Winthrop Capital Management, LLC
•CIK: 2010657•Filing: Q4 2025
**Winthrop Capital Management, LLC** manages $429M across a diverse portfolio of 352 positions. The fund exhibits significant allocations to technology and quality names, notably holding VGT at $34.7M and LLY at $19.1M. Core holdings also include broad market exposure via SCHX ($17.8M) and SCHD ($13.2M), alongside sector bets in semiconductors (SPSB, $20.8M) and international equities (IEFA, $13.7M). This structure suggests a disciplined, growth-oriented approach emphasizing established market leaders.
Total AUM
$429.1M
QoQ Performance
+3.8%
Positions
298
Top 10 Concentration
39.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
VGT8.1%
SPSB4.8%
LLY4.5%
SCHX4.1%
VFH3.2%
IEFA3.2%
SCHD3.1%
SPY2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.4%
Technology7.5%
Healthcare5.9%
ETF4.7%
Consumer1.9%
Financial1.6%
Utilities1.5%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+138 more exited positions
Changes from Q3 2025
NEW18 new positions
↑54 increased
↓83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023