Managed by Winter & Associates, Inc. • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $18M | 355.6K | 0.00% | — |
| 2 | V VSH — | $10M | 198.5K | 0.00% | — |
| 3 | ? N/A — | $8.1M | 130.8K | 0.00% | — |
| 4 | ? N/A — | $7.7M | 143.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $7.7M |
| 49.3K |
| 0.00% |
| — |
| 6 | V VSH — | $6.7M | 132.4K | 0.00% | — |
| 7 | V VGES — | $6.6M | 86.8K | 0.00% | — |
| 8 | V VGES — | $6.5M | 21.5K | 0.00% | — |
| 9 | Q QCOM — | $6.5M | 104.1K | 0.00% | — |
| 10 | M MDY — | $6.5M | 10.7K | 0.00% | — |
| 11 | ? N/A — | $6.4M | 34.5K | 0.00% | — |
| 12 | V VGES — | $6.2M | 79.7K | 0.00% | — |
| 13 | ? N/A — | $6M | 125.0K | 0.00% | — |
| 14 | S | $6M | 191.8K | 0.00% | — |
| 15 | M MDY — | $5.7M | 9.1K | 0.00% | — |
| 16 | Q QCOM — | $5.6M | 93.5K | 0.00% | — |
| 17 | A AAPL — | $5.5M | 19.0K | 0.00% | — |
| 18 | S | $5.3M | 161.5K | 0.00% | — |
| 19 | A AAPL — | $5M | 19.1K | 0.00% | — |
| 20 | A AAPL — | $4.9M | 18.0K | 0.00% | — |