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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.5B AUM 331 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 52 New 119 Added 41 Reduced 14 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTF ISHARES TR 545,342.0 $22.3M 1.50% NEW $40.96 +5.3%
2 J P MORGAN EXCHANGE TRADED F 146,850.0 $7.4M 0.50% NEW $50.18
3 HCA HCA HEALTHCARE INC Healthcare 3,719.0 $1.4M 0.10% NEW $389.86 +10.1%
4 MU MICRON TECHNOLOGY INC Technology 1,202.0 $1.4M 0.09% NEW $1154.46 -16.3%
5 SGOV ISHARES TR 10,400.0 $1.0M 0.07% NEW $100.67 -0.0%
6 VEU VANGUARD INTL EQUITY INDEX F 12,310.0 $1.0M 0.07% NEW $83.75 +2.3%
7 FIXD FIRST TR EXCHNG TRADED FD VI 16,354.0 $713K 0.05% NEW $43.61 -2.0%
8 PANW PALO ALTO NETWORKS INC Technology 2,000.0 $682K 0.05% NEW $341.02 +4.9%
9 PYLD PIMCO ETF TR 23,530.0 $624K 0.04% NEW $26.52 -1.4%
10 LRCX LAM RESEARCH CORP Technology 1,352.0 $586K 0.04% NEW $433.56 -27.6%
11 INTC INTEL CORP Technology 4,046.0 $565K 0.04% NEW $139.65 -35.5%
12 BIL SPDR SERIES TRUST 5,928.0 $543K 0.04% NEW $91.64 -0.0%
13 BOND PIMCO ETF TR 5,706.0 $526K 0.04% NEW $92.20 -1.8%
14 GLW CORNING INC Technology 2,040.0 $521K 0.04% NEW $255.38 -41.3%
15 DYNF BLACKROCK ETF TRUST 6,239.0 $424K 0.03% NEW $68.01 +1.6%
16 VRT VERTIV HOLDINGS CO Industrials 1,231.0 $412K 0.03% NEW $334.91 -21.8%
17 VB VANGUARD INDEX FDS 1,163.0 $353K 0.02% NEW $303.23 +0.5%
18 SPACE EXPLORATION TECHN CORP 1,977.0 $338K 0.02% NEW $170.86
19 EWJ ISHARES INC 3,493.0 $326K 0.02% NEW $93.28 +2.0%
20 EFV ISHARES TR 4,160.0 $318K 0.02% NEW $76.54 +7.4%
Page 1 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.4%
Technology 29.6%
Consumer Cyclical 7.4%
Communication Services 5.4%
Healthcare 4.3%
Industrials 3.3%
Consumer Defensive 2.5%
Energy 0.7%
Utilities 0.4%
Real Estate 0.1%