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 (434 days), 88 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +9.2% · 1 year +19.9% · all +19.9%
  • Max drawdown -4.0% · Sharpe 1.10 · win rate 29% · 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
  • GOOGL · 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

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