§ 13F · FUND PROFILE
Winthrop Partners - WNY, LLC.
AUM · $202M (13F)Positions · 87Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 27K | $10M | — | ±0% |
| 2 | IXUS | ISHARES TR | 98K | $9M | — | −1% |
| 3 | AAPL | APPLE INC | 30K | $9M | — | ±0% |
| 4 | IWR | ISHARES TR | 68K | $7M | — | ±0% |
| 5 | VB | VANGUARD INDEX FDS | 23K | $7M | — | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 19K | $6M | — | ±0% |
| 7 | IGIB | ISHARES TR | 116K | $6M | — | +1% |
| 8 | IBDS | ISHARES TR | 246K | $6M | — | ±0% |
| 9 | GOOG | ALPHABET INC | 17K | $6M | — | ±0% |
| 10 | WMT | WALMART INC | 50K | $6M | — | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINTHROP SIGNAL
AC read
Winthrop Partners - WNY, LLC is a institutional fund managing $202 million in assets. The fund runs a portfolio of 87 positions.
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