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Home > Institutional Investor > Washburn Capital Management, Inc. > Profile

Instuitional Investor - Washburn Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Washburn Capital Management, Inc.
Portfolio Value $133,021,652
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 64,067 $30,451,470 22.89%
2.
Invesco Qqq Tr
 54,234 $22,210,030 16.69%
3.
Vanguard Index Fds
 92,285 $21,891,803 16.45%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 36,084 $13,598,829 10.22%
5.
Apple Inc.
 AAPL 21,081 $4,058,687 3.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)