Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $32.9M | 43.3% | |
| BACBank Of Amer Corp | $5.8M | 7.6% | +3.4% |
| STEWSrh Total Return Fund Inc | $3.1M | 4.1% | −5.5% |
| JPMJpmorgan Chase & Co | $2.9M | 3.8% | −1.3% |
| PGProcter & Gamble Co | $2.7M | 3.6% | |
| MSFTMicrosoft Corp | $2.5M | 3.4% | −1.0% |
| IBRXImmunitybio Inc | $2.3M | 3.0% | |
| WMTWalmart Inc | $1.8M | 2.4% | |
| SHWSherwin Williams Co | $1.7M | 2.2% | |
| ABBVAbbvie Inc | $1.6M | 2.1% | −7.0% |
| JNJJohnson & Johnson | $1.6M | 2.1% | −1.7% |
| UPSUnited Parcel Svcs Inc | $1.4M | 1.8% | |
| VOOVanguard Index Fds | $1.3M | 1.7% | |
| Exxon Mobil CorpCUSIP 30231G102 | $1.1M | 1.4% | −1.8% |
| HDHome Depot Inc | $1.0M | 1.3% | +1.0% |
| TGTTarget Corp | $817K | 1.1% | |
| MCDMcdonalds Corp | $799K | 1.1% | +2.6% |
| PMPhilip Morris Intl Inc | $787K | 1.0% | |
| Ubs Group AgCUSIP H42097107 | $777K | 1.0% | −22.7% |
| WFCWells Fargo & Co | $728K | 1.0% | |
| BPBp PLC | $693K | 0.9% | |
| BMYBristol-myers Squibb Co | $621K | 0.8% | |
| ABTAbbott Laboratories | $607K | 0.8% | |
| MOAltria Group Inc | $592K | 0.8% | −1.8% |
| CVXChevron Corporation | $541K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TGTTarget Corp | December 31, 2025 | +33.6% | $817K |
| MOAltria Group Inc | December 31, 2025 | +24.8% | $592K |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $1.6M |
| KOCoca Cola Co | December 31, 2025 | +16.2% | $481K |
| CALFPacer Fds Tr | December 31, 2025 | +14.1% | $431K |
| TRVTravelers Companies Inc | December 31, 2025 | +13.8% | $337K |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2025 | +13.6% | $1.1M |
| PMPhilip Morris Intl Inc | December 31, 2025 | +12.8% | $787K |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $287K |
| RSPInvesco Exchange Traded Fd T | December 31, 2025 | +11.1% | $334K |
Sold off last quarter
- MGMMgm Resorts International was $850K
- DEODiageo PLC was $257K
- LMTLockheed Martin Corp was $210K
- PEPPepsico Inc was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −5.5% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| June 30, 2024 | +6.1% | +4.0% |
| March 31, 2024 | +2.1% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −8.7% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −2.5% | −5.3% |
| June 30, 2022 | −18.0% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Winning Points Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1793399&type=13F-HR&dateb=&owner=include&count=40CIK 1793399
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1793399/000179339926000004/Filed August 17, 2026 · accession 0001793399-26-000004