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Home > Institutional Investor > Winter & Associates, Inc. > Profile

Instuitional Investor - Winter & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Winter & Associates, Inc.
Portfolio Value $133,090,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Victory Portfolios Ii
 UITB 355,616 $18,001,286 13.53%
2.
Pacer Fds Tr
 130,809 $8,136,323 6.11%
3.
Dimensional Etf Trust
 DFAC 143,360 $7,744,311 5.82%
4.
Invesco Exch Traded Fd Tr Ii - S&P 500 HB ETF
 49,302 $7,670,894 5.76%
5.
Vanguard Index Fds - SMALL CP ETF
 21,535 $6,527,748 4.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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