Wynn Capital, LLC

data from 31/12/2025

Capitalization

$ 205.892 M -0.08 %

Average holding period

8 ans

Performance

$ 63.332 M 40.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Wynn Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 SCHWAB STRATEGIC TR 11.50% 23.683 M $ 902913 2023/12/31 461.499 K $ 2.02 %
2025/12/31 MICROSOFT CORP 6.90% 14.207 M $ 29377 2023/12/31 -1.024 M $ -6.63 %
2025/12/31 TESLA INC 5.48% 11.278 M $ 25077 2023/12/31 127.940 K $ 1.12 %
2025/12/31 ALPHABET INC 4.28% 8.816 M $ 28093 2023/12/31 2.124 M $ 28.84 %
2025/12/31 APPLE INC 4.15% 8.549 M $ 31447 2023/12/31 570.623 K $ 6.77 %
2025/12/31 JPMORGAN CHASE & CO. 3.33% 6.858 M $ 21284 2023/12/31 152.476 K $ 2.15 %
2025/12/31 META PLATFORMS INC 2.58% 5.312 M $ 8048 2023/12/31 -611.926 K $ -10.12 %
2025/12/31 AMERICAN EXPRESS CO 2.51% 5.170 M $ 13976 2023/12/31 560.614 K $ 11.38 %
2025/12/31 WELLS FARGO CO NEW 2.37% 4.884 M $ 52402 2023/12/31 514.408 K $ 11.19 %
2025/12/31 GOLDMAN SACHS GROUP INC 2.31% 4.763 M $ 5419 2023/12/31 482.675 K $ 10.38 %
2025/12/31 WALMART INC 2.00% 4.126 M $ 37033 2023/12/31 326.401 K $ 8.10 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.95% 4.021 M $ 7999 2023/12/31 -735.000 $ -0.02 %
2025/12/31 SPDR S&P 500 ETF TR 1.93% 3.972 M $ 5825 2023/12/31 94.062 K $ 2.36 %
2025/12/31 CISCO SYS INC 1.80% 3.706 M $ 48111 2023/12/31 417.206 K $ 12.58 %
2025/12/31 ORACLE CORP 1.69% 3.480 M $ 17852 2023/12/31 -1.651 M $ -30.70 %
2025/12/31 MERCK & CO INC 1.66% 3.408 M $ 32379 2023/12/31 694.142 K $ 25.41 %
2025/12/31 JOHNSON & JOHNSON 1.56% 3.217 M $ 15544 2023/12/31 342.972 K $ 11.61 %
2025/12/31 AMAZON COM INC 1.52% 3.135 M $ 13580 2023/12/31 151.582 K $ 5.12 %
2025/12/31 MCKESSON CORP 1.47% 3.022 M $ 3684 2023/12/31 192.747 K $ 6.19 %
2025/12/31 SCHWAB CHARLES CORP 1.36% 2.799 M $ 28017 2023/12/31 125.394 K $ 4.65 %
2025/12/31 GE AEROSPACE 1.36% 2.792 M $ 9065 2023/12/31 69.619 K $ 2.40 %
2025/12/31 BANK AMERICA CORP 1.22% 2.513 M $ 45686 2023/12/31 160.484 K $ 6.61 %
2025/12/31 BANK NEW YORK MELLON CORP 1.17% 2.413 M $ 20789 2023/12/31 153.558 K $ 6.54 %
2025/12/31 RTX CORPORATION 1.15% 2.376 M $ 12957 2023/12/31 217.860 K $ 9.60 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 1.12% 2.315 M $ 7815 2023/12/31 112.118 K $ 4.98 %
2025/12/31 SCHWAB STRATEGIC TR 1.06% 2.180 M $ 81015 2023/12/31 46.178 K $ 2.16 %
2025/12/31 ABBVIE INC 1.04% 2.139 M $ 9362 2023/12/31 -29.225 K $ -1.32 %
2025/12/31 AMGEN INC 1.01% 2.075 M $ 6341 2023/12/31 295.199 K $ 15.99 %
2025/12/31 FEDEX CORP 1.00% 2.053 M $ 7108 2023/12/31 380.050 K $ 22.50 %
2025/12/31 APPLIED MATLS INC 0.99% 2.045 M $ 7957 2023/12/31 431.062 K $ 25.52 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.98% 2.013 M $ 6625 2023/12/31 168.017 K $ 8.81 %
2025/12/31 ALIBABA GROUP HLDG LTD 0.93% 1.910 M $ 13032 2023/12/31 -432.674 K $ -17.99 %
2025/12/31 3M CO 0.91% 1.877 M $ 11726 2023/12/31 58.051 K $ 3.17 %
2025/12/31 DISNEY WALT CO 0.90% 1.846 M $ 16226 2023/12/31 -12.349 K $ -0.64 %
2025/12/31 QUALCOMM INC 0.80% 1.642 M $ 9600 2023/12/31 45.122 K $ 2.82 %
2025/12/31 BLACKROCK INC 0.79% 1.636 M $ 1528 2024/12/31 -143.044 K $ -8.19 %
2025/12/31 CVS HEALTH CORP 0.78% 1.598 M $ 20142 2023/12/31 79.642 K $ 5.27 %
2025/12/31 COCA COLA CO 0.74% 1.519 M $ 21731 2023/12/31 77.170 K $ 5.41 %
2025/12/31 MCDONALDS CORP 0.69% 1.426 M $ 4666 2023/12/31 8.115 K $ 0.57 %
2025/12/31 CUMMINS INC 0.66% 1.364 M $ 2672 2023/12/31 235.349 K $ 20.85 %
2025/12/31 GE VERNOVA INC 0.66% 1.352 M $ 2069 2024/06/30 85.615 K $ 6.29 %
2025/12/31 PEPSICO INC 0.61% 1.262 M $ 8790 2023/12/31 27.196 K $ 2.19 %
2025/12/31 HONEYWELL INTL INC 0.53% 1.099 M $ 5635 2023/12/31 -88.222 K $ -7.32 %
2025/12/31 THE CIGNA GROUP 0.49% 1.008 M $ 3664 2023/12/31 -46.364 K $ -4.52 %
2025/12/31 STARBUCKS CORP 0.49% 1.002 M $ 11895 2023/12/31 -4.591 K $ -0.46 %
2025/12/31 INTEL CORP 0.48% 997.149 K $ 27023 2023/12/31 96.550 K $ 9.99 %
2025/12/31 UNILEVER PLC 0.47% 971.452 K $ 14854 2025/12/31 0.000 $ 0.00 %
2025/12/31 LOWES COS INC 0.46% 943.024 K $ 3910 2023/12/31 -38.696 K $ -4.03 %
2025/12/31 TEXAS INSTRS INC 0.45% 924.618 K $ 5330 2023/12/31 -55.044 K $ -5.58 %
2025/12/31 NUCOR CORP 0.44% 903.630 K $ 5540 2025/03/31 153.347 K $ 20.44 %
2025/12/31 LOCKHEED MARTIN CORP 0.44% 898.176 K $ 1857 2023/12/31 -29.821 K $ -3.11 %
2025/12/31 BOOKING HOLDINGS INC 0.43% 888.985 K $ 166 2023/12/31 -7.601 K $ -0.81 %
2025/12/31 ZOOM COMMUNICATIONS INC 0.43% 877.742 K $ 10172 2023/12/31 39.525 K $ 4.59 %
2025/12/31 VANGUARD WHITEHALL FDS 0.42% 870.397 K $ 6065 2023/12/31 15.526 K $ 1.82 %
2025/12/31 NVIDIA CORPORATION 0.40% 833.655 K $ 4470 2024/03/31 -366.000 $ -0.04 %
2025/12/31 PROCTER AND GAMBLE CO 0.40% 828.306 K $ 5780 2023/12/31 -61.667 K $ -6.73 %
2025/12/31 TARGET CORP 0.40% 822.469 K $ 8414 2023/12/31 67.652 K $ 8.97 %
2025/12/31 PFIZER INC 0.37% 769.386 K $ 30899 2023/12/31 -21.610 K $ -2.28 %
2025/12/31 BOEING CO 0.36% 742.985 K $ 3422 2025/03/31 4.414 K $ 0.60 %
2025/12/31 CHECK POINT SOFTWARE TECH LT 0.36% 738.529 K $ 3980 2023/12/31 -86.702 K $ -10.32 %
2025/12/31 DEERE & CO 0.35% 727.686 K $ 1563 2023/12/31 13.071 K $ 1.82 %
2025/12/31 ISHARES TR 0.33% 682.152 K $ 12900 2024/09/30 -1.934 K $ -0.28 %
2025/12/31 COMCAST CORP NEW 0.31% 629.079 K $ 21046 2023/12/31 -48.396 K $ -4.87 %
2025/12/31 EXPEDITORS INTL WASH INC 0.30% 618.243 K $ 4149 2023/12/31 106.948 K $ 21.55 %
2025/12/31 PAYPAL HLDGS INC 0.30% 608.787 K $ 10428 2023/12/31 -102.128 K $ -12.94 %
2025/12/31 ABBOTT LABS 0.29% 593.684 K $ 4738 2023/12/31 -41.454 K $ -6.45 %
2025/12/31 EMERSON ELEC CO 0.28% 584.898 K $ 4407 2023/12/31 6.933 K $ 1.17 %
2025/12/31 AIRBNB INC 0.28% 577.082 K $ 4252 2024/03/31 55.112 K $ 11.78 %
2025/12/31 ISHARES GOLD TR 0.26% 539.456 K $ 6646 2023/12/31 55.826 K $ 11.54 %
2025/12/31 PRICE T ROWE GROUP INC 0.25% 519.272 K $ 5072 2023/12/31 -1.362 K $ -0.25 %
2025/12/31 US BANCORP DEL 0.25% 516.525 K $ 9680 2025/03/31 49.444 K $ 10.41 %
2025/12/31 TOAST INC 0.24% 488.441 K $ 13755 2024/03/31 -13.475 K $ -2.74 %
2025/12/31 ALPHABET INC 0.23% 466.996 K $ 1492 2023/12/31 126.658 K $ 28.75 %
2025/12/31 SOUTHERN CO 0.21% 438.258 K $ 5026 2023/12/31 -38.046 K $ -7.99 %
2025/12/31 MEDTRONIC PLC 0.21% 431.694 K $ 4494 2023/12/31 3.803 K $ 0.86 %
2025/12/31 DIAGEO PLC 0.21% 430.833 K $ 4994 2023/12/31 -44.627 K $ -9.60 %
2025/12/31 POLARIS INC 0.20% 405.623 K $ 6413 2023/12/31 39.439 K $ 8.81 %
2025/12/31 ISHARES TR 0.19% 398.712 K $ 7400 2024/09/30 -1.554 K $ -0.39 %
2025/12/31 CHUBB LIMITED 0.19% 384.220 K $ 1231 2023/12/31 37.367 K $ 10.58 %
2025/12/31 SHOPIFY INC 0.18% 372.646 K $ 2315 2025/06/30 26.326 K $ 8.32 %
2025/12/31 PAYCHEX INC 0.18% 370.755 K $ 3305 2023/12/31 -51.321 K $ -11.50 %
2025/12/31 VANGUARD BD INDEX FDS 0.18% 370.407 K $ 4700 2024/09/30 -469.000 $ -0.13 %
2025/12/31 NOVO-NORDISK A S 0.17% 358.450 K $ 7045 2023/12/31 -33.957 K $ -8.31 %
2025/12/31 TRUIST FINL CORP 0.17% 352.639 K $ 7166 2025/03/31 27.829 K $ 7.63 %
2025/12/31 DANAHER CORPORATION 0.17% 351.851 K $ 1537 2023/12/31 47.124 K $ 15.46 %
2025/12/31 GENERAL MTRS CO 0.17% 351.709 K $ 4325 2023/12/31 93.609 K $ 33.38 %
2025/12/31 SANOFI SA 0.17% 349.446 K $ 7211 2023/12/31 9.608 K $ 2.67 %
2025/12/31 ACCENTURE PLC IRELAND 0.17% 346.912 K $ 1293 2023/12/31 30.705 K $ 8.80 %
2025/12/31 VISA INC 0.16% 335.709 K $ 957 2023/12/31 9.372 K $ 2.76 %
2025/12/31 DOVER CORP 0.16% 334.837 K $ 1715 2023/12/31 52.984 K $ 17.03 %
2025/12/31 GE HEALTHCARE TECHNOLOGIES I 0.16% 328.737 K $ 4008 2023/12/31 29.520 K $ 9.21 %
2025/12/31 UNION PAC CORP 0.16% 323.386 K $ 1398 2023/12/31 -6.655 K $ -2.14 %
2025/12/31 AMBEV SA 0.16% 322.681 K $ 130640 2024/03/31 30.632 K $ 10.76 %
2025/12/31 UNITED PARCEL SERVICE INC 0.15% 316.961 K $ 3195 2024/09/30 47.588 K $ 18.77 %
2025/12/31 LINDE PLC 0.15% 312.971 K $ 734 2023/12/31 -38.596 K $ -10.23 %
2025/12/31 KROGER CO 0.15% 309.964 K $ 4961 2024/12/31 -23.028 K $ -7.31 %
2025/12/31 INTUIT 0.15% 301.402 K $ 455 2023/12/31 -9.322 K $ -3.00 %
2025/12/31 CEMEX SAB DE CV 0.13% 275.760 K $ 24000 2023/12/31 60.000 K $ 27.81 %
2025/12/31 EQUITY RESIDENTIAL 0.13% 274.981 K $ 4362 2023/12/31 -7.371 K $ -2.61 %
2025/12/31 UBER TECHNOLOGIES INC 0.13% 271.768 K $ 3326 2025/06/30 -44.471 K $ -16.60 %