Winthrop Capital Management, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 389,499
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 106.8 K | 27.4% | 0 | 184.6 K | -184.6 K |
| ETFs | 282.7 K | 72.6% | 145 K | 0 | 145 K |
| Debt | 27 | 0.0% | 0 | 0 | 0 |
| Other | 0 | 0.0% | 0 | 4 | -4 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
389,499
Holdings
356
QoQ value change ($000)
-39,626
(-9.2%)
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.