Institutions / Winthrop Capital Management, LLC

Winthrop Capital Management, LLC

CIK 2010657 · Institution · as of Dec 31, 2025
Portfolio value
$429.1K
Positions
363
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 363 →
CompanyClassValueShares% of portfolio
Vanguard World Fd—$34.7K46,0998.1%
SPDR Series Trust—$20.8K687,8874.8%
ELI LILLY & Co—$19.1K17,7984.5%
Schwab US Large Cap ETF—$17.8K660,7234.1%
Vanguard World Fd—$13.9K104,4423.2%
iShares Tr—$13.7K152,6603.2%
Schwab US Dividend Equity ETF—$13.2K480,3693.1%
SPDR S&P 500 ETF Tr—$12.4K18,1542.9%
Invesco Exchange Traded Fd T—$11.8K61,8552.8%
Select Sector SPDR Tr—$10.9K92,4302.5%
iShares MSCI UAE ETF—$10.6K112,4842.5%
iShares MSCI UAE ETF—$10.2K92,6492.4%
Select Sector SPDR Tr—$10.0K64,3032.3%
Vanguard Scottsdale Fds—$9.8K117,4582.3%
Select Sector SPDR Tr—$9.3K77,9602.2%
Schwab International Equity ETF—$8.5K354,1642.0%
iShares Core S&P 500 ETF—$7.8K11,3181.8%
NVIDIA Corp—$7.3K39,2621.7%
Vanguard Growth—$6.8K13,9611.6%
Alphabet Inc.—$6.4K20,4791.5%
SPDR Series Trust—$6.4K270,3981.5%
Microsoft Corp—$6.4K13,1741.5%
Select Sector SPDR Tr—$6.3K40,4141.5%
iShares Mbs ETF—$6.2K65,0641.4%
Vanguard Value—$5.9K31,1351.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.