Win Advisors, Inc

13F filer · CIK 0001897144

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$281MU.S. long equity reported on 13F

Positions3320 new · 22 closed

Net flow last quarter+$22MBuys minus sells

Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202633 positions
SNDKSandisk Corp	$6.48M	2.31%	0.00%	+574.9%	Q1 2026
INTCIntel Corp	$6M	2.14%	0.00%	+671.7%	Q1 2022
MUMicron Technology Inc	$5.71M	2.04%	0.00%	Not reported	Q1 2022
AMDAdvanced Micro Devices Inc	$5.67M	2.02%	0.00%	Not reported	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$5.2M	1.85%	0.00%	Not reported	Q4 2025
VRTVertiv Holdings Co	$4.64M	1.66%	0.00%	+172.9%	Q4 2025
ALABAstera Labs, Inc.	$4.17M	1.49%	0.01%	New	Q2 2026
AMATApplied Materials Inc	$4.09M	1.46%	0.00%	+72.4%	Q1 2024
LRCXLam Research Corp	$3.34M	1.19%	0.00%	+1.0%	Q4 2025
STXSeagate Technology Holdings plc	$3.3M	1.18%	0.00%	-10.5%	Q3 2025
GEVGE Vernova Inc.	$3.1M	1.11%	0.00%	-24.5%	Q1 2026
WDCWestern Digital Corp	$2.96M	1.05%	0.00%	-16.8%	Q4 2025
JBLJabil Inc	$2.9M	1.04%	0.01%	+63.5%	Q1 2026
MRVLMarvell Technology, Inc.	$2.82M	1.00%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$2.7M	0.96%	0.00%	New	Q2 2026
DELLDell Technologies Inc.	$2.6M	0.93%	0.00%	+334.7%	Q1 2026
MTZMastec Inc	$2.3M	0.82%	0.01%	+46.1%	Q1 2026
FTNTFortinet, Inc.	$2.19M	0.78%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.9M	0.68%	0.00%	Not reported	Q1 2022
QQQInvesco QQQ Trust, Series 1	$1.8M	0.64%	Not reported	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$738K	0.26%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$611K	0.22%	0.00%	+68.8%	Q1 2026
BEBloom Energy Corp	$600K	0.21%	0.00%	New	Q2 2026
FLEXFlex Ltd.	$576K	0.21%	0.00%	New	Q2 2026
KEYSKeysight Technologies, Inc.	$550K	0.20%	0.00%	-60.8%	Q4 2025
SECTSECTOR 10, Inc.	$488K	0.17%	Not reported	New	Q2 2026
COHRCoherent Corp.	$345K	0.12%	0.00%	New	Q2 2026
TROWPrice T Rowe Group Inc	$266K	0.09%	0.00%	New	Q2 2026
BNSBank of Nova Scotia	$239K	0.09%	0.00%	New	Q2 2026
DDominion Energy, Inc	$206K	0.07%	0.00%	New	Q2 2026
SPGSimon Property Group Inc.	$205K	0.07%	11.48%	New	Q2 2026
ADIAnalog Devices Inc	$203K	0.07%	0.00%	Not reported	Q2 2024
FFord Motor Co	$170K	0.06%	0.00%	New	Q2 2026
Q1 2026Reported May 1, 202635 positions
FTGCSynergetics, Inc.	$3.66M	1.68%	Not reported	Not reported	Q1 2022
GEVGE Vernova Inc.	$3.05M	1.40%	0.00%	New	Q1 2026
GLWCorning Inc	$3M	1.37%	0.00%	+72.0%	Q1 2022
CIENCiena Corp	$2.76M	1.26%	0.01%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$2.6M	1.19%	0.00%	Not reported	Q1 2022
TERTeradyne, Inc	$1.68M	0.77%	0.00%	+0.5%	Q3 2025
LRCXLam Research Corp	$1.63M	0.75%	0.00%	-10.8%	Q4 2025
ODFLOld Dominion Freight Line, Inc.	$1.6M	0.73%	0.00%	Not reported	Q3 2023
WDCWestern Digital Corp	$1.51M	0.69%	0.00%	-22.2%	Q4 2025
STXSeagate Technology Holdings plc	$1.5M	0.68%	0.00%	-10.2%	Q3 2025
FDXFedex Corp	$1.47M	0.67%	0.00%	Not reported	Q3 2022
OXYOccidental Petroleum Corp	$1.47M	0.67%	0.00%	Not reported	Q1 2022
LMTLockheed Martin Corp	$1.36M	0.62%	0.00%	+18.8%	Q3 2025
TRGPTarga Resources Corp.	$1.3M	0.60%	0.00%	New	Q1 2026
VRTVertiv Holdings Co	$1.27M	0.58%	0.00%	-8.3%	Q4 2025
CNQCANADIAN NATURAL RESOURCES Ltd	$1.27M	0.58%	0.00%	New	Q1 2026
JBLJabil Inc	$1.22M	0.56%	0.00%	New	Q1 2026
MTZMastec Inc	$1.22M	0.56%	0.00%	New	Q1 2026
LNGCheniere Energy, Inc.	$1.15M	0.53%	0.00%	New	Q1 2026
KEYSKeysight Technologies, Inc.	$1.13M	0.52%	0.00%	+4.3%	Q4 2025
AMATApplied Materials Inc	$1.12M	0.51%	0.00%	-62.0%	Q1 2024
TDYTeledyne Technologies Inc	$1.05M	0.48%	0.00%	New	Q1 2026
QLTYQuality Distribution Inc	$453K	0.21%	0.04%	New	Q1 2026
SUSASouthern USA Resources Inc.	$445K	0.20%	Not reported	-1.2%	Q4 2021
CVXChevron Corp	$318K	0.15%	0.00%	Not reported	Q1 2022
LITELumentum Holdings Inc.	$294K	0.13%	0.00%	New	Q1 2026
SNDKSandisk Corp	$268K	0.12%	0.00%	New	Q1 2026
AEPAmerican Electric Power Co Inc	$263K	0.12%	0.00%	New	Q1 2026
HALHalliburton Co	$247K	0.11%	0.00%	New	Q1 2026
INTCIntel Corp	$246K	0.11%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$241K	0.11%	0.00%	New	Q1 2026
VLOValero Energy Corp	$240K	0.11%	0.00%	Not reported	Q1 2024
PCARPaccar Inc	$239K	0.11%	0.00%	New	Q1 2026
WWDWoodward, Inc.	$237K	0.11%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$228K	0.10%	0.00%	New	Q1 2026
Q4 2025Reported Feb 4, 202629 positions
QQQInvesco QQQ Trust, Series 1	$12.5M	5.30%	Not reported	Not reported	Q4 2021
MUMicron Technology Inc	$2.41M	1.02%	0.00%	-9.6%	Q1 2022
AMATApplied Materials Inc	$2.22M	0.94%	0.00%	+59.3%	Q1 2024
APHAmphenol Corp	$2.19M	0.93%	0.00%	+18.2%	Q3 2025
LLYELI LILLY & Co	$1.52M	0.64%	0.00%	Not reported	Q1 2022
LRCXLam Research Corp	$1.47M	0.62%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.3M	0.55%	0.00%	Not reported	Q4 2023
DHRDanaher Corp	$1.25M	0.53%	0.00%	New	Q4 2025
WDCWestern Digital Corp	$1.23M	0.52%	0.00%	New	Q4 2025
STXSeagate Technology Holdings plc	$1.17M	0.50%	0.00%	+97.4%	Q3 2025
GLWCorning Inc	$1.12M	0.48%	0.00%	+119.9%	Q1 2022
NVDANvidia Corp	$1.1M	0.46%	0.00%	+83.0%	Q4 2022
TERTeradyne, Inc	$1.09M	0.46%	0.00%	-37.3%	Q3 2025
AVGOBroadcom Inc.	$985K	0.42%	0.00%	+124.9%	Q1 2022
ISRGIntuitive Surgical Inc	$923K	0.39%	0.00%	New	Q4 2025
LMTLockheed Martin Corp	$913K	0.39%	0.00%	+106.7%	Q3 2025
VRTVertiv Holdings Co	$898K	0.38%	0.00%	New	Q4 2025
ADIAnalog Devices Inc	$892K	0.38%	0.00%	Not reported	Q2 2024
TMOThermo Fisher Scientific Inc.	$881K	0.37%	0.00%	+61.1%	Q4 2022
SNOWSnowflake Inc.	$864K	0.37%	0.00%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$807K	0.34%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$799K	0.34%	0.00%	+76.0%	Q1 2022
KEYSKeysight Technologies, Inc.	$780K	0.33%	0.00%	New	Q4 2025
SUSASouthern USA Resources Inc.	$474K	0.20%	Not reported	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$212K	0.09%	0.00%	New	Q4 2025
TRVTravelers Companies, Inc.	$208K	0.09%	0.00%	Not reported	Q3 2024
CTSHCognizant Technology Solutions Corp	$203K	0.09%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$203K	0.09%	0.00%	New	Q4 2025
MCKMckesson Corp	$200K	0.08%	0.00%	New	Q4 2025
Q3 2025Reported Nov 4, 202523 positions
APHAmphenol Corp	$1.7M	0.83%	0.00%	New	Q3 2025
MUMicron Technology Inc	$1.56M	0.76%	0.00%	-9.9%	Q1 2022
TERTeradyne, Inc	$1.23M	0.60%	0.01%	New	Q3 2025
APTVAptiv PLC	$1.13M	0.55%	0.01%	Not reported	Q1 2025
AMATApplied Materials Inc	$1.11M	0.54%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$1.08M	0.53%	0.00%	Not reported	Q1 2022
CCICrown Castle Inc.	$1.08M	0.52%	0.00%	New	Q3 2025
BXBlackstone Inc.	$1.07M	0.52%	0.00%	New	Q3 2025
MPWRMonolithic Power Systems, Inc.	$1.05M	0.51%	0.00%	-19.9%	Q1 2022
LENLennar Corp	$953K	0.46%	Not reported	New	Q3 2025
NVDANvidia Corp	$599K	0.29%	0.00%	Not reported	Q4 2022
STXSeagate Technology Holdings plc	$509K	0.25%	0.00%	New	Q3 2025
CRMSalesforce, Inc.	$507K	0.25%	0.00%	New	Q3 2025
BLKBlackRock, Inc.	$483K	0.23%	0.00%	New	Q3 2025
CICigna Group	$479K	0.23%	0.00%	New	Q3 2025
GLWCorning Inc	$479K	0.23%	0.00%	Not reported	Q1 2022
TMOThermo Fisher Scientific Inc.	$458K	0.22%	0.00%	Not reported	Q4 2022
LMTLockheed Martin Corp	$456K	0.22%	0.00%	New	Q3 2025
ADSKAutodesk, Inc.	$451K	0.22%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$432K	0.21%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$417K	0.20%	0.00%	-70.2%	Q1 2022
PGRProgressive Corp	$392K	0.19%	0.00%	Not reported	Q1 2022
EBAYEbay Inc	$371K	0.18%	0.00%	New	Q3 2025

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