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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRT VERTIV HOLDINGS CO Industrials 1,231.0 $412K 0.03% NEW $334.91 -21.8%
142 NFLX NETFLIX INC. Communication Services 5,731.0 $409K 0.03% -955.0 -14.3% $71.40 +11.5%
143 CRWD CROWDSTRIKE HLDGS INC Technology 520.0 $397K 0.03% +62.0 +13.5% $190.79 +0.6%
144 GD GENERAL DYNAMICS CORP Industrials 1,105.0 $392K 0.03% +102.0 +10.2% $354.38 +8.4%
145 T AT&T INC Communication Services 18,530.0 $384K 0.03% -2K -9.2% $20.70 +22.3%
146 AMGN AMGEN INC Healthcare 1,052.0 $381K 0.03% +130.0 +14.1% $362.02 +21.4%
147 AXP AMERICAN EXPRESS CO Financial Services 1,094.0 $370K 0.03% -232.0 -17.5% $338.39 -0.7%
148 COF CAPITAL ONE FINL CORP Financial Services 1,814.0 $364K 0.03% +274.0 +17.8% $200.63 +8.6%
149 VB VANGUARD INDEX FDS 1,163.0 $353K 0.02% NEW $303.23 +0.5%
150 PFE PFIZER INC Healthcare 14,384.0 $346K 0.02% -795.0 -5.2% $24.08 +16.6%
151 TJX TJX COS INC NEW Consumer Cyclical 2,254.0 $342K 0.02% +47.0 +2.1% $151.53 -7.3%
152 SPACE EXPLORATION TECHN CORP 1,977.0 $338K 0.02% NEW $170.86
153 VZ VERIZON COMMUNICATIONS INC Communication Services 7,887.0 $334K 0.02% +889.0 +12.7% $42.34 +16.8%
154 VBK VANGUARD INDEX FDS 912.0 $333K 0.02% $365.54 -1.9%
155 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,420.0 $332K 0.02% +45.0 +1.3% $97.07 +22.9%
156 DUK DUKE ENERGY CORP NEW Utilities 2,613.0 $331K 0.02% -105.0 -3.9% $126.57 -5.3%
157 SYY SYSCO CORP Consumer Defensive 3,948.0 $330K 0.02% $83.57 +0.6%
158 ABT ABBOTT LABORATORIES Healthcare 3,595.0 $326K 0.02% +861.0 +31.5% $90.74 +28.5%
159 EWJ ISHARES INC 3,493.0 $326K 0.02% NEW $93.28 +2.0%
160 CWB SPDR SERIES TRUST 2,984.0 $322K 0.02% $107.82 -3.8%
Page 8 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%