Long-term investor
Winthrop Capital Management, LLC @winthropcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010657).
Record
- Tracked since 2025-06-30 (434 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +5.7% · 1 year +11.9% · all +11.9%
- Max drawdown -2.2% · Sharpe 0.71 · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGT · 10.6% · long · since 2025-06-30
- LLY · 5.2% · long · since 2025-06-30
- SPSB · 4.9% · long · since 2025-06-30
- SCHX · 4.7% · long · since 2025-06-30
- VFH · 3.3% · long · since 2025-06-30
- SCHD · 3.2% · long · since 2025-06-30
- IEFA · 3.0% · long · since 2025-06-30
- RSP · 2.5% · long · since 2025-06-30
- XLV · 2.5% · long · since 2025-06-30
- XLC · 2.4% · long · since 2025-06-30
- VCIT · 2.3% · long · since 2025-06-30
- USMV · 2.3% · long · since 2025-06-30