Washburn Capital Management, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $40.1M, Vanguard Total Stock Market Et with a value of $31.2M, Spdr S&P Midcap 400 ETF Trust with a value of $29.3M, Invesco Qqq Trust, Series 1 with a value of $22.8M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $12.6M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $179M to 192M. Also it can be appreciated an additional of 8 stocks purchases and 7 closed positions.

Below you can find more details about Washburn Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $144 Million
Technology: $17.3 Million
Financial Services: $7.09 Million
Consumer Cyclical: $5.5 Million
Communication Services: $4.83 Million
Consumer Defensive: $3.62 Million
Healthcare: $3.21 Million
Industrials: $2.89 Million
Other: $3.53 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $192 Million
  • Prior Value $179 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 22 stocks
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