Winthrop Capital Management, LLC Top Holdings and 13F Report (2026) About Winthrop Capital Management, LLCInvestment ActivityWinthrop Capital Management, LLC has $389.50 thousand in total holdings as of March 31, 2026.Winthrop Capital Management, LLC owns shares of 356 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.25% of the portfolio was purchased this quarter.About 9.11% of the portfolio was sold this quarter.This quarter, Winthrop Capital Management, LLC has purchased 363 new stocks and bought additional shares in 82 stocks.Winthrop Capital Management, LLC sold shares of 63 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $32,076SPDR Portfolio Short Term Corporate Bond ETF $20,356Schwab US Large-Cap ETF $16,883Eli Lilly and Company $16,457Schwab US Dividend Equity ETF $13,302 Largest Purchases this Quarter BITWISE BITCOIN ETF TR 14,288 shares (about $526.04)iShares Core MSCI Emerging Markets ETF 4,877 shares (about $340.17)NVIDIA 1,547 shares (about $269.79)Alphabet 934 shares (about $268.60)Schwab International Equity ETF 9,029 shares (about $223.47) Largest Sales this Quarter SPDR S&P 500 ETF Trust 15,915 shares (about $10.35K)iShares Core MSCI EAFE ETF 24,304 shares (about $2.20K)iShares Core S&P 500 ETF 3,164 shares (about $2.07K)iShares 7-10 Year Treasury Bond ETF 19,884 shares (about $1.90K)iShares Core U.S. Aggregate Bond ETF 18,830 shares (about $1.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinthrop Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGTVanguard Information Technology ETF$32,076$88 ▼-0.3%45,9738.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$20,356$328 ▼-1.6%676,9635.2%ETFSCHXSchwab US Large-Cap ETF$16,883$58 ▼-0.3%658,4614.3%ETFLLYEli Lilly and Company$16,457$86 ▲0.5%17,8924.2%MedicalSCHDSchwab US Dividend Equity ETF$13,302$1,436 ▼-9.7%433,5763.4%ETFVFHVanguard Financials ETF$12,462$155 ▼-1.2%103,1563.2%ETFIEFAiShares Core MSCI EAFE ETF$11,620$2,200 ▼-15.9%128,3563.0%ETFRSPInvesco S&P 500 Equal Weight ETF$10,530$1,341 ▼-11.3%54,8672.7%ETFXLCCommunication Services Select Sector SPDR Fund$10,323$76 ▲0.7%93,1132.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,638$82 ▼-0.8%116,4672.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$9,441$990 ▼-9.5%101,8052.4%ETFXLVHealth Care Select Sector SPDR Fund$9,377$50 ▼-0.5%63,9602.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$9,217$881 ▼-8.7%84,5662.4%FinanceSCHFSchwab International Equity ETF$8,989$223 ▲2.5%363,1932.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$8,565$69 ▲0.8%78,5952.2%FinanceNVDANVIDIA$7,117$270 ▲3.9%40,8091.8%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,393$143 ▼-2.2%39,5271.6%ETFVUGVanguard Growth ETF$6,210$111 ▲1.8%14,2161.6%ETFGOOGLAlphabet$6,158$269 ▲4.6%21,4131.6%Computer and TechnologyMBBiShares MBS ETF$6,120$58 ▼-0.9%64,4571.6%ETFVTVVanguard Value ETF$6,057$52 ▼-0.9%30,8691.6%ETFNEENextEra Energy$5,957$34 ▲0.6%64,1311.5%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$5,583$340 ▲6.5%80,0441.4%ETFIVViShares Core S&P 500 ETF$5,326$2,067 ▼-28.0%8,1541.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,248$1,058 ▼-16.8%225,0221.3%ETFAAPLApple$5,173$116 ▲2.3%20,3811.3%Computer and TechnologyMSFTMicrosoft$5,059$182 ▲3.7%13,6671.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$4,964$151 ▼-3.0%81,0241.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,503$0 ▲0.0%154,5911.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,438$754 ▼-14.5%44,0851.1%ETFXLPConsumer Staples Select Sector SPDR Fund$4,394$196 ▼-4.3%53,5941.1%ETFJPMJPMorgan Chase & Co.$3,656$126 ▲3.6%12,4280.9%FinancePEPPepsiCo$3,351$138 ▼-4.0%21,5770.9%Consumer StaplesXLUUtilities Select Sector SPDR Fund$3,217$24 ▲0.8%70,1050.8%ETFAMZNAmazon.com$2,858$106 ▲3.8%13,7210.7%Retail/WholesalePFFiShares Preferred and Income Securities ETF$2,647$236 ▼-8.2%87,2970.7%ETFBITWISE BITCOIN ETF TR$2,506$526 ▲26.6%68,0670.6%SHS BEN INTSCHASchwab US Small-Cap ETF$2,504$10 ▼-0.4%86,1130.6%ETFITAiShares U.S. Aerospace & Defense ETF$2,397$80 ▼-3.2%10,9590.6%ETFXOMExxonMobil$2,046$64 ▼-3.1%12,0580.5%EnergyXLBMaterials Select Sector SPDR Fund$1,945$66 ▼-3.3%38,9310.5%ETFSCHESchwab Emerging Markets Equity ETF$1,941$26 ▼-1.3%58,9190.5%ETFJNJJohnson & Johnson$1,855$33 ▲1.8%7,5900.5%MedicalCMICummins$1,833$63 ▲3.6%3,4070.5%Auto/Tires/TrucksVBKVanguard Small-Cap Growth ETF$1,810$12 ▲0.7%5,9870.5%ETFCCitigroup$1,782$93 ▲5.5%15,7140.5%Financial ServicesGLDSPDR Gold Shares$1,750$171 ▼-8.9%4,0660.4%FinanceWAL-MART STORES, INC.$1,690$35 ▲2.1%13,6020.4%COMXLREReal Estate Select Sector SPDR Fund$1,677$161 ▼-8.8%41,0620.4%ETFTSMTaiwan Semiconductor Manufacturing$1,573$71 ▲4.7%4,6540.4%Computer and TechnologyORCLOracle$1,557$65 ▲4.3%10,5830.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,555$2 ▼-0.1%50,2110.4%ETFVVisa$1,520$59 ▲4.0%5,0290.4%Business ServicesMRKMerck & Co., Inc.$1,469$26 ▲1.8%12,2090.4%MedicalSPYSPDR S&P 500 ETF Trust$1,456$10,349 ▼-87.7%2,2390.4%FinanceVTIVanguard Total Stock Market ETF$1,450$195 ▼-11.9%4,5200.4%ETFIBMInternational Business Machines$1,417$63 ▼-4.3%5,8440.4%Computer and TechnologyJCIJohnson Controls International$1,416$84 ▲6.3%10,8120.4%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$1,358$1,870 ▼-57.9%13,6760.3%FinanceDUKDuke Energy$1,351$39 ▲3.0%10,3200.3%UtilitiesIVWiShares S&P 500 Growth ETF$1,351$172 ▼-11.3%11,9440.3%ETFHONHoneywell International$1,283$55 ▲4.5%5,6780.3%Multi-Sector ConglomeratesCOSTCostco Wholesale$1,248$44 ▲3.6%1,2520.3%Retail/WholesaleCVXChevron$1,174$35 ▲3.1%5,6730.3%EnergyYUMYum! Brands$1,149$91 ▼-7.3%7,3910.3%Retail/WholesaleUSBU.S. Bancorp$965$5 ▲0.6%18,5480.2%FinancePGProcter & Gamble$962$6 ▲0.6%6,6570.2%Consumer StaplesABBVAbbVie$936$19 ▲2.1%4,3030.2%MedicalTMOThermo Fisher Scientific$907$40 ▲4.6%1,8450.2%MedicalVBVanguard Small-Cap ETF$903$44 ▼-4.6%3,4480.2%ETFSUSuncor Energy$903$18 ▲2.0%13,6640.2%EnergyHDHome Depot$895$2 ▼-0.3%2,7210.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$8890.0%7,1500.2%ETFIJHiShares Core S&P Mid-Cap ETF$875$0 ▲0.0%12,9550.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$866$80 ▼-8.4%11,0100.2%ManufacturingCOPConocoPhillips$816$32 ▲4.1%6,1820.2%EnergyMETAMeta Platforms$775$95 ▲14.0%1,3550.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$728$13 ▲1.8%7,5390.2%ETFLOWLowe's Companies$726$52 ▲7.6%3,0710.2%Retail/WholesaleUNHUnitedHealth Group$725$47 ▲6.9%2,6800.2%MedicalAPAAPA$700$60 ▲9.3%16,5020.2%EnergyGOOGAlphabet$696$33 ▲4.9%2,4260.2%Computer and TechnologyMCDMcDonald's$681$2 ▲0.3%2,1920.2%Retail/WholesaleTXNTexas Instruments$629$2 ▲0.4%3,2420.2%Computer and TechnologyVOVanguard Mid-Cap ETF$6280.0%2,1880.2%ETFEQWLInvesco S&P 100 Equal Weight ETF$624$146 ▼-18.9%5,4170.2%ETFPLDPrologis$618$33 ▲5.7%4,6750.2%FinanceIWMiShares Russell 2000 ETF$617$6 ▼-1.0%2,4880.2%FinanceAERAercap$607$36 ▲6.2%4,4240.2%TransportationIEFiShares 7-10 Year Treasury Bond ETF$603$1,896 ▼-75.9%6,3230.2%ETFWFCWells Fargo & Company$600$2 ▼-0.3%7,5400.2%FinancePNCThe PNC Financial Services Group$557$2 ▲0.3%2,6750.1%FinanceSLBSLB$491$160 ▲48.3%9,5550.1%EnergySPGIS&P Global$439$27 ▲6.6%1,0310.1%FinanceTSNTyson Foods$438$27 ▲6.7%6,8410.1%Consumer StaplesVBRVanguard Small-Cap Value ETF$415$26 ▼-5.9%1,9090.1%ETFSCHBSchwab US Broad Market ETF$375$1 ▼-0.4%14,9440.1%ETFDTEDTE Energy$365$1 ▼-0.3%2,4970.1%UtilitiesCMCSAComcast$365$42 ▼-10.3%12,7230.1%Consumer DiscretionaryYUMCYum China$362$24 ▼-6.2%7,4310.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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