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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 12 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LH LABCORP HOLDINGS INC Healthcare 717.0 $201K 0.01% NEW $280.14 +20.1%
222 AIQ GLOBAL X FDS 3,052.0 $200K 0.01% NEW $65.61 -3.3%
223 ACVA ACV AUCTIONS INC Consumer Cyclical 22,500.0 $162K 0.01% NEW $7.19 +3.3%
224 ABEV AMBEV SA Consumer Defensive 26,794.0 $85K 0.01% +2K +8.8% $3.16 -8.9%
225 WIT WIPRO LTD Technology 11,738.0 $26K 0.00% NEW $2.25 -16.0%
226 MVIS MICROVISION INC DEL Technology 58,090.0 $19K 0.00% +29K +102.2% $0.33 +407.7%
Page 12 of 12  ·  226 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%