Arkolith/Funds/Wellington Shields Capital Management, LLC

Wellington Shields Capital Management, LLC

CIK 1506071
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Wellington Shields Capital Management, LLC holds a diversified book of 334 stocks worth $788.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Bloom Energy Corp- A. Their largest long position is Bloom Energy Corp- A at 6% of the equity book.

Opened
122
bought for the first time
Added to
67
already held, bought more
Trimmed
107
sold some, still holds it
Sold out
21
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

90% mapped to company sectors

Information Technology
40%
Financials
15%
Industrials
12%
ETF / fund or unclassified
10%
Consumer Discretionary
6%
Health Care
5%
Materials
4%
Energy
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wellington Shields Capital Management, LLC

Manager / fundShared namesTheir $ in those
Arax Advisory Partners80 / 80$3.1B
FMR LLC79 / 80$778.9B
MORGAN STANLEY79 / 80$583.0B
JPMORGAN CHASE & CO79 / 80$554.5B
BANK OF AMERICA CORP /DE/79 / 80$372.4B
NORTHERN TRUST CORP79 / 80$316.4B
GOLDMAN SACHS GROUP INC79 / 80$274.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME79 / 80$224.5B

Ranked by how many of Wellington Shields Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

334 positions
#SecurityValueShares% PortLast moveHistory
1Bloom Energy Corp Com CL A
Stock
$46.9M154.9K
5.9%
−2.9%
Reduced · −5K sh
2Microsoft Corp Com
Stock
$40.2M107.8K
5.1%
−13%
Reduced · −16K sh
3Alphabet Inc Cap STK CL A
Stock
$31.0M86.8K
3.9%
−1.0%
Reduced · −885 sh
4Alphabet Inc Cap STK CL C
Stock
$30.3M85.7K
3.8%
−32%
Reduced · −41K sh
5Advanced Micro Devices Inc Com
Stock
$29.8M51.3K
3.8%
−0.1%
Reduced · −50 sh
6Apple Inc Com
Stock
$28.9M99.9K
3.7%
−6.1%
Reduced · −6K sh
7Amazon Com Inc Com
Stock
$26.3M110.4K
3.3%
+0.2%
Added · +186 sh
8JPMorgan Chase & Co Com
Stock
$23.9M72.9K
3.0%
+1.0%
Added · +701 sh
9American Express Co Com
Stock
$16.2M47.8K
2.1%
−6.5%
Reduced · −3K sh
10Palo Alto Networks Inc Com
Stock
$16.0M47.0K
2.0%
−7.1%
Reduced · −4K sh
11Qxo Inc Com New
Stock
$15.7M910.2K
2.0%
+36%
Added · +242K sh
12Mastercard Incorporated CL A
Stock
$14.8M28.8K
1.9%
−8.0%
Reduced · −3K sh
13Quanta Svcs Inc Com
Stock
$14.6M20.3K
1.9%
−0.2%
Reduced · −45 sh
14ExxonMobil Holdings Corp Com SHS
Stock
$14.1M102.8K
1.8%
New
New position
15Ishares Semiconductor ETF
ETF
$13.4M20.9K
1.7%
−9.4%
Reduced · −2K sh
16MKS Inc. Com
Stock
$13.2M29.8K
1.7%
−43%
Reduced · −22K sh
17Vanguard S&P 500 ETF
ETF
$12.4M18.1K
1.6%
+32%
Added · +4K sh
18Taiwan Semiconductor Manufact Sponsored Ads
ADR
$12.1M25.3K
1.5%
−14%
Reduced · −4K sh
19Boeing Co Com
Stock
$12.0M55.5K
1.5%
−5.3%
Reduced · −3K sh
20Eli Lilly & Co Com
Stock
$11.7M9.8K
1.5%
+73%
Added · +4K sh
21Blackstone Inc Com
Stock
$11.3M96.2K
1.4%
−13%
Reduced · −14K sh
22State Street SPDR S&P Metals & Mining ETF
ETF
$10.9M101.7K
1.4%
+6.1%
Added · +6K sh
23Capital One Finl Corp Com
Stock
$10.0M50.0K
1.3%
+5.9%
Added · +3K sh
24Broadcom Inc Com
Stock
$8.9M23.5K
1.1%
+31%
Added · +6K sh
25Nvidia Corporation Com
Stock
$8.2M41.0K
1.0%
−23%
Reduced · −12K sh
26Vaneck Semiconductor ETF
ETF
$7.5M11.4K
0.9%
−8.8%
Reduced · −1K sh
27RTX Corporation Com
Stock
$7.4M39.1K
0.9%
+28%
Added · +9K sh
28Ge Vernova Inc Com
Stock
$6.4M5.4K
0.8%
+35%
Added · +1K sh
29Reddit Inc CL A
Stock
$5.8M33.5K
0.7%
+2.5%
Added · +827 sh
30Apollo Global Mgmt Inc Com
Stock
$5.7M48.1K
0.7%
−13%
Reduced · −7K sh
31Linde PLC SHS
Stock
$5.6M10.8K
0.7%
+3.9%
Added · +400 sh
32Corning Inc Com
Stock
$5.2M20.4K
0.7%
−22%
Reduced · −6K sh
33McKesson Corp Com
Stock
$5.1M6.8K
0.6%
−1.1%
Reduced · −75 sh
34State Street SPDR S&P Biotech ETF
ETF
$5.1M32.0K
0.6%
11×
Added · +29K sh
35Flowers Foods Inc Com
Stock
$4.7M589.7K
0.6%
Held
36Personalis Inc Com
Stock
$4.6M339.7K
0.6%
Held
37Invesco S&P 500 Equal Weight ETF
ETF
$4.1M19.3K
0.5%
+8.6%
Added · +2K sh
38International Business Machs Com
Stock
$4.1M14.6K
0.5%
−20%
Reduced · −4K sh
39Edwards Lifesciences Corp Com
Stock
$4.1M44.8K
0.5%
−5.7%
Reduced · −3K sh
40ASML Hldg NV N Y Registry SHS
ADR
$4.0M2.0K
0.5%
+8.1%
Added · +150 sh
41BlackRock Inc Com
Stock
$3.9M4.0K
0.5%
Held
42Illinois Tool WKS Inc Com
Stock
$3.8M13.9K
0.5%
−1.6%
Reduced · −225 sh
43Uber Technologies Inc Com
Stock
$3.7M51.0K
0.5%
28×
Added · +49K sh
44Walmart Inc Com
Stock
$3.4M30.2K
0.4%
~0%
Added · +15 sh
45Pilgrims Pride Corp Com
Stock
$3.3M117.6K
0.4%
New
New position
46Ishares Silver Trust
ETF
$3.3M61.3K
0.4%
−1.1%
Reduced · −700 sh
47PDD Holdings Inc Sponsored Ads
ADR
$3.3M42.8K
0.4%
New
New position
48Eaton Corp PLC SHS
Stock
$3.2M7.5K
0.4%
+0.9%
Added · +67 sh
49Curtiss Wright Corp Com
Stock
$3.2M4.2K
0.4%
+13%
Added · +500 sh
50Johnson & Johnson Com
Stock
$3.2M12.6K
0.4%
−29%
Reduced · −5K sh
Showing 50 of 334 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026335$788.4M13F-HR
Q1 2026Mar 31, 2026May 4, 2026326$666.2M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026316$685.8M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025335$658.9M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025322$591.0M13F-HR
Q1 2025Mar 31, 2025May 8, 2025313$551.4M13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025306$565.4M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024313$575.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.