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WG
Winton Group Portfolio holdings
AUM
$3.09B
1-Year Est. Return
40.4%
This Fund
S&P 500
This Quarter
Est. Return
+2.34%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.72%
AUM
$2.9B
AUM Growth
+$225M
(+8.4%)
Cap. Flow
+$233M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
16.37%
Holding
1,162
New
465
Increased
209
Reduced
235
Closed
251
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SOLS
Solstice Advanced Materials
SOLS
|
+$25M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$19.5M |
| 3 |
HOLX
Hologic
HOLX
|
+$18.5M |
| 4 |
Intel
INTC
|
+$17.7M |
| 5 |
AutoZone
AZO
|
+$16.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$54.3M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$23.8M |
| 3 |
Uber
UBER
|
+$20.6M |
| 4 |
Fastenal
FAST
|
+$19.2M |
| 5 |
Interactive Brokers
IBKR
|
+$18.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.39% |
| 2 | Technology | 16.51% |
| 3 | Industrials | 14.66% |
| 4 | Consumer Discretionary | 10.97% |
| 5 | Healthcare | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
MarketAxess Holdings
MKTX
$5.72B
| $6.59M | 0.23% |
36,364
+23,850
| +191% | +$4.07M |
|
127
Knight Transportation
KNX
$11.2B
| $6.55M | 0.23% |
+125,311
| New | +$5.87M |
|
128
Morningstar
MORN
$7.33B
| $6.53M | 0.23% |
+30,067
| New | +$6.51M |
|
129
Maplebear
CART
$11.4B
| $6.51M | 0.22% |
144,698
+64,065
| +79% | +$2.62M |
|
130
KLA
KLAC
$262B
| $6.46M | 0.22% |
+53,190
| New | +$6.24M |
|
131
AutoNation
AN
$6.89B
| $6.44M | 0.22% |
+31,206
| New | +$6.49M |
|
132
Grand Canyon Education
LOPE
$3.76B
| $6.43M | 0.22% |
+38,652
| New | +$6.99M |
|
133
Ingredion
INGR
$6.6B
| $6.4M | 0.22% |
+58,072
| New | +$6.55M |
|
134
MP Materials
MP
$9.84B
| $6.38M | 0.22% |
126,312
+121,794
| +2,696% | +$7.72M |
|
135
US Foods
USFD
$24.3B
| $6.34M | 0.22% |
+84,180
| New | +$6.32M |
|
136
Raymond James Financial
RJF
$34.6B
| $6.31M | 0.22% |
+39,278
| New | +$6.34M |
|
137
Zurn Elkay Water Solutions
ZWS
$8.6B
| $6.31M | 0.22% |
+135,627
| New | +$6.37M |
|
|
BCPC
138
Balchem Corp
BCPC
$5.71B
| $6.3M | 0.22% |
+41,104
| New | +$6.27M |
|
139
SEI Investments
SEIC
$12.6B
| $6.28M | 0.22% |
+76,615
| New | +$6.3M |
|
|
CVSA
140
Covista Inc
CVSA
$4.31B
| $6.27M | 0.22% |
+60,565
| New | +$6.94M |
|
141
Pentair
PNR
$10.7B
| $6.26M | 0.22% |
+60,129
| New | +$6.42M |
|
142
Revvity
RVTY
$12.9B
| $6.21M | 0.21% |
+64,193
| New | +$6.16M |
|
143
United Airlines
UAL
$41B
| $6.18M | 0.21% |
55,259
+20,592
| +59% | +$2.08M |
|
|
MPT
144
Medical Properties Trust
MPT
$2.4B
| $6.14M | 0.21% |
+1,227,548
| New | +$6.39M |
|
145
Affirm
AFRM
$25.7B
| $6.13M | 0.21% |
+82,304
| New | +$5.92M |
|
146
Toast
TOST
$20.2B
| $6.11M | 0.21% |
+172,180
| New | +$6.21M |
|
147
Emerson Electric
EMR
$91.7B
| $6.1M | 0.21% |
+45,994
| New | +$6.1M |
|
148
Albertsons Companies
ACI
$5.95B
| $6.08M | 0.21% |
+354,136
| New | +$6.32M |
|
149
Hancock Whitney
HWC
$6.28B
| $6.07M | 0.21% |
+95,317
| New | +$5.79M |
|
150
Mettler-Toledo International
MTD
$28.8B
| $6.05M | 0.21% |
4,343
+3,571
| +463% | +$4.99M |
|
Similar funds
HCM
CAM
MRCP
ECP
TCG
PC
CCI
DIG
Winton Group's Q4 2025 Portfolio in Review
As of Q4 2025, Winton Group held 1,162 positions worth $2.9B, up 8.4% from $2.67B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Winton Group deployed $233M of net new capital in Q4 2025, opening 465 new positions and adding to 209 existing holdings. Its largest new stake was Solstice Advanced Materials: 531,935 shares worth $25.8M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $54.3M trimmed.
- Winton Group's largest Q4 2025 buy was Solstice Advanced Materials: 531,935 shares worth $25.8M.
- Winton Group added most to iShares Bitcoin Trust in Q4 2025, an estimated $19.5M increase.
- Winton Group's biggest Q4 2025 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $54.3M.
- Winton Group fully exited State Street Materials Select Sector SPDR ETF in Q4 2025, selling an estimated $23.8M.
- Winton Group's ten largest holdings make up 16% of its $2.9B portfolio in Q4 2025.
- Winton Group opened 465 new positions and closed 251 in Q4 2025.
- Winton Group's portfolio value rose 8.4% quarter-over-quarter to $2.9B.
Based on Winton Group's 13F filing for Q4 2025, filed 11 Feb 2026.