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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.2B AUM 275 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 91 Added 60 Reduced 12 Exited
Page 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,065.0 $302K 0.03% -63.0 -5.6% $283.12 -23.0%
142 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,177.0 $301K 0.03% $138.42 -1.7%
143 ITA ISHARES TR 1,394.0 $299K 0.03% $214.70 +3.9%
144 VCSH VANGUARD SCOTTSDALE FDS 3,719.0 $297K 0.03% +1K +40.7% $79.73 -1.0%
145 USMV ISHARES TR 3,143.0 $296K 0.03% -390.0 -11.0% $94.17 +2.0%
146 SYY SYSCO CORP Consumer Defensive 3,946.0 $291K 0.03% +179.0 +4.8% $73.70 +2.4%
147 VZ VERIZON COMMUNICATIONS INC Communication Services 6,998.0 $287K 0.02% +1K +18.1% $40.95 +16.8%
148 CEG CONSTELLATION ENERGY CORP Utilities 792.0 $279K 0.02% +170.0 +27.3% $352.74 -19.0%
149 EFA ISHARES TR 2,884.0 $277K 0.02% +522.0 +22.1% $96.04 +8.5%
150 EPD ENTERPRISE PRODS PARTNERS L Energy 8,638.0 $277K 0.02% +2K +30.1% $32.06 +23.1%
151 EW EDWARDS LIFESCIENCES CORP Healthcare 3,238.0 $276K 0.02% -563.0 -14.8% $85.17 -2.3%
152 VBK VANGUARD INDEX FDS 910.0 $275K 0.02% $301.96 +13.8%
153 ANET ARISTA NETWORKS INC Technology 2,144.0 $272K 0.02% +81.0 +3.9% $126.78 +17.2%
154 CRH PLC 2,164.0 $269K 0.02% NEW $124.22
155 VYMI VANGUARD WHITEHALL FDS 2,979.0 $268K 0.02% +292.0 +10.9% $90.00 +11.3%
156 ADI ANALOG DEVICES INC Technology 998.0 $267K 0.02% -138.0 -12.2% $267.05 +43.9%
157 CWB SPDR SERIES TRUST 2,984.0 $266K 0.02% $89.20 +18.1%
158 VBR VANGUARD INDEX FDS 1,237.0 $262K 0.02% +31.0 +2.6% $211.78 +9.0%
159 SUB ISHARES TR 2,395.0 $256K 0.02% +44.0 +1.9% $106.70 -0.5%
160 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 830.0 $253K 0.02% NEW $304.63 +31.8%
Page 8 of 10  ·  188 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 45.6%
Technology 28.9%
Consumer Cyclical 7.9%
Communication Services 7.8%
Healthcare 3.4%
Industrials 2.9%
Consumer Defensive 2.5%
Energy 0.7%
Utilities 0.3%