Institutional Fund
Washburn Capital Management, Inc.
Vero Beach, FLCIK 17939236 filings on record
Portfolio Value
$172.14M
Q1 2026
Holdings
56
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-5.2%
from $181.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr23.7%
- Vanguard Index Fds18.7%
- Invesco Qqq Tr13.1%
- Spdr Dow Jones Indl Average6.9%
- Ishares Tr2.4%
- Ge Vernova Inc2.3%
- Other32.9%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 62.8K | $40.86M | 23.7% | −175 | Reduced |
| 2 | Vanguard Index Fds | 100.1K | $32.13M | 18.7% | −290 | Reduced |
| 3 | Invesco Qqq Tr | 39.1K | $22.56M | 13.1% | −891 | Reduced |
| 4 | Spdr Dow Jones Indl Average | 25.5K | $11.83M | 6.9% | −96 | Reduced |
| 5 | Ishares Tr | 17.2K | $4.14M | 2.4% | +1.1K | Added |
| 6 | Ge Vernova Inc | 4.5K | $3.95M | 2.3% | −205 | Reduced |
| 7 | Nvidia Corporation | 21.8K | $3.79M | 2.2% | −4.6K | Reduced |
| 8 | Apple Inc | 13.5K | $3.42M | 2.0% | −128 | Reduced |
| 9 | Microsoft Corp | 8.3K | $3.08M | 1.8% | −388 | Reduced |
| 10 | Meta Platforms Inc | 5.1K | $2.93M | 1.7% | −221 | Reduced |
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