13F Filings History of Winthrop Capital Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$428,997,000
Signature - Title
John C. Swhear - Compliance Consultant
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Winthrop Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winthrop Capital Management, LLC reported 353 stock holdings with total value $428,997,000 as of Q4 2025. Top holdings included VGT, SPSB, LLY, SCHX, and VFH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 353 $428,997,000 +$25,240,253 -$12,105,446 +$13,134,807 VGT, SPSB, LLY, SCHX, VFH 13F-HR 10 Feb 2026, 15:55
Q3 2025 325 $413,352,000 +$11,904,611 -$16,750,322 -$4,845,711 VGT, SPSB, SCHX, VFH, IEFA 13F-HR 13 Nov 2025, 11:20
Q2 2025 337 $395,547,000 +$20,330,424 -$11,219,102 +$9,111,322 VGT, SPSB, SCHX, LLY, VFH 13F-HR 07 Aug 2025, 09:00
Q1 2025 320 $363,415,000 +$11,301,670 -$17,548,184 -$6,246,514 VGT, SPSB, LLY, SCHX, SCHD 13F-HR 06 May 2025, 12:45
Q4 2024 328 $375,341,000 +$170,196,599 -$4,294,703 +$165,901,896 VGT, SPSB, SCHX, LLY, SCHD 13F-HR 13 Feb 2025, 15:55
Q3 2024 157 $209,975,000 +$9,152,002 -$10,544,824 -$1,392,822 VGT, SPSB, RSP, USMV, VFH 13F-HR 04 Nov 2024, 12:30
Q2 2024 158 $199,841,000 +$9,806,352 -$30,571,282 -$20,764,930 VGT, SPSB, RSP, VFH, IEFA 13F-HR 09 Aug 2024, 09:08
Q1 2024 163 $216,999,000 +$15,559,580 -$118,475,430 -$102,915,850 VGT, SPSB, LLY, RSP, VFH 13F-HR 08 May 2024, 13:03
Q4 2023 275 $299,894,578 $0 $0 $0 VGT, SPSB, SCHX, SCHD, LQD 13F-HR 09 Feb 2024, 15:27