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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, LLY, SPSB, SCHX, VFH, and represent 28.59% of Winthrop Capital Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$38M), VUG (+$5.9M), NFLX, SPY, HONA, VST, VO, JBBB, XLV, SHYG.
Started 50 new stock positions in AFRM, SIDU, JBBB, PSMR, SPCX, HYEM, FTAI, TJX, DBEF, IPGP.
Reduced shares in these 10 stocks: AAPL (-$5.2M), AMZN, IVV, RSP, SCHF, Honeywell International, IEMG, HD, SPGI, USMV.
Sold out of its positions in ABT, BCI, GLTR, AMD, ABNB, APD, ALB, ALL, ALLY, MO.
Winthrop Capital Management was a net buyer of stock by $31M.
Winthrop Capital Management has $414M in assets under management (AUM), dropping by 6.31%.
Central Index Key (CIK): 0002010657

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Portfolio Holdings for Winthrop Capital Management

Winthrop Capital Management holds 351 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	10.6	$44M	+695%	366k	119.52	View chart
Eli Lilly & Co. (LLY)	5.2	$22M		18k	1199.41	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	4.9	$20M		672k	30.01	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	4.7	$19M		658k	29.43	View chart
Vanguard World Financials Etf (VFH)	3.3	$14M		104k	131.60	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	3.2	$13M	-2%	421k	31.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$12M		129k	96.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$10M	-11%	49k	212.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.5	$10M		65k	158.66	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	2.4	$10M		94k	107.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$9.6M		116k	82.65	View chart
Ishares Tr Msci Usa Min Etf (USMV)	2.3	$9.4M	-4%	97k	96.46	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	2.3	$9.3M		80k	117.29	View chart
Ishares Iboxx Ig Corp Bond Iboxx Inv Cp Etf (LQD)	2.2	$9.3M		85k	109.07	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	2.2	$9.2M	-8%	332k	27.70	View chart
NVIDIA Corporation (NVDA)	1.9	$7.9M	-2%	40k	200.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$7.6M		21k	357.39	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.8	$7.4M		40k	185.22	View chart
Vanguard Growth Growth Etf (VUG)	1.7	$7.2M	+484%	83k	86.14	View chart
Vanguard Value Value Etf (VTV)	1.6	$6.6M		31k	217.93	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$6.2M	-7%	74k	82.84	View chart
Ishares Mbs Etf Mbs Etf (MBB)	1.5	$6.1M		64k	94.52	View chart
Nextera Energy (NEE)	1.4	$5.6M		64k	87.77	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.3	$5.3M		228k	23.44	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	1.2	$5.1M	-2%	151k	33.84	View chart
Microsoft Corporation (MSFT)	1.2	$5.1M		14k	373.05	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.1	$4.6M	+2%	55k	83.07	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.1	$4.5M	-26%	6.0k	748.88	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.1	$4.4M	+2%	83k	53.12	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.0	$4.1M	-7%	41k	100.68	View chart
JPMorgan Chase & Co. (JPM)	1.0	$4.1M		12k	327.35	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.8	$3.2M		71k	45.33	View chart
Schwab Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.8	$3.1M		86k	36.12	View chart
Pepsi (PEP)	0.7	$2.9M		22k	135.39	View chart
Ishares Dow Jones Us Aerospace & Def Etf Us Aer Def Etf (ITA)	0.6	$2.7M		11k	242.42	View chart
S&p Us Preferred Stock Index Pfd And Incm Sec (PFF)	0.6	$2.6M		87k	30.49	View chart
Cummins (CMI)	0.6	$2.4M		3.4k	713.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.3M	+38%	3.1k	746.78	View chart
Taiwan Semiconductor Sponsored Ads (TSM)	0.5	$2.2M		4.7k	477.61	View chart
Citigroup Com New (C)	0.5	$2.2M		16k	139.93	View chart
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE)	0.5	$2.1M		59k	36.26	View chart
Vanguard Small Cap Growth Index Etf Sml Cp Grw Etf (VBK)	0.5	$2.1M	-2%	5.8k	365.66	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.5	$2.1M	-3%	65k	31.85	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.5	$2.0M	+2%	40k	50.84	View chart
Johnson & Johnson (JNJ)	0.5	$1.9M		7.6k	254.01	View chart
Schwab Us Mid Cap Etf Us Mid-cap Etf (SCHM)	0.4	$1.9M		50k	36.88	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.4	$1.9M	+2%	42k	44.03	View chart
Visa Com Cl A (V)	0.4	$1.7M		5.0k	343.06	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.4	$1.7M		4.5k	370.13	View chart
International Business Machines (IBM)	0.4	$1.6M		5.8k	281.19	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.6M		12k	136.70	View chart
Johnson Controls Internation SHS (JCI)	0.4	$1.6M		11k	146.11	View chart
Merck & Co (MRK)	0.4	$1.6M		12k	128.53	View chart
Oracle Corporation (ORCL)	0.4	$1.6M		11k	146.53	View chart
Wal-Mart Stores (WMT)	0.4	$1.5M		14k	113.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M	-3%	3.9k	368.45	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$1.3M	-19%	9.6k	137.56	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.3M		10k	126.61	View chart
Ishares Barclays Aggregate Bond Core Us Aggbd Et (AGG)	0.3	$1.3M	-4%	13k	98.99	View chart
Yum! Brands (YUM)	0.3	$1.2M		7.4k	159.83	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M		1.3k	936.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.1M		11k	102.27	View chart
Us Bancorp Com New (USB)	0.3	$1.1M		19k	60.42	View chart
UnitedHealth (UNH)	0.3	$1.1M		2.7k	415.71	View chart
Abbvie (ABBV)	0.3	$1.1M		4.3k	251.62	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.3	$1.1M		3.5k	303.16	View chart
Ishares S&p 600 Small Cap Etf Core S&p Scp Etf (IJR)	0.3	$1.1M		7.2k	148.25	View chart
Ishares S&p 400 Mid Cap Etf Core S&p Mcp Etf (IJH)	0.2	$999k		13k	77.11	View chart
Procter & Gamble Company (PG)	0.2	$984k		6.7k	146.71	View chart
Texas Instruments Incorporated (TXN)	0.2	$969k		3.3k	298.15	View chart
Netflix (NFLX)	0.2	$960k	+67135%	13k	71.39	View chart
Chevron Corporation (CVX)	0.2	$946k		5.7k	165.76	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$945k	+5%	7.9k	119.12	View chart
Thermo Fisher Scientific (TMO)	0.2	$927k		1.8k	501.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$898k	+4%	2.5k	353.40	View chart
Meta Platforms Cl A (META)	0.2	$788k	+3%	1.4k	563.66	View chart
Suncor Energy (SU)	0.2	$734k		14k	53.70	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$694k		5.4k	128.95	View chart
Lowe's Companies (LOW)	0.2	$682k		3.1k	220.43	View chart
Ishares Russell 2000 Russell 2000 Etf (IWM)	0.2	$671k	-10%	2.2k	300.36	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.2	$665k	+277%	8.3k	80.59	View chart
PNC Financial Services (PNC)	0.2	$661k		2.7k	246.27	View chart
Honeywell International	0.2	$658k	-48%	2.9k	224.04	View chart
Aercap Holdings Nv SHS (AER)	0.2	$648k		4.4k	145.81	View chart
ConocoPhillips (COP)	0.2	$646k		6.2k	104.03	View chart
Prologis (PLD)	0.2	$635k		4.7k	135.37	View chart
Honeywell Aerospace (HONA)	0.2	$627k	NEW	2.8k	220.93	View chart
Wells Fargo & Company (WFC)	0.2	$623k		7.5k	82.63	View chart
Ishares 7-10 Year Treasury B 7-10 Yr Trsy Bd (IEF)	0.1	$598k		6.3k	94.58	View chart
McDonald's Corporation (MCD)	0.1	$594k		2.2k	270.12	View chart
Vistra Energy (VST)	0.1	$589k	NEW	3.7k	158.59	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$536k	+25%	18k	30.38	View chart
Home Depot (HD)	0.1	$487k	-49%	1.4k	352.90	View chart
Vanguard Small Cap Value Index Etf Sm Cp Val Etf (VBR)	0.1	$464k		1.9k	242.93	View chart
Schlumberger Com Stk (SLB)	0.1	$447k		9.6k	46.50	View chart
Schwab Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.1	$433k		15k	28.94	View chart
Apa Corporation (APA)	0.1	$418k	-22%	13k	32.61	View chart
Tyson Foods Cl A (TSN)	0.1	$394k		6.9k	57.32	View chart
Simon Property (SPG)	0.1	$388k		1.7k	223.63	View chart
DTE Energy Company (DTE)	0.1	$382k		2.5k	152.19	View chart
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)	0.1	$342k	-8%	3.1k	110.39	View chart
PPG Industries (PPG)	0.1	$324k		2.7k	121.17	View chart
Caterpillar (CAT)	0.1	$324k		304.00	1065.79	View chart
Ishares S&p 400 Mid Cap Growth Index S&p Mc 400gr Etf (IJK)	0.1	$324k		2.8k	117.48	View chart
Comcast Corp Cl A (CMCSA)	0.1	$314k		13k	24.59	View chart
Pfizer (PFE)	0.1	$305k		13k	24.09	View chart
Yum China Holdings (YUMC)	0.1	$304k		7.4k	40.91	View chart
Qualcomm (QCOM)	0.1	$299k		1.6k	184.80	View chart
Ishares Long-term Corporate 10+ Yr Invst Grd (IGLB)	0.1	$295k		5.9k	50.03	View chart
Vanguard World Industrial Etf (VIS)	0.1	$289k		801.00	360.80	View chart
Msci Eafe Index Msci Eafe Etf (EFA)	0.1	$287k		2.8k	104.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$286k		3.6k	79.14	View chart
Equinix (EQIX)	0.1	$274k		263.00	1041.83	View chart
Uber Technologies (UBER)	0.1	$267k		3.7k	72.28	View chart
FactSet Research Systems (FDS)	0.1	$265k		1.2k	230.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$252k		1.3k	190.62	View chart
Ishares Gold Etf Ishares New (IAU)	0.1	$228k	-11%	3.0k	75.45	View chart
Lockheed Martin Corporation (LMT)	0.1	$223k		438.00	509.13	View chart
Novo Nordisk A/s Adr (NVO)	0.1	$210k	+6%	4.4k	48.04	View chart
GSK Sponsored Adr (GSK)	0.1	$209k		4.0k	52.54	View chart
Teva Pharmaceutical Industries Adr-each Sponsored Ads (TEVA)	0.0	$203k		6.0k	33.83	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$200k	NEW	4.2k	47.28	View chart
Corning Incorporated (GLW)	0.0	$196k		768.00	255.21	View chart
Vanguard Dividend Apprec Etf Div App Etf (VIG)	0.0	$186k		784.00	237.24	View chart
Adobe Systems Incorporated (ADBE)	0.0	$181k		883.00	204.98	View chart
Illinois Tool Works (ITW)	0.0	$175k		647.00	270.48	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$172k		1.6k	108.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.0	$166k	-9%	3.0k	55.91	View chart
General Mills (GIS)	0.0	$150k		4.3k	34.88	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$149k	+17500%	3.5k	42.33	View chart
Union Pacific Corporation (UNP)	0.0	$147k		542.00	271.22	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$145k		1.7k	87.88	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$141k		625.00	225.60	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$141k	+3%	1.5k	95.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$135k		395.00	341.77	View chart
Ishares Russell 1000 Rus 1000 Etf (IWB)	0.0	$135k		330.00	409.09	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$129k	NEW	4.7k	27.22	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$129k	NEW	6.4k	20.16	View chart
Shell Spon Ads (SHEL)	0.0	$125k		1.6k	77.35	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$118k		719.00	164.12	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.0	$115k	+37%	1.9k	59.62	View chart
Philip Morris International (PM)	0.0	$115k		633.00	181.67	View chart
Abivax Sa Sponsored Ads (ABVX)	0.0	$114k	NEW	856.00	133.18	View chart
Ishares Msci Emerging Markets Index Msci Emg Mkt Etf (EEM)	0.0	$111k		1.6k	68.65	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.0	$108k		814.00	132.68	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$107k	-3%	3.2k	33.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$106k		483.00	219.46	View chart
At&t (T)	0.0	$106k		5.1k	20.64	View chart
Cg Oncology (CGON)	0.0	$104k		1.5k	70.89	View chart
Cintas Corporation (CTAS)	0.0	$104k		614.00	169.38	View chart
Russell 2000 Growth Index Rus 2000 Grw Etf (IWO)	0.0	$100k		255.00	392.16	View chart
Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF)	0.0	$99k	+300%	800.00	123.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$97k		2.1k	47.00	View chart
Ge Vernova (GEV)	0.0	$95k		81.00	1172.84	View chart
T. Rowe Price (TROW)	0.0	$93k		822.00	113.14	View chart
Kinder Morgan (KMI)	0.0	$83k		2.6k	32.01	View chart
Ishares North American Tech- Expanded Tech (IGV)	0.0	$80k		885.00	90.40	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$78k		1.7k	46.90	View chart
Estee Lauder Cl A (EL)	0.0	$74k		942.00	78.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$73k		1.2k	60.83	View chart
Edison International (EIX)	0.0	$71k		960.00	73.96	View chart
Realty Income (O)	0.0	$71k		1.1k	62.17	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$70k	+13%	862.00	81.21	View chart
Lamar Advertising Co A Cl A (LAMR)	0.0	$67k	NEW	432.00	155.09	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$67k	+8%	538.00	124.54	View chart
Mastercard Incorporated Cl A (MA)	0.0	$66k		128.00	515.62	View chart
Royal Caribbean Cruises (RCL)	0.0	$65k	+3%	206.00	315.53	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$65k		409.00	158.92	View chart
Ss&c Technologies Holding (SSNC)	0.0	$62k	+88%	994.00	62.37	View chart
Roundhill Etf Trust Memory Etf	0.0	$59k	NEW	795.00	74.21	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$54k		589.00	91.68	View chart
Ishares Core S&p U.s. Value Etf Core S&p Us Vlu (IUSV)	0.0	$54k		488.00	110.66	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$52k		338.00	153.85	View chart
Vanguard Int High Dvd Yld Etf Intl High Etf (VYMI)	0.0	$51k		517.00	98.65	View chart
Ecolab (ECL)	0.0	$49k		176.00	278.41	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.0	$49k		1.4k	34.70	View chart
Dow Jones Select Dividend Index Select Divid Etf (DVY)	0.0	$48k		304.00	157.89	View chart
Vanguard Esg International Stock Etf Esg Intl Stk Etf (VSGX)	0.0	$47k		566.00	83.04	View chart
Verizon Communications (VZ)	0.0	$46k		1.1k	42.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$45k		824.00	54.61	View chart
Ishares 20 Plus Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT)	0.0	$45k		524.00	85.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$45k		767.00	58.67	View chart
Northwest Natural Holdin (NWN)	0.0	$44k		900.00	48.89	View chart
Servicenow (NOW)	0.0	$43k	NEW	430.00	100.00	View chart
Micron Technology (MU)	0.0	$43k	-11%	38.00	1131.58	View chart
Nike CL B (NKE)	0.0	$43k		1.0k	41.03	View chart
Truist Financial Corp equities (TFC)	0.0	$42k		840.00	50.00	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
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$33k		323.00	102.17	View chart
Lululemon Athletica (LULU)	0.0	$33k		286.00	115.38	View chart
Sofi Technologies (SOFI)	0.0	$33k		1.8k	17.92	View chart
CoStar (CSGP)	0.0	$31k		1.1k	28.52	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.0	$29k		225.00	128.89	View chart
Chipotle Mexican Grill (CMG)	0.0	$27k		781.00	34.57	View chart
Vanguard Bond Index Fund Short Trm Bond (BSV)	0.0	$27k		347.00	77.81	View chart
Starbucks Corporation (SBUX)	0.0	$27k		262.00	103.05	View chart
Vor Biopharma Com New (VOR)	0.0	$27k	NEW	1.5k	18.23	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$26k		460.00	56.52	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$26k		534.00	48.69	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$26k		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
Global X Fds Artificial Etf (AIQ)	0.0	$24k		373.00	64.34	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$24k		452.00	53.10	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$23k		2.1k	10.85	View chart
Newmont Mining Corporation (NEM)	0.0	$23k		250.00	92.00	View chart
Fiserv (FISV)	0.0	$23k	-4%	460.00	50.00	View chart
Ishares Russell Mid-cap Valu Rus Mdcp Val Etf (IWS)	0.0	$23k		139.00	165.47	View chart
Sirius Xm Holdings Common Stock (SIRI)	0.0	$22k		760.00	28.95	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.0	$22k		142.00	154.93	View chart
Spdr Series Trust Sp O&g Eqp Serv (XES)	0.0	$22k		200.00	110.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$21k		552.00	38.04	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.0	$20k	NEW	460.00	43.48	View chart
3M Company (MMM)	0.0	$19k		120.00	158.33	View chart
Snowflake Com Shs (SNOW)	0.0	$18k	+16%	70.00	257.14	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$18k		6.0k	3.00	View chart
First Internet Bancorp (INBK)	0.0	$17k		624.00	27.24	View chart
Kimberly-Clark Corporation (KMB)	0.0	$17k		154.00	110.39	View chart
Palantir Technologies Cl A (PLTR)	0.0	$16k	+9%	138.00	115.94	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$16k		336.00	47.62	View chart
Ishares Nasdaq Biotechnology Ishares Biotech (IBB)	0.0	$15k		81.00	185.19	View chart
Tesla Motors (TSLA)	0.0	$15k		36.00	416.67	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$15k		2.6k	5.77	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
Ishares California Muni Bond Calif Mun Bd Etf (CMF)	0.0	$14k		242.00	57.85	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$13k		115.00	113.04	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$13k		38.00	342.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$11k		14.00	785.71	View chart
Tcg Bdc (CGBD)	0.0	$11k	NEW	1.0k	11.00	View chart
Hldgs (UAL)	0.0	$11k		79.00	139.24	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$10k		360.00	27.78	View chart
Ishares U.s. Healthcare Etf Us Hlthcare Etf (IYH)	0.0	$10k	NEW	154.00	64.94	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$10k		216.00	46.30	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
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.0	$9.0k		13.00	692.31	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$9.0k	NEW	50.00	180.00	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$9.0k		148.00	60.81	View chart
Bristol Myers Squibb (BMY)	0.0	$9.0k		152.00	59.21	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.0	$9.0k	NEW	187.00	48.13	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$9.0k		365.00	24.66	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$8.0k	NEW	1.0k	8.00	View chart
Carnival Corporation Common Stock	0.0	$8.0k	-20%	286.00	27.97	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$7.0k	+24%	526.00	13.31	View chart
Ishares S&p Small Cap Value Sp Smcp600vl Etf (IJS)	0.0	$7.0k	-96%	53.00	132.08	View chart
Monster Beverage Corp (MNST)	0.0	$7.0k	+13%	74.00	94.59	View chart
Okta Cl A (OKTA)	0.0	$7.0k		49.00	142.86	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
Fundrise Innovation Fund Com Shs (VCX)	0.0	$5.0k	NEW	59.00	84.75	View chart
Vanguard Reit Real Estate Etf (VNQ)	0.0	$5.0k		57.00	87.72	View chart
Fidelity Clean Energy Clean Energy Etf (FRNW)	0.0	$5.0k	NEW	186.00	26.88	View chart
Priceline Group Inc/the Pict Cl Plan Etf (PCLN)	0.0	$5.0k	NEW	152.00	32.89	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$4.0k		72.00	55.56	View chart
Vanguard Ftse All Wo X-us Sc Ftse Smcap Etf (VSS)	0.0	$4.0k		26.00	153.85	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$4.0k	NEW	15.00	266.67	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
Ishares Tr Broad Usd High (USHY)	0.0	$4.0k		108.00	37.04	View chart
Schwab Us Tips Etf Us Tips Etf (SCHP)	0.0	$3.0k		132.00	22.73	View chart
Southern Copper Corporation (SCCO)	0.0	$3.0k	-14%	18.00	166.67	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
IPG Photonics Corporation (IPGP)	0.0	$3.0k	NEW	25.00	120.00	View chart
Kla Corp Com New (KLAC)	0.0	$3.0k	+900%	10.00	300.00	View chart
Sterling Construction Company (STRL)	0.0	$3.0k	+33%	4.00	750.00	View chart
Wec Energy Group (WEC)	0.0	$3.0k		25.00	120.00	View chart
Lumentum Hldgs (LITE)	0.0	$3.0k	NEW	3.00	1000.00	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
Fastenal Company (FAST)	0.0	$2.0k	-16%	35.00	57.14	View chart
Solventum Corp Com Shs (SOLV)	0.0	$2.0k		30.00	66.67	View chart
Canadian Pacific Kansas City (CP)	0.0	$2.0k	NEW	28.00	71.43	View chart
Southern Company (SO)	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
Phillips 66 (PSX)	0.0	$2.0k	NEW	13.00	153.85	View chart
Host Hotels & Resorts (HST)	0.0	$2.0k	NEW	94.00	21.28	View chart
Southwest Airlines (LUV)	0.0	$2.0k	NEW	47.00	42.55	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$2.0k	NEW	12.00	166.67	View chart
IDEXX Laboratories (IDXX)	0.0	$2.0k		3.00	666.67	View chart
Evercore Class A (EVR)	0.0	$2.0k	NEW	7.00	285.71	View chart
Lennox International (LII)	0.0	$2.0k		3.00	666.67	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.0k	-30%	7.00	285.71	View chart
Medpace Hldgs (MEDP)	0.0	$2.0k		3.00	666.67	View chart
Moody's Corporation (MCO)	0.0	$2.0k	+100%	4.00	500.00	View chart
Valero Energy Corporation (VLO)	0.0	$2.0k	NEW	8.00	250.00	View chart
Colgate-Palmolive Company (CL)	0.0	$2.0k		20.00	100.00	View chart
Comfort Systems USA (FIX)	0.0	$2.0k	-50%	1.00	2000.00	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$2.0k	NEW	8.00	250.00	View chart
Carpenter Technology Corporation (CRS)	0.0	$2.0k	NEW	4.00	500.00	View chart
Texas Pacific Land Corp (TPL)	0.0	$2.0k	+33%	4.00	500.00	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$2.0k	NEW	25.00	80.00	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$2.0k		100.00	20.00	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$2.0k		20.00	100.00	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.0	$2.0k	NEW	6.00	333.33	View chart
Williams-Sonoma (WSM)	0.0	$2.0k		9.00	222.22	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$2.0k	+50%	6.00	333.33	View chart
Expedia Group Com New (EXPE)	0.0	$2.0k	+28%	9.00	222.22	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
Hecla Mining Company (HL)	0.0	$1.0k	NEW	97.00	10.31	View chart
Las Vegas Sands (LVS)	0.0	$1.0k	NEW	29.00	34.48	View chart
Medtronic SHS (MDT)	0.0	$1.0k		18.00	55.56	View chart
Deckers Outdoor Corporation (DECK)	0.0	$1.0k	-25%	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
First Solar (FSLR)	0.0	$1.0k		6.00	166.67	View chart
Tko Group Holdings Cl A (TKO)	0.0	$1.0k	-25%	6.00	166.67	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
Nucor Corporation (NUE)	0.0	$1.0k	-68%	5.00	200.00	View chart
Public Storage (PSA)	0.0	$1.0k	-20%	4.00	250.00	View chart
Rollins (ROL)	0.0	$1.0k	NEW	20.00	50.00	View chart
W.W. Grainger (GWW)	0.0	$1.0k	-50%	1.00	1000.00	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.0k	NEW	8.00	125.00	View chart
Clorox Company (CLX)	0.0	$1.0k	NEW	10.00	100.00	View chart
Live Nation Entertainment (LYV)	0.0	$1.0k	NEW	8.00	125.00	View chart
CF Industries Holdings (CF)	0.0	$1.0k	NEW	10.00	100.00	View chart
Intuit (INTU)	0.0	$1.0k	+25%	5.00	200.00	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$1.0k		2.00	500.00	View chart
Ciena Corp Com New (CIEN)	0.0	$1.0k	NEW	2.00	500.00	View chart
Ubiquiti (UI)	0.0	$1.0k	-33%	2.00	500.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$1.0k		4.00	250.00	View chart
Brookfield Asset Mgm Cl A Lmt Vtg Shs (BAM)	0.0	$1.0k	NEW	25.00	40.00	View chart
Ftai Aviation SHS (FTAI)	0.0	$1.0k	NEW	5.00	200.00	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$999.999900		9.00	111.11	View chart
Zoetis Cl A (ZTS)	0.0	$999.999900	NEW	9.00	111.11	View chart
Qnity Electronics Common Stock (Q)	0.0	$999.999900		9.00	111.11	View chart
TJX Companies (TJX)	0.0	$999.999700	NEW	7.00	142.86	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
Spdr Series Trust Sst Spdr Bloombe (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
Xtrackers Msci Eafe Hedged E Xtrack Msci Eafe (DBEF)	0.0	$0	NEW	6.00	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		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
Pacer Fds Tr Swa Mod Apr Etf (PSMR)	0.0	$0	NEW	2.00	0.00	View chart
Paysafe SHS (PSFE)	0.0	$0		17.00	0.00	View chart
Sidus Space Cl A Com New (SIDU)	0.0	$0	NEW	163.00	0.00	View chart
Lucid Group Com New (LCID)	0.0	$0	NEW	15.00	0.00	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$0	NEW	2.00	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 Q2 filed Aug. 13, 2026
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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