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Wingate Wealth Advisors, Inc.
hedge fundUpdated 10 days agoManaged by Wingate Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$240.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
48.2%
Weight of largest holdings
Annualized return
48.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $179.2M |
| Q1 2026 | $187.1M |
| Q2 2026 | $227.1M |
| Q3 2026 | $240.7M |
Top holdings
128 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $28.5M | 122.0K | 11.83% | Added(+3.3%) | |
| 2 | $20.4M | 415.0K | 8.48% | Added(+12.3%) | |
| 3 | $16.4M | 304.8K | 6.81% | Added(+72.7%) | |
| 4 | $9.6M | 305.0K | 3.99% | Added(+8.0%) | |
| 5 | $9.1M | 109.5K | 3.80% | Added(+1.5%) | |
| 6 | $8.9M | 206.7K | 3.72% | Added(+13.3%) | |
| 7 | $7.3M | 86.5K | 3.02% | Added(+10.4%) | |
| 8 | $5.8M | 59.8K | 2.42% | Trimmed(-2.4%) | |
| 9 | $5.1M | 72.9K | 2.12% | Trimmed(-0.1%) | |
| 10 | $4.8M | 9.7K | 2.01% | Trimmed(-2.6%) | |
| 11 | $4.7M | 66.2K | 1.94% | Added(+1.0%) | |
| 12 | $4.6M | 116.5K | 1.90% | Added(+2.9%) | |
| 13 | $3.9M | 79.3K | 1.63% | Added(+2.4%) | |
| 14 | $3.9M | 11.3K | 1.62% | Added(+0.1%) | |
| 15 | $3.8M | 90.4K | 1.59% | Trimmed(-10.1%) | |
| 16 | $3.7M | 47.0K | 1.53% | Added(+3.1%) | |
| 17 | $3.4M | 16.5K | 1.43% | Trimmed(-0.1%) | |
| 18 | $3.4M | 37.8K | 1.42% | Trimmed(-2.4%) | |
| 19 | $3.3M | 77.3K | 1.37% | Added(+0.1%) | |
| 20 | $2.8M | 57.4K | 1.18% | Added(+10.5%) |