Winter & Associates, Inc. - Portfolio overview

Winter & Associates, Inc. has 84 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. USTB - VICTORY PORTFOLIOS II, 8.79%
2. COWZ - PACER FDS TR, 5.70%
3. VXUS - VANGUARD STAR FDS, 5.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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