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Winthrop Partners - WNY, LLC 13F holdings

Filed 2026-07-15 · Winthrop Partners - WNY, LLC · 87 positions · $202.2M

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TickerCompanySharesValue% of portfolio
AVGOBROADCOM INC27.1K$10.2M5.1%
IXUSISHARES TR98.5K$9.4M4.6%
AAPLAPPLE INC30.2K$8.7M4.3%
IWRISHARES TR67.8K$7.5M3.7%
VBVANGUARD INDEX FDS22.9K$6.9M3.4%
JPMJPMORGAN CHASE & CO19.3K$6.3M3.1%
IGIBISHARES TR116.0K$6.2M3.1%
IBDSISHARES TR246.2K$6.0M2.9%
GOOGALPHABET INC16.9K$6.0M2.9%
WMTWALMART INC50.2K$5.7M2.8%
ETNEATON CORP PLC12.7K$5.4M2.7%
IBDTISHARES TR211.8K$5.3M2.6%
IJRISHARES TR36.1K$5.3M2.6%
IBDUISHARES TR227.8K$5.3M2.6%
IVVISHARES TR7.0K$5.2M2.6%
MSFTMICROSOFT CORP13.4K$5.0M2.5%
IBDRISHARES TR205.1K$5.0M2.5%
IBDVISHARES TR217.3K$4.7M2.3%
MSIMOTOROLA SOLUTIONS INC11.4K$4.7M2.3%
IBDWISHARES TR222.3K$4.6M2.3%
IDVISHARES TR107.8K$4.5M2.2%
GLWCORNING INC17.5K$4.5M2.2%
JNJJOHNSON & JOHNSON13.9K$3.5M1.7%
CBCHUBB LIMITED9.8K$3.3M1.7%
PFFISHARES TR106.5K$3.2M1.6%
BKLNINVESCO EXCH TRADED FD TR II158.3K$3.2M1.6%
ADIANALOG DEVICES INC8.0K$3.2M1.6%
DVYISHARES TR18.7K$2.9M1.4%
HDHOME DEPOT INC7.8K$2.8M1.4%
MPCMARATHON PETE CORP10.1K$2.6M1.3%
—JOHNSON CONTROLS INTERNATION17.6K$2.6M1.3%
UNPUNION PAC CORP9.1K$2.5M1.2%
IBDXISHARES TR88.2K$2.2M1.1%
DRIDARDEN RESTAURANTS INC9.7K$2.0M1.0%
CMECME GROUP INC8.4K$1.9M0.9%
VWOVANGUARD INTL EQUITY INDEX F28.8K$1.7M0.9%
APDAIR PRODUCTS AND CHEMICALS I5.3K$1.6M0.8%
ABBVABBVIE INC5.8K$1.5M0.7%
VEAVANGUARD TAX-MANAGED FDS19.3K$1.4M0.7%
PGPROCTER & GAMBLE CO8.9K$1.3M0.6%
VNQVANGUARD INDEX FDS11.6K$1.1M0.6%
VZVERIZON COMMUNICATIONS INC26.2K$1.1M0.5%
KKRKKR & CO INC11.5K$1.1M0.5%
SCISERVICE CORP INTL13.2K$1.0M0.5%
GOOGLALPHABET INC2.8K$1.0M0.5%
APOAPOLLO GLOBAL MGMT INC8.0K$945,4150.5%
NEENEXTERA ENERGY INC10.6K$933,8730.5%
LLYELI LILLY & CO729$874,3840.4%
NVDANVIDIA CORPORATION4.3K$854,3840.4%
WATWATERS CORP2.3K$845,7150.4%
BXBLACKSTONE INC7.0K$823,2190.4%
PMPHILIP MORRIS INTL INC4.2K$768,8680.4%
DHRDANAHER CORP DEL3.9K$749,1580.4%
COSTCOSTCO WHOLESALE CORPORATION799$747,4410.4%
UNHUNITEDHEALTH GROUP INC1.8K$739,8210.4%
CGCARLYLE GROUP INC16.9K$713,1750.4%
AMZNAMAZON COM INC2.9K$699,2900.3%
EEMISHARES TR10.0K$686,6310.3%
ZTSZOETIS INC9.0K$650,1890.3%
ECLECOLAB INC2.1K$598,7330.3%
Top Fund Holdings
13F
Top Fund Holdings

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