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Wellington Shields Capital Management, LLC

Q2 2026 13F filing

Updated 31 days ago

335 disclosed positions worth $788.4M

Portfolio value
$788.4M
Total holdings
335
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

B
1.BE

BLOOM ENERGY CORP COM CL A

Value
$46.9M
Shares
154.9K
% Port
5.95%
M

MICROSOFT CORP COM

Value
$40.2M
Shares
107.8K
% Port
5.10%
G

ALPHABET INC CAP STK CL A

Value
$31M
Shares
86.8K
% Port
3.94%
G

ALPHABET INC CAP STK CL C

Value
$30.3M
Shares
85.7K
% Port
3.84%
A
5.AMD

ADVANCED MICRO DEVICES INC COM

Value
$29.8M
Shares
51.3K
% Port
3.78%
A

APPLE INC COM

Value
$28.9M
Shares
99.9K
% Port
3.67%
A

AMAZON COM INC COM

Value
$26.3M
Shares
110.4K
% Port
3.34%
J

JPMORGAN CHASE & CO COM

Value
$23.9M
Shares
72.9K
% Port
3.03%
A
9.AXP

AMERICAN EXPRESS CO COM

Value
$16.2M
Shares
47.8K
% Port
2.05%
P
10.PANW

PALO ALTO NETWORKS INC COM

Value
$16M
Shares
47.0K
% Port
2.03%
?
11.N/A

QXO INC COM NEW

Value
$15.7M
Shares
910.2K
% Port
2.00%
M
12.MA

MASTERCARD INCORPORATED CL A

Value
$14.8M
Shares
28.8K
% Port
1.88%
P
13.PWR

QUANTA SVCS INC COM

Value
$14.6M
Shares
20.3K
% Port
1.85%
X
14.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$14.1M
Shares
102.8K
% Port
1.78%
E
15.ETHA

ISHARES SEMICONDUCTOR ETF

Value
$13.4M
Shares
20.9K
% Port
1.70%
M
16.MKSI

MKS INC. COM

Value
$13.2M
Shares
29.8K
% Port
1.68%
V
17.VGES

VANGUARD S&P 500 ETF

Value
$12.4M
Shares
18.1K
% Port
1.57%
T

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

Value
$12.1M
Shares
25.3K
% Port
1.53%
B

BOEING CO COM

Value
$12M
Shares
55.5K
% Port
1.52%
L
20.LLY

ELI LILLY & CO COM

Value
$11.7M
Shares
9.8K
% Port
1.49%
B
21.BX

BLACKSTONE INC COM

Value
$11.3M
Shares
96.2K
% Port
1.44%
S

STATE STREET SPDR S&P METALS & MINING ETF

Value
$10.9M
Shares
101.7K
% Port
1.38%
C

CAPITAL ONE FINL CORP COM

Value
$10M
Shares
50.0K
% Port
1.27%
A
24.AVGO

BROADCOM INC COM

Value
$8.9M
Shares
23.5K
% Port
1.13%
N
25.NVDA

NVIDIA CORPORATION COM

Value
$8.2M
Shares
41.0K
% Port
1.04%
H
26.HODL

VANECK SEMICONDUCTOR ETF

Value
$7.5M
Shares
11.4K
% Port
0.95%
R
27.RTX

RTX CORPORATION COM

Value
$7.4M
Shares
39.1K
% Port
0.94%
G
28.GEV

GE VERNOVA INC COM

Value
$6.4M
Shares
5.4K
% Port
0.81%
R
29.RDDT

REDDIT INC CL A

Value
$5.8M
Shares
33.5K
% Port
0.74%
A
30.APOS

APOLLO GLOBAL MGMT INC COM

Value
$5.7M
Shares
48.1K
% Port
0.72%
L
31.LIN

LINDE PLC SHS

Value
$5.6M
Shares
10.8K
% Port
0.71%
G
32.GLW

CORNING INC COM

Value
$5.2M
Shares
20.4K
% Port
0.66%
M
33.MCK

MCKESSON CORP COM

Value
$5.1M
Shares
6.8K
% Port
0.65%
S

STATE STREET SPDR S&P BIOTECH ETF

Value
$5.1M
Shares
32.0K
% Port
0.64%
P
35.PR

PERSONALIS INC COM

Value
$4.6M
Shares
339.7K
% Port
0.58%
I
36.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

Value
$4.1M
Shares
19.3K
% Port
0.52%
I
37.IBM

INTERNATIONAL BUSINESS MACHS COM

Value
$4.1M
Shares
14.6K
% Port
0.52%
E
38.EW

EDWARDS LIFESCIENCES CORP COM

Value
$4.1M
Shares
44.8K
% Port
0.51%
A

ASML HLDG NV N Y REGISTRY SHS

Value
$4M
Shares
2.0K
% Port
0.51%
B
40.BSTZ

BLACKROCK INC COM

Value
$3.9M
Shares
4.0K
% Port
0.49%
I
41.ITW

ILLINOIS TOOL WKS INC COM

Value
$3.8M
Shares
13.9K
% Port
0.48%
U
42.UBER

UBER TECHNOLOGIES INC COM

Value
$3.7M
Shares
51.0K
% Port
0.47%
F
43.FLO

FLOWERS FOODS INC COM

Value
$3.6M
Shares
460.4K
% Port
0.46%
W
44.WMT

WALMART INC COM

Value
$3.4M
Shares
30.2K
% Port
0.43%
P
45.PPC

PILGRIMS PRIDE CORP COM

Value
$3.3M
Shares
117.6K
% Port
0.42%
S
46.SLV

ISHARES SILVER TRUST

Value
$3.3M
Shares
61.3K
% Port
0.42%
P
47.PDD

PDD HOLDINGS INC SPONSORED ADS

Value
$3.3M
Shares
42.8K
% Port
0.41%
E
48.ETN

EATON CORP PLC SHS

Value
$3.2M
Shares
7.5K
% Port
0.41%
C
49.CW

CURTISS WRIGHT CORP COM

Value
$3.2M
Shares
4.2K
% Port
0.41%
J
50.JNJ

JOHNSON & JOHNSON COM

Value
$3.2M
Shares
12.6K
% Port
0.41%