Wellington Shields Capital Management, LLC - Portfolio overview

Wellington Shields Capital Management, LLC has 373 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP COM, 6.66%
2. GOOG - ALPHABET INC CAP STK CL C, 5.27%
3. AAPL - APPLE INC COM, 3.93%

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

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