Winthrop Capital Management, LLC - Portfolio overview

Winthrop Capital Management, LLC has 365 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VGT - VANGUARD WORLD FD, 8.24%
  2. SPSB - SPDR SERIES TRUST, 5.23%
  3. SCHX - SCHWAB US LARGE CAP ETF, 4.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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