WASHBURN CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 1793923 · latest 13F-HR filed 2026-05-01

WASHBURN CAPITAL MANAGEMENT, INC. manages $172.1M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (23.74%), VTI (18.66%), QQQ (13.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 15, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$172.1M

Long-equity book

Holdings

56

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+3 / −4 / ↑15 / ↓24

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GE VERNOVA INC$859.6K +27.8%
  • BOEING CO$667.6K +103.9%
  • VICOR CORP$548.9K +67.6%
  • STERLING INFRASTRUCTURE INC$405.9K +32.0%
  • VANGUARD INDEX FDS$374.2K +101.2%
Show all 15

Top Trims

  • INVESCO QQQ TR-$2.0M -8.1%
  • MICROSOFT CORP-$1.1M -26.9%
  • NVIDIA CORPORATION-$1.1M -22.9%
  • PALO ALTO NETWORKS INC-$788.8K -46.3%
  • AMAZON COM INC-$723.7K -22.4%
Show all 24

New Positions

  • QXO INC$639.8K
  • CORNING INC$606.4K
  • ISHARES SILVER TR$600.2K
Show all 3

Exited Positions

  • CLEANSPARK INC$529.3K
  • PALANTIR TECHNOLOGIES INC$354.6K
  • DIGITALBRIDGE GROUP INC$319.3K
  • SHOPIFY INC$212.5K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $40.9M 23.74% 62,835 SH
2 VANGUARD INDEX FDS VTI 922908769 $32.1M 18.66% 100,138 SH
3 INVESCO QQQ TR QQQ 46090E103 $22.6M 13.11% 39,089 SH
4 STATE STR SPDR DOW JONES IND DIA 78467X109 $11.8M 6.87% 25,536 SH
5 ISHARES TR MTUM 46432F396 $4.1M 2.40% 17,233 SH
6 GE VERNOVA INC GEV 36828A101 $4.0M 2.30% 4,530 SH
7 NVIDIA CORPORATION NVDA 67066G104 $3.8M 2.20% 21,752 SH
8 APPLE INC AAPL 037833100 $3.4M 1.99% 13,470 SH
9 MICROSOFT CORP MSFT 594918104 $3.1M 1.79% 8,317 SH
10 META PLATFORMS INC META 30303M102 $2.9M 1.70% 5,112 SH
11 VISA INC V 92826C839 $2.8M 1.63% 9,273 SH
12 AMAZON COM INC AMZN 023135106 $2.5M 1.46% 12,062 SH
13 VANGUARD INDEX FDS VOO 922908363 $2.4M 1.38% 3,984 SH
14 BROADCOM INC AVGO 11135F101 $2.3M 1.32% 7,348 SH
15 ISHARES TR IJH 464287507 $2.1M 1.22% 30,997 SH
16 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.1M 1.20% 2,079 SH
17 ISHARES TR SOXX 464287523 $1.8M 1.06% 5,550 SH
18 CATERPILLAR INC CAT 149123101 $1.8M 1.04% 2,522 SH
19 STERLING INFRASTRUCTURE INC STRL 859241101 $1.7M 0.97% 4,108 SH
20 GE AEROSPACE GE 369604301 $1.5M 0.90% 5,454 SH
21 ALPHABET INC GOOG 02079K107 $1.4M 0.80% 4,775 SH
22 VICOR CORP VICR 925815102 $1.4M 0.79% 8,450 SH
23 BOEING CO BA 097023105 $1.3M 0.76% 6,582 SH
24 CELESTICA INC CLS 15101Q207 $1.3M 0.76% 4,647 SH
25 JPMORGAN CHASE & CO JPM 46625H100 $1.3M 0.73% 4,271 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.72% 2,576 SH
27 HOME DEPOT INC HD 437076102 $1.2M 0.69% 3,602 SH
28 ABBVIE INC ABBV 00287Y109 $1.1M 0.62% 4,942 SH
29 ELI LILLY & CO LLY 532457108 $944.6K 0.55% 1,026 SH
30 PALO ALTO NETWORKS INC PANW 697435105 $916.5K 0.53% 5,717 SH
31 CONSTELLATION ENERGY CORP CEG 21037T109 $818.5K 0.48% 2,931 SH
32 MORGAN STANLEY MS 617446448 $769.2K 0.45% 4,674 SH
33 VANGUARD INDEX FDS VB 922908751 $744.1K 0.43% 2,841 SH
34 QXO INC QXO 82846H405 $639.8K 0.37% 32,945 SH
35 CORNING INC GLW 219350105 $606.4K 0.35% 4,460 SH
36 ISHARES SILVER TR SLV 46428Q109 $600.2K 0.35% 8,808 SH
37 VERTIV HOLDINGS CO VRT 92537N108 $588.9K 0.34% 2,350 SH
38 TESLA INC TSLA 88160R101 $540.2K 0.31% 1,453 SH
39 AGNICO EAGLE MINES LTD AEM 008474108 $441.5K 0.26% 2,175 SH
40 EXXON MOBIL CORP XOM 30231G102 $414.7K 0.24% 2,444 SH
41 SELECT SECTOR SPDR TR XLF 81369Y605 $376.0K 0.22% 7,615 SH
42 SCHWAB STRATEGIC TR SCHB 808524102 $336.2K 0.20% 13,396 SH
43 SPDR SERIES TRUST SPTM 78464A805 $330.1K 0.19% 4,175 SH
44 WALMART INC WMT 931142103 $324.9K 0.19% 2,614 SH
45 EQT CORP EQT 26884L109 $318.2K 0.18% 5,000 SH
46 SPDR GOLD TR GLD 78463V107 $275.4K 0.16% 640 SH
47 GOLDMAN SACHS GROUP INC GS 38141G104 $269.9K 0.16% 319 SH
48 BROOKFIELD CORP BN 11271J107 $264.1K 0.15% 6,525 SH
49 EXPAND ENERGY CORPORATION EXE 165167735 $263.5K 0.15% 2,400 SH
50 ANALOG DEVICES INC ADI 032654105 $262.5K 0.15% 825 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $172.1M 56 0001172661-26-001583
2025-12-31 2026-01-22 $181.6M 57 0001172661-26-000251