WINEBRENNER CAPITAL MANAGEMENT LLC

CIK: 0002047728Latest portfolio: $150.1M · Q4 2025

Holdings

138

Total Value

$150.1M

New Positions

138

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
JPIEJ P MORGAN EXCHANGE TRADED F
164,653$7.6M5.08%NEW
2
DFCFDIMENSIONAL ETF TRUST
154,156$6.6M4.37%NEW
3
JSIJANUS DETROIT STR TR
121,618$6.3M4.22%NEW
4
FLRTPACER FDS TR
122,493$5.8M3.85%NEW
5
NVDANVIDIA CORPORATION
27,937$5.2M3.47%NEW
6
AAPLAPPLE INC
18,432$5.0M3.34%NEW
7
FTHYFIRST TR HIGH YIELD OPPRT 20
321,309$4.5M3.01%NEW
8
JAAAJANUS DETROIT STR TR
78,960$4.0M2.66%NEW
9
CVXCHEVRON CORP NEW
26,085$4.0M2.65%NEW
10
BRK/BBERKSHIRE HATHAWAY INC DEL
6,810$3.4M2.28%NEW
11
JPLDJ P MORGAN EXCHANGE TRADED F
46,154$2.4M1.61%NEW
12
FPEIFIRST TR EXCH TRADED FD III
118,516$2.3M1.53%NEW
13
SPYSPDR S&P 500 ETF TR
3,350$2.3M1.52%NEW
14
FLHYFRANKLIN TEMPLETON ETF TR
91,317$2.2M1.49%NEW
15
AMZNAMAZON COM INC
9,285$2.1M1.43%NEW
16
STBFTRUST FOR PROFESSIONAL MANAG
78,130$2.0M1.32%NEW
17
GOOGALPHABET INC
6,200$1.9M1.30%NEW
18
FTCSFIRST TR EXCHANGE-TRADED FD
20,343$1.9M1.25%NEW
19
MSFTMICROSOFT CORP
3,802$1.8M1.22%NEW
20
CLOIVANECK ETF TRUST
33,939$1.8M1.19%NEW
21
NDQINVESCO QQQ TR
2,877$1.8M1.18%NEW
22
IJRISHARES TR
14,371$1.7M1.15%NEW
23
PGPROCTER AND GAMBLE CO
11,795$1.7M1.13%NEW
24
EIPIFIRST TR EXCHNG TRADED FD VI
82,337$1.6M1.09%NEW
25
CATCATERPILLAR INC
2,681$1.5M1.02%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($7.621656063315772e+268T)
Technology0.0% ($5.210501045201839e+27T)
Unknown0.0% ($3.423198017676675e+23T)
Consumer Cyclical0.0% ($2143847605.3T)
Real Estate0.0% ($553388362.3T)
Energy0.0% ($39751061.6T)
Consumer Defensive0.0% ($16901429.6T)
Communication Services0.0% ($19451.4T)
Industrials0.0% ($1.5T)
Basic Materials0.0% ($1.2B)
Healthcare0.0% ($654.3M)
Utilities0.0% ($304K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 7, 2026$150.1M138
Q3 2025Oct 31, 2025$139.1B0
Q2 2025Aug 1, 2025$124.0B128
Q1 2025Apr 23, 2025$110.9B122

Fund Information

CIK0002047728
Most Recent FilingJan 7, 2026
Number of Filings4

WINEBRENNER CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $150.1M across 138 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JPIE), representing 5.1% of the portfolio. Compared to the previous quarter, the fund opened 138 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.