Winthrop Capital Management, LLC: 13F holdings
CIK 20106572026Q2
| Positions | 351 |
|---|
| Reported value | $414.1m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 351 (-5 vs prior quarter) |
|---|
| Reported value | $414.1m (+6.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGT VANGUARD WORLD FD | 365,715 | $43.7m | 10.6% |
| LLY ELI LILLY & CO. | 17,908 | $21.5m | 5.2% |
| SPSB SPDR SERIES TRUST | 671,560 | $20.2m | 4.9% |
| SCHX SCHWAB US LARGE CAP ETF | 657,605 | $19.4m | 4.7% |
| VFH VANGUARD WORLD FD | 104,157 | $13.7m | 3.3% |
| SCHD SCHWAB US DIVIDEND EQUITY ETF | 421,081 | $13.4m | 3.2% |
| IEFA ISHARES TR | 128,488 | $12.4m | 3.0% |
| RSP INVESCO EXCHANGE TRADED FD T | 48,623 | $10.3m | 2.5% |
| XLV SELECT SECTOR SPDR TR | 65,145 | $10.3m | 2.5% |
| XLC SELECT SECTOR SPDR TR | 94,229 | $10.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010657")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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