Winter & Associates, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by President Nicole Winter Tietel on October 23, 2026, lists 81 separate holdings held in Sole discretion.
The largest position disclosed in the filing is Advanced Micro Devices Inc., with 335,817 shares. Other significant individual stock holdings include Apple Inc. (18,282 shares), Taiwan Semiconductor Manufacturing Co. (7,373 shares), and NVIDIA Corporation (16,738 shares). The portfolio also includes substantial positions in ETFs, with the Invesco Exchange Traded Fund Trust II S&P 500 High Dividend Volatility ETF holding 11,099 shares and the Invesco Exchange Traded Fund Trust Water Resources ETF holding 3,065 shares.
The filing details a total of 81 positions, including major technology and industrial companies such as Microsoft, Amazon, Meta Platforms, and Tesla. It also lists several exchange-traded funds, including Vanguard Index Funds Morningstar Small Cap (23,251 shares), Vanguard Index Funds Morningstar Total Stock Market (5,760 shares), and iShares Inc. Core MSCI Emerging Markets (5,131 shares).
