Washburn Capital Management, Inc. holds a concentrated book of 56 stocks worth $203.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 23% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1793923/holdings"
Use Arkolith to show WASHBURN CAPITAL MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Washburn Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Washburn Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 56 | $560.9B |
| JPMORGAN CHASE & CO | 80 / 56 | $537.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 56 | $387.4B |
| ROYAL BANK OF CANADA | 80 / 56 | $163.1B |
| WELLS FARGO & COMPANY/MN | 80 / 56 | $148.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 56 | $83.6B |
| LPL Financial LLC | 80 / 56 | $74.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 56 | $58.2B |
Ranked by how many of Washburn Capital Management, Inc.'s top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $46.3M | 61.9K | 22.8% | ▼−1.4% Reduced · −897 sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $36.5M | 98.6K | 18.0% | ▼−1.6% Reduced · −2K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $27.6M | 37.5K | 13.6% | ▼−4.0% Reduced · −2K sh | |
| 4 | Ishares TR MSCI USA MMENTM | $12.0M | 35.0K | 5.9% | ▲+103% Added · +18K sh | |
| 5 | State STR SPDR Dow Jones Ind UT SER 1 | $9.2M | 17.6K | 4.5% | ▼−31% Reduced · −8K sh | |
| 6 | Ishares TR ISHARES SEMICDTR | $4.7M | 7.4K | 2.3% | ▲+33% Added · +2K sh | |
| 7 | Ge Vernova Inc COM | $4.5M | 3.8K | 2.2% | ▼−16% Reduced · −718 sh | |
| 8 | Nvidia Corporation COM | $4.2M | 21.0K | 2.1% | ▼−3.6% Reduced · −778 sh | |
| 9 | Apple Inc COM | $3.4M | 11.7K | 1.7% | ▼−13% Reduced · −2K sh | |
| 10 | Vicor Corp COM | $3.2M | 8.3K | 1.6% | ▼−1.8% Reduced · −150 sh | |
| 11 | Micron Technology Inc COM | $3.0M | 2.6K | 1.5% | ▲New New position | |
| 12 | Visa Inc COM CL A | $2.9M | 8.5K | 1.4% | ▼−8.3% Reduced · −769 sh | |
| 13 | Broadcom Inc COM | $2.8M | 7.3K | 1.4% | ▼−0.8% Reduced · −63 sh | |
| 14 | Microsoft Corp COM | $2.7M | 7.4K | 1.4% | ▼−11% Reduced · −955 sh | |
| 15 | Amazon Com Inc COM | $2.7M | 11.2K | 1.3% | ▼−7.0% Reduced · −850 sh | |
| 16 | Meta Platforms Inc CL A | $2.6M | 4.7K | 1.3% | ▼−8.4% Reduced · −429 sh | |
| 17 | Caterpillar Inc COM | $2.6M | 2.5K | 1.3% | ▼−1.8% Reduced · −46 sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.4M | 3.5K | 1.2% | ▼−13% Reduced · −505 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.2M | 29.2K | 1.1% | ▼−5.9% Reduced · −2K sh | |
| 20 | Ge Aerospace COM NEW | $1.9M | 5.0K | 0.9% | ▼−8.0% Reduced · −435 sh | |
| 21 | Costco Wholesale Corporation COM | $1.9M | 2.0K | 0.9% | ▼−3.9% Reduced · −82 sh | |
| 22 | Palo Alto Networks Inc COM | $1.8M | 5.1K | 0.9% | ▼−10% Reduced · −580 sh | |
| 23 | Corning Inc COM | $1.7M | 6.6K | 0.8% | ▲+48% Added · +2K sh | |
| 24 | Celestica Inc COM | $1.7M | 4.6K | 0.8% | ▼−0.9% Reduced · −40 sh | |
| 25 | Alphabet Inc CAP STK CL C | $1.7M | 4.7K | 0.8% | ▼−2.2% Reduced · −105 sh | |
| 26 | Home Depot Inc COM | $1.3M | 3.8K | 0.7% | ▲+5.9% Added · +213 sh | |
| 27 | Boeing Co COM | $1.3M | 6.1K | 0.7% | ▼−6.6% Reduced · −435 sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $1.3M | 4.2K | 0.6% | ▲+47% Added · +1K sh | |
| 29 | Abbvie Inc COM | $1.2M | 4.8K | 0.6% | ▼−2.1% Reduced · −103 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.3K | 0.6% | ▼−9.9% Reduced · −256 sh | |
| 31 | Eli Lilly & Co COM | $1.0M | 842 | 0.5% | ▼−18% Reduced · −184 sh | |
| 32 | Morgan Stanley COM NEW | $941K | 4.5K | 0.5% | ▼−3.6% Reduced · −171 sh | |
| 33 | JPMorgan Chase & Co COM | $913K | 2.8K | 0.4% | ▼−35% Reduced · −1K sh | |
| 34 | Vertiv Holdings Co COM CL A | $845K | 2.5K | 0.4% | ▲+7.4% Added · +175 sh | |
| 35 | Goldman Sachs Group Inc COM | $730K | 722 | 0.4% | ▲+126% Added · +403 sh | |
| 36 | Tesla Inc COM | $640K | 1.5K | 0.3% | ▲+4.7% Added · +69 sh | |
| 37 | Sterling Infrastructure Inc COM | $394K | 470 | 0.2% | ▼−89% Reduced · −4K sh | |
| 38 | Schwab Strategic TR US BRD MKT ETF | $388K | 13.4K | 0.2% | —Held | |
| 39 | SPDR Series Trust ST STR PR SP1500 | $379K | 4.2K | 0.2% | —Held | |
| 40 | Agnico Eagle Mines Ltd COM | $337K | 2.2K | 0.2% | —Held | |
| 41 | Exxon Mobil Corp COM | $335K | 2.4K | 0.2% | ▲+0.1% Added · +3 sh | |
| 42 | Analog Devices Inc COM | $328K | 825 | 0.2% | —Held | |
| 43 | Dycom Inds Inc COM | $308K | 610 | 0.2% | ▲New New position | |
| 44 | Select Sector SPDR TR ST STR FINL ETF | $278K | 5.2K | 0.1% | ▼−32% Reduced · −2K sh | |
| 45 | Brookfield Corp CL A LTD VT SH | $278K | 6.5K | 0.1% | —Held | |
| 46 | Intel Corp COM | $276K | 2.0K | 0.1% | ▲New New position | |
| 47 | Eqt Corp COM | $266K | 5.0K | 0.1% | —Held | |
| 48 | SPDR Gold TR GOLD SHS | $254K | 690 | 0.1% | ▲+7.8% Added · +50 sh | |
| 49 | CRH PLC ORD | $254K | 2.4K | 0.1% | —Held | |
| 50 | Ishares TR DOW JONES US ETF | $251K | 1.4K | 0.1% | ▼−5.1% Reduced · −74 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 56 | $203.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 56 | $172.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 57 | $181.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 56 | $179.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 52 | $170.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 5, 2025 | 51 | $152.1M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 55 | $161.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.