0.02% |
| Bank Of America Corporation | 1,829 | US$104K | 0.02% |
| Oshkosh Corporation (holding Company) | 704 | US$103K | 0.02% |
| W. P. Carey Inc. Reit | 1,379 | US$98,630 | 0.02% |
| Qualcomm Incorporated | 498 | US$92,008 | 0.02% |
| Nicolet Bankshares Inc. | 515 | US$85,233 | 0.02% |
| Vertiv Holdings, Llc | 251 | US$84,160 | 0.02% |
| United Parcel Service, Inc. | 782 | US$84,023 | 0.02% |
| Alliant Energy Corporation | 1,018 | US$77,628 | 0.02% |
| Ashland Inc. | 1,150 | US$75,772 | 0.02% |
| Palo Alto Networks, Inc. | 222 | US$75,642 | 0.02% |
| Dow Inc. | 2,744 | US$75,077 | 0.02% |
| Ionq, Inc. | 1,374 | US$73,179 | 0.02% |
| T-mobile Us, Inc. | 434 | US$72,797 | 0.02% |
| Huntington Bancshares Incorporated | 4,048 | US$71,771 | 0.01% |
| Transdigm Group Inc. | 52 | US$69,290 | 0.01% |
| The Kraft Heinz Company | 2,910 | US$68,727 | 0.01% |
| Qnity Electronics, Inc. | 403 | US$65,780 | 0.01% |
| Bank Of Montreal | 350 | US$61,845 | 0.01% |
| Philip Morris International Inc | 339 | US$61,264 | 0.01% |
| Principal Financial Group Inc | 564 | US$60,786 | 0.01% |
| Public Storage | 190 | US$60,623 | 0.01% |
| Plexus Corp. | 200 | US$60,134 | 0.01% |
| Palantir Technologies Inc. | 514 | US$59,968 | 0.01% |
| Cummins Inc. | 84 | US$59,777 | 0.01% |
| Merck & Company, Inc. | 453 | US$58,252 | 0.01% |
Every holding of Winch Advisory Services, LLC
Source
View original at SEC
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