Winthrop Capital Management, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 414,086
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 351 | 414,086 | 13F-HR | Winthrop Capital Management, LLC |
| Q1 2026 | 4/28/2026 | 356 | 389,499 | 13F-HR | Winthrop Capital Management, LLC |
| Q4 2025 | 2/10/2026 | 363 | 429,125 | 13F-HR | Winthrop Capital Management, LLC |
| Q3 2025 | 11/13/2025 | 338 | 413,477 | 13F-HR | Winthrop Capital Management, LLC |
| Q2 2025 | 8/7/2025 | 351 | 395,634 | 13F-HR | Winthrop Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.5 K | 25.9% | 680 | 0 | 680 |
| ETFs | 306.6 K | 74.0% | 23.91 K | 0 | 23.91 K |
| Debt | 27 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
414,086
Holdings
351
QoQ value change ($000)
24,587
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.