Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Winthrop Capital Management

Latest statistics and disclosures from Winthrop Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VGT, SPSB, LLY, SCHX, VFH, and represent 24.79% of Winthrop Capital Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$5.4M), XLY, AMZN, BITB, XLE, XLU, XLB, GLTR, BCI, FDS.
Started 61 new stock positions in ELS, MPC, BA, BDX, AAPL, AMD, MLI, BAH, MAR, SOLS.
Reduced shares in these 10 stocks: SGOV, AGG, PFF, RSP, IVV, GOOGL, CMI, IEFA, JPM, USMV.
Sold out of its positions in AFRM, ALAB, OWL, AVGO, CVNA, Chargepoint Holdings Inc Com Cl A, COIN, DVN, DXCM, DOCU.
Winthrop Capital Management was a net buyer of stock by $13M.
Winthrop Capital Management has $429M in assets under management (AUM), dropping by 3.78%.
Central Index Key (CIK): 0002010657

Tip: Access up to 7 years of quarterly data

Positions held by Winthrop Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Winthrop Capital Management

Winthrop Capital Management holds 363 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	8.1	$35M		46k	753.79	View chart
Spdr Series Trust State Street Spd (SPSB)	4.8	$21M		688k	30.20	View chart
Eli Lilly & Co. (LLY)	4.5	$19M		18k	1074.73	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	4.1	$18M		661k	26.91	View chart
Vanguard World Financials Etf (VFH)	3.2	$14M		104k	133.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$14M	-2%	153k	89.46	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	3.1	$13M		480k	27.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.9	$12M		18k	681.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$12M	-5%	62k	191.56	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.5	$11M		92k	117.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.5	$11M	-3%	113k	94.16	View chart
Ishares Iboxx Ig Corp Bond Iboxx Inv Cp Etf (LQD)	2.4	$10M		93k	110.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.3	$10M		64k	154.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$9.8M		118k	83.75	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.2	$9.3M	+101%	78k	119.41	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	2.0	$8.5M	+2%	354k	24.04	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.8	$7.8M	-7%	11k	684.93	View chart
NVIDIA Corporation (NVDA)	1.7	$7.3M	-4%	39k	186.49	View chart
Vanguard Growth Growth Etf (VUG)	1.6	$6.8M		14k	487.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$6.4M	-6%	21k	313.00	View chart
Spdr Series Trust State Street Spd (SPHY)	1.5	$6.4M	-2%	270k	23.67	View chart
Microsoft Corporation (MSFT)	1.5	$6.4M	-4%	13k	483.60	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.5	$6.3M		40k	155.12	View chart
Ishares Mbs Etf Mbs Etf (MBB)	1.4	$6.2M	-4%	65k	95.21	View chart
Vanguard Value Value Etf (VTV)	1.4	$5.9M		31k	190.97	View chart
Apple (AAPL)	1.3	$5.4M	NEW	20k	271.84	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.2	$5.2M	-14%	52k	100.37	View chart
Nextera Energy (NEE)	1.2	$5.1M		64k	80.29	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$5.1M	-4%	75k	67.22	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	1.2	$5.0M		155k	32.62	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.0	$4.3M		56k	77.68	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.9M	-9%	12k	322.19	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.9	$3.7M	+99%	84k	44.71	View chart
Ishares Barclays Aggregate Bond Core Us Aggbd Et (AGG)	0.8	$3.2M	-19%	33k	99.89	View chart
Pepsi (PEP)	0.8	$3.2M		23k	143.50	View chart
Amazon (AMZN)	0.7	$3.1M	NEW	13k	230.83	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$3.0M	+107%	70k	42.69	View chart
S&p Us Preferred Stock Index Pfd And Incm Sec (PFF)	0.7	$2.9M	-20%	95k	30.96	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.6	$2.6M	+22784%	54k	47.56	View chart
Ishares 7-10 Year Treasury B 7-10 Yr Trsy Bd (IEF)	0.6	$2.5M		26k	96.16	View chart
Schwab Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.6	$2.5M	-7%	87k	28.47	View chart
Ishares Dow Jones Us Aerospace & Def Etf Us Aer Def Etf (ITA)	0.6	$2.4M	-2%	11k	214.70	View chart
Ishares Short-term Corporate Ishs 1-5yr Invs (IGSB)	0.5	$2.1M		40k	52.88	View chart
Oracle Corporation (ORCL)	0.5	$2.0M	-3%	10k	194.93	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.5	$2.0M	+2%	60k	32.76	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.4	$1.8M	+99%	40k	45.34	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.4	$1.8M	-5%	45k	40.36	View chart
International Business Machines (IBM)	0.4	$1.8M	-4%	6.1k	296.15	View chart
Vanguard Small Cap Growth Index Etf Sml Cp Grw Etf (VBK)	0.4	$1.8M		5.9k	302.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.8M	+14%	4.5k	396.28	View chart
Citigroup Com New (C)	0.4	$1.7M	-3%	15k	116.72	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.4	$1.7M		5.1k	335.22	View chart
Visa Com Cl A (V)	0.4	$1.7M	-8%	4.8k	350.64	View chart
Cummins (CMI)	0.4	$1.7M	-20%	3.3k	510.49	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.4	$1.7M		14k	123.24	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M	-12%	7.5k	207.00	View chart
Schwab Us Mid Cap Etf Us Mid-cap Etf (SCHM)	0.4	$1.5M	-7%	50k	30.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.5M		12k	120.36	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		13k	111.40	View chart
Taiwan Semiconductor Sponsored Ads (TSM)	0.3	$1.4M	-2%	4.4k	304.01	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.3M		18k	71.43	View chart
Merck & Co (MRK)	0.3	$1.3M	-12%	12k	105.26	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$1.2M	-4%	10k	119.75	View chart
Yum! Brands (YUM)	0.3	$1.2M		8.0k	151.33	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.2M		10k	117.24	View chart
Honeywell International (HON)	0.2	$1.1M	-3%	5.4k	195.10	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	-12%	1.2k	861.75	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.0M	-3%	1.8k	579.37	View chart
Us Bancorp Com New (USB)	0.2	$984k	-5%	18k	53.34	View chart
Abbvie (ABBV)	0.2	$963k	-2%	4.2k	228.42	View chart
Procter & Gamble Company (PG)	0.2	$948k	-5%	6.6k	143.27	View chart
Home Depot (HD)	0.2	$939k	-6%	2.7k	344.21	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.2	$933k		3.6k	258.02	View chart
Walt Disney Company (DIS)	0.2	$926k	-25%	8.1k	113.75	View chart
Schwab Us Reit Etf Us Reit Etf (SCHH)	0.2	$881k		42k	20.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$874k		12k	72.69	View chart
Ishares S&p 600 Small Cap Etf Core S&p Scp Etf (IJR)	0.2	$859k		7.2k	120.14	View chart
Ishares S&p 400 Mid Cap Etf Core S&p Mcp Etf (IJH)	0.2	$855k		13k	66.01	View chart
Aberdeen Standard Physical Precious Metals Basket Shares Etf Physcl Precs Met (GLTR)	0.2	$841k	NEW	4.1k	205.62	View chart
Chevron Corporation (CVX)	0.2	$839k	-9%	5.5k	152.41	View chart
UnitedHealth (UNH)	0.2	$827k		2.5k	330.01	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$790k	-13%	6.7k	118.21	View chart
Meta Platforms Cl A (META)	0.2	$785k	+6%	1.2k	660.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$726k		2.3k	314.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$706k	+5%	8.9k	79.70	View chart
Wells Fargo & Company (WFC)	0.2	$705k		7.6k	93.25	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$697k	+3%	7.4k	94.14	View chart
Lowe's Companies (LOW)	0.2	$688k	-2%	2.9k	241.15	View chart
McDonald's Corporation (MCD)	0.2	$668k		2.2k	305.58	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$635k		2.2k	290.22	View chart
Ishares Russell 2000 Russell 2000 Etf (IWM)	0.1	$619k		2.5k	246.22	View chart
Aercap Holdings Nv SHS (AER)	0.1	$599k	-4%	4.2k	143.85	View chart
Suncor Energy (SU)	0.1	$594k	-2%	13k	44.35	View chart
Prologis (PLD)	0.1	$565k	-4%	4.4k	127.71	View chart
Texas Instruments Incorporated (TXN)	0.1	$560k		3.2k	173.37	View chart
PNC Financial Services (PNC)	0.1	$557k		2.7k	208.85	View chart
ConocoPhillips (COP)	0.1	$556k	-3%	5.9k	93.60	View chart
S&p Global (SPGI)	0.1	$505k	-11%	967.00	522.23	View chart
Ishares Msci Emerging Markets Index Msci Emg Mkt Etf (EEM)	0.1	$456k	-9%	8.3k	54.72	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Fr Etf Bbrg All Comd K1 (BCI)	0.1	$442k	NEW	23k	19.51	View chart
Vanguard Small Cap Value Index Etf Sm Cp Val Etf (VBR)	0.1	$430k		2.0k	211.93	View chart
Comcast Corp Cl A (CMCSA)	0.1	$424k	-17%	14k	29.91	View chart
Schwab Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.1	$393k		15k	26.20	View chart
Yum China Holdings (YUMC)	0.1	$378k		7.9k	47.69	View chart
Tyson Foods Cl A (TSN)	0.1	$376k		6.4k	58.64	View chart
Apa Corporation (APA)	0.1	$369k	-3%	15k	24.45	View chart
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)	0.1	$331k	-7%	3.4k	96.17	View chart
DTE Energy Company (DTE)	0.1	$323k		2.5k	128.99	View chart
Simon Property (SPG)	0.1	$319k		1.7k	184.93	View chart
FactSet Research Systems (FDS)	0.1	$303k	NEW	1.0k	290.51	View chart
Pfizer (PFE)	0.1	$303k	-13%	12k	24.93	View chart
Ishares Long-term Corporate 10+ Yr Invst Grd (IGLB)	0.1	$295k		5.8k	50.46	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.1	$284k	NEW	565.00	502.65	View chart
Ishares Gold Etf Ishares New (IAU)	0.1	$278k		3.4k	81.24	View chart
Qualcomm (QCOM)	0.1	$277k	-27%	1.6k	171.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$276k	-7%	4.8k	57.11	View chart
Ishares S&p 400 Mid Cap Growth Index S&p Mc 400gr Etf (IJK)	0.1	$267k		2.8k	96.81	View chart
Msci Eafe Index Msci Eafe Etf (EFA)	0.1	$265k		2.8k	96.05	View chart
Automatic Data Processing (ADP)	0.1	$253k	NEW	982.00	257.64	View chart
Schlumberger Com Stk (SLB)	0.1	$247k	-33%	6.4k	38.33	View chart
Abbott Laboratories (ABT)	0.1	$241k	NEW	1.9k	125.06	View chart
Vanguard World Industrial Etf (VIS)	0.1	$239k		800.00	298.75	View chart
Adobe Systems Incorporated (ADBE)	0.1	$235k	-7%	671.00	350.22	View chart
Applied Materials (AMAT)	0.1	$232k	NEW	904.00	256.64	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$208k	-3%	1.4k	146.27	View chart
PPG Industries (PPG)	0.0	$203k	-27%	2.0k	102.53	View chart
General Mills (GIS)	0.0	$197k		4.2k	46.62	View chart
GSK Sponsored Adr (GSK)	0.0	$195k	+2%	4.0k	49.02	View chart
Lockheed Martin Corporation (LMT)	0.0	$190k	-19%	394.00	482.23	View chart
Uber Technologies (UBER)	0.0	$189k	NEW	2.3k	81.64	View chart
Teva Pharmaceutical Industries Adr-each Sponsored Ads (TEVA)	0.0	$187k		6.0k	31.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$186k	+100%	1.3k	143.74	View chart
Caterpillar (CAT)	0.0	$174k		304.00	572.37	View chart
Ishares S&p Small Cap Value Sp Smcp600vl Etf (IJS)	0.0	$173k		1.5k	113.44	View chart
Novo Nordisk A/s Adr (NVO)	0.0	$171k	-27%	3.4k	50.92	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$171k	+11%	2.2k	77.73	View chart
Illinois Tool Works (ITW)	0.0	$160k	+2%	650.00	246.15	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$145k	-6%	1.6k	91.14	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$143k	NEW	1.1k	129.41	View chart
Estee Lauder Cl A (EL)	0.0	$141k		1.3k	104.60	View chart
Vanguard Dividend Apprec Etf Div App Etf (VIG)	0.0	$137k		624.00	219.55	View chart
Equinix (EQIX)	0.0	$137k	-32%	179.00	765.36	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$132k		625.00	211.20	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$132k		1.7k	80.00	View chart
At&t (T)	0.0	$125k		5.0k	24.85	View chart
Union Pacific Corporation (UNP)	0.0	$125k		542.00	230.63	View chart
Fortinet (FTNT)	0.0	$124k	NEW	1.6k	79.54	View chart
Becton, Dickinson and (BDX)	0.0	$124k	NEW	641.00	193.45	View chart
Ishares Russell 1000 Rus 1000 Etf (IWB)	0.0	$123k		330.00	372.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$119k	+85%	2.4k	49.71	View chart
Shell Spon Ads (SHEL)	0.0	$119k		1.6k	73.64	View chart
Cintas Corporation (CTAS)	0.0	$115k		614.00	187.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$107k		719.00	148.82	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$104k	NEW	4.9k	21.09	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$104k	+89%	387.00	268.73	View chart
Philip Morris International (PM)	0.0	$102k	+4%	633.00	161.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$99k		394.00	251.27	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.0	$98k	-12%	814.00	120.39	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$97k		2.1k	47.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$95k		481.00	197.51	View chart
Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF)	0.0	$95k		200.00	475.00	View chart
Ishares North American Tech- Expanded Tech (IGV)	0.0	$94k		885.00	106.21	View chart
Verizon Communications (VZ)	0.0	$89k		2.2k	40.53	View chart
American Express Company (AXP)	0.0	$85k	NEW	230.00	369.57	View chart
T. Rowe Price (TROW)	0.0	$84k		822.00	102.19	View chart
Schwab Tax Exempt Fund Sponsored Adr	0.0	$84k		84k	0.99	View chart
Russell 2000 Growth Index Rus 2000 Grw Etf (IWO)	0.0	$82k		255.00	321.57	View chart
Air Products & Chemicals (APD)	0.0	$80k	NEW	323.00	247.68	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$78k		1.7k	46.90	View chart
Mastercard Incorporated Cl A (MA)	0.0	$73k		128.00	570.31	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$71k		1.2k	59.17	View chart
Kinder Morgan (KMI)	0.0	$71k		2.6k	27.38	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.0	$68k	+117%	1.5k	45.33	View chart
Corning Incorporated (GLW)	0.0	$67k		768.00	87.24	View chart
Nike CL B (NKE)	0.0	$67k		1.0k	63.93	View chart
Realty Income (O)	0.0	$64k		1.1k	56.04	View chart
Cg Oncology (CGON)	0.0	$61k		1.5k	41.58	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$59k		409.00	144.25	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$59k	NEW	450.00	131.11	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$59k		762.00	77.43	View chart
American Electric Power Company (AEP)	0.0	$59k	NEW	513.00	115.01	View chart
Edison International (EIX)	0.0	$58k		960.00	60.42	View chart
Lululemon Athletica (LULU)	0.0	$58k		281.00	206.41	View chart
Royal Caribbean Cruises (RCL)	0.0	$56k	-2%	200.00	280.00	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$54k		589.00	91.68	View chart
Ge Vernova (GEV)	0.0	$53k		81.00	654.32	View chart
Ishares Core S&p U.s. Value Etf Core S&p Us Vlu (IUSV)	0.0	$50k		488.00	102.46	View chart
Sofi Technologies (SOFI)	0.0	$48k		1.8k	26.06	View chart
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT)	0.0	$46k		524.00	87.79	View chart
Vanguard Int High Dvd Yld Etf Intl High Etf (VYMI)	0.0	$46k		510.00	90.20	View chart
Ecolab (ECL)	0.0	$46k		176.00	261.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$46k		767.00	59.97	View chart
Dow Jones Select Dividend Index Select Divid Etf (DVY)	0.0	$43k		304.00	141.45	View chart
Northwest Natural Holdin (NWN)	0.0	$42k		900.00	46.67	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$42k		335.00	125.37	View chart
Vanguard Esg International Stock Etf Esg Intl Stk Etf (VSGX)	0.0	$41k		566.00	72.44	View chart
Truist Financial Corp equities (TFC)	0.0	$41k		840.00	48.81	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$40k		40k	1.00	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$38k		1.6k	23.37	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$36k		1.1k	33.49	View chart
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ)	0.0	$36k		1.5k	23.44	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$36k		824.00	43.69	View chart
Edgewise Therapeutics (EWTX)	0.0	$34k		1.4k	24.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$31k		323.00	95.98	View chart
Chipotle Mexican Grill (CMG)	0.0	$28k	-3%	760.00	36.84	View chart
Vanguard Bond Index Fund Short Trm Bond (BSV)	0.0	$27k		347.00	77.81	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$26k	-82%	532.00	48.87	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$26k		225.00	115.56	View chart
Ishares Broad Usd Ig Corporate Bond Usd Inv Grde Etf (USIG)	0.0	$25k		485.00	51.55	View chart
Newmont Mining Corporation (NEM)	0.0	$25k		250.00	100.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$23k		2.1k	11.19	View chart
CoStar (CSGP)	0.0	$23k		346.00	66.47	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$23k	+1050%	460.00	50.00	View chart
Starbucks Corporation (SBUX)	0.0	$22k	+2083%	262.00	83.97	View chart
Palantir Technologies Cl A (PLTR)	0.0	$22k		126.00	174.60	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$20k		452.00	44.25	View chart
Ishares Russell Mid-cap Valu Rus Mdcp Val Etf (IWS)	0.0	$20k		139.00	143.88	View chart
Spdr Series Trust State Street Spd (SMLV)	0.0	$19k		142.00	133.80	View chart
3M Company (MMM)	0.0	$19k		120.00	158.33	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.0	$18k		612.00	29.41	View chart
Spdr Series Trust State Street Spd (XES)	0.0	$16k		200.00	80.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$16k		154.00	103.90	View chart
Allstate Corporation (ALL)	0.0	$16k	NEW	77.00	207.79	View chart
Tesla Motors (TSLA)	0.0	$16k		36.00	444.44	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$16k		336.00	47.62	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$16k		2.6k	6.15	View chart
Sirius Xm Holdings Common Stock (SIRI)	0.0	$15k		760.00	19.74	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$15k		768.00	19.53	View chart
Vanguard Intermediate-term Bond Intermed Term (BIV)	0.0	$14k		178.00	78.65	View chart
Ishares Nasdaq Biotechnology Ishares Biotech (IBB)	0.0	$14k	-40%	81.00	172.84	View chart
Ishares California Muni Bond Calif Mun Bd Etf (CMF)	0.0	$14k		242.00	57.85	View chart
Snowflake Com Shs (SNOW)	0.0	$13k	-14%	60.00	216.67	View chart
Micron Technology (MU)	0.0	$13k	-96%	46.00	282.61	View chart
First Internet Bancorp (INBK)	0.0	$13k	+5%	624.00	20.83	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$12k		115.00	104.35	View chart
Carnival Corporation Unit 99/99/9999 (CCL)	0.0	$11k	+25%	358.00	30.73	View chart
Advanced Micro Devices (AMD)	0.0	$11k	NEW	52.00	211.54	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$10k		360.00	27.78	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$10k		216.00	46.30	View chart
Hldgs (UAL)	0.0	$9.0k		79.00	113.92	View chart
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	0.0	$9.0k		73.00	123.29	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$9.0k		365.00	24.66	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$8.0k		148.00	54.05	View chart
Bristol Myers Squibb (BMY)	0.0	$8.0k		152.00	52.63	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.0	$8.0k	NEW	13.00	615.38	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$7.0k		6.0k	1.17	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$7.0k		421.00	16.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$7.0k	-22%	14.00	500.00	View chart
Bitwise 10 Crypto In Unit Beneficial a (BITW)	0.0	$7.0k	NEW	120.00	58.33	View chart
Vanguard Muni Bnd Tax Tax Exempt Bd (VTEB)	0.0	$6.0k		114.00	52.63	View chart
Amgen (AMGN)	0.0	$6.0k	NEW	19.00	315.79	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$6.0k		124.00	48.39	View chart
Roblox Corp Cl A (RBLX)	0.0	$6.0k	+341%	75.00	80.00	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$6.0k		38.00	157.89	View chart
Ishares Us Utilities Etf U.s. Utilits Etf (IDU)	0.0	$6.0k		53.00	113.21	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$6.0k		292.00	20.55	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$5.0k		146.00	34.25	View chart
Monster Beverage Corp (MNST)	0.0	$5.0k	-21%	65.00	76.92	View chart
Vanguard Reit Real Estate Etf (VNQ)	0.0	$5.0k		57.00	87.72	View chart
Okta Cl A (OKTA)	0.0	$4.0k		49.00	81.63	View chart
Vanguard Ftse All Wo X-us Sc Ftse Smcap Etf (VSS)	0.0	$4.0k		26.00	153.85	View chart
Ss&c Technologies Holding (SSNC)	0.0	$4.0k		44.00	90.91	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$4.0k		200.00	20.00	View chart
Dollar Tree (DLTR)	0.0	$4.0k		35.00	114.29	View chart
Schwab Us Tips Etf Us Tips Etf (SCHP)	0.0	$4.0k		132.00	30.30	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$4.0k	+10%	108.00	37.04	View chart
Natera (NTRA)	0.0	$3.0k		11.00	272.73	View chart
Vanguard Glbl Ex-us Real Est Glb Ex Us Etf (VNQI)	0.0	$3.0k		62.00	48.39	View chart
Nucor Corporation (NUE)	0.0	$3.0k	+220%	16.00	187.50	View chart
Intuit (INTU)	0.0	$3.0k		4.00	750.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$3.0k		50.00	60.00	View chart
Wec Energy Group (WEC)	0.0	$3.0k		25.00	120.00	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$3.0k		50.00	60.00	View chart
Southern Copper Corporation (SCCO)	0.0	$3.0k	+5%	21.00	142.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$3.0k		67.00	44.78	View chart
Lumen Technologies (LUMN)	0.0	$3.0k		443.00	6.77	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.0k		30.00	66.67	View chart
SEI Investments Company (SEIC)	0.0	$2.0k	+58%	19.00	105.26	View chart
Ceridian Hcm Hldg	0.0	$2.0k	NEW	28.00	71.43	View chart
Mueller Industries (MLI)	0.0	$2.0k	NEW	17.00	117.65	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$2.0k		27.00	74.07	View chart
Liberty Media Corp Ser A Com Lbty One S A (FWONA)	0.0	$2.0k	NEW	17.00	117.65	View chart
IDEXX Laboratories (IDXX)	0.0	$2.0k		3.00	666.67	View chart
Marriott International Cl A (MAR)	0.0	$2.0k	NEW	7.00	285.71	View chart
Expedia Group Com New (EXPE)	0.0	$2.0k	NEW	7.00	285.71	View chart
Medpace Hldgs (MEDP)	0.0	$2.0k	-25%	3.00	666.67	View chart
Ubiquiti (UI)	0.0	$2.0k	NEW	3.00	666.67	View chart
W.W. Grainger (GWW)	0.0	$2.0k	NEW	2.00	1000.00	View chart
Colgate-Palmolive Company (CL)	0.0	$2.0k	NEW	20.00	100.00	View chart
Freeport-mcmoran CL B (FCX)	0.0	$2.0k	-27%	32.00	62.50	View chart
Netflix (NFLX)	0.0	$2.0k	+900%	20.00	100.00	View chart
Deckers Outdoor Corporation (DECK)	0.0	$2.0k	+150%	20.00	100.00	View chart
Comfort Systems USA (FIX)	0.0	$2.0k		2.00	1000.00	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$2.0k	NEW	4.00	500.00	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.0k	NEW	10.00	200.00	View chart
Sentinelone Cl A (S)	0.0	$2.0k		125.00	16.00	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$2.0k		100.00	20.00	View chart
Tko Group Holdings Cl A (TKO)	0.0	$2.0k	-27%	8.00	250.00	View chart
Williams-Sonoma (WSM)	0.0	$2.0k	+12%	9.00	222.22	View chart
First Solar (FSLR)	0.0	$2.0k	NEW	6.00	333.33	View chart
Manhattan Associates (MANH)	0.0	$2.0k	+50%	9.00	222.22	View chart
Medtronic SHS (MDT)	0.0	$2.0k	-94%	18.00	111.11	View chart
Service Corporation International (SCI)	0.0	$2.0k		23.00	86.96	View chart
Xylem (XYL)	0.0	$2.0k		15.00	133.33	View chart
Altria (MO)	0.0	$2.0k		31.00	64.52	View chart
Toast Cl A (TOST)	0.0	$2.0k	+29%	57.00	35.09	View chart
Fastenal Company (FAST)	0.0	$2.0k		42.00	47.62	View chart
Antero Res (AR)	0.0	$2.0k	NEW	54.00	37.04	View chart
Celsius Hldgs Com New (CELH)	0.0	$1.0k	NEW	29.00	34.48	View chart
Textron (TXT)	0.0	$1.0k	NEW	15.00	66.67	View chart
Paypal Holdings (PYPL)	0.0	$1.0k		15.00	66.67	View chart
Coca-Cola Company (KO)	0.0	$1.0k		13.00	76.92	View chart
Datadog Cl A Com (DDOG)	0.0	$1.0k	NEW	6.00	166.67	View chart
Amphenol Corp Cl A (APH)	0.0	$1.0k	NEW	11.00	90.91	View chart
Moody's Corporation (MCO)	0.0	$1.0k	-33%	2.00	500.00	View chart
Expeditors International of Washington (EXPD)	0.0	$1.0k	NEW	8.00	125.00	View chart
Waste Management (WM)	0.0	$1.0k		4.00	250.00	View chart
Public Storage (PSA)	0.0	$1.0k	+25%	5.00	200.00	View chart
Boeing Company (BA)	0.0	$1.0k	NEW	5.00	200.00	View chart
Msci (MSCI)	0.0	$1.0k	+100%	2.00	500.00	View chart
Fiserv (FI)	0.0	$1.0k	NEW	20.00	50.00	View chart
Illumina (ILMN)	0.0	$1.0k	NEW	10.00	100.00	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$1.0k	-50%	2.00	500.00	View chart
Kla Corp Com New (KLAC)	0.0	$1.0k		1.00	1000.00	View chart
Albemarle Corporation (ALB)	0.0	$1.0k	NEW	5.00	200.00	View chart
Mosaic (MOS)	0.0	$1.0k	NEW	50.00	20.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$1.0k		20.00	50.00	View chart
Ally Financial (ALLY)	0.0	$1.0k	NEW	32.00	31.25	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$1.0k	NEW	8.00	125.00	View chart
Zscaler Incorporated (ZS)	0.0	$1.0k	-50%	4.00	250.00	View chart
Pinterest Cl A (PINS)	0.0	$1.0k	NEW	40.00	25.00	View chart
Airbnb Com Cl A (ABNB)	0.0	$1.0k	NEW	10.00	100.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$1.0k		4.00	250.00	View chart
Solstice Advanced Matls Com Shs a (SOLS)	0.0	$1.0k	NEW	20.00	50.00	View chart
Domino's Pizza (DPZ)	0.0	$999.999900	+50%	3.00	333.33	View chart
Lennox International (LII)	0.0	$999.999900	+50%	3.00	333.33	View chart
Sterling Construction Company (STRL)	0.0	$999.999900	NEW	3.00	333.33	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$999.999900		9.00	111.11	View chart
Freedom Holding Corp (FRHC)	0.0	$999.999900	NEW	9.00	111.11	View chart
Texas Pacific Land Corp (TPL)	0.0	$999.999900	NEW	3.00	333.33	View chart
Qnity Electronics Common Stock a (Q)	0.0	$999.999900	NEW	9.00	111.11	View chart
Booz Allen Hamilton Cl A (BAH)	0.0	$999.999600	NEW	12.00	83.33	View chart
Roku Com Cl A (ROKU)	0.0	$999.999600	NEW	12.00	83.33	View chart
Southern Company (SO)	0.0	$999.999500		17.00	58.82	View chart
Exelixis (EXEL)	0.0	$999.999000	NEW	26.00	38.46	View chart
Equity Lifestyle Properties (ELS)	0.0	$999.999000	NEW	21.00	47.62	View chart
EQT Corporation (EQT)	0.0	$999.999000		21.00	47.62	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$999.999000	NEW	27.00	37.04	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$999.998400	NEW	48.00	20.83	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$999.998200		41.00	24.39	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$999.998000		62.00	16.13	View chart
Nio Spon Ads (NIO)	0.0	$999.995400		174.00	5.75	View chart
Archer Daniels Midland Company (ADM)	0.0	$0	NEW	7.00	0.00	View chart
United Parcel Service CL B (UPS)	0.0	$0		4.00	0.00	View chart
Eastman Chemical Company (EMN)	0.0	$0		2.00	0.00	View chart
PPL Corporation (PPL)	0.0	$0		11.00	0.00	View chart
Eversource Energy (ES)	0.0	$0		6.00	0.00	View chart
Kraft Heinz (KHC)	0.0	$0		8.00	0.00	View chart
Evergy (EVRG)	0.0	$0		5.00	0.00	View chart
Dow (DOW)	0.0	$0	-86%	7.00	0.00	View chart
Essential Utils (WTRG)	0.0	$0		7.00	0.00	View chart
Evgo Cl A Com (EVGO)	0.0	$0		100.00	0.00	View chart
Paysafe SHS (PSFE)	0.0	$0		17.00	0.00	View chart

Past Filings by Winthrop Capital Management

SEC 13F filings are viewable for Winthrop Capital Management going back to 2023

Winthrop Capital Management 2025 Q4 filed Feb. 10, 2026
Winthrop Capital Management 2025 Q3 filed Nov. 13, 2025
Winthrop Capital Management 2025 Q2 filed Aug. 7, 2025
Winthrop Capital Management 2025 Q1 filed May 6, 2025
Winthrop Capital Management 2024 Q4 filed Feb. 13, 2025
Winthrop Capital Management 2024 Q3 filed Nov. 4, 2024
Winthrop Capital Management 2024 Q2 filed Aug. 9, 2024
Winthrop Capital Management 2024 Q1 filed May 8, 2024
Winthrop Capital Management 2023 Q4 filed Feb. 9, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z