Winthrop Capital Management, LLC
Top Portfolio Positions
221 positions ·
$109,933,616 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
17,892 | $16,456,524 | 14.97% | |
| NVDA |
Nvidia Corp
Technology
|
40,809 | $7,117,089 | 6.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,413 | $6,157,522 | 5.60% | |
| NEE |
Nextera Energy Inc
Utilities
|
64,131 | $5,956,487 | 5.42% | |
| AAPL |
Apple Inc.
Technology
|
20,381 | $5,172,493 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
13,667 | $5,059,113 | 4.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,428 | $3,655,820 | 3.33% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
21,577 | $3,350,692 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,721 | $2,857,672 | 2.60% | |
| BITB |
Bitwise Bitcoin ETF
|
68,067 | $2,505,546 | 2.28% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,505,546 | 68,067 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,557,729 | 53,779 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,621 | 235 | Shares | Sole | 2025-11-13 | |
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