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Wellington Capital Management, Inc.

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$66.93K
# of Holdings
81
Performance Rank
N/A
Allocation (Top 20)
56.52%

Wellington Capital Management, Inc. Holdings Map

Top 50 Wellington Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
14.85%20.0K$10Kโ€”โ€”โ€”2025-06-30
SEIC
SEI INVTS CO
6.74%50.2K$5Kโ€”โ€”โ€”2025-06-30
WMT
WALMART INC
4.41%30.2K$3Kโ€”โ€”โ€”2025-06-30
LOW
LOWES COS INC
4.33%13.1K$3Kโ€”โ€”โ€”2025-06-30
TXN
TEXAS INSTRS INC
3.66%11.8K$2Kโ€”โ€”โ€”2025-06-30
VTI
VANGUARD INDEX FDS
3.33%7.3K$2Kโ€”โ€”โ€”2025-06-30
NVS
NOVARTIS AG
2.56%14.1K$2Kโ€”โ€”โ€”2025-06-30
MDLZ
MONDELEZ INTL INC
2.12%21.0K$1Kโ€”โ€”โ€”2025-06-30
JNJ
JOHNSON & JOHNSON
1.81%7.9K$1Kโ€”โ€”โ€”2025-06-30
VWO
VANGUARD INTL EQUITY INDEX F
1.59%21.5K$1Kโ€”โ€”โ€”2025-06-30

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