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Home > Institutional Investor > Winthrop Capital Management, Llc > 13F Holdings

Instuitional Investor - Winthrop Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 VGT 365,715 $43,710 10.56%
2.
Eli Lilly & Co
 LLY 17,908 $21,479 5.19%
3.
Spdr Series Trust
 KRE 671,560 $20,154 4.87%
4.
Schwab Strategic Trust
 SCHD 657,605 $19,353 4.67%
5.
Vanguard World Fund
 VGT 104,157 $13,707 3.31%
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.