Winebrenner Capital Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $11.5B, Apple Inc. with a value of $5.2B, First Trust High Yield Opportunities 2027 Term Fund with a value of $4.9B, Nvidia Corp with a value of $4.48B, and Dimensional ETF Tr Core Fxd In with a value of $3.99B.

Examining the 13F form we can see an increase of $130B in the current position value.

Winebrenner Capital Management LLC is based out at Louisville, KY

Below you can find more details about Winebrenner Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $51 Billion
Financial Services: $21.5 Billion
Technology: $12 Billion
Consumer Defensive: $6.99 Billion
Energy: $6.33 Billion
Communication Services: $5.99 Billion
Consumer Cyclical: $5.27 Billion
Real Estate: $4 Billion
Other: $5.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $130 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 121 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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