Wynn Capital, LLC — 13F Holdings & Portfolio

CIK 2009900 · latest 13F-HR filed 2026-04-13

Wynn Capital, LLC manages $194.7M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHB (12.03%), MSFT (5.60%), TSLA (4.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 28, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$194.7M

Long-equity book

Holdings

107

Distinct positions

Period

2026-03-31

Filed 2026-04-13

Q/Q Activity

+0 / −2 / ↑28 / ↓48

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$688.4K +33.7%
  • JOHNSON & JOHNSON$531.9K +16.5%
  • MERCK & CO INC$484.0K +14.2%
  • FEDEX CORP$482.1K +23.5%
  • GE VERNOVA INC$409.3K +30.3%
Show all 28

Top Trims

  • MICROSOFT CORP-$3.3M -23.2%
  • TESLA INC-$1.9M -17.2%
  • AMERICAN EXPRESS CO-$990.8K -19.2%
  • ALPHABET INC-$873.3K -9.9%
  • ORACLE CORP-$856.3K -24.6%
Show all 48

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • S&P GLOBAL INC$233.1K
  • HOME DEPOT INC$205.3K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHB 808524102 $23.4M 12.03% 933,100 SH
2 MICROSOFT CORP MSFT 594918104 $10.9M 5.60% 29,458 SH
3 TESLA INC TSLA 88160R101 $9.3M 4.79% 25,104 SH
4 ALPHABET INC GOOG 02079K107 $7.9M 4.08% 27,687 SH
5 APPLE INC AAPL 037833100 $7.9M 4.05% 31,077 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $6.2M 3.19% 21,109 SH
7 META PLATFORMS INC META 30303M102 $4.6M 2.38% 8,095 SH
8 GOLDMAN SACHS GROUP INC GS 38141G104 $4.5M 2.31% 5,319 SH
9 WALMART INC WMT 931142103 $4.5M 2.30% 36,073 SH
10 AMERICAN EXPRESS CO AXP 025816109 $4.2M 2.15% 13,818 SH
11 WELLS FARGO & CO WFC 949746101 $4.2M 2.13% 52,207 SH
12 MERCK & CO INC MRK 58933Y105 $3.9M 2.00% 32,357 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.8M 1.94% 5,817 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.8M 1.94% 7,893 SH
15 JOHNSON & JOHNSON JNJ 478160104 $3.7M 1.93% 15,336 SH
16 CISCO SYS INC CSCO 17275R102 $3.7M 1.91% 47,861 SH
17 MCKESSON CORP MCK 58155Q103 $3.1M 1.59% 3,584 SH
18 AMAZON COM INC AMZN 023135106 $2.9M 1.51% 14,143 SH
19 APPLIED MATLS INC AMAT 038222105 $2.7M 1.40% 7,997 SH
20 SCHWAB CHARLES CORP SCHW 808513105 $2.6M 1.36% 28,120 SH
21 ORACLE CORP ORCL 68389X105 $2.6M 1.35% 17,832 SH
22 FEDEX CORP FDX 31428X106 $2.5M 1.30% 7,118 SH
23 GE AEROSPACE GE 369604301 $2.5M 1.29% 8,864 SH
24 RTX CORPORATION RTX 75513E101 $2.5M 1.27% 12,832 SH
25 BANK NEW YORK MELLON CORP BK 064058100 $2.5M 1.26% 20,664 SH
26 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.3M 1.17% 6,740 SH
27 BANK AMERICA CORP BAC 060505104 $2.2M 1.15% 46,114 SH
28 AMGEN INC AMGN 031162100 $2.2M 1.13% 6,276 SH
29 SCHWAB STRATEGIC TR SCHX 808524201 $2.1M 1.07% 81,015 SH
30 ABBVIE INC ABBV 00287Y109 $2.0M 1.04% 9,318 SH
31 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.9M 0.96% 7,730 SH
32 GE VERNOVA INC GEV 36828A101 $1.8M 0.90% 2,018 SH
33 3M CO MMM 88579Y101 $1.7M 0.87% 11,658 SH
34 ALIBABA GROUP HLDG LTD BABA 01609W102 $1.7M 0.86% 13,395 SH
35 DISNEY WALT CO DIS 254687106 $1.7M 0.85% 17,257 SH
36 COCA COLA CO KO 191216100 $1.6M 0.84% 21,424 SH
37 BLACKROCK INC BLK 09290D101 $1.5M 0.75% 1,513 SH
38 CUMMINS INC CMI 231021106 $1.5M 0.75% 2,701 SH
39 MCDONALDS CORP MCD 580135101 $1.4M 0.74% 4,626 SH
40 CVS HEALTH CORP CVS 126650100 $1.4M 0.74% 19,961 SH
41 PEPSICO INC PEP 713448108 $1.3M 0.68% 8,545 SH
42 HONEYWELL INTL INC HON 438516106 $1.3M 0.64% 5,545 SH
43 QUALCOMM INC QCOM 747525103 $1.2M 0.64% 9,670 SH
44 INTEL CORP INTC 458140100 $1.2M 0.61% 27,058 SH
45 LOCKHEED MARTIN CORP LMT 539830109 $1.1M 0.58% 1,868 SH
46 STARBUCKS CORP SBUX 855244109 $1.1M 0.57% 12,280 SH
47 TEXAS INSTRS INC TXN 882508104 $1.0M 0.54% 5,370 SH
48 TARGET CORP TGT 87612E106 $1.0M 0.52% 8,376 SH
49 THE CIGNA GROUP CI 125523100 $1.0M 0.52% 3,799 SH
50 LOWES COS INC LOW 548661107 $964.4K 0.50% 4,081 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-13 $194.7M 107 0001754960-26-000234
2025-12-31 2026-01-13 $205.9M 109 0001754960-26-000036