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Home > Institutional Investor > Wincap Financial Llc > Profile

Instuitional Investor - Wincap Financial Llc

Fund Profile
Filing Period:
Fund Name: Wincap Financial Llc
Portfolio Value $105,433,950
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 121,215 $8,535,993 8.1%
2.
Vanguard Bond Index Funds
 BND 89,612 $7,014,796 6.65%
3.
Macquarie Etf Trust
 264,348 $6,791,012 6.44%
4.
Vanguard Tax-Managed Fds
 121,249 $6,163,109 5.85%
5.
Apple Inc.
 AAPL 22,003 $4,887,603 4.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)