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Winthrop Capital Management, LLC 13F holdings

Filed 2026-08-13 · Winthrop Capital Management, LLC · 351 positions · $414.1M

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TickerCompanySharesValue% of portfolio
VGTVANGUARD WORLD FD365.7K$43.7M10.6%
LLYELI LILLY & CO.17.9K$21.5M5.2%
SPSBSPDR SERIES TRUST671.6K$20.2M4.9%
SCHXSCHWAB US LARGE CAP ETF657.6K$19.4M4.7%
VFHVANGUARD WORLD FD104.2K$13.7M3.3%
SCHDSCHWAB US DIVIDEND EQUITY ETF421.1K$13.4M3.2%
IEFAISHARES TR128.5K$12.4M3.0%
RSPINVESCO EXCHANGE TRADED FD T48.6K$10.3M2.5%
XLVSELECT SECTOR SPDR TR65.1K$10.3M2.5%
XLCSELECT SECTOR SPDR TR94.2K$10.1M2.4%
VCITVANGUARD SCOTTSDALE FDS116.4K$9.6M2.3%
USMVISHARES TR97.4K$9.4M2.3%
XLYSELECT SECTOR SPDR TR79.5K$9.3M2.3%
LQDISHARES IBOXX IG CORP BOND85.0K$9.3M2.2%
SCHFSCHWAB INTERNATIONAL EQUITY ETF331.9K$9.2M2.2%
NVDANVIDIA CORPORATION39.6K$7.9M1.9%
GOOGLALPHABET INC21.3K$7.6M1.8%
XLISELECT SECTOR SPDR TR40.0K$7.4M1.8%
VUGVANGUARD GROWTH83.0K$7.2M1.7%
VTVVANGUARD VALUE30.5K$6.6M1.6%
ACWIISHARES INC74.3K$6.2M1.5%
MBBISHARES MBS ETF64.4K$6.1M1.5%
NEENEXTERA ENERGY INC64.1K$5.6M1.4%
SPHYSPDR SERIES TRUST228.1K$5.3M1.3%
SCHGSCHWAB US LARGE CAP GROWTH ETF150.9K$5.1M1.2%
MSFTMICROSOFT CORP.13.6K$5.1M1.2%
XLPSELECT SECTOR SPDR TR54.9K$4.6M1.1%
IVVISHARES CORE S&P 500 ETF6.0K$4.5M1.1%
XLESELECT SECTOR SPDR TR82.7K$4.4M1.1%
SGOVISHARES TR40.7K$4.1M1.0%
JPMJPMORGAN CHASE & CO12.4K$4.1M1.0%
XLUSELECT SECTOR SPDR TR70.9K$3.2M0.8%
SCHASCHWAB US SMALL-CAP ETF86.4K$3.1M0.8%
PEPPEPSICO21.6K$2.9M0.7%
ITAISHARES DOW JONES US AEROSPACE & DEF ETF11.1K$2.7M0.6%
PFFS&P US PREFERRED STOCK INDEX86.6K$2.6M0.6%
CMICUMMINS INC.3.4K$2.4M0.6%
SPYSTATE STR SPDR S&P 500 ETF T3.1K$2.3M0.6%
TSMTAIWAN SEMICONDUCTOR4.7K$2.2M0.5%
CCITIGROUP INC.15.8K$2.2M0.5%
SCHESCHWAB EMERGING MARKETS EQUITY ETF59.3K$2.1M0.5%
VBKVANGUARD SMALL CAP GROWTH INDEX ETF5.8K$2.1M0.5%
BITBBITWISE BITCOIN ETF TR65.4K$2.1M0.5%
XLBSELECT SECTOR SPDR TR40.0K$2.0M0.5%
JNJJOHNSON & JOHNSON7.6K$1.9M0.5%
SCHMSCHWAB US MID CAP ETF50.4K$1.9M0.4%
XLRESELECT SECTOR SPDR TR42.0K$1.9M0.4%
VVISA INC5.0K$1.7M0.4%
VTIVANGUARD TOTAL STOCK MKT4.5K$1.7M0.4%
IBMIBM CORP5.8K$1.6M0.4%
EXMOCEXXON MOBIL CORP11.8K$1.6M0.4%
—JOHNSON CONTROLS INTERNATION10.8K$1.6M0.4%
MRKMERCK & CO INC12.3K$1.6M0.4%
ORCLORACLE CORP10.6K$1.6M0.4%
WMTWAL-MART STORES, INC.13.6K$1.5M0.4%
GLDSPDR GOLD TR3.9K$1.4M0.3%
IVWISHARES S&P 500 GROWTH ETF9.6K$1.3M0.3%
DUKDUKE ENERGY CORP NEW10.4K$1.3M0.3%
AGGISHARES BARCLAYS AGGREGATE BOND13.0K$1.3M0.3%
YUMYUM! BRANDS INC7.4K$1.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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