Washburn Capital Management, Inc. Top Holdings and 13F Report (2023) About Washburn Capital Management, Inc.Investment ActivityWashburn Capital Management, Inc. has $203.14 million in total holdings as of March 31, 2023.Washburn Capital Management, Inc. owns shares of 56 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.32% of the portfolio was purchased this quarter.About 8.34% of the portfolio was sold this quarter.This quarter, Washburn Capital Management, Inc. has purchased 56 new stocks and bought additional shares in 10 stocks.Washburn Capital Management, Inc. sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $46,253,685Vanguard Total Stock Market ETF $36,475,142Invesco QQQ $27,645,722iShares MSCI USA Momentum Factor ETF $12,013,449SPDR Dow Jones Industrial Average ETF Trust $9,213,195 Largest New Holdings this Quarter 595112103 - Micron Technology $2,994,228 Holding267475101 - Dycom Industries $308,410 Holding458140100 - Intel $276,467 Holding038222105 - Applied Materials $227,745 Holding92204A702 - Vanguard Information Technology ETF $220,704 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 17,809 shares (about $6.11M)Micron Technology 2,594 shares (about $2.99M)iShares Semiconductor ETF 1,825 shares (about $1.17M)Corning 2,125 shares (about $542.79K)The Goldman Sachs Group 403 shares (about $407.58K) Largest Sales this Quarter SPDR Dow Jones Industrial Average ETF Trust 7,899 shares (about $4.13M)Sterling Infrastructure 3,638 shares (about $3.05M)Invesco QQQ 1,547 shares (about $1.14M)GE VERNOVA INC 718 shares (about $843.58K)SPDR S&P 500 ETF Trust 897 shares (about $669.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWashburn Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$46,253,685$669,856 â–¼-1.4%61,93822.8%ETFVTIVanguard Total Stock Market ETF$36,475,142$579,852 â–¼-1.6%98,57118.0%ETFQQQInvesco QQQ$27,645,722$1,139,202 â–¼-4.0%37,54213.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$12,013,449$6,105,460 â–²103.3%35,0425.9%ETFDIASPDR Dow Jones Industrial Average ETF Trust$9,213,195$4,126,270 â–¼-30.9%17,6374.5%ETFSOXXiShares Semiconductor ETF$4,725,605$1,169,387 â–²32.9%7,3752.3%ETFGE VERNOVA INC$4,478,744$843,583 â–¼-15.8%3,8122.2%COMNVDANVIDIA$4,196,596$155,667 â–¼-3.6%20,9742.1%TechnologyAAPLApple$3,398,512$499,143 â–¼-12.8%11,7451.7%TechnologyVICRVicor$3,152,174$56,967 â–¼-1.8%8,3001.6%IndustrialsMUMicron Technology$2,994,228$2,994,228 â–²New Holding2,5941.5%TechnologyVVisa$2,917,702$263,842 â–¼-8.3%8,5041.4%FinanceAVGOBroadcom$2,751,909$23,798 â–¼-0.9%7,2851.4%TechnologyMSFTMicrosoft$2,746,310$356,252 â–¼-11.5%7,3621.4%TechnologyAMZNAmazon.com$2,672,268$202,589 â–¼-7.0%11,2121.3%Consumer DiscretionaryMETAMeta Platforms$2,637,708$241,635 â–¼-8.4%4,6831.3%Communication ServicesCATCaterpillar$2,636,909$48,989 â–¼-1.8%2,4761.3%IndustrialsVOOVanguard S&P 500 ETF$2,389,412$346,839 â–¼-12.7%3,4791.2%ETFIJHiShares Core S&P Mid-Cap ETF$2,248,682$141,497 â–¼-5.9%29,1621.1%ETFGEGE Aerospace$1,875,751$162,573 â–¼-8.0%5,0190.9%IndustrialsCOSTCostco Wholesale$1,868,076$76,706 â–¼-3.9%1,9970.9%Consumer StaplesPANWPalo Alto Networks$1,751,820$197,792 â–¼-10.1%5,1370.9%TechnologyGLWCorning$1,682,007$542,789 â–²47.6%6,5850.8%TechnologyCELESTICA INC$1,680,634$14,592 â–¼-0.9%4,6070.8%COMGOOGAlphabet$1,650,051$37,100 â–¼-2.2%4,6700.8%Communication ServicesHDHome Depot$1,345,360$75,114 â–²5.9%3,8150.7%Consumer DiscretionaryBABoeing$1,330,641$94,164 â–¼-6.6%6,1470.7%IndustrialsVBVanguard Small-Cap ETF$1,264,314$403,150 â–²46.8%4,1710.6%ETFABBVAbbVie$1,217,616$25,917 â–¼-2.1%4,8390.6%HealthcareBRK.BBerkshire Hathaway$1,160,905$128,100 â–¼-9.9%2,3200.6%FinanceLLYEli Lilly and Company$1,010,195$220,755 â–¼-17.9%8420.5%HealthcareMSMorgan Stanley$941,399$35,749 â–¼-3.7%4,5030.5%FinanceJPMJPMorgan Chase & Co.$912,923$485,103 â–¼-34.7%2,7890.4%FinanceVRTVertiv$845,421$58,594 â–²7.4%2,5250.4%IndustrialsGSThe Goldman Sachs Group$730,209$407,582 â–²126.3%7220.4%FinanceTSLATesla$640,153$29,021 â–²4.7%1,5220.3%Consumer DiscretionarySTRLSterling Infrastructure$394,499$3,053,590 â–¼-88.6%4700.2%IndustrialsSCHBSchwab US Broad Market ETF$387,9480.0%13,3960.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$379,0480.0%4,1750.2%ETFAEMAgnico Eagle Mines$337,4080.0%2,1750.2%MaterialsXOMExxonMobil$334,576$410 â–²0.1%2,4470.2%EnergyADIAnalog Devices$327,6650.0%8250.2%TechnologyDYDycom Industries$308,410$308,410 â–²New Holding6100.2%IndustrialsXLFFinancial Select Sector SPDR Fund$277,968$130,272 â–¼-31.9%5,1850.1%ETFBNBrookfield$277,9000.0%6,5250.1%FinanceINTCIntel$276,467$276,467 â–²New Holding1,9800.1%TechnologyEQTEQT$265,8500.0%5,0000.1%EnergyGLDSPDR Gold Shares$254,182$18,419 â–²7.8%6900.1%ETFCRH PLC$254,1250.0%2,3750.1%ORDIYYiShares Dow Jones U.S. ETF$251,364$13,489 â–¼-5.1%1,3790.1%ETFWALMART INC$239,782$56,293 â–¼-19.0%2,1170.1%COMPKGPackaging Corporation of America$232,3230.0%9750.1%MaterialsAMATApplied Materials$227,745$227,745 â–²New Holding3150.1%TechnologyVGTVanguard Information Technology ETF$220,704$220,704 â–²New Holding1,8470.1%ETFCOCA-COLA EUROPACIFIC PARTNE$220,154$5,004 â–¼-2.2%2,2000.1%SHSEXPAND ENERGY CORPORATION$218,8560.0%2,4000.1%COMCEGConstellation Energy$0$818,482 â–¼-100.0%00.0%UtilitiesQXO INC$0$639,792 â–¼-100.0%00.0%COM NEWSLViShares Silver Trust$0$600,177 â–¼-100.0%00.0%ETFABTAbbott Laboratories$0$235,317 â–¼-100.0%00.0%HealthcareGILGildan Activewear$0$214,531 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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