Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002010657

Winthrop Capital Management, LLC

Carmel, IN · File #028-23672

Latest AUM
$429,125
Positions
364
Top-10 Concentration
46.2%
Filings
8

Sector Allocation

Healthcare
5.9%$25,294
Technology
4.8%$20,452
Financials
4.3%$18,698
Energy
0.9%$4,107
Industrials
0.7%$2,967
Real Estate
0.1%$224
Materials
0.0%$78
Utilities
0.0%$5

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD92204A70246,099$34,7499.53%
2SPDR SERIES TRUST78464A474687,887$20,7745.70%
3ELI LILLY & CO.LLY17,798$19,1285.25%
4SCHWAB US LARGE CAP ETF808524201660,723$17,7804.88%
5VANGUARD WORLD FD92204A405104,442$13,9423.83%
6ISHARES TR46432F842152,660$13,6573.75%
7SCHWAB US DIVIDEND EQUITY ETF808524797480,369$13,1773.62%
8SPDR S&P 500 ETF TRSPY18,154$12,3803.40%
9INVESCO EXCHANGE TRADED FD TIVZ61,855$11,8493.25%
10SELECT SECTOR SPDR TR81369Y85292,430$10,8812.99%
11ISHARES TR46429B697112,484$10,5912.91%
12ISHARES IBOXX IG CORP BOND46428724292,649$10,2092.80%
13SELECT SECTOR SPDR TR81369Y20964,303$9,9542.73%
14VANGUARD SCOTTSDALE FDS92206C870117,458$9,8372.70%
15SELECT SECTOR SPDR TR81369Y40777,960$9,3092.55%
16SCHWAB INTERNATIONAL EQUITY ETF808524805354,164$8,5142.34%
17ISHARES CORE S&P 500 ETF46428720011,318$7,7522.13%
18NVIDIA CORPORATIONNVDA39,262$7,3222.01%
19VANGUARD GROWTH92290873613,961$6,8111.87%
20ALPHABET INCGOOG20,479$6,4101.76%