Winthrop Capital Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $396 Million distributed in 352 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $30.8M, Spdr Portfolio Short Term Corp with a value of $20M, Schwab Strategic Tr Us Large C with a value of $16.2M, Eli Lilly & CO with a value of $13.8M, and Vanguard Financial ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $364M to 396M.
Winthrop Capital Management, LLC is based out at Carmel, IN
Below you can find more details about Winthrop Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$396 Million
ETFs: $302 Million
Technology: $24.3 Million
Healthcare: $19.7 Million
Financial Services: $10.2 Million
Consumer Defensive: $7.46 Million
Communication Services: $7.39 Million
Consumer Cyclical: $7.31 Million
Utilities: $6.11 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions