SEC Form 13F · Q1 2026

Winter & Associates, Inc.

Institutional Holdings Report

13F-HRMN
$114.2M
Portfolio Value
84
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Winter & Associates, Inc.
CIK
2109063
Accession No.
0002109063-26-000002
Location
ST. PAUL, MN
Form Type
13F-HR
Portfolio Value
$114.2M
Holdings Reported
84
Reporting Period
Q1 2026
Filed
April 8, 2026

About this Filing

Winter & Associates, Inc. is an institutional investment manager based in ST. PAUL, MN reporting approximately $114.2M in 13(f) securities across 84 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.