Winthrop Capital Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$413.5M

Holdings

338

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (338 positions)

#StockSharesValue% PortfolioType
1
VGTVANGUARD WORLD FD
46,264$34.5M8.35%
2
SPSBSPDR SERIES TRUST
681,706$20.6M4.99%
3
SCHXSCHWAB STRATEGIC TR
651,164$17.2M4.15%
4
VFHVANGUARD WORLD FD
105,693$13.9M3.35%
5
AQLTISHARES TR
157,019$13.7M3.32%
6
LLYELI LILLY & CO
17,835$13.6M3.29%
7
SCHDSCHWAB STRATEGIC TR
483,039$13.2M3.19%
8
RSPINVESCO EXCHANGE TRADED FD T
65,522$12.4M3.01%
9
SPYSPDR S&P 500 ETF TR
18,153$12.1M2.92%
10
USMVISHARES TR
116,373$11.1M2.68%
11
XLCSELECT SECTOR SPDR TR
91,232$10.8M2.61%
12
LQDISHARES TR
93,032$10.4M2.51%
13
VCITVANGUARD SCOTTSDALE FDS
119,785$10.1M2.44%
14
XLYSELECT SECTOR SPDR TR
38,733$9.3M2.24%
15
XLVSELECT SECTOR SPDR TR
64,419$9.0M2.17%
16
IVVISHARES TR
12,273$8.2M1.99%
17
SCHFSCHWAB STRATEGIC TR
346,249$8.1M1.95%
18
NVDANVIDIA CORPORATION
40,921$7.6M1.85%
19
MSFTMICROSOFT CORP
13,727$7.1M1.72%
20
VUGVANGUARD INDEX FDS
14,183$6.8M1.65%
21
SPHYSPDR SERIES TRUST
276,940$6.6M1.60%
22
MBBISHARES TR
68,439$6.5M1.57%
23
XLISELECT SECTOR SPDR TR
40,348$6.2M1.51%
24
SGOVISHARES TR
60,038$6.0M1.46%
25
VTVVANGUARD INDEX FDS
31,491$5.9M1.42%
26
GOOGLALPHABET INC
21,987$5.3M1.29%
27
IEMGISHARES INC
78,362$5.2M1.25%
28
SCHGSCHWAB STRATEGIC TR
156,558$5.0M1.21%
29
NEENEXTERA ENERGY INC
64,132$4.8M1.17%
30
XLFISELECT SECTOR SPDR TR
56,132$4.4M1.06%
31
JPMJPMORGAN CHASE & CO.
13,208$4.2M1.01%
32
AGGISHARES TR
40,593$4.1M0.98%
33
PFFISHARES TR
120,351$3.8M0.92%
34
XLESELECT SECTOR SPDR TR
41,903$3.7M0.91%
35
PEPPEPSICO INC
22,707$3.2M0.77%
36
ORCLORACLE CORP
10,461$2.9M0.71%
37
XLUSELECT SECTOR SPDR TR
33,474$2.9M0.71%
38
SCHASCHWAB STRATEGIC TR
93,601$2.6M0.63%
39
IEFISHARES TR
26,199$2.5M0.61%
40
ITA*ISHARES TR
11,631$2.4M0.59%
41
IGSBISHARES TR
40,320$2.1M0.52%
42
XLRESELECT SECTOR SPDR TR
47,445$2.0M0.48%
43
SCHESCHWAB STRATEGIC TR
58,229$1.9M0.47%
44
IBMINTERNATIONAL BUSINESS MACHS
6,420$1.8M0.44%
45
XLBSELECT SECTOR SPDR TR
20,209$1.8M0.44%
46
VVISA INC
5,300$1.8M0.44%
47
VBKVANGUARD INDEX FDS
6,049$1.8M0.44%
48
CMICUMMINS INC
4,128$1.7M0.42%
49
VTIVANGUARD INDEX FDS
5,075$1.7M0.40%
50
IVWISHARES TR
13,494$1.6M0.39%
51
SCHMSCHWAB STRATEGIC TR
54,629$1.6M0.39%
52
JNJJOHNSON & JOHNSON
8,533$1.6M0.38%
53
TRVCCITIGROUP INC
15,416$1.6M0.38%
54
XOMEXXON MOBIL CORP
12,380$1.4M0.34%
55
WMTWALMART INC
13,537$1.4M0.34%
56
GQ9SPDR GOLD TR
3,902$1.4M0.34%
57
SPLVINVESCO EXCH TRADED FD TR II
18,228$1.3M0.32%
58
COSTCOSTCO WHSL CORP NEW
1,374$1.3M0.31%
59
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,536$1.3M0.31%
60
DUKDUKE ENERGY CORP NEW
10,173$1.3M0.30%
61
DISDISNEY WALT CO
10,931$1.3M0.30%
62
YUMYUM BRANDS INC
7,976$1.2M0.29%
63
HONHONEYWELL INTL INC
5,642$1.2M0.29%
64
HDHOME DEPOT INC
2,904$1.2M0.28%
65
JCIJOHNSON CTLS INTL PLC
10,596$1.2M0.28%
66
MRKMERCK & CO INC
13,709$1.2M0.28%
67
PGPROCTER AND GAMBLE CO
6,966$1.1M0.26%
68
ABBVABBVIE INC
4,317$1.0M0.24%
69
USBUS BANCORP DEL
19,484$942K0.23%
70
CVXCHEVRON CORP NEW
6,061$941K0.23%
71
VBVANGUARD INDEX FDS
3,616$919K0.22%
72
SCHHSCHWAB STRATEGIC TR
42,143$909K0.22%
73
EQWLINVESCO EXCHANGE TRADED FD T
7,711$884K0.21%
74
TMOTHERMO FISHER SCIENTIFIC INC
1,821$883K0.21%
75
UNHUNITEDHEALTH GROUP INC
2,492$860K0.21%
76
IJRISHARES TR
7,188$854K0.21%
77
IJHISHARES TR
12,802$835K0.20%
78
METAMETA PLATFORMS INC
1,118$821K0.20%
79
EMXCISHARES INC
12,086$816K0.20%
80
LOWLOWES COS INC
2,929$736K0.18%
81
SLYGSPDR SERIES TRUST
7,159$675K0.16%
82
VCSHVANGUARD SCOTTSDALE FDS
8,381$670K0.16%
83
MCDMCDONALDS CORP
2,199$668K0.16%
84
VOVANGUARD INDEX FDS
2,188$643K0.16%
85
WFCWELLS FARGO CO NEW
7,584$636K0.15%
86
IWMISHARES TR
2,509$607K0.15%
87
COPCONOCOPHILLIPS
6,183$585K0.14%
88
TXNTEXAS INSTRS INC
3,180$584K0.14%
89
SUSUNCOR ENERGY INC NEW
13,806$577K0.14%
90
GOOGALPHABET INC
2,318$565K0.14%
91
CMCSACOMCAST CORP NEW
17,253$542K0.13%
92
SPGIS&P GLOBAL INC
1,090$531K0.13%
93
AERAERCAP HOLDINGS NV
4,368$529K0.13%
94
PNCPNC FINL SVCS GROUP INC
2,629$528K0.13%
95
PLDPROLOGIS INC.
4,615$528K0.13%
96
EEMISHARES TR
9,218$492K0.12%
97
VBRVANGUARD INDEX FDS
2,014$420K0.10%
98
SCHBSCHWAB STRATEGIC TR
14,955$384K0.09%
99
APAAPA CORPORATION
15,635$380K0.09%
100
QCOMQUALCOMM INC
2,217$369K0.09%
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