Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Winthrop Capital Management, LLC (CIK 2010657) reported $389.5M across 354 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGT ($32.1M, 8.24%), SPSB ($20.4M, 5.23%), SCHX ($16.9M, 4.33%), LLY ($16.5M, 4.23%), SCHD ($13.3M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $32.1M | 8.24% | 45,973 | Trimmed |
| 2 | SPSB | SPDR SERIES TRUST | $20.4M | 5.23% | 676,963 | Trimmed |
| 3 | SCHX | SCHWAB US LARGE CAP ETF | $16.9M | 4.33% | 658,461 | Trimmed |
| 4 | LLY | ELI LILLY & CO. | $16.5M | 4.23% | 17,892 | Added |
| 5 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $13.3M | 3.42% | 433,576 | Trimmed |
| 6 | VFH | VANGUARD WORLD FD | $12.5M | 3.20% | 103,156 | Trimmed |
| 7 | IEFA | ISHARES TR | $11.6M | 2.98% | 128,356 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $10.5M | 2.70% | 54,867 | Trimmed |
| 9 | XLC | SELECT SECTOR SPDR TR | $10.3M | 2.65% | 93,113 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $9.6M | 2.47% | 116,467 | Trimmed |
| 11 | USMV | ISHARES TR | $9.4M | 2.42% | 101,805 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $9.4M | 2.41% | 63,960 | Trimmed |
| 13 | LQD | ISHARES IBOXX IG CORP BOND | $9.2M | 2.37% | 84,566 | Trimmed |
| 14 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $9.0M | 2.31% | 363,193 | Added |
| 15 | XLY | SELECT SECTOR SPDR TR | $8.6M | 2.20% | 78,595 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $7.1M | 1.83% | 40,809 | Added |
| 17 | XLI | SELECT SECTOR SPDR TR | $6.4M | 1.64% | 39,527 | Trimmed |
| 18 | VUG | VANGUARD GROWTH | $6.2M | 1.59% | 14,216 | Added |
| 19 | GOOGL | ALPHABET INC | $6.2M | 1.58% | 21,413 | Added |
| 20 | MBB | ISHARES MBS ETF | $6.1M | 1.57% | 64,457 | Trimmed |
| 21 | VTV | VANGUARD VALUE | $6.1M | 1.56% | 30,869 | Trimmed |
| 22 | NEE | NEXTERA ENERGY INC | $6.0M | 1.53% | 64,131 | Added |
| 23 | IEMG | ISHARES INC | $5.6M | 1.43% | 80,044 | Added |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $5.3M | 1.37% | 8,154 | Trimmed |
| 25 | SPHY | SPDR SERIES TRUST | $5.2M | 1.35% | 225,022 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31