WIN ADVISORS, INC
•CIK: 1897144•Filing: Q4 2025
**WIN ADVISORS, INC** manages $236M across a diversified portfolio of 74 holdings. The fund exhibits significant concentration in growth and technology sectors, highlighted by top positions in MGC at $21.0M and SPYG at $16.5M. Further substantial allocations include IUSG ($15.9M) and FTC ($14.5M), suggesting a tactical focus on specific market segments. This structure points to an actively managed, growth-oriented mandate utilizing concentrated, high-conviction bets.
Total AUM
$235.6M
QoQ Performance
+14.6%
Positions
51
Top 10 Concentration
56.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MGC
SPYG
IUSG
FTC
SCHG
NDQ
MGC8.9%
SPYG7.0%
IUSG6.8%
FTC6.2%
SCHG5.4%
NDQ5.3%
EPS4.3%
VONG4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.5%
Technology2.4%
Healthcare1.7%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW42 new positions
↑17 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023