Winch Advisory Services, LLC

CIK 0001585822 · Q1 2026

13F Equity AUM

$438.1M

-3.1% QoQ

Positions

493

+9 QoQ

AUM Rank

#4,684

Top 38%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #3,891 · Top 47%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 37.3%Top 10: 58.5%Top 20: 76.0%

SPTM10.8%

NVDA7.6%

VGSH6.7%

AAPL6.2%

VCIT6.1%

BIL5.1%

CGMS4.8%

GOOG4.0%

AMZN3.9%

MSFT3.4%

Others (483)41.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.8%

Technology21.9%

Communication Services7.4%

Consumer Cyclical4.8%

Consumer Defensive2.1%

Industrials2.0%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 493Median: 0.00%Avg: 0.20%

0–0.5%

461(15.2%)

0.5–1%

11(7.8%)

1–3%

11(18.5%)

3–5%

4(16.1%)

5%+

6(42.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 463Unique: 30vs 20 funds

6.3%Low

493

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.5%

BANK OF AMERICA CORP /DE/

9.3%

8.8%

9.5%

12.6%

GEODE CAPITAL MANAGEMENT, LLC

7.9%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New22Increased186Decreased70Exited11

New Positions

AVEM0.0%

+318

TCPB0.0%

+541

MGC0.0%

+144

IWLG0.0%

+334

VSNT0.0%

+20

IPAC0.0%

+190

CYBER ARK SOFTWARE S…0.0%

+24

UBER0.0%

+125

XTWY0.0%

+306

QXO0.0%

+127

Increased

CGMS4.8%

+8K(+1%)

VCIT6.1%

+2K(+1%)

SPAB0.5%

+2K(+3%)

GBIL2.7%

+2K(+2%)

VXUS0.0%

+2K(+347%)

SPIB0.6%

+2K(+3%)

AGGY0.2%

+2K(+9%)

NFLX1.2%

+1K(+3%)

NEE0.1%

+1K(+24%)

VUG0.4%

+1K(+55%)

Decreased

AMCCD0.0%

-10,992(-80%)

MRVL0.8%

-3,740(-10%)

AAAU1.5%

-3,415(-2%)

NVDA7.6%

-2,056(-1%)

GOOG4.0%

-1,747(-3%)

AAPL6.2%

-1,472(-1%)

BIL5.1%

-1,441(-1%)

SPTM10.8%

-1,108(-0%)

SHV2.7%

-886(-1%)

TRVC0.9%

-770(-2%)

Exited

-345

-200

-233

-86

-52

-24

-8

-169

-17

-365

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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