Wellington Capital Management, Inc.
Wellington Management Company is a private, independent investment management firm headquartered in Boston, MA, United States. Founded in 1928, it provides investment advisory services to over 2,200 institutional clients in more than 60 countries, including central banks, pension funds, endowments, foundations, insurance companies, family offices, and wealth managers. The firm is privately held, employs thousands globally, and is known for its client-focused approach and broad multi-asset investment capabilities.
Investment Strategy
Wellington Management pursues a diversified investment strategy across global equities, fixed income, alternatives, and multi-asset portfolios. The firm leverages fundamental research, proprietary analysis, and a team-based approach to construct portfolios tailored to client objectives. Wellington is known for integrating top-down macroeconomic perspectives with bottom-up security selection and offers specialized investment solutions, including alternatives and private equity. Their philosophy emphasizes deep research, risk management, and a long-term alignment with client interests.
Latest 13F Filing Activity
Wellington Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $67M. The fund increased holdings in Microsoft Corp., Sei Invts Co., Walmart Inc. among other positions. Wellington Capital Management, Inc. reduced exposure to Rivian Automotive Inc., Kraft Heinz Co., Vanguard Index FDS among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 14.85% | $9.9M | 19,987 | $497.41 | $497.41 | +$9.9M |
S SEIC | SEI INVTS CO | 6.74% | $4.5M | 50,200 | $89.86 | $89.86 | +$4.5M |
W WMT | WALMART INC | 4.41% | $3.0M | 30,171 | $97.78 | $97.78 | +$3.0M |
L LOW | LOWES COS INC | 4.33% | $2.9M | 13,068 | $221.87 | $221.87 | +$2.9M |
T TXN | TEXAS INSTRS INC | 3.66% | $2.5M | 11,800 | $207.62 | $207.62 | +$2.5M |