SRS Capital Advisors »

Winmark Corporation shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Winmark Corporation

Tip: Access up to 7 years of quarterly data

All positions including Winmark Corporation held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Winmark Corporation by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 57 382.94
2024-06-30 $21k 58 352.63
2024-03-31 $11k 29 361.74

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding Winmark Corporation

Neuberger Berman Group
BlackRock
BlackRock
Renaissance Technologies
AltraVue Capital
Vanguard Group
Port Capital
Dimensional Fund Advisors
Mawer Investment Management
State Street Corporation
Nine Ten Capital Management
Morgan Stanley
William Blair Investment Management
Geode Capital Management
Copeland Capital Management

View all funds holding Winmark Corporation