StockDriftsStockDriftsTop 50 Winthrop Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 10.56% | 365.7K | $43.7M | -0.56%(-2.07K) | $58.32(+110.19%) | 2026-06-30 | |
| LLY | ELI LILLY & CO. | 5.19% | 17.9K | $21.5M | +0.09%(+16) | $686.23(+71.86%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 4.87% | 671.6K | $20.2M | -0.80%(-5.40K) | $29.59(+1.22%) | 2026-06-30 | |
| SCHX | SCHWAB US LARGE CAP ETF | 4.67% | 657.6K | $19.4M | -0.13%(-856) | $17.96(+69.87%) | 2026-06-30 | |
| VFH | VANGUARD WORLD FD | 3.31% | 104.2K | $13.7M | +0.97%(+1.00K) | $93.21(+53.02%) | 2026-06-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.22% | 421.1K | $13.4M | -2.88%(-12.49K) | $24.83(+38.39%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3% | 128.5K | $12.4M | +0.10%(+132) | $68.57(+47.75%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.5% | 48.6K | $10.3M | -11.38%(-6.24K) | $161.62(+37.21%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.5% | 65.1K | $10.3M | +1.85%(+1.19K) | $134.93(+23.99%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 2.44% | 94.2K | $10.1M | +1.20%(+1.12K) | $72.28(+56.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.80% |
Winthrop Capital Management LLC reports $414.09M in US-listed equity holdings across 351 positions in its most recent 13F filing. Its largest disclosed positions are VGT (10.6%), LLY (5.2%) and SPSB (4.9%). The top 20 holdings account for 62.44% of reported assets. Its disclosed equity book has returned +41.31% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winthrop Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010657). View Winthrop Capital Management LLC’s 13F filings on SEC