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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 2,594.0 $3.0M 1.47% NEW $1154.29 -19.1%
2 DY DYCOM INDS INC Industrials 610.0 $308K 0.15% NEW $505.59 -43.2%
3 INTC INTEL CORP Technology 1,980.0 $276K 0.14% NEW $139.63 -36.4%
4 AMAT APPLIED MATLS INC Technology 315.0 $228K 0.11% NEW $723.00 -38.8%
5 VGT VANGUARD WORLD FD 1,847.0 $221K 0.11% NEW $119.49 -0.5%

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 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%