Winter & Associates, Inc.
Winter & Associates, Inc. reported 85 positions worth $133.1M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: USTB (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USTB | SH | $18.0M | 13.53% | 355,616 | — | — | |
| ▸ 2 | COWZ | SH | $8.1M | 6.11% | 130,809 | — | — | |
| ▸ 3 | DFIV | SH | $7.7M | 5.82% | 143,360 | — | — | |
| ▸ 4 | SPHB | SH | $7.7M | 5.76% | 49,302 | — | — | |
| ▸ 5 | VB | SH | $6.5M | 4.91% | 21,535 | — | — | |
| ▸ 6 | IWL | SH | $6.4M | 4.80% | 34,510 | — | — | |
| ▸ 7 | JPIB | SH | $6.0M | 4.54% | 125,022 | — | — | |
| ▸ 8 | AAPL | SH | $5.5M | 4.13% | 18,980 | — | — | |
| ▸ 9 | QQQ | SH | $4.8M | 3.59% | 6,496 | — | — | |
| ▸ 10 | VXUS | SH | $4.2M | 3.12% | 48,610 | — | — |
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Frequently Asked Questions
What stocks does Winter & Associates, Inc. hold as of Q2 2026?
Winter & Associates, Inc. reported 85 positions worth $133.1M in its Q2 2026 13F filing. Largest positions: USTB (13.5%), COWZ (6.1%), DFIV (5.8%), SPHB (5.8%) and VB (4.9%).
What did Winter & Associates, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Winter & Associates, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.