Long-term investor
Winter & Associates, Inc. @winterassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109063).
Record
- Tracked since 2025-12-31 (250 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- USTB · 13.5% · long · since 2025-12-31
- COWZ · 6.1% · long · since 2025-12-31
- DFIV · 5.8% · long · since 2025-12-31
- SPHB · 5.8% · long · since 2025-12-31
- VB · 4.9% · long · since 2025-12-31
- IWL · 4.8% · long · since 2025-12-31
- JPIB · 4.5% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- 46090E103 · 3.6% · long · since 2025-12-31
- VXUS · 3.1% · long · since 2025-12-31
- REZ · 2.8% · long · since 2025-12-31
- MDY · 2.8% · long · since 2025-12-31