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Home > Institutional Investor > Washburn Capital Management, Inc. > Profile

Instuitional Investor - Washburn Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Washburn Capital Management, Inc.
Portfolio Value $205,354,338
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 63,188 $48,189,183 23.47%
2.
Vanguard Index Fds
 100,905 $37,762,706 18.39%
3.
Invesco Qqq Tr
 36,202 $26,781,364 13.04%
4.
Ishares Trust
 HYG 37,884 $12,022,109 5.85%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 18,164 $9,237,688 4.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.