StockDriftsStockDriftsTop 50 Winthrop Partners - WNY, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.06% | 27.1K | $10.2M | +0.01%(+4) | $344.94(+21.87%) | 2026-06-30 | |
| IXUS | ISHARES TR | 4.65% | 98.5K | $9.4M | -0.57%(-562) | $83.61(+16.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.33% | 30.2K | $8.7M | +0.25%(+75) | $263.26(+16.49%) | 2026-06-30 | |
| IWR | ISHARES TR | 3.7% | 67.8K | $7.5M | -0.14%(-94) | $96.41(+17.58%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.43% | 22.9K | $6.9M | -1.34%(-310) | $256.12(+19.63%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.12% | 19.3K | $6.3M | +0.47%(+91) | $318.75(+13.41%) | 2026-06-30 | |
| IGIB | ISHARES TR | 3.05% | 116.0K | $6.2M | +1.35%(+1.55K) | $53.97(-3.13%) | 2026-06-30 | |
| IBDS | ISHARES TR | 2.95% | 246.2K | $6.0M | +0.45%(+1.11K) | $24.31(-0.61%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.94% | 16.9K | $6.0M | -0.11%(-19) | $278.67(+25.77%) | 2026-06-30 | |
| WMT | WALMART INC | 2.81% | 50.2K | $5.7M | +0.51%(+254) | $107.29(+5.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.98% |
Winthrop Partners - WNY, LLC reports $202.21M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.1%), IXUS (4.7%) and AAPL (4.3%). The top 20 holdings account for 61.1% of reported assets. Its disclosed equity book has returned +4.76% cumulatively over 2 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 Partners - WNY, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1734109). View Winthrop Partners - WNY, LLC’s 13F filings on SEC