WIN ADVISORS, INC - Portfolio Stock Holdings
WIN ADVISORS, INC disclosed 128 stock positions in a recent SEC 13F filing. $218,186,405 of stock holdings were filed, with the largest holdings including PWB, ILCB, and HGER. This filing represented positions held on March 31, 2026, and was filed on May 1, 2026.We estimate the fund has a total AUM of $266,840,858 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
128Est. Stock Holding Value:
$218,186,405Top Stock Holdings By Sector
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Portfolio Stock Holdings - WIN ADVISORS, INC
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