Winthrop Capital Management, LLC — 13F holdings

Winthrop Capital Management, LLC reported 351 holdings worth $414M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VGT VANGUARD WORLD FD — $43.7M (10.6%)
  2. LLY ELI LILLY & CO — $21.5M (5.2%)
  3. SPSB SPDR SERIES TRUST — $20.2M (4.9%)
  4. SCHX SCHWAB STRATEGIC TR — $19.4M (4.7%)
  5. VFH VANGUARD WORLD FD — $13.7M (3.3%)
  6. SCHD SCHWAB STRATEGIC TR — $13.4M (3.2%)
  7. IEFA ISHARES TR — $12.4M (3.0%)
  8. RSP INVESCO EXCHANGE TRADED FD T — $10.3M (2.5%)
  9. XLV SELECT SECTOR SPDR TR — $10.3M (2.5%)
  10. XLC SELECT SECTOR SPDR TR — $10.1M (2.4%)