Long-term investor
Wellington Shields Capital Management, LLC @wellingtonshieldscapital
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001506071).
Record
- Tracked since 2025-06-30 (476 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days -4.8% · 6 months +28.8% · 1 year +48.3% · all +48.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BE · 5.9% · long · since 2025-09-30
- MSFT · 5.1% · long · since 2025-06-30
- 02079K305 · 3.9% · long · since 2025-06-30
- 02079K107 · 3.8% · long · since 2025-06-30
- AMD · 3.8% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- AXP · 2.1% · long · since 2025-06-30
- PANW · 2.0% · long · since 2025-06-30
- QXO · 2.0% · long · since 2025-06-30
- MA · 1.9% · long · since 2025-06-30