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Home > Institutional Investor > Winebrenner Capital Management Llc > Profile

Instuitional Investor - Winebrenner Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Winebrenner Capital Management Llc
Portfolio Value $110,866,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr High Yield Opprt 20
 339,530 $4,906,203 4.43%
2.
Dimensional Etf Trust
 109,967 $4,625,212 4.17%
3.
Apple Inc.
 AAPL 19,093 $4,241,220 3.83%
4.
Chevron Corp
 CVX 25,188 $4,213,701 3.8%
5.
Pacer Fds Tr
 86,577 $4,076,917 3.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)