Fund Holdings — Winthrop Capital Management, LLC

Total Portfolio Value
$389.5K
Total Bought
$19.9K
Total Sold
$40.9K
Net Transaction
-$21.0K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR29244,085+43,793041.14%+4
SELECT SECTOR SPDR TR
ST STR ENERG ETF
83,49181,024-2,467451.27%+1
NEXTERA ENERGY INC(NEE)63,76064,131+371561.53%+1
EXXON MOBIL CORP12,43812,058-380120.53%+1
ISHARES INC
CORE MSCI EMKT
75,16780,044+4,877561.43%+1
SCHWAB INTERNATIONAL EQUITY ETF354,164363,193+9,029992.31%0
CHEVRON CORP.(CVX)5,5055,673+168110.30%0
APA CORPORATION(APA)15,09116,502+1,411010.18%0
JOHNSON & JOHNSON(JNJ)7,4547,590+136220.48%0
SUNCOR ENERGY(SU)13,39413,664+270110.23%0
CONOCOPHILLIPS(COP)5,9406,182+242110.21%0
SELECT SECTOR SPDR TR
ST STR UTIL ETF
69,57570,105+530330.83%0
SCHLUMBERGER LTD.(SLB)6,4449,555+3,111000.13%0
GLOBAL X FDS
DATA CTR DIG ETF
4,93114,052+9,121000.09%0
HONEYWELL INTERNATIONAL(HON)5,4335,678+245110.33%0
TAIWAN SEMICONDUCTOR(TSM)4,4444,654+210120.40%0
MERCK & CO INC(MRK)11,98912,209+220110.38%0
COSTCO WHOLESALE CORPORATION(COST)1,2081,252+44110.32%0
WAL-MART STORES, INC.(WMT)13,32113,602+281120.43%0
JOHNSON CONTROLS INTERNATION
SHS
10,17110,812+641110.36%0
DUKE ENERGY CORP NEW(DUK)10,02210,320+298110.35%0
CUMMINS INC.(CMI)3,2893,407+118220.47%0
PEPSICO(PEP)22,46721,577-890330.86%0
SCHWAB US DIVIDEND EQUITY ETF480,369433,576-46,79313133.42%0
SELECT SECTOR SPDR TR
ST STR INDL ETF
40,41439,527-887661.64%0
SELECT SECTOR SPDR TR
ST STR MATER ETF
40,25338,931-1,322220.50%0
EQUINIX INC(EQIX)179260+81000.07%0
VANGUARD VALUE31,13530,869-266661.56%0
PPG INDUSTRIES INC.(PPG)1,9802,666+686000.07%0
UBER TECHNOLOGIES INC(UBER)2,3153,696+1,381000.07%0
APPLIED MATERIALS904890-14000.08%0
LOCKHEED MARTIN CORP.(LMT)394434+40000.07%0
TEXAS INSTRUMENTS INC(TXN)3,2303,242+12110.16%0
TYSON FOODS INC(TSN)6,4126,841+429000.11%0
PROLOGIS INC.(PLD)4,4244,675+251110.16%0
PFIZER INC.(PFE)12,15312,575+422000.09%0
SELECT SECTOR SPDR TR
ST STR STAPL ETF
55,98353,594-2,389441.13%0
CITIGROUP INC.(C)14,89015,714+824220.46%0
SCHWAB US MID CAP ETF50,27150,211-60220.40%0
SCHWAB US SMALL-CAP ETF86,46386,113-350230.64%0
DTE ENERGY CO COM(DTB)2,5042,497-7000.09%0
CATERPILLAR INC COM(CAT)3043040000.06%0
LOWES COMPANIES INC(LOW)2,8533,071+218110.19%0
CG ONCOLOGY INC(CGON)1,4671,4670000.03%0
CORNING INC(GLW)7687680000.03%0
VANGUARD DIVIDEND APPREC ETF624784+160000.04%0
SS&C TECH HLDGS(SSNC)44527+483000.01%0
SPDR SERIES TRUST
ST STR SP600GRWO
7,4047,539+135110.19%0
SHELL PLC(SHEL)1,6161,6160000.04%0
INVESCO EXCH TRADED FD TR II2921,626+1,334000.01%0
ISHARES S&P 600 SMALL CAP ETF7,1507,1500110.23%0
FISERV INC(FISV)20480+460000.01%0
GSK PLC(GSK)3,9783,9780000.06%0
SCHWAB US LARGE CAP VALUE ETF6121,412+800000.01%0
ISHARES GOLD ETF(IAU)3,4223,4220000.08%0
AT&T INC(T)5,0305,083+53000.04%0
ISHARES S&P 400 MID CAP ETF12,95212,955+3110.22%0
COSTAR GROUP INC(CSGP)3461,069+723000.01%0
BECTON DICKINSON&CO(BDX)641910+269000.04%0
SPDR SERIES TRUST
SP O&G EXPL PRO
335336+1000.02%0
GE VERNOVA INC(GEV)81810000.02%0
INVESCO EXCH TRADED FD TR II2922,088+1,796000.01%0
KINDER MORGAN INC DEL(KMI)2,5932,5930000.02%0
PROCTER & GAMBLE CO.(PG)6,6176,657+40110.25%0
AIR PRODUCTS & CHEMICALS INC3233230000.02%0
GLOBAL X FDS
ARTIFICIAL ETF
50373+323000.00%0
VANGUARD SMALL CAP GROWTH INDEX ETF5,9485,987+39220.46%0
MCDONALDS(MCD)2,1862,192+6110.17%0
GLOBAL X FDS
RBTCS ARTFL INTE
146552+406000.00%0
EDISON INTERNATIONAL(EIX)9609600000.02%0
ISHARES S&P 400 MID CAP GROWTH INDEX2,7582,7580000.07%0
VANGUARD WORLD FD
INDUSTRIAL ETF
800801+1000.06%0
ILLINOIS TOOL WORKS INC.(ITW)6506500000.04%0
ISHARES BITCOIN TRUST ETF(IBIT)2,3943,324+930000.03%0
EDGEWISE THERAPEUTICS INC(EWTX)1,3771,3770000.01%0
AERCAP HOLDINGS NV(AER)4,1644,424+260110.16%0
ISHARES S&P SMALL CAP VALUE1,5251,5250000.05%0
VANGUARD WORLD FD
CONSUM STP ETF
6256250000.04%0
AMER ELECTRIC PWR CO5135130000.02%0
BANK OF MONTREAL1,1051,1050000.04%0
UNION PACIFIC CORP(UNP)5425420000.03%0
SPDR SERIES TRUST
SP O&G EQP SERV
2002000000.01%0
REALTY INCOME CORP(O)1,1421,1420000.02%0
NORTHWEST NAT HLDG CO(NWN)9009000000.01%0
SPDR SERIES TRUST
ST STR SP600SM C
1,5911,579-12000.04%0
VERTIV HOLDINGS CO(VRT)38380000.00%0
SIMON PROPERTY GROUP(SPG)1,7251,727+2000.08%0
MSCI EAFE INDEX2,7592,7590000.07%0
FORTINET INC(FTNT)1,5591,5590000.03%0
PHILIP MORRIS INTL(PM)6336330000.03%0
DOW JONES SELECT DIVIDEND INDEX3043040000.01%0
SIRIUS XM HOLDINGS INC COM(SIRI)7607600000.00%0
VANGUARD HIGH DIVIDEND YIELD ETF4094090000.02%0
VANGUARD INT HIGH DVD YLD ETF510512+2000.01%0
NEWMONT GOLDCORP CORP(NEM)2502500000.01%0
PYXIS ONCOLOGY INC COMMON STOCK(PYXS)6,0006,0000000.00%0
ECOLAB INC(ECL)1761760000.01%0
ISHARES INC
ESG AWR MSCI EM
8248240000.01%0
SPDR SERIES TRUST
ST STR R1K YLD
2252250000.01%0
STARBUCKS CORP(SBUX)2622620000.01%0
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Winthrop Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail