Long-term investor
Winthrop Partners - Wny, LLC @winthroppartnerswnyllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001734109).
Record
- Tracked since 2019-06-30 (2626 days), 208 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months +20.0% · 1 year +20.0% · all +21.2%
- Max drawdown 0.0% · Sharpe 1.24 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.1% · long · since 2025-12-31
- IXUS · 4.6% · long · since 2019-06-30
- AAPL · 4.3% · long · since 2019-06-30
- IWR · 3.7% · long · since 2019-06-30
- VB · 3.4% · long · since 2019-06-30
- JPM · 3.1% · long · since 2019-06-30
- IGIB · 3.1% · long · since 2025-12-31
- IBDS · 2.9% · long · since 2025-12-31
- GOOG · 2.9% · long · since 2019-06-30
- WMT · 2.8% · long · since 2019-06-30
- ETN · 2.7% · long · since 2019-06-30
- IBDT · 2.6% · long · since 2025-12-31