Portfolio (Quarterly) Guide ↗

WASHBURN CAPITAL MANAGEMENT, INC.

· CIK 0001793923

13F Portfolio $203M AUM 56 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 9 Added 32 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CEG	CONSTELLATION ENERGY CORP	Utilities	2,931	$818K	0.47%	SOLD
2	QXO	QXO INC	Industrials	32,945	$640K	0.37%	SOLD
3	SLV	ISHARES SILVER TR	Financial Services	8,808	$600K	0.35%	SOLD
4	ABT	ABBOTT LABORATORIES	Healthcare	2,291	$235K	0.14%	SOLD
5	GIL	GILDAN ACTIVEWEAR INC	Consumer Cyclical	3,855	$215K	0.12%	SOLD

Sector Allocation

Financial Services 64.0%

Technology 18.1%

Industrials 5.3%

Consumer Cyclical 3.5%

Utilities 3.2%

Communication Services 1.9%

Consumer Defensive 1.7%

Healthcare 1.6%

Energy 0.4%

Basic Materials 0.2%