Winthrop Partners - WNY, LLC: 13F holdings
CIK 17341092026Q2
| Positions | 87 |
|---|
| Reported value | $202.2m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 87 (+0 vs prior quarter) |
|---|
| Reported value | $202.2m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 27,073 | $10.2m | 5.1% |
| EWJ ISHARES TR | 98,469 | $9.4m | 4.6% |
| AAPL APPLE INC | 30,236 | $8.7m | 4.3% |
| IWR ISHARES TR | 67,816 | $7.5m | 3.7% |
| VB VANGUARD INDEX FDS | 22,883 | $6.9m | 3.4% |
| JPM JPMORGAN CHASE & CO | 19,285 | $6.3m | 3.1% |
| IGIB ISHARES TR | 116,030 | $6.2m | 3.1% |
| IBDS ISHARES TR | 246,226 | $6.0m | 2.9% |
| GOOG ALPHABET INC | 16,851 | $6.0m | 2.9% |
| WMT WALMART INC | 50,180 | $5.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1734109")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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