Wincap Financial LLC Portfolio Holdings

Wincap Financial LLC

  • $105 Billion
  • Q1 2025

Wincap Financial LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Long with a value of $8.54B, Vanguard Bd Index Fd Inc Short with a value of $7.01B, Macquarie ETF Trust with a value of $6.79B, Vanguard Ftse Developed Market with a value of $6.16B, and Apple Inc. with a value of $4.89B.

Examining the 13F form we can see an increase of $7.31B in the current position value, from $98.1B to 105B. Also it can be appreciated an additional of 8 stocks purchases and 6 closed positions.

Wincap Financial LLC is based out at Boston, MA

Below you can find more details about Wincap Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $35.5 Billion
Technology: $20.7 Billion
Financial Services: $9.21 Billion
Healthcare: $8.2 Billion
Communication Services: $5.73 Billion
Industrials: $5.31 Billion
Consumer Cyclical: $4.35 Billion
Consumer Defensive: $3.18 Billion
Other: $2.75 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $105 Billion
  • Prior Value $98.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 18 stocks
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