Washburn Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 5, 2025), Washburn Capital Management, Inc. reported 51 stock positions worth $152.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.1% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 18.4%) and Invesco QQQ Trust Series 1 (QQQ, 13.0%). Compared with Q4 2024, it opened 5 new positions, sold out of 9, added to 15 and reduced 23. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Nvidia (NVDA, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Vero Beach, FL
- CIK
- 0001793923
- Portfolio Value
- $152.1M (Q1 2025)
- SEC Filing
- 0001172661-25-002904 ↗ filed Aug 5, 2025
Holdings Value
Holdings 51 stocks · $152.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 24.10% | 65,517 | $36.6M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 18.42% | 101,922 | $28.0M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 12.99% | 42,126 | $19.8M | Reduce -3.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 8.33% | 30,156 | $12.7M | Reduce -1.6% |
| NVDA Nvidia Corp. | 2.48% | 34,839 | $3.8M | Reduce -25.1% |
| AAPL Apple Inc. | 2.45% | 16,752 | $3.7M | Reduce -7.4% |
| MDY State Street SPDR S&P Midcap | 2.34% | 60,960 | $3.6M | Reduce -3.2% |
| MSFT Microsoft Corp. | 2.33% | 9,437 | $3.5M | Reduce -8.7% |
| V Visa Inc. Class A | 2.33% | 10,105 | $3.5M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 2.06% | 5,435 | $3.1M | Reduce -6.3% |
| COST Costco Wholesale Corp. | 1.97% | 3,174 | $3.0M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.97% | 15,714 | $3.0M | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 1.50% | 4,440 | $2.3M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 1.41% | 2,594 | $2.1M | Reduce -3.2% |
| PANW Palo Alto Networks Inc. | 1.17% | 10,450 | $1.8M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 2,948 | $1.6M | Add +5.2% |
| HD Home Depot Inc. | 1.03% | 4,263 | $1.6M | Add +5.0% |
| SOXX iShares Semiconductor ETF | 0.77% | 6,250 | $1.2M | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.76% | 3,791 | $1.2M | New |
| ABBV Abbvie Inc. | 0.75% | 5,478 | $1.1M | Add +10.5% |
| XLF SS Financial Select Sector | 0.75% | 23,010 | $1.1M | Add +231.7% |
| UPS United Parcel Service Class B | 0.67% | 9,220 | $1.0M | New |
| CAT Caterpillar Inc. | 0.63% | 2,924 | $964K | Add +0.9% |
| AVGO Broadcom Inc. | 0.60% | 5,439 | $911K | Add +55.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 3,909 | $867K | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.56% | 5,439 | $850K | No change |
| GE General Electric filed as GE AEROSPACE | 0.56% | 4,234 | $847K | Add +51.5% |
| MS Morgan Stanley | 0.42% | 5,490 | $641K | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 0.41% | 2,550 | $626K | Add +18.3% |
| SCHB Schwab US Broad Market ETF | 0.37% | 26,037 | $561K | No change |
| UNH Unitedhealth Group Inc. | 0.33% | 955 | $500K | Reduce -2.5% |
| SMCI Super Micro Computer Inc. | 0.31% | 13,893 | $476K | New |
| CVX Chevron Corp. | 0.30% | 2,726 | $456K | Reduce -5.9% |
| ETN Eaton Corp. PLC | 0.28% | 1,570 | $427K | Add +149.2% |
| IYY iShares Dow Jones U.S. ETF | 0.28% | 3,110 | $423K | Reduce -18.6% |
| LNTH Lantheus Holdings Inc. | 0.23% | 3,650 | $356K | Add +58.7% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 4,130 | $349K | Reduce -6.2% |
| ABT Abbott Laboratories | 0.21% | 2,420 | $321K | Reduce -2.0% |
| EQT Eqt Corp. | 0.21% | 5,925 | $317K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 4,175 | $284K | No change |
| EXE Expand Energy Corp. | 0.18% | 2,400 | $267K | Reduce -14.3% |
| TSLA Tesla Inc. | 0.17% | 1,015 | $263K | Add +4.6% |
| WMT Walmart Inc. | 0.16% | 2,837 | $249K | Add +0.0% |
| AEM Agnico Eagle Mines Ltd. | 0.16% | 2,250 | $244K | New |
| CRH CRH PLC | 0.16% | 2,750 | $242K | No change |
| VLO Valero Energy Corp. | 0.16% | 1,810 | $239K | Reduce -2.2% |
| ENB Enbridge Inc. | 0.15% | 5,200 | $230K | No change |
| BN Brookfield Corp. | 0.15% | 4,350 | $228K | Reduce -15.1% |
| SKT Tanger Inc. | 0.14% | 6,475 | $219K | No change |
| VRT Vertiv Holdings Co. Class A | 0.13% | 2,820 | $204K | No change |
| MCD McDonald's Corp. | 0.13% | 646 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -25.1% | 2.48% | −1.38 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 12.99% | −0.76 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.71 |
| MSFT Microsoft Corp. | Reduce -8.7% | 2.33% | −0.37 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.36 |
| AAPL Apple Inc. | Reduce -7.4% | 2.45% | −0.36 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 1.97% | −0.27 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.16 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.16 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.14 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.14 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.13 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.13 |
| MDY State Street SPDR S&P Midcap | Reduce -3.2% | 2.34% | −0.09 |
| SOXX iShares Semiconductor ETF | Reduce -0.8% | 0.77% | −0.07 |
| IYY iShares Dow Jones U.S. ETF | Reduce -18.6% | 0.28% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 2.06% | −0.04 |
| BN Brookfield Corp. | Reduce -15.1% | 0.15% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.5% | 0.57% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -1.5% | 1.17% | −0.02 |
| MS Morgan Stanley | Reduce -3.5% | 0.42% | −0.02 |
| EXE Expand Energy Corp. | Reduce -14.3% | 0.18% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 1.50% | +0.02 |
| VLO Valero Energy Corp. | Reduce -2.2% | 0.16% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.33% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.2% | 0.23% | +0.02 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.21% | +0.04 |
| CVX Chevron Corp. | Reduce -5.9% | 0.30% | +0.04 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 1.41% | +0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.6% | 8.33% | +0.26 |
| V Visa Inc. Class A | Reduce -1.6% | 2.33% | +0.32 |
Portfolio Buys Q4 2024 → Q1 2025
| GEV GE Vernova Inc. | New | 0.76% | +0.76 |
| UPS United Parcel Service Class B | New | 0.67% | +0.67 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 18.42% | +0.61 |
| XLF SS Financial Select Sector | Add +231.7% | 0.75% | +0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 24.10% | +0.49 |
| SMCI Super Micro Computer Inc. | New | 0.31% | +0.31 |
| GE General Electric | Add +51.5% | 0.56% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 1.03% | +0.25 |
| ABBV Abbvie Inc. | Add +10.5% | 0.75% | +0.21 |
| COST Costco Wholesale Corp. | Add +1.1% | 1.97% | +0.19 |
| AEM Agnico Eagle Mines Ltd. | New | 0.16% | +0.16 |
| ETN Eaton Corp. PLC | Add +149.2% | 0.28% | +0.15 |
| MCD McDonald's Corp. | New | 0.13% | +0.13 |
| LNTH Lantheus Holdings Inc. | Add +58.7% | 0.23% | +0.11 |
| AVGO Broadcom Inc. | Add +55.8% | 0.60% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +18.3% | 0.41% | +0.09 |
| HD Home Depot Inc. | Add +5.0% | 1.03% | +0.05 |
| WMT Walmart Inc. | Add +0.0% | 0.16% | +0.01 |
| CAT Caterpillar Inc. | Add +0.9% | 0.63% | −0.02 |
| TSLA Tesla Inc. | Add +4.6% | 0.17% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $203.1M | SPY, VTI, QQQ, MTUM, DIA |
| Q1 2026 | 56 | $172.1M | SPY, VTI, QQQ, DIA, MTUM |
| Q4 2025 | 57 | $181.6M | SPY, VTI, QQQ, DIA, NVDA |
| Q3 2025 | 56 | $179.0M | SPY, VTI, QQQ, DIA, NVDA |
| Q2 2025 | 52 | $170.6M | SPY, VTI, QQQ, DIA, NVDA |
| Q1 2025Amended | 51 | $152.1M | SPY, VTI, QQQ, DIA, NVDA |
| Q4 2024 | 55 | $161.5M | SPY, VTI, QQQ, DIA, NVDA |
| Q3 2024 | 40 | $139.6M | SPY, VTI, QQQ, DIA, NVDA |
| Q2 2024 | 36 | $140.1M | SPY, VTI, QQQ, DIA, NVDA |
| Q1 2024 | 38 | $135.3M | SPY, VTI, QQQ, DIA, NVDA |