MondegarAI
Winthrop Partners - WNY, LLC

Q1 2026 · 13F-HR

Winthrop Partners - WNY, LLCholdings as filed

Filed 2026-05-07 · accession 0001376474-26-000359

$187.7M
Reported value
87
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Winthrop Partners - WNY, LLC · Q1 2026

AI · grounded in 13F

Winthrop Partners - WNY, LLC closed its position in Medtronic PLC MDT, reducing its holdings by $1.22M. The fund established a new position in Zoetis Inc ZTS valued at $1.11M. Additionally, the manager increased its stake in iShares TR IBDX by 51.04% and Johnson & Johnson JNJ by 4.04%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F834IXUSISHARES TR$8.6M4.57%99,031CommonNONE
11135F101AVGOBROADCOM INC$8.4M4.46%27,069CommonNONE
037833100AAPLAPPLE INC$7.7M4.08%30,161CommonNONE
464287499IWRISHARES TR$6.6M3.52%67,910CommonNONE
931142103WMTWALMART INC$6.2M3.31%49,926CommonNONE
464288638IGIBISHARES TR$6.1M3.25%114,481CommonNONE
922908751VBVANGUARD INDEX FDS$6.1M3.24%23,193CommonNONE
46435UAA9IBDSISHARES TR$5.9M3.17%245,120CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.6M3.01%19,194CommonNONE
46435GAA0IBDRISHARES TR$5.3M2.83%219,403CommonNONE
46436E205IBDUISHARES TR$5.1M2.70%218,202CommonNONE
46435U515IBDTISHARES TR$5.1M2.70%200,024CommonNONE
594918104MSFTMICROSOFT CORP$5.0M2.68%13,565CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$4.9M2.62%11,322CommonNONE
02079K107GOOGALPHABET INC$4.8M2.58%16,870CommonNONE
464287200IVVISHARES TR$4.7M2.52%7,233CommonNONE
464288448IDVISHARES TR$4.6M2.47%109,013CommonNONE
G29183103ETNEATON CORP PLC$4.5M2.41%12,637CommonNONE
46436E726IBDVISHARES TR$4.5M2.40%205,951CommonNONE
46436E486IBDWISHARES TR$4.5M2.37%212,776CommonNONE
464287804IJRISHARES TR$4.4M2.36%35,680CommonNONE
478160104JNJJOHNSON & JOHNSON$3.4M1.80%13,819CommonNONE
H1467J104CBCHUBB LTD SWITZ$3.2M1.70%9,761CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$3.1M1.66%152,544CommonNONE
464288687PFFISHARES TR$3.1M1.66%102,501CommonNONE
464287168DVYISHARES TR$2.8M1.48%18,351CommonNONE
437076102HDHOME DEPOT INC$2.6M1.37%7,793CommonNONE
032654105ADIANALOG DEVICES INC$2.5M1.35%7,962CommonNONE
12572Q105CMECME GROUP INC$2.5M1.31%8,351CommonNONE
56585A102MPCMARATHON PETE CORP$2.4M1.29%9,929CommonNONE
219350105GLWCORNING INC$2.4M1.27%17,464CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$2.3M1.21%17,346CommonNONE
907818108UNPUNION PAC CORP$2.2M1.17%9,057CommonNONE
46436E312IBDXISHARES TR$1.9M1.01%75,048CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.9M1.01%9,666CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.5M0.82%28,423CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$1.5M0.82%5,276CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.69%25,790CommonNONE
742718109PGPROCTER & GAMBLE CO$1.3M0.68%8,895CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.66%5,719CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.2M0.66%19,292CommonNONE
98978V103ZTSZOETIS INC$1.1M0.59%9,392CommonNONE
48251W104KKRKKR & CO INC$1.1M0.56%11,378CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.54%11,357CommonNONE
65339F101NEENEXTERA ENERGY INC$974,6830.52%10,494CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$881,6660.47%7,913CommonNONE
20030N101CMCSACOMCAST CORP NEW$874,7650.47%30,469CommonNONE
02079K305GOOGLALPHABET INC$805,7430.43%2,802CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$796,1480.42%799CommonNONE
14316J108CGCARLYLE GROUP INC$792,0960.42%16,369CommonNONE
09260D107BXBLACKSTONE INC$780,6670.42%6,789CommonNONE
235851102DHRDANAHER CORP DEL$757,2620.40%3,994CommonNONE
67066G104NVDANVIDIA CORPORATION$747,3040.40%4,285CommonNONE
718172109PMPHILIP MORRIS INTL INC$706,8290.38%4,275CommonNONE
941848103WATWATERS CORP$671,5390.36%2,255CommonNONE
532457108LLYELI LILLY & CO$670,5120.36%729CommonNONE
086516101BBYBEST BUY INC$629,8020.34%9,810CommonNONE
00206R102TAT&T INC$613,2250.33%21,153CommonNONE
023135106AMZNAMAZON COM INC$611,0640.33%2,934CommonNONE
713448108PEPPEPSICO INC$596,3140.32%3,840CommonNONE
30231G102XOMEXXON MOBIL CORP$583,2910.31%3,438CommonNONE
278865100ECLECOLAB INC$571,6770.30%2,149CommonNONE
464287234EEMISHARES TR$570,0010.30%10,037CommonNONE
002824100ABTABBOTT LABORATORIES$538,4010.29%5,244CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$475,6970.25%1,758CommonNONE
291011104EMREMERSON ELEC CO$465,1210.25%3,550CommonNONE
636180101NFGNATIONAL FUEL GAS CO$441,6120.24%4,700CommonNONE
704326107PAYXPAYCHEX INC$435,0830.23%4,723CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$434,9960.23%9,273CommonNONE
872590104TMUST-MOBILE US INC$421,7400.22%2,008CommonNONE
231021106CMICUMMINS INC$408,3570.22%759CommonNONE
980745103WWDWOODWARD INC$406,2390.22%1,135CommonNONE
02209S103MOALTRIA GROUP INC$382,7420.20%5,800CommonNONE
58933Y105MRKMERCK & CO INC$327,4290.17%2,722CommonNONE
G54950103LINLINDE PLC$319,2690.17%644CommonNONE
882508104TXNTEXAS INSTRS INC$292,5690.16%1,507CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$278,7490.15%1,150CommonNONE
464287507IJHISHARES TR$276,1980.15%4,090CommonNONE
464287689IWVISHARES TR$253,9160.14%685CommonNONE
075887109BDXBECTON DICKINSON & CO$248,1090.13%1,578CommonNONE
260003108DOVDOVER CORP$245,5540.13%1,178CommonNONE
922908611VBRVANGUARD INDEX FDS$229,8510.12%1,058CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$228,5780.12%477CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$217,8350.12%4,329CommonNONE
609207105MDLZMONDELEZ INTL INC$213,2680.11%3,700CommonNONE
855244109SBUXSTARBUCKS CORP$210,2680.11%2,347CommonNONE
345370860FFORD MTR CO$124,0550.07%10,750CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.