Washburn Capital Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Washburn Capital Management, Inc. reported 57 stock positions worth $181.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 18.5%) and Invesco QQQ Trust Series 1 (QQQ, 13.5%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 15 and reduced 28. The biggest buy was iShares MSCI USA Momentum Fa (MTUM, shares +68%) and the biggest sale an exit from Super Micro Computer (SMCI).
- Most Recent 13F
- Q2 2026
- Location
- Vero Beach, FL
- CIK
- 0001793923
- Portfolio Value
- $181.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000251 ↗ filed Jan 22, 2026
Holdings Value
Holdings 57 stocks · $181.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 23.65% | 63,010 | $43.0M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 18.54% | 100,428 | $33.7M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 13.52% | 39,980 | $24.6M | Reduce -0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 6.78% | 25,632 | $12.3M | Reduce -4.3% |
| NVDA Nvidia Corp. | 2.71% | 26,391 | $4.9M | Reduce -6.6% |
| MSFT Microsoft Corp. | 2.32% | 8,705 | $4.2M | No change |
| MTUM iShares MSCI USA Momentum Fa | 2.22% | 16,125 | $4.0M | Add +68.4% |
| AAPL Apple Inc. | 2.04% | 13,598 | $3.7M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 1.94% | 5,333 | $3.5M | Reduce -1.4% |
| V Visa Inc. Class A | 1.82% | 9,414 | $3.3M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.78% | 14,019 | $3.2M | Reduce -1.0% |
| GEV GE Vernova Inc. | 1.70% | 4,735 | $3.1M | Add +0.3% |
| AVGO Broadcom Inc. | 1.44% | 7,556 | $2.6M | Add +18.7% |
| COST Costco Wholesale Corp. | 1.38% | 2,908 | $2.5M | Reduce -4.3% |
| VOO Vanguard S&P 500 ETF | 1.37% | 3,974 | $2.5M | Add +7.0% |
| IJH iShares Core S&P Midcap ETF | 1.18% | 32,385 | $2.1M | Reduce -16.3% |
| PANW Palo Alto Networks Inc. | 0.94% | 9,258 | $1.7M | Reduce -0.0% |
| SOXX iShares Semiconductor ETF | 0.92% | 5,550 | $1.7M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 5,339 | $1.6M | Add +1.1% |
| CLS Celestica Inc. | 0.83% | 5,077 | $1.5M | Add +41.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 2,965 | $1.5M | Reduce -8.3% |
| CAT Caterpillar Inc. | 0.79% | 2,497 | $1.4M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.75% | 1,261 | $1.4M | Reduce -6.6% |
| STRL Sterling Infrastructure Inc. | 0.70% | 4,138 | $1.3M | Add +25.3% |
| CEG Constellation Energy | 0.69% | 3,571 | $1.3M | Add +7.8% |
| HD Home Depot Inc. | 0.68% | 3,580 | $1.2M | Reduce -10.1% |
| ABBV Abbvie Inc. | 0.65% | 5,169 | $1.2M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.64% | 3,730 | $1.2M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.59% | 3,300 | $1.1M | Add +1.7% |
| MS Morgan Stanley | 0.45% | 4,624 | $821K | Reduce -0.4% |
| VICR Vicor Corp. | 0.45% | 7,405 | $812K | New |
| BA The Boeing Co. | 0.35% | 2,959 | $642K | Reduce -8.3% |
| TSLA Tesla Inc. | 0.34% | 1,379 | $620K | Add +8.0% |
| XLF SS Financial Select Sector | 0.30% | 10,075 | $552K | Reduce -21.5% |
| CLSK Cleanspark Inc. | 0.29% | 52,305 | $529K | New |
| VRT Vertiv Holdings Co. Class A | 0.22% | 2,500 | $405K | Reduce -11.3% |
| AEM Agnico Eagle Mines Ltd. | 0.21% | 2,250 | $381K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 1,434 | $370K | Add +5.1% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 1,995 | $355K | Reduce -69.1% |
| SCHB Schwab US Broad Market ETF | 0.19% | 13,396 | $351K | Reduce -4.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 4,175 | $344K | No change |
| DBRG Digitalbridge Group Inc. | 0.18% | 20,815 | $319K | New |
| WMT Walmart Inc. | 0.17% | 2,802 | $312K | No change |
| GS Goldman Sachs Group Inc. | 0.17% | 344 | $302K | Add +4.6% |
| BN Brookfield Corp. | 0.16% | 6,525 | $299K | No change |
| CRH CRH PLC | 0.16% | 2,375 | $296K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 2,444 | $294K | Add +0.4% |
| ABT Abbott Laboratories | 0.16% | 2,296 | $288K | Reduce -2.1% |
| EQT Eqt Corp. | 0.15% | 5,000 | $268K | Reduce -13.5% |
| GIL Gildan Activewear Inc. | 0.15% | 4,257 | $266K | Add +3.8% |
| EXE Expand Energy Corp. | 0.15% | 2,400 | $265K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.13% | 1,453 | $241K | Reduce -16.7% |
| ADI Analog Devices Inc. | 0.12% | 825 | $224K | No change |
| SHOP Shopify Inc. Class A | 0.12% | 1,320 | $212K | Reduce -9.6% |
| GLD SPDR Gold Shares | 0.12% | 535 | $212K | New |
| CCEP Coca-Cola Europacific Partne | 0.11% | 2,250 | $204K | No change |
| PKG Packaging Corp. of America | 0.11% | 975 | $201K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.79 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.60 |
| PLTR Palantir Technologies Inc. Class A | Reduce -69.1% | 0.20% | −0.46 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 1.94% | −0.28 |
| NVDA Nvidia Corp. | Reduce -6.6% | 2.71% | −0.24 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.3% | 1.18% | −0.23 |
| HD Home Depot Inc. | Reduce -10.1% | 0.68% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -4.3% | 1.38% | −0.19 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -4.3% | 6.78% | −0.16 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -0.0% | 0.94% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.3% | 0.82% | −0.09 |
| XLF SS Financial Select Sector | Reduce -21.5% | 0.30% | −0.08 |
| BA The Boeing Co. | Reduce -8.3% | 0.35% | −0.04 |
| EQT Eqt Corp. | Reduce -13.5% | 0.15% | −0.03 |
| IYY iShares Dow Jones U.S. ETF | Reduce -16.7% | 0.13% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.65% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.16% | −0.02 |
| V Visa Inc. Class A | Reduce -2.0% | 1.82% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -11.3% | 0.22% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -4.6% | 0.19% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -9.6% | 0.12% | −0.00 |
| MS Morgan Stanley | Reduce -0.4% | 0.45% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 1.78% | +0.04 |
| SOXX iShares Semiconductor ETF | Reduce -2.5% | 0.92% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 13.52% | +0.06 |
| AAPL Apple Inc. | Reduce -0.0% | 2.04% | +0.10 |
| CAT Caterpillar Inc. | Reduce -1.3% | 0.79% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 23.65% | +0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.64% | +0.14 |
| LLY Eli Lilly & Co. | Reduce -6.6% | 0.75% | +0.17 |
Portfolio Buys Q3 2025 → Q4 2025
| MTUM iShares MSCI USA Momentum Fa | Add +68.4% | 2.22% | +0.85 |
| VICR Vicor Corp. | New | 0.45% | +0.45 |
| CLS Celestica Inc. | Add +41.3% | 0.83% | +0.33 |
| CLSK Cleanspark Inc. | New | 0.29% | +0.29 |
| AVGO Broadcom Inc. | Add +18.7% | 1.44% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 18.54% | +0.19 |
| DBRG Digitalbridge Group Inc. | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | New | 0.12% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +7.0% | 1.37% | +0.10 |
| CEG Constellation Energy | Add +7.8% | 0.69% | +0.09 |
| GEV GE Vernova Inc. | Add +0.3% | 1.70% | +0.08 |
| STRL Sterling Infrastructure Inc. | Add +25.3% | 0.70% | +0.07 |
| TSLA Tesla Inc. | Add +8.0% | 0.34% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +4.6% | 0.17% | +0.02 |
| GE General Electric | Add +1.1% | 0.91% | +0.02 |
| GIL Gildan Activewear Inc. | Add +3.8% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.59% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.1% | 0.20% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.16% | +0.01 |
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 |