Institutional Fund
Winthrop Partners - Wny, LLC
Buffalo, NYCIK 17341092 filings on record
Portfolio Value
$187.68M
Q1 2026
Holdings
87
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.1%
from $185.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.6%
- Broadcom Inc4.5%
- Apple Inc4.1%
- Ishares Tr3.5%
- Walmart Inc3.3%
- Ishares Tr3.2%
- Other76.8%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 99.0K | $8.58M | 4.6% | −1.5K | Reduced |
| 2 | Broadcom Inc | 27.1K | $8.38M | 4.5% | −340 | Reduced |
| 3 | Apple Inc | 30.2K | $7.65M | 4.1% | +21 | Added |
| 4 | Ishares Tr | 67.9K | $6.60M | 3.5% | −244 | Reduced |
| 5 | Walmart Inc | 49.9K | $6.20M | 3.3% | −158 | Reduced |
| 6 | Ishares Tr | 114.5K | $6.09M | 3.2% | +557 | Added |
| 7 | Vanguard Index Fds | 23.2K | $6.07M | 3.2% | −351 | Reduced |
| 8 | Ishares Tr | 245.1K | $5.94M | 3.2% | +5.2K | Added |
| 9 | Jpmorgan Chase & Co. | 19.2K | $5.65M | 3.0% | +21 | Added |
| 10 | Ishares Tr | 219.4K | $5.32M | 2.8% | −4.1K | Reduced |
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