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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.1B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 191 New
Page 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LIN LINDE PLC Basic Materials 443.0 $210K 0.02% NEW $475.01 +8.3%
182 GILD GILEAD SCIENCES INC Healthcare 1,893.0 $210K 0.02% NEW $111.00 +17.6%
183 EPD ENTERPRISE PRODS PARTNERS L Energy 6,638.0 $208K 0.02% NEW $31.27 +26.2%
184 CEG CONSTELLATION ENERGY CORP Utilities 622.0 $205K 0.02% NEW $329.31 -13.2%
185 PLTR PALANTIR TECHNOLOGIES INC Technology 1,115.0 $203K 0.02% NEW $182.42 -24.8%
186 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,875.0 $202K 0.02% NEW $107.81 -14.3%
187 MGK VANGUARD WORLD FD 501.0 $202K 0.02% NEW $403.10 -78.0%
188 SHLD GLOBAL X FDS 2,865.0 $201K 0.02% NEW $70.24 -8.4%
189 CION CION INVT CORP Financial Services 11,493.0 $109K 0.01% NEW $9.48 -30.4%
190 ABEV AMBEV SA Consumer Defensive 24,634.0 $56K 0.01% NEW $2.25 +45.1%
191 MVIS MICROVISION INC DEL Technology 17,821.0 $22K 0.00% NEW $1.24 -51.5%
Page 10 of 10  ·  191 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 46.6%
Technology 28.6%
Consumer Cyclical 8.3%
Communication Services 7.0%
Healthcare 3.0%
Industrials 3.0%
Consumer Defensive 2.4%
Energy 0.8%
Utilities 0.3%
Basic Materials 0.1%