§ 13F · FUND PROFILE
Wellington Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $66.9B (13F)Positions · 81Turnover · — · Q2Filed · Aug 18, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 18, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 20K | $9.9B | 14.9% | — |
| 2 | SEIC | SEI INVTS CO | 50K | $4.5B | 6.7% | — |
| 3 | WMT | WALMART INC | 30K | $3.0B | 4.4% | — |
| 4 | LOW | LOWES COS INC | 13K | $2.9B | 4.3% | — |
| 5 | TXN | TEXAS INSTRS INC | 12K | $2.5B | 3.7% | — |
| 6 | VTI | VANGUARD INDEX FDS | 7K | $2.2B | 3.3% | — |
| 7 | NVS | NOVARTIS AG | 14K | $1.7B | 2.6% | — |
| 8 | MDLZ | MONDELEZ INTL INC | 21K | $1.4B | 2.1% | — |
| 9 | JNJ | JOHNSON & JOHNSON | 8K | $1.2B | 1.8% | — |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 22K | $1.1B | 1.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELLINGTON SIGNAL
AC read
Wellington Capital Management, Inc. is a Other fund managing $66.9 trillion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed