§ 13F · FUND PROFILE
Winthrop Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $413K (13F)Positions · 338Turnover · — · Q1Filed · Apr 28, 2026
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 · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | 46K | $32K | 8.2% | ±0% |
| 2 | SPSB | SPDR SERIES TRUST | 677K | $20K | 5.2% | −2% |
| 3 | SCHX | SCHWAB US LARGE CAP ETF | 658K | $17K | 4.3% | ±0% |
| 4 | LLY | ELI LILLY & CO. | 18K | $16K | 4.2% | +1% |
| 5 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 434K | $13K | 3.4% | −10% |
| 6 | VFH | VANGUARD WORLD FD | 103K | $12K | 3.2% | −1% |
| 7 | IEFA | ISHARES TR | 128K | $12K | 3.0% | −16% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 55K | $11K | 2.7% | −11% |
| 9 | XLC | SELECT SECTOR SPDR TR | 93K | $10K | 2.7% | +1% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 116K | $10K | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINTHROP SIGNAL
AC read
Winthrop Capital Management, LLC is a Other fund managing $413 thousand in assets. The fund runs a broad portfolio of 338 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed