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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 4,670.0 $1.7M 0.81% -105.0 -2.2% $353.33
22 BA BOEING CO Industrials 6,147.0 $1.3M 0.66% -435.0 -6.6% $216.47 -5.0%
23 ABBV ABBVIE INC Healthcare 4,839.0 $1.2M 0.60% -103.0 -2.1% $251.63 +3.3%
24 BERKSHIRE HATHAWAY INC DEL 2,320.0 $1.2M 0.57% -256.0 -9.9% $500.39
25 LLY ELI LILLY & CO Healthcare 842.0 $1.0M 0.50% -184.0 -17.9% $1199.76 -3.3%
26 MS MORGAN STANLEY Financial Services 4,503.0 $941K 0.46% -171.0 -3.7% $209.06 +1.0%
27 JPM JPMORGAN CHASE & CO Financial Services 2,789.0 $913K 0.45% -1K -34.7% $327.33 +8.4%
28 STRL STERLING INFRASTRUCTURE INC Industrials 470.0 $394K 0.19% -4K -88.6% $839.36 -45.7%
29 XLF SELECT SECTOR SPDR TR 5,185.0 $278K 0.14% -2K -31.9% $53.61 +6.7%
30 IYY ISHARES TR 1,379.0 $251K 0.12% -74.0 -5.1% $182.28 +1.8%
31 WMT WALMART INC Consumer Defensive 2,117.0 $240K 0.12% -497.0 -19.0% $113.27 -6.5%
32 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,200.0 $220K 0.11% -50.0 -2.2% $100.07 +7.5%
Page 2 of 2  ·  32 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 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%