account_balance
Investment manager · 13F filer · SEC CIK 1506073
Wellington Shields & Co., LLC
Reported value$76Mas of Sep 30, 2026
Positions45 4 new, 288 sold out
Top 10 weight45.2%BE alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BEBloom Energy Corp
5.9%Added +464%
NVDANVIDIA Corp
5.8%Trimmed −72%
GOOGLAlphabet Inc.
5.4%Trimmed −37%
PANWPalo Alto Networks Inc
5.2%Trimmed −33%
PWRQuanta Services, Inc.
4.7%Added +2529%
LLYELI Lilly & Co
4.0%Trimmed −80%
MSFTMicrosoft Corp
3.7%Trimmed −92%
JPMJPMorgan Chase & Co
3.7%Trimmed −82%
AMZNAmazon.com Inc
3.6%Trimmed −65%
ASMLASML Holding NV
3.0%Added +112%
GEVGE Vernova Inc.
2.9%Trimmed −28%
MCKMcKesson Corp
2.9%Trimmed −19%
BEBloom Energy Corp
5.9%+464%
NVDANVIDIA Corp
5.8%−72%
GOOGLAlphabet Inc.
5.4%
PANWPalo Alto Networks Inc
5.2%
PWRQuanta Services, Inc.
4.7%
LLYELI Lilly & Co
4.0%−80%
MSFTMicrosoft Corp
3.7%−92%
JPMJPMorgan Chase & Co
3.7%
AMZNAmazon.com Inc
3.6%
ASML3.0%GEV2.9%MCK2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BE Bloom Energy Corp 5.9% Added +464%NVDA NVIDIA Corp 5.8% Trimmed −72%GOOGL Alphabet Inc. 5.4% Trimmed −37%PANW Palo Alto Networks Inc 5.2% Trimmed −33%PWR Quanta Services, Inc. 4.7% Added +2529%LLY ELI Lilly & Co 4.0% Trimmed −80%MSFT Microsoft Corp 3.7% Trimmed −92%JPM JPMorgan Chase & Co 3.7% Trimmed −82%AMZN Amazon.com Inc 3.6% Trimmed −65%ASML ASML Holding NV 3.0% Added +112%GEV GE Vernova Inc. 2.9% Trimmed −28%MCK McKesson Corp 2.9% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
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