Winnacle Wealth LLC

13F filer · CIK 0002079687

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$147MU.S. long equity reported on 13F

Positions634 new · 1 closed

Net flow last quarter-$500KBuys minus sells

Top 10 positions weight13.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202663 positions
BALTBaltic Trading Ltd	$4.52M	3.08%	Not reported	-3.1%	Q1 2025
MUMicron Technology Inc	$3.64M	2.48%	0.00%	-7.2%	Q4 2024
FLEXFlex Ltd.	$2.37M	1.61%	0.00%	-6.3%	Q4 2024
XOMExxonMobil Holdings Corp	$1.68M	1.14%	0.00%	0.0%	Q4 2024
PANWPalo Alto Networks Inc	$1.46M	1.00%	0.00%	-4.9%	Q4 2024
GLDICredit Suisse AG	$1.32M	0.90%	0.00%	+16.5%	Q4 2024
JNJJohnson & Johnson	$1.25M	0.85%	0.00%	-3.6%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$1.24M	0.84%	0.00%	-5.5%	Q4 2024
MOAltria Group, Inc.	$1.23M	0.84%	0.00%	-3.0%	Q4 2024
CFCF Industries Holdings, Inc.	$1.21M	0.82%	0.01%	-5.6%	Q4 2024
GOOGLAlphabet Inc.	$1.17M	0.80%	0.00%	-2.2%	Q4 2024
NVDANvidia Corp	$1.16M	0.79%	0.00%	+2.0%	Q4 2024
MRKMerck & Co., Inc.	$1.16M	0.79%	0.00%	-3.9%	Q4 2024
SNASnap-on Inc	$1.15M	0.78%	0.01%	-3.3%	Q4 2024
USBUS Bancorp \de\	$1.12M	0.76%	0.00%	-2.7%	Q4 2024
TSLATesla, Inc.	$1.08M	0.73%	0.00%	+65.9%	Q4 2024
GILDGilead Sciences, Inc.	$1.06M	0.72%	0.00%	-2.2%	Q4 2024
CLColgate Palmolive Co	$1.05M	0.71%	0.00%	-3.4%	Q4 2024
EOGEog Resources Inc	$1.05M	0.71%	0.00%	-5.2%	Q4 2024
EXELExelixis, Inc.	$1.04M	0.71%	0.01%	-3.0%	Q3 2025
AVGOBroadcom Inc.	$1.03M	0.70%	0.00%	-1.8%	Q4 2024
PHMPultegroup Inc	$981K	0.67%	0.00%	-2.9%	Q4 2024
TROWPrice T Rowe Group Inc	$973K	0.66%	0.00%	-3.7%	Q4 2024
NBIXNeurocrine Biosciences Inc	$971K	0.66%	0.01%	-3.2%	Q4 2024
CBOECboe Global Markets, Inc.	$970K	0.66%	0.00%	-3.9%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$962K	0.65%	0.00%	-2.6%	Q4 2025
RLRalph Lauren Corp	$951K	0.65%	Not reported	-2.3%	Q3 2025
VZVerizon Communications Inc	$949K	0.65%	0.00%	-6.1%	Q4 2024
KMBKimberly Clark Corp	$939K	0.64%	0.00%	-3.6%	Q4 2024
ITWIllinois Tool Works Inc	$937K	0.64%	0.00%	-2.9%	Q4 2024
KHCKraft Heinz Co	$894K	0.61%	0.00%	-2.7%	Q4 2024
PGPROCTER & GAMBLE Co	$890K	0.61%	0.00%	-3.3%	Q4 2024
DECKDeckers Outdoor Corp	$881K	0.60%	0.01%	-2.8%	Q4 2024
FOXAFox Corp	$844K	0.57%	1618400.00%	-3.5%	Q4 2024
ELANElanco Animal Health Inc	$836K	0.57%	0.01%	-2.8%	Q4 2024
ZMZoom Communications, Inc.	$834K	0.57%	Not reported	-4.0%	Q4 2024
THCTenet Healthcare Corp	$818K	0.56%	0.01%	-1.7%	Q4 2024
VICIVici Properties Inc.	$818K	0.56%	0.00%	-4.1%	Q4 2024
PEPPepsico Inc	$807K	0.55%	0.00%	-3.0%	Q4 2024
AVYAvery Dennison Corp	$792K	0.54%	0.01%	-4.7%	Q4 2024
CMECme Group Inc.	$792K	0.54%	0.00%	-6.7%	Q4 2024
CMCSAComcast Corp	$782K	0.53%	0.00%	-4.5%	Q4 2024
HIMSHims & Hers Health, Inc.	$770K	0.52%	Not reported	-2.1%	Q3 2025
APPAppLovin Corp	$761K	0.52%	0.00%	-1.5%	Q4 2024
CAGConagra Brands Inc.	$738K	0.50%	0.01%	+0.3%	Q4 2024
MSFTMicrosoft Corp	$720K	0.49%	0.00%	-1.2%	Q4 2024
GISGeneral Mills Inc	$689K	0.47%	0.00%	+1.1%	Q4 2024
MMSIMerit Medical Systems Inc	$651K	0.44%	0.02%	-5.0%	Q4 2024
PINSPinterest, Inc.	$604K	0.41%	0.02%	-1.1%	Q4 2024
ABTAbbott Laboratories	$558K	0.38%	0.00%	+2.3%	Q4 2024

Q1 2026Reported May 19, 202660 positions
BALTBaltic Trading Ltd	$4.56M	3.52%	Not reported	-8.6%	Q1 2025
XOMExxonMobil Holdings Corp	$2.09M	1.61%	0.00%	+0.4%	Q4 2024
CFCF Industries Holdings, Inc.	$1.54M	1.19%	0.01%	-7.0%	Q4 2024
GLDICredit Suisse AG	$1.34M	1.03%	0.00%	-6.7%	Q4 2024
JNJJohnson & Johnson	$1.25M	0.96%	0.00%	-4.5%	Q4 2024
EOGEog Resources Inc	$1.23M	0.95%	0.00%	-7.2%	Q4 2024
GILDGilead Sciences, Inc.	$1.2M	0.93%	0.00%	-5.4%	Q4 2024
VZVerizon Communications Inc	$1.2M	0.92%	0.00%	-5.2%	Q4 2024
CBOECboe Global Markets, Inc.	$1.17M	0.90%	0.00%	-4.6%	Q4 2024
MOAltria Group, Inc.	$1.17M	0.90%	0.00%	-4.0%	Q4 2024
MUMicron Technology Inc	$1.15M	0.89%	0.00%	-9.7%	Q4 2024
CMECme Group Inc.	$1.13M	0.88%	0.00%	-4.0%	Q4 2024
MRKMerck & Co., Inc.	$1.13M	0.87%	0.00%	-6.5%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$1.08M	0.83%	0.00%	-7.5%	Q4 2025
SNASnap-on Inc	$1.07M	0.83%	0.01%	-4.9%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$1.04M	0.80%	0.00%	-7.0%	Q4 2024
FLEXFlex Ltd.	$1.02M	0.79%	0.00%	-6.4%	Q4 2024
CLColgate Palmolive Co	$1.01M	0.78%	0.00%	-5.5%	Q4 2024
NVDANvidia Corp	$995K	0.77%	0.00%	-3.6%	Q4 2024
USBUS Bancorp \de\	$989K	0.76%	0.00%	-5.8%	Q4 2024
FOXAFox Corp	$979K	0.76%	1676800.00%	-3.0%	Q4 2024
GOOGLAlphabet Inc.	$965K	0.74%	0.00%	-4.0%	Q4 2024
CMCSAComcast Corp	$958K	0.74%	0.00%	-4.7%	Q4 2024
PEPPepsico Inc	$954K	0.74%	0.00%	-4.9%	Q4 2024
ITWIllinois Tool Works Inc	$928K	0.72%	0.00%	-6.4%	Q4 2024
DECKDeckers Outdoor Corp	$914K	0.70%	0.01%	-7.9%	Q4 2024
PGPROCTER & GAMBLE Co	$907K	0.70%	0.00%	-5.1%	Q4 2024
AVYAvery Dennison Corp	$884K	0.68%	0.01%	-4.2%	Q4 2024
VICIVici Properties Inc.	$878K	0.68%	0.00%	-5.3%	Q4 2024
KHCKraft Heinz Co	$874K	0.67%	0.00%	-5.1%	Q4 2024
PHMPultegroup Inc	$866K	0.67%	0.00%	-5.6%	Q4 2024
CAGConagra Brands Inc.	$860K	0.66%	0.01%	-5.3%	Q4 2024
AVGOBroadcom Inc.	$859K	0.66%	0.00%	-3.0%	Q4 2024
KMBKimberly Clark Corp	$856K	0.66%	0.00%	-4.7%	Q4 2024
EXELExelixis, Inc.	$845K	0.65%	0.01%	-6.7%	Q3 2025
THCTenet Healthcare Corp	$840K	0.65%	0.01%	-5.9%	Q4 2024
ELANElanco Animal Health Inc	$836K	0.64%	0.01%	-8.0%	Q4 2024
RLRalph Lauren Corp	$834K	0.64%	Not reported	-6.3%	Q3 2025
CHTRCharter Communications, Inc.	$822K	0.63%	0.00%	-7.5%	Q4 2024
ZMZoom Communications, Inc.	$809K	0.62%	Not reported	-5.8%	Q4 2024
TROWPrice T Rowe Group Inc	$802K	0.62%	0.00%	-3.8%	Q4 2024
NBIXNeurocrine Biosciences Inc	$784K	0.60%	0.01%	-5.0%	Q4 2024
GISGeneral Mills Inc	$729K	0.56%	0.00%	-3.0%	Q4 2024
PANWPalo Alto Networks Inc	$724K	0.56%	0.00%	-4.4%	Q4 2024
MSFTMicrosoft Corp	$723K	0.56%	0.00%	-8.0%	Q4 2024
ACNAccenture plc	$697K	0.54%	0.00%	-1.6%	Q4 2025
MMSIMerit Medical Systems Inc	$681K	0.53%	0.02%	-5.4%	Q4 2024
CHWYChewy, Inc.	$657K	0.51%	24330.00%	-4.0%	Q3 2025
ABTAbbott Laboratories	$618K	0.48%	0.00%	-5.6%	Q4 2024
PODDInsulet Corp	$617K	0.48%	0.00%	-4.1%	Q4 2024

Q4 2025Reported Feb 11, 2026481 positions
BALTBaltic Trading Ltd	$5.07M	3.74%	Not reported	-5.9%	Q1 2025
GLDICredit Suisse AG	$1.5M	1.11%	0.00%	-8.6%	Q4 2024
XOMExxonMobil Holdings Corp	$1.48M	1.10%	0.00%	-50.9%	Q4 2024
FOXAFox Corp	$1.28M	0.95%	1729400.00%	-10.6%	Q4 2024
GILDGilead Sciences, Inc.	$1.12M	0.83%	0.00%	-13.1%	Q4 2024
NVDANvidia Corp	$1.11M	0.82%	0.00%	+311.9%	Q4 2024
JNJJohnson & Johnson	$1.11M	0.82%	0.00%	-41.7%	Q4 2024
CMECme Group Inc.	$1.1M	0.81%	0.00%	-7.9%	Q4 2024
CBOECboe Global Markets, Inc.	$1.09M	0.81%	0.00%	-10.8%	Q4 2024
GOOGLAlphabet Inc.	$1.09M	0.81%	0.00%	-27.9%	Q4 2024
USBUS Bancorp \de\	$1.09M	0.81%	0.00%	-5.9%	Q4 2024
MUMicron Technology Inc	$1.08M	0.80%	0.00%	+724.3%	Q4 2024
SNASnap-on Inc	$1.07M	0.79%	0.01%	-8.5%	Q4 2024
MOAltria Group, Inc.	$1.07M	0.79%	0.00%	+2.2%	Q4 2024
MRKMerck & Co., Inc.	$1.06M	0.79%	0.00%	-20.8%	Q4 2024
CMCSAComcast Corp	$1.05M	0.78%	0.00%	+16.5%	Q4 2024
CAGConagra Brands Inc.	$1.04M	0.77%	0.01%	+3.8%	Q4 2024
APPAppLovin Corp	$1.03M	0.76%	0.00%	-22.1%	Q4 2024
VZVerizon Communications Inc	$1.03M	0.76%	0.00%	-0.6%	Q4 2024
DECKDeckers Outdoor Corp	$1.03M	0.76%	0.01%	+26.6%	Q4 2024
MSFTMicrosoft Corp	$1.03M	0.76%	0.00%	+0.5%	Q4 2024
KHCKraft Heinz Co	$1.02M	0.76%	0.00%	+6.3%	Q4 2024
FLEXFlex Ltd.	$1.02M	0.75%	0.00%	-8.7%	Q4 2024
CLColgate Palmolive Co	$1M	0.74%	0.00%	-1.5%	Q4 2024
CFCF Industries Holdings, Inc.	$993K	0.73%	0.01%	+0.2%	Q4 2024
AVGOBroadcom Inc.	$993K	0.73%	0.00%	-23.7%	Q4 2024
VICIVici Properties Inc.	$984K	0.73%	0.00%	+7.7%	Q4 2024
EOGEog Resources Inc	$974K	0.72%	0.00%	+7.7%	Q4 2024
AVYAvery Dennison Corp	$973K	0.72%	0.01%	Not reported	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$962K	0.71%	0.00%	New	Q4 2025
ACNAccenture plc	$960K	0.71%	0.00%	New	Q4 2025
TROWPrice T Rowe Group Inc	$953K	0.70%	0.00%	-2.0%	Q4 2024
PGPROCTER & GAMBLE Co	$952K	0.70%	0.00%	+3.2%	Q4 2024
GISGeneral Mills Inc	$949K	0.70%	0.00%	-4.1%	Q4 2024
ITWIllinois Tool Works Inc	$941K	0.70%	0.00%	+1.0%	Q4 2024
THCTenet Healthcare Corp	$940K	0.69%	0.01%	-14.6%	Q4 2024
KMBKimberly Clark Corp	$940K	0.69%	0.00%	+12.6%	Q4 2024
ZMZoom Communications, Inc.	$930K	0.69%	Not reported	-4.1%	Q4 2024
PEPPepsico Inc	$930K	0.69%	0.00%	-4.5%	Q4 2024
MMSIMerit Medical Systems Inc	$929K	0.69%	0.02%	+5.6%	Q4 2024
EXELExelixis, Inc.	$929K	0.69%	0.01%	-12.8%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$923K	0.68%	0.00%	-8.8%	Q4 2024
PHMPultegroup Inc	$921K	0.68%	0.00%	-0.5%	Q4 2024
RLRalph Lauren Corp	$916K	0.68%	Not reported	-9.6%	Q3 2025
NBIXNeurocrine Biosciences Inc	$889K	0.66%	0.01%	-8.1%	Q4 2024
PANWPalo Alto Networks Inc	$874K	0.65%	0.00%	-2.2%	Q4 2024
PODDInsulet Corp	$874K	0.65%	0.00%	+10.0%	Q4 2024
ELANElanco Animal Health Inc	$873K	0.65%	0.01%	+271064.3%	Q4 2024
CHWYChewy, Inc.	$861K	0.64%	25337.00%	+13.4%	Q3 2025
CHTRCharter Communications, Inc.	$860K	0.64%	0.00%	+17.6%	Q4 2024

Q3 2025Reported Nov 4, 2025482 positions
BALTBaltic Trading Ltd	$5.22M	4.09%	Not reported	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$2.82M	2.21%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.71M	1.34%	0.00%	+374.4%	Q4 2024
GLDICredit Suisse AG	$1.6M	1.25%	0.00%	Not reported	Q4 2024
APPAppLovin Corp	$1.42M	1.11%	0.00%	Not reported	Q4 2024
FOXAFox Corp	$1.24M	0.97%	1934200.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$1.24M	0.97%	0.00%	Not reported	Q4 2024
HIMSHims & Hers Health, Inc.	$1.21M	0.95%	Not reported	New	Q3 2025
DGXQuest Diagnostics Inc	$1.21M	0.95%	0.01%	Not reported	Q4 2024
MOAltria Group, Inc.	$1.21M	0.95%	0.00%	+2904.8%	Q4 2024
CBOECboe Global Markets, Inc.	$1.2M	0.94%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$1.18M	0.93%	0.00%	+287.8%	Q4 2024
SNASnap-on Inc	$1.18M	0.92%	0.01%	Not reported	Q4 2024
CMECme Group Inc.	$1.18M	0.92%	0.00%	+43330.0%	Q4 2024
GILDGilead Sciences, Inc.	$1.16M	0.91%	0.00%	Not reported	Q4 2024
CFCF Industries Holdings, Inc.	$1.14M	0.90%	0.01%	Not reported	Q4 2024
THCTenet Healthcare Corp	$1.13M	0.88%	0.01%	Not reported	Q4 2024
VZVerizon Communications Inc	$1.11M	0.87%	0.00%	+3160.9%	Q4 2024
CNCCentene Corp	$1.1M	0.86%	0.01%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.09M	0.86%	0.00%	+211.7%	Q4 2024
JBLJabil Inc	$1.08M	0.84%	0.00%	Not reported	Q4 2024
GISGeneral Mills Inc	$1.07M	0.84%	0.00%	Not reported	Q4 2024
HSYHershey Co	$1.07M	0.84%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1.06M	0.83%	0.00%	+2147.6%	Q4 2024
CAGConagra Brands Inc.	$1.06M	0.83%	0.01%	Not reported	Q4 2024
FLEXFlex Ltd.	$1.06M	0.83%	0.00%	Not reported	Q4 2024
USBUS Bancorp \de\	$1.05M	0.82%	0.00%	Not reported	Q4 2024
WSMWilliams Sonoma Inc	$1.05M	0.82%	0.00%	Not reported	Q4 2024
PHMPultegroup Inc	$1.04M	0.82%	0.00%	Not reported	Q4 2024
KHCKraft Heinz Co	$1.04M	0.81%	0.00%	Not reported	Q4 2024
VICIVici Properties Inc.	$1.04M	0.81%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$1.03M	0.81%	0.00%	+3892.3%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$1.03M	0.80%	0.00%	Not reported	Q4 2024
CLColgate Palmolive Co	$1.02M	0.80%	0.00%	+4796.5%	Q4 2024
EXELExelixis, Inc.	$1.02M	0.80%	0.01%	New	Q3 2025
PGPROCTER & GAMBLE Co	$987K	0.77%	0.00%	+1289.8%	Q4 2024
PANWPalo Alto Networks Inc	$986K	0.77%	0.00%	Not reported	Q4 2024
ITWIllinois Tool Works Inc	$984K	0.77%	0.00%	Not reported	Q4 2024
TROWPrice T Rowe Group Inc	$972K	0.76%	0.00%	+9335.0%	Q4 2024
CHTRCharter Communications, Inc.	$966K	0.76%	0.00%	+17395.0%	Q4 2024
EOGEog Resources Inc	$965K	0.76%	0.00%	Not reported	Q4 2024
CMCSAComcast Corp	$961K	0.75%	0.00%	Not reported	Q4 2024
NBIXNeurocrine Biosciences Inc	$960K	0.75%	0.01%	Not reported	Q4 2024
DHIHorton D R Inc	$960K	0.75%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$953K	0.75%	0.00%	-36.5%	Q4 2024
ZMZoom Communications, Inc.	$926K	0.72%	Not reported	Not reported	Q4 2024
CHWYChewy, Inc.	$916K	0.72%	22340.00%	New	Q3 2025
RLRalph Lauren Corp	$899K	0.70%	Not reported	New	Q3 2025
ABTAbbott Laboratories	$886K	0.69%	0.00%	+5648.7%	Q4 2024
PODDInsulet Corp	$862K	0.67%	0.00%	Not reported	Q4 2024

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