account_balance
Investment manager · 13F filer · SEC CIK 2010657
Winthrop Capital Management, LLC
Reported value$409Mas of Sep 30, 2026
Positions353 8 new, 6 sold out
Top 10 weight42.6%VGT alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGTVanguard World Fd
10.7%Trimmed −4%
SPSBSPDR Series Trust
5.1%Added +4%
LLYELI Lilly & Co
5.0%
SCHXSchwab Strategic Tr
4.9%
SCHDSchwab Strategic Tr
3.4%
VFHVanguard World Fd
3.1%Trimmed −6%
IEFAiShares Tr
2.9%Trimmed −4%
XLVSelect Sector SPDR Tr
2.6%Trimmed −4%
RSPInvesco Exchange Traded Fd T
2.4%
XLCSelect Sector SPDR Tr
2.4%Trimmed −5%
USMViShares Tr
2.3%
VCITVanguard Scottsdale FDS
2.3%Added +2%
VGTVanguard World Fd
10.7%Trimmed −4%
SPSBSPDR Series Trust
5.1%
LLYELI Lilly & Co
5.0%
SCHXSchwab Strategic Tr
4.9%
SCHDSchwab Strategic Tr
3.4%
VFHVanguard World Fd
3.1%
IEFAiShares Tr
2.9%
XLVSelect Sector SPDR Tr
2.6%
RSP2.4%
XLC2.4%
USMV2.3%
VCIT2.3%
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
VGT Vanguard World Fd 10.7% Trimmed −4%
SPSB SPDR Series Trust 5.1% Added +4%
LLY ELI Lilly & Co 5.0% HeldSCHX Schwab Strategic Tr 4.9% Held
SCHD Schwab Strategic Tr 3.4% Held
VFH Vanguard World Fd 3.1% Trimmed −6%
IEFA iShares Tr 2.9% Trimmed −4%
XLV Select Sector SPDR Tr 2.6% Trimmed −4%
RSP Invesco Exchange Traded Fd T 2.4% Held
XLC Select Sector SPDR Tr 2.4% Trimmed −5%
USMV iShares Tr 2.3% Held
VCIT Vanguard Scottsdale FDS 2.3% Added +2%
What changed
Biggest moves since Jun 30, 2026
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