Winthrop Partners WNY Llc Investment Activity in Q2 2026

Winthrop Partners - Wny, Llc managed a substantial portfolio worth approximately $202.2 million as of June 30, 2026. The investment strategy appears diversified across various sectors.

The Technology sector remains prominent in the portfolio, with holdings like AVGO (BROADCOM INC) and AAPL (APPLE INC). Financial Services is also well-represented through positions such as JPM (JPMORGAN CHASE & CO).

Investment activity this quarter shows notable shifts. The largest position by weight increased slightly, with a mere 0.01% change in shares for AVGO and negligible changes for other top holdings like IXUS (ISHARES TR) and GOOG (ALPHABET INC). This stability suggests confidence in these core positions.

Significant buying activity was observed across several sectors this quarter. The investor notably increased exposure to the Consumer Cyclical sector by acquiring SERVICE CORP INTL (SCI), adding shares equivalent to a brand new position worth $1,002,976. Similarly, AEHR TEST SYS (AEHR) saw its entire portfolio allocation originate from this purchase.

Within Technology, there was activity with AEHR TEST SYS and minor adjustments in other sectors like Consumer Defensive (WMT). The Energy sector experienced a notable increase through purchases of VANGUARD INDEX FDS (VB), adding shares worth approximately $693,629 to the portfolio.

Conversely, there were no disclosed large sell activities during this period. However, some holdings showed decreases in allocation or share count, including exits from certain ETF positions like ISHARES TR (IBDR), BKLN (INVESCO EXCH TRADED FD TR II), and PFF (ISHARES TR). These changes reflect normal portfolio turnover rather than distressed selling.