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Winthrop Capital Management

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

Top 5 stock holdings are VGT, SPSB, SCHX, LLY, SCHD, and represent 25.44% of Winthrop Capital Management's stock portfolio.
Added to shares of these 10 stocks: BITB, IEMG, NVDA, GOOGL, SCHF, DTCR, MSFT, SLB, JPM, AAPL.
Reduced shares in these 10 stocks: SPY (-$10M), IEFA, IGSB, IVV, IEF, AGG, SCHD, RSP, SPLV, SPHY.
Sold out of its positions in Ceridian Hcm Hldg, SPLV, IGSB, RBLX, SCHZ, S, VTC.
Winthrop Capital Management was a net seller of stock by $-31M.
Winthrop Capital Management has $390M in assets under management (AUM), dropping by -9.23%.
Central Index Key (CIK): 0002010657

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Portfolio Holdings for Winthrop Capital Management

Winthrop Capital Management holds 356 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	8.2	$32M		46k	697.71	View chart
Spdr Series Trust State Street Spd (SPSB)	5.2	$20M		677k	30.07	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	4.3	$17M		659k	25.64	View chart
Eli Lilly & Co. (LLY)	4.2	$17M		18k	919.80	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	3.4	$13M	-9%	434k	30.68	View chart
Vanguard World Financials Etf (VFH)	3.2	$13M		103k	120.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$12M	-15%	128k	90.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.7	$11M	-11%	55k	191.92	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.7	$10M		93k	110.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$9.6M		117k	82.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.4	$9.4M	-9%	102k	92.74	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.4	$9.4M		64k	146.61	View chart
Ishares Iboxx Ig Corp Bond Iboxx Inv Cp Etf (LQD)	2.4	$9.2M	-8%	85k	108.99	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	2.3	$9.0M	+2%	363k	24.75	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.2	$8.6M		79k	108.98	View chart
NVIDIA Corporation (NVDA)	1.8	$7.1M	+3%	41k	174.40	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.6	$6.4M	-2%	40k	161.74	View chart
Vanguard Growth Growth Etf (VUG)	1.6	$6.2M		14k	436.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$6.2M	+4%	21k	287.58	View chart
Ishares Mbs Etf Mbs Etf (MBB)	1.6	$6.1M		65k	94.95	View chart
Vanguard Value Value Etf (VTV)	1.6	$6.1M		31k	196.22	View chart
Nextera Energy (NEE)	1.5	$6.0M		64k	92.89	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$5.6M	+6%	80k	69.75	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.4	$5.3M	-27%	8.2k	653.18	View chart
Spdr Series Trust State Street Spd (SPHY)	1.3	$5.2M	-16%	225k	23.32	View chart
Apple (AAPL)	1.3	$5.2M	+2%	20k	253.78	View chart
Microsoft Corporation (MSFT)	1.3	$5.1M	+3%	14k	370.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.3	$5.0M	-2%	81k	61.27	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	1.2	$4.5M		155k	29.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$4.4M	-14%	44k	100.67	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.1	$4.4M	-4%	54k	81.99	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.7M	+3%	12k	294.17	View chart
Pepsi (PEP)	0.9	$3.4M	-3%	22k	155.30	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$3.2M		70k	45.89	View chart
Amazon (AMZN)	0.7	$2.9M	+3%	14k	208.29	View chart
S&p Us Preferred Stock Index Pfd And Incm Sec (PFF)	0.7	$2.6M	-8%	87k	30.32	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.6	$2.5M	+26%	68k	36.82	View chart
Schwab Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.6	$2.5M		86k	29.08	View chart
Ishares Dow Jones Us Aerospace & Def Etf Us Aer Def Etf (ITA)	0.6	$2.4M	-3%	11k	218.72	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.0M	-3%	12k	169.68	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.5	$1.9M	-3%	39k	49.96	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.5	$1.9M		59k	32.94	View chart
Johnson & Johnson (JNJ)	0.5	$1.9M		7.6k	244.40	View chart
Cummins (CMI)	0.5	$1.8M	+3%	3.4k	538.01	View chart
Vanguard Small Cap Growth Index Etf Sml Cp Grw Etf (VBK)	0.5	$1.8M		6.0k	302.32	View chart
Citigroup Com New (C)	0.5	$1.8M	+5%	16k	113.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.7M	-8%	4.1k	430.40	View chart
Wal-Mart Stores (WMT)	0.4	$1.7M	+2%	14k	124.25	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.4	$1.7M	-8%	41k	40.84	View chart
Taiwan Semiconductor Sponsored Ads (TSM)	0.4	$1.6M	+4%	4.7k	337.99	View chart
Oracle Corporation (ORCL)	0.4	$1.6M	+4%	11k	147.12	View chart
Schwab Us Mid Cap Etf Us Mid-cap Etf (SCHM)	0.4	$1.6M		50k	30.97	View chart
Visa Com Cl A (V)	0.4	$1.5M	+4%	5.0k	302.25	View chart
Merck & Co (MRK)	0.4	$1.5M		12k	120.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.5M	-87%	2.2k	650.29	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.4	$1.5M	-11%	4.5k	320.80	View chart
International Business Machines (IBM)	0.4	$1.4M	-4%	5.8k	242.47	View chart
Johnson Controls Internation SHS (JCI)	0.4	$1.4M	+6%	11k	130.97	View chart
Ishares Barclays Aggregate Bond Core Us Aggbd Et (AGG)	0.3	$1.4M	-57%	14k	99.30	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.4M	+2%	10k	130.91	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$1.4M	-11%	12k	113.11	View chart
Honeywell International (HON)	0.3	$1.3M	+4%	5.7k	225.96	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	+3%	1.3k	996.81	View chart
Chevron Corporation (CVX)	0.3	$1.2M	+3%	5.7k	206.95	View chart
Yum! Brands (YUM)	0.3	$1.1M	-7%	7.4k	155.46	View chart
Us Bancorp Com New (USB)	0.2	$965k		19k	52.03	View chart
Procter & Gamble Company (PG)	0.2	$962k		6.7k	144.51	View chart
Abbvie (ABBV)	0.2	$936k	+2%	4.3k	217.52	View chart
Thermo Fisher Scientific (TMO)	0.2	$907k	+4%	1.8k	491.60	View chart
Suncor Energy (SU)	0.2	$903k	+2%	14k	66.09	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.2	$903k	-4%	3.4k	261.89	View chart
Home Depot (HD)	0.2	$895k		2.7k	328.92	View chart
Ishares S&p 600 Small Cap Etf Core S&p Scp Etf (IJR)	0.2	$889k		7.2k	124.34	View chart
Ishares S&p 400 Mid Cap Etf Core S&p Mcp Etf (IJH)	0.2	$875k		13k	67.54	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$866k	-8%	11k	78.66	View chart
ConocoPhillips (COP)	0.2	$816k	+4%	6.2k	132.00	View chart
Meta Platforms Cl A (META)	0.2	$775k	+13%	1.4k	571.96	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$728k		7.5k	96.56	View chart
Lowe's Companies (LOW)	0.2	$726k	+7%	3.1k	236.41	View chart
UnitedHealth (UNH)	0.2	$725k	+6%	2.7k	270.52	View chart
Apa Corporation (APA)	0.2	$700k	+9%	17k	42.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$696k	+4%	2.4k	286.89	View chart
McDonald's Corporation (MCD)	0.2	$681k		2.2k	310.68	View chart
Texas Instruments Incorporated (TXN)	0.2	$629k		3.2k	194.02	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.2	$628k		2.2k	287.02	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$624k	-18%	5.4k	115.19	View chart
Prologis (PLD)	0.2	$618k	+5%	4.7k	132.19	View chart
Ishares Russell 2000 Russell 2000 Etf (IWM)	0.2	$617k		2.5k	247.99	View chart
Aercap Holdings Nv SHS (AER)	0.2	$607k	+6%	4.4k	137.21	View chart
Ishares 7-10 Year Treasury B 7-10 Yr Trsy Bd (IEF)	0.2	$603k	-75%	6.3k	95.37	View chart
Wells Fargo & Company (WFC)	0.2	$600k		7.5k	79.58	View chart
PNC Financial Services (PNC)	0.1	$557k		2.7k	208.22	View chart
Schlumberger Com Stk (SLB)	0.1	$491k	+48%	9.6k	51.39	View chart
S&p Global (SPGI)	0.1	$439k	+6%	1.0k	425.80	View chart
Tyson Foods Cl A (TSN)	0.1	$438k	+6%	6.8k	64.03	View chart
Vanguard Small Cap Value Index Etf Sm Cp Val Etf (VBR)	0.1	$415k	-5%	1.9k	217.39	View chart
Schwab Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.1	$375k		15k	25.09	View chart
DTE Energy Company (DTE)	0.1	$365k		2.5k	146.18	View chart
Comcast Corp Cl A (CMCSA)	0.1	$365k	-10%	13k	28.69	View chart
Yum China Holdings (YUMC)	0.1	$362k	-6%	7.4k	48.71	View chart
Pfizer (PFE)	0.1	$353k	+3%	13k	28.07	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$337k	+184%	14k	23.98	View chart
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)	0.1	$331k		3.4k	97.35	View chart
Simon Property (SPG)	0.1	$322k		1.7k	186.45	View chart
Applied Materials (AMAT)	0.1	$304k		890.00	341.57	View chart
Ishares Gold Etf Ishares New (IAU)	0.1	$302k		3.4k	88.25	View chart
Ishares Long-term Corporate 10+ Yr Invst Grd (IGLB)	0.1	$293k		5.9k	49.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$286k	-59%	3.6k	79.22	View chart
PPG Industries (PPG)	0.1	$285k	+34%	2.7k	106.90	View chart
Ishares S&p 400 Mid Cap Growth Index S&p Mc 400gr Etf (IJK)	0.1	$278k		2.8k	100.80	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.1	$271k		565.00	479.65	View chart
Msci Eafe Index Msci Eafe Etf (EFA)	0.1	$268k		2.8k	97.14	View chart
Uber Technologies (UBER)	0.1	$266k	+59%	3.7k	71.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$262k	+10%	434.00	603.69	View chart
Equinix (EQIX)	0.1	$255k	+45%	260.00	980.77	View chart
Vanguard World Industrial Etf (VIS)	0.1	$250k		801.00	312.11	View chart
FactSet Research Systems (FDS)	0.1	$248k	+9%	1.1k	216.97	View chart
GSK Sponsored Adr (GSK)	0.1	$220k		4.0k	55.30	View chart
Caterpillar (CAT)	0.1	$215k		304.00	707.24	View chart
Adobe Systems Incorporated (ADBE)	0.1	$214k	+31%	881.00	242.91	View chart
Qualcomm (QCOM)	0.1	$208k		1.6k	128.55	View chart
Automatic Data Processing (ADP)	0.1	$200k		982.00	203.67	View chart
Abbott Laboratories (ABT)	0.0	$188k	-5%	1.8k	102.90	View chart
Teva Pharmaceutical Industries Adr-each Sponsored Ads (TEVA)	0.0	$181k		6.0k	30.17	View chart
Ishares S&p Small Cap Value Sp Smcp600vl Etf (IJS)	0.0	$181k		1.5k	118.69	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$178k		1.4k	125.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$176k	+2%	1.3k	133.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.0	$175k	-32%	3.3k	53.62	View chart
Aberdeen Standard Physical Precious Metals Basket Shares Etf Physcl Precs Met (GLTR)	0.0	$173k	-80%	790.00	218.99	View chart
Illinois Tool Works (ITW)	0.0	$169k		650.00	260.00	View chart
Vanguard Dividend Apprec Etf Div App Etf (VIG)	0.0	$169k	+25%	784.00	215.56	View chart
General Mills (GIS)	0.0	$159k		4.3k	37.33	View chart
Novo Nordisk A/s Adr (NVO)	0.0	$151k	+22%	4.1k	36.76	View chart
Shell Spon Ads (SHEL)	0.0	$150k		1.6k	92.82	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$150k		1.1k	135.75	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$149k		1.6k	94.36	View chart
At&t (T)	0.0	$147k		5.1k	28.92	View chart
Becton, Dickinson and (BDX)	0.0	$143k	+41%	910.00	157.14	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$140k		625.00	224.00	View chart
Union Pacific Corporation (UNP)	0.0	$132k		542.00	243.54	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$128k	+38%	3.3k	38.51	View chart
Fortinet (FTNT)	0.0	$127k		1.6k	81.46	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$126k		1.7k	76.36	View chart
Ishares Russell 1000 Rus 1000 Etf (IWB)	0.0	$118k		330.00	357.58	View chart
Philip Morris International (PM)	0.0	$105k		633.00	165.88	View chart
Corning Incorporated (GLW)	0.0	$104k		768.00	135.42	View chart
Cintas Corporation (CTAS)	0.0	$104k		614.00	169.38	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$102k		719.00	141.86	View chart
Cg Oncology (CGON)	0.0	$99k		1.5k	67.48	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$99k	+28%	498.00	198.80	View chart
Schwab Us Reit Etf Us Reit Etf (SCHH)	0.0	$99k	-89%	4.6k	21.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$97k		2.1k	47.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$95k		394.00	241.12	View chart
Air Products & Chemicals (APD)	0.0	$94k		323.00	291.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$92k		482.00	190.87	View chart
Ishares Msci Emerging Markets Index Msci Emg Mkt Etf (EEM)	0.0	$92k	-80%	1.6k	56.97	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.0	$91k		814.00	111.79	View chart
Kinder Morgan (KMI)	0.0	$87k		2.6k	33.55	View chart
Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF)	0.0	$85k		200.00	425.00	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Fr Etf Bbrg All Comd K1 (BCI)	0.0	$85k	-84%	3.5k	24.29	View chart
Schwab Tax Exempt Fund Sponsored Adr d (TELFY)	0.0	$84k		84k	0.99	View chart
Russell 2000 Growth Index Rus 2000 Grw Etf (IWO)	0.0	$80k		255.00	313.73	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$77k		1.7k	46.30	View chart
T. Rowe Price (TROW)	0.0	$74k		822.00	90.02	View chart
Ishares North American Tech- Expanded Tech (IGV)	0.0	$71k		885.00	80.23	View chart
Ge Vernova (GEV)	0.0	$71k		81.00	876.54	View chart
Edison International (EIX)	0.0	$70k		960.00	72.92	View chart
Realty Income (O)	0.0	$70k		1.1k	61.30	View chart
American Express Company (AXP)	0.0	$70k		230.00	304.35	View chart
Estee Lauder Cl A (EL)	0.0	$68k	-30%	942.00	72.19	View chart
American Electric Power Company (AEP)	0.0	$67k		513.00	130.60	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$65k		1.2k	54.17	View chart
Mastercard Incorporated Cl A (MA)	0.0	$64k		128.00	500.00	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$61k		409.00	149.14	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$61k		336.00	181.55	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.0	$59k	-6%	1.4k	42.14	View chart
Royal Caribbean Cruises (RCL)	0.0	$55k		200.00	275.00	View chart
Verizon Communications (VZ)	0.0	$55k	-50%	1.1k	50.23	View chart
Nike CL B (NKE)	0.0	$55k		1.0k	52.48	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$54k		589.00	91.68	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$52k		762.00	68.24	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$50k		450.00	111.11	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
Vanguard Int High Dvd Yld Etf Intl High Etf (VYMI)	0.0	$48k		512.00	93.75	View chart
Northwest Natural Holdin (NWN)	0.0	$48k		900.00	53.33	View chart
Ecolab (ECL)	0.0	$47k		176.00	267.05	View chart
Dow Jones Select Dividend Index Select Divid Etf (DVY)	0.0	$46k		304.00	151.32	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$46k		767.00	59.97	View chart
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT)	0.0	$45k		524.00	85.88	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.0	$43k	+130%	1.4k	30.45	View chart
Lululemon Athletica (LULU)	0.0	$43k		281.00	153.02	View chart
Edgewise Therapeutics (EWTX)	0.0	$43k		1.4k	31.23	View chart
CoStar (CSGP)	0.0	$43k	+208%	1.1k	40.22	View chart
Vanguard Esg International Stock Etf Esg Intl Stk Etf (VSGX)	0.0	$41k		566.00	72.44	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$40k		40k	1.00	View chart
Truist Financial Corp equities (TFC)	0.0	$39k		840.00	46.43	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$37k		824.00	44.90	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$37k		1.6k	22.76	View chart
Ss&c Technologies Holding (SSNC)	0.0	$36k	+1097%	527.00	68.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$31k		323.00	95.98	View chart
Sofi Technologies (SOFI)	0.0	$29k		1.8k	15.74	View chart
Vanguard Bond Index Fund Short Trm Bond (BSV)	0.0	$27k		347.00	77.81	View chart
Newmont Mining Corporation (NEM)	0.0	$27k		250.00	108.00	View chart
Fiserv (FISV)	0.0	$27k	+2300%	480.00	56.25	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$27k		225.00	120.00	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$26k		532.00	48.87	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$26k	-27%	777.00	33.46	View chart
Ishares Broad Usd Ig Corporate Bond Usd Inv Grde Etf (USIG)	0.0	$25k		485.00	51.55	View chart
Chipotle Mexican Grill (CMG)	0.0	$25k	+2%	781.00	32.01	View chart
Starbucks Corporation (SBUX)	0.0	$23k		262.00	87.79	View chart
Spdr Series Trust State Street Spd (XES)	0.0	$23k		200.00	115.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$23k		2.1k	11.02	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$22k		460.00	47.83	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
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$18k	+278%	552.00	32.61	View chart
Palantir Technologies Cl A (PLTR)	0.0	$18k		126.00	142.86	View chart
Sirius Xm Holdings Common Stock (SIRI)	0.0	$18k		760.00	23.68	View chart
3M Company (MMM)	0.0	$17k		120.00	141.67	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$17k	+646%	373.00	45.58	View chart
Walt Disney Company (DIS)	0.0	$16k	-97%	164.00	97.56	View chart
Allstate Corporation (ALL)	0.0	$16k		77.00	207.79	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$16k		336.00	47.62	View chart
Kimberly-Clark Corporation (KMB)	0.0	$15k		154.00	97.40	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$14k		768.00	18.23	View chart
Vanguard Intermediate-term Bond Intermed Term (BIV)	0.0	$14k		178.00	78.65	View chart
Micron Technology (MU)	0.0	$14k	-6%	43.00	325.58	View chart
Ishares Nasdaq Biotechnology Ishares Biotech (IBB)	0.0	$14k		81.00	172.84	View chart
Ishares California Muni Bond Calif Mun Bd Etf (CMF)	0.0	$14k		242.00	57.85	View chart
Tesla Motors (TSLA)	0.0	$13k		36.00	361.11	View chart
First Internet Bancorp (INBK)	0.0	$13k		624.00	20.83	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$12k		115.00	104.35	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$11k		2.6k	4.23	View chart
Advanced Micro Devices (AMD)	0.0	$11k		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
Vertiv Holdings Com Cl A (VRT)	0.0	$10k		38.00	263.16	View chart
Carnival Corporation Common Stock (CCL)	0.0	$9.0k		358.00	25.14	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
Snowflake Com Shs (SNOW)	0.0	$9.0k		60.00	150.00	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$9.0k		6.0k	1.50	View chart
Bristol Myers Squibb (BMY)	0.0	$9.0k		152.00	59.21	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
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.0	$8.0k		13.00	615.38	View chart
Amgen (AMGN)	0.0	$7.0k		19.00	368.42	View chart
Hldgs (UAL)	0.0	$7.0k		79.00	88.61	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$6.0k		421.00	14.25	View chart
Vanguard Muni Bnd Tax Tax Exempt Bd (VTEB)	0.0	$6.0k		114.00	52.63	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$6.0k		124.00	48.39	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
Bitwise 10 Crypto In Unit Beneficial (BITW)	0.0	$5.0k		120.00	41.67	View chart
Monster Beverage Corp (MNST)	0.0	$5.0k		65.00	76.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$5.0k		14.00	357.14	View chart
Vanguard Reit Real Estate Etf (VNQ)	0.0	$5.0k		57.00	87.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$4.0k	+44%	72.00	55.56	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
Southern Copper Corporation (SCCO)	0.0	$4.0k		21.00	190.48	View chart
Norwegian Cruise Line Hldgs 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		108.00	37.04	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		16.00	187.50	View chart
Comfort Systems USA (FIX)	0.0	$3.0k		2.00	1500.00	View chart
Wec Energy Group (WEC)	0.0	$3.0k		25.00	120.00	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
Cabot Oil & Gas Corporation (CTRA)	0.0	$2.0k		48.00	41.67	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.0k		30.00	66.67	View chart
Southern Company (SO)	0.0	$2.0k		17.00	117.65	View chart
Mueller Industries (MLI)	0.0	$2.0k		17.00	117.65	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$2.0k		27.00	74.07	View chart
Natera (NTRA)	0.0	$2.0k		11.00	181.82	View chart
IDEXX Laboratories (IDXX)	0.0	$2.0k		3.00	666.67	View chart
Marriott International Cl A (MAR)	0.0	$2.0k		7.00	285.71	View chart
Expedia Group Com New (EXPE)	0.0	$2.0k		7.00	285.71	View chart
Ubiquiti (UI)	0.0	$2.0k		3.00	666.67	View chart
W.W. Grainger (GWW)	0.0	$2.0k		2.00	1000.00	View chart
Colgate-Palmolive Company (CL)	0.0	$2.0k		20.00	100.00	View chart
Freeport Mcmoran CL B (FCX)	0.0	$2.0k		32.00	62.50	View chart
Netflix (NFLX)	0.0	$2.0k		20.00	100.00	View chart
Intuit (INTU)	0.0	$2.0k		4.00	500.00	View chart
Deckers Outdoor Corporation (DECK)	0.0	$2.0k		20.00	100.00	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.0k		10.00	200.00	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		8.00	250.00	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$2.0k		20.00	100.00	View chart
Williams-Sonoma (WSM)	0.0	$2.0k		9.00	222.22	View chart
Medtronic SHS (MDT)	0.0	$2.0k		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		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		54.00	37.04	View chart
Celsius Hldgs Com New (CELH)	0.0	$1.0k		29.00	34.48	View chart
Textron (TXT)	0.0	$1.0k		15.00	66.67	View chart
Paypal Holdings (PYPL)	0.0	$1.0k		15.00	66.67	View chart
SEI Investments Company (SEIC)	0.0	$1.0k		19.00	52.63	View chart
Coca-Cola Company (KO)	0.0	$1.0k		13.00	76.92	View chart
First Solar (FSLR)	0.0	$1.0k		6.00	166.67	View chart
Datadog Cl A Com (DDOG)	0.0	$1.0k		6.00	166.67	View chart
Amphenol Corp Cl A (APH)	0.0	$1.0k		11.00	90.91	View chart
Moody's Corporation (MCO)	0.0	$1.0k		2.00	500.00	View chart
Expeditors International of Washington (EXPD)	0.0	$1.0k		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		5.00	200.00	View chart
Boeing Company (BA)	0.0	$1.0k		5.00	200.00	View chart
Msci (MSCI)	0.0	$1.0k		2.00	500.00	View chart
Illumina (ILMN)	0.0	$1.0k		10.00	100.00	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$1.0k		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		5.00	200.00	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$1.0k		4.00	250.00	View chart
Mosaic (MOS)	0.0	$1.0k		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		32.00	31.25	View chart
Zscaler Incorporated (ZS)	0.0	$1.0k		4.00	250.00	View chart
Pinterest Cl A (PINS)	0.0	$1.0k		40.00	25.00	View chart
Airbnb Com Cl A (ABNB)	0.0	$1.0k		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
Domino's Pizza (DPZ)	0.0	$999.999900		3.00	333.33	View chart
Manhattan Associates (MANH)	0.0	$999.999900		9.00	111.11	View chart
Lennox International (LII)	0.0	$999.999900		3.00	333.33	View chart
Sterling Construction Company (STRL)	0.0	$999.999900		3.00	333.33	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$999.999900		9.00	111.11	View chart
Medpace Hldgs (MEDP)	0.0	$999.999900		3.00	333.33	View chart
Freedom Holding Corp (FRHC)	0.0	$999.999900		9.00	111.11	View chart
Texas Pacific Land Corp (TPL)	0.0	$999.999900		3.00	333.33	View chart
Qnity Electronics Common Stock (Q)	0.0	$999.999900		9.00	111.11	View chart
Archer Daniels Midland Company (ADM)	0.0	$999.999700		7.00	142.86	View chart
Booz Allen Hamilton Cl A (BAH)	0.0	$999.999600		12.00	83.33	View chart
Roku Com Cl A (ROKU)	0.0	$999.999600		12.00	83.33	View chart
Liberty Media Corp Ser A Com Lbty One S A (FWONA)	0.0	$999.999500		17.00	58.82	View chart
Exelixis (EXEL)	0.0	$999.999000		26.00	38.46	View chart
Equity Lifestyle Properties (ELS)	0.0	$999.999000		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		27.00	37.04	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
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
Zillow Group Cl C Cap Stk (Z)	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		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 2026 Q1 filed April 28, 2026
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

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