StockDriftsStockDriftsTop 50 Wellington Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.85% | 20.0K | $10K | — | — | — | 2025-06-30 |
| SEIC | SEI INVTS CO | 6.74% | 50.2K | $5K | — | — | — | 2025-06-30 |
| WMT | WALMART INC | 4.41% | 30.2K | $3K | — | — | — | 2025-06-30 |
| LOW | LOWES COS INC | 4.33% | 13.1K | $3K | — | — | — | 2025-06-30 |
| TXN | TEXAS INSTRS INC | 3.66% | 11.8K | $2K | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 3.33% | 7.3K | $2K | — | — | — | 2025-06-30 |
| NVS | NOVARTIS AG | 2.56% | 14.1K | $2K | — | — | — | 2025-06-30 |
| MDLZ | MONDELEZ INTL INC | 2.12% | 21.0K | $1K | — | — | — | 2025-06-30 |
| JNJ | JOHNSON & JOHNSON | 1.81% | 7.9K | $1K | — | — | — | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.59% | 21.5K | $1K | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wellington Capital Management, Inc. reports $66.93K in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (14.8%), SEIC (6.7%) and WMT (4.4%). The top 20 holdings account for 56.52% of reported assets. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Wellington Capital Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057019). View Wellington Capital Management, Inc.’s 13F filings on SEC