Fund Universe

← Fund Universe

☆Winning Points Advisors, LLC

CIK 0001793399 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.380
AUM ($M)
76
Positions
42
Turnover
0.13
Top-10 wt
75%
Herfindahl
0.204
History (qtrs)
3
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 47 positions · portfolio value $76M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC ADD — 43.3% +3.3% 32.9 159,304 +1,074 2 —
☆BAC funds › BANK OF AMER CORP ADD — 7.6% +0.8% 5.8 166,152 +5,487 2 —
☆STEW funds › SRH TOTAL RETURN FUND INC TRIM — 4.1% -0.3% 3.1 172,065 -10,858 2 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 3.8% -0.0% 2.9 20,661 -335 2 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 3.6% -0.4% 2.7 18,578 +0 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 3.4% -0.4% 2.5 14,475 -199 2 —
☆IBRX funds › IMMUNITYBIO INC ADD — 3.0% +0.0% 2.3 726,258 +3,885 2 —
☆WMT funds › WALMART INC ADD — 2.4% -0.2% 1.8 15,762 +5 2 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 2.2% -0.1% 1.7 4,800 +0 2 —
☆ABBV funds › ABBVIE INC TRIM — 2.1% +0.1% 1.6 6,304 -475 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 2.1% +0.0% 1.6 6,155 -109 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 1.8% -0.2% 1.4 13,659 -146 2 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 1.7% +0.1% 1.3 1,933 +0 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 1.4% -0.2% 1.1 15,310 -1,286 2 —
☆HD funds › HOME DEPOT INC ADD — 1.3% -0.1% 1.0 2,891 +30 2 —
☆TGT funds › TARGET CORP HOLD — 1.1% +0.1% 0.8 6,252 +0 2 —
☆MCD funds › MCDONALDS CORP ADD — 1.1% -0.2% 0.8 3,957 +100 2 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 1.0% -0.0% 0.8 4,349 +0 2 —
☆UBS funds › UBS GROUP AG TRIM — 1.0% +0.2% 0.8 30,688 -9,037 2 —
☆WFC funds › WELLS FARGO & CO HOLD — 1.0% -0.2% 0.7 35,906 +0 2 —
☆BP funds › BP PLC TRIM — 0.9% -0.1% 0.7 18,764 -181 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.8% -0.1% 0.6 10,778 +0 2 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.8% -0.3% 0.6 6,691 -600 2 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.8% +0.0% 0.6 8,225 -147 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.7% -0.2% 0.5 5,261 -28 2 —
☆MMM funds › 3M CO HOLD — 0.7% -0.0% 0.5 3,232 +0 2 —
☆RTX funds › RTX CORPORATION HOLD — 0.7% -0.1% 0.5 2,600 +0 2 —
☆KO funds › COCA COLA CO HOLD — 0.6% +0.0% 0.5 5,918 +0 2 —
☆CALF funds › PACER FDS TR HOLD — 0.6% +0.0% 0.4 8,509 +0 2 —
☆LOW funds › LOWES COS INC TRIM — 0.4% -0.2% 0.3 1,539 -105 2 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.4% +0.0% 0.3 1,021 +0 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.4% +0.0% 0.3 1,567 -39 2 —
☆CSCO funds › CISCO SYS INC NEW — 0.4% +0.4% 0.3 2,448 +2,448 1 —
☆GOOG funds › ALPHABET INC HOLD — 0.4% +0.0% 0.3 811 +0 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.4% +0.0% 0.3 1,401 +1 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.4% -0.0% 0.3 288 +0 2 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.4% +0.4% 0.3 900 +900 1 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.3% -0.0% 0.3 750 +0 2 —
☆IVV funds › ISHARES TR ADD — 0.3% +0.1% 0.3 335 +41 2 —
☆BMO funds › BANK MONTREAL MEDIUM HOLD — 0.3% +0.1% 0.2 1,400 +0 2 —
☆CAT funds › CATERPILLAR INC NEW — 0.3% +0.3% 0.2 200 +200 1 —
☆AOD funds › ABRDN TOTAL DYNAMIC DIVIDEND HOLD — 0.1% -0.0% 0.1 10,650 +0 2 —
☆MGM funds › MGM RESORTS INTERNATIONAL EXIT — 0.0% -1.1% 0.0 0 -22,972 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.3% 0.0 0 -347 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.3% 0.0 0 -1,290 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.5% 0.0 0 -2,738 0 —
☆DEO funds › DIAGEO PLC EXIT — 0.0% -0.3% 0.0 0 -3,650 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 76 42 0.06 75% 0.204 0.526 — in
2026Q1 75 44 0.14 73% 0.177 0.336 — entered
2025Q4 94 43 0.00 78% 0.197 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status