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Winthrop Capital Management, LLC

CIK:0002010657
Asset Manager
$4B AUM
337 holdings
Carmel, IN, United States
Founded:2007
25 employees
winthropcm.com
Latest filing:Jun 30, 2025

Winthrop Capital Management, LLC is an independent investment advisory firm headquartered in Carmel, Indiana. Founded in 2007, the firm employs approximately 25 professionals. Winthrop Capital Management provides customized fixed income and equity strategies for institutions, insurance companies, corporations, family offices, and high-net-worth individuals, serving clients primarily in the United States.

Investment Strategy

Winthrop Capital Management focuses on a disciplined investment process with continuous risk management and a client-centric approach. The firm designs and manages tailored fixed income and equity portfolios, working closely with institutional clients to develop investment policy statements and guidelines. Their strategies aim to meet diverse investment objectives, with a particular expertise serving insurance companies and other institutions, using fundamental research and active portfolio management to pursue long-term value and performance.

Latest 13F Filing Activity

Winthrop Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 337 equity positions with a total 13F market value of $396M. The fund increased holdings in Vanguard Information Technology, Apple Inc., Amazon.com Inc. among other positions. Winthrop Capital Management, LLC reduced exposure to Invesco Exchange Traded FD TR S&p500 Eql, Schwab Us Dividend Equity Etf, Eli Lilly & Co. among others.

Top Buys
V
VGTVANGUARD INFORMATION TECHNOLOGY
+$7.0M
A
AAPLAPPLE INC.
+$4.2M
A
AMZNAMAZON.COM INC.
+$3.1M
X
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR
+$3.1M
S
SGOVISHARES TRUST 0-3 MONTH TREASURY
+$2.2M
Top Sells
R
RCDINVESCO EXCHANGE TRADED FD TR S&P500 EQL
-$2.4M
S
SCHDSCHWAB US DIVIDEND EQUITY ETF
-$1.4M
L
LLYELI LILLY & CO.
-$1.1M
X
XLVHEALTH CARE SELECT SECTOR SPDR
-$648.0K
X
XLPSECTOR SPDR CONSUMER STAPLES
-$475.0K

Top Holdings

V
VGTVANGUARD INFORMATION TECHNOLOGY
+7.8%$30.8M
S
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND
+5.1%$20.0M
S
SCHXSCHWAB US LARGE CAP ETF
+4.1%$16.2M
L
LLYELI LILLY & CO.
+3.5%$13.8M
V
VFHVANGUARD FINANCIALS ETF
+3.4%$13.4M

Equity Positions (337)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VGT
VANGUARD INFORMATION TECHNOLOGY7.78%$30.8M46,427$500.71$663.28+$7.0M
S
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND5.06%$20.0M663,656$29.80$30.19+$253.0K
S
SCHX
SCHWAB US LARGE CAP ETF4.09%$16.2M662,805$23.18$24.44+$1.5M
L
LLY
ELI LILLY & CO.3.48%$13.8M17,661$772.23$779.53-$1.1M
V
VFH
VANGUARD FINANCIALS ETF3.38%$13.4M104,994$97.78$127.30+$1.4M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+4.5%
SERVICES-PREPACKAGED SOFTWARE
+2.3%
SEMICONDUCTORS & RELATED DEVICES
+2.0%
NATIONAL COMMERCIAL BANKS
+1.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%

Investment Team (8)

NameRoleLocationLinkedIn
Adam Coons
Adam Coons		Portfolio ManagerIndianapolis, IN , United States
F
Frank Pena		PrincipalManasquan, NJ , United States
Keith Hanson
Keith Hanson		Senior Research AnalystHilliard, OH , United States
Daniel Echeverry
Daniel Echeverry		AnalystIndianapolis, IN , United States
G
George Mullen		Senior Vice President Asset and Construction ManagementNew York, NY , United States
Luke Stone
Luke Stone		Senior Investment AnalystIndianapolis, IN , United States
M
Matthew Hupfer		Research AnalystIndianapolis, IN , United States
Whitton Rice
Whitton Rice		Performance AnalystCarmel, IN , United States