WASHBURN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0001793923 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $152,590 (100.0% shares, 0.0% debt)

Holdings (59)

SPY SPDR S&P 500 ETF TR 18.7%
Value ($000) $28,486 Shares 63,073 Est. Cost $334.90 Unrealized
DIA DIAMONDS TRUST SERIES 1 13.4%
Value ($000) $20,430 Shares 58,904 Est. Cost $293.82 Unrealized
VTI VANGUARD INDEX FDS 11.7%
Value ($000) $17,919 Shares 78,707 Est. Cost $173.96 Unrealized
QQQ POWERSHARES QQQ TR 9.1%
Value ($000) $13,942 Shares 38,457 Est. Cost $244.49 Unrealized
VB VANGUARD INDEX FDS 4.8%
Value ($000) $7,265 Shares 34,187 Est. Cost $190.72 Unrealized
IYT DOW JONES TRANSPORTATION 3.7%
Value ($000) $5,668 Shares 20,998 Est. Cost $258.43 Unrealized
IJH ISHARES TR 3.7%
Value ($000) $5,663 Shares 21,102 Est. Cost $216.74 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $4,055 Shares 23,226 Est. Cost $94.57 Unrealized +74.3%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $3,155 Shares 11,563 Est. Cost $17.35 Unrealized +44.3%
AMZN AMAZON COM INC 1.9%
Value ($000) $2,947 Shares 904 Est. Cost $88.90 Unrealized +73.8%
V VISA INC 1.9%
Value ($000) $2,908 Shares 13,111 Est. Cost $172.70 Unrealized +21.6%
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,593 Shares 8,410 Est. Cost $173.41 Unrealized +68.0%
ABBV ABBVIE INC 1.4%
Value ($000) $2,180 Shares 13,446 Est. Cost $69.81 Unrealized +81.1%
TIP ISHARES TR BARCLAY TIPS 1.4%
Value ($000) $2,160 Shares 17,343 Est. Cost $119.25 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $2,089 Shares 4,096 Est. Cost $262.20 Unrealized +72.1%
GOOG ALPHABET INC 1.3%
Value ($000) $1,975 Shares 707 Est. Cost $65.83 Unrealized +105.0%
SCHP SCHWAB US 1.1%
Value ($000) $1,613 Shares 26,574 Est. Cost $62.57 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $1,569 Shares 5,242 Est. Cost $202.51 Unrealized +55.1%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,373 Shares 2,384 Est. Cost $291.69 Unrealized +71.7%
SHOP SHOPIFY INC 0.9%
Value ($000) $1,338 Shares 1,979 Est. Cost $87.16 Unrealized -5.8%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $1,258 Shares 5,864 Est. Cost $102.62 Unrealized +72.6%
KRE SPDR S&P REGIONAL 0.7%
Value ($000) $1,124 Shares 16,310 Est. Cost $68.91 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $1,120 Shares 12,815 Est. Cost $69.07 Unrealized +22.5%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $1,084 Shares 6,660 Est. Cost $114.05 Unrealized +7.6%
SHY ISHARES 1 3 YEAR TREASURY 0.7%
Value ($000) $1,025 Shares 12,300 Est. Cost $86.16 Unrealized
XLE SECTOR SPDR ENGY SELECT 0.7%
Value ($000) $1,005 Shares 13,145 Est. Cost $76.45 Unrealized
IYY ISHARES TR 0.7%
Value ($000) $1,001 Shares 8,993 Est. Cost $126.03 Unrealized
SOXX ISHARES TR 0.6%
Value ($000) $961 Shares 2,030 Est. Cost $276.54 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $861 Shares 2,074 Est. Cost $285.27 Unrealized
USO UNITED STATES OIL FUND 0.5%
Value ($000) $811 Shares 10,945 Est. Cost $74.10 Unrealized
META FACEBOOK INC CLASS A 0.5%
Value ($000) $777 Shares 3,495 Est. Cost $248.19 Unrealized 0.0%
IDXX IDEXX LABS INC 0.5%
Value ($000) $726 Shares 1,327 Est. Cost $263.51 Unrealized +99.6%
IWM ISHARES TR 0.5%
Value ($000) $718 Shares 3,500 Est. Cost $182.95 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $683 Shares 12,800 Est. Cost $64.70 Unrealized
MAR MARRIOTT INTL INC CL A 0.4%
Value ($000) $673 Shares 3,830 Est. Cost $128.46 Unrealized +24.8%
BRK/B BIRKSHIRE HATHAWAY C1 B 0.4%
Value ($000) $647 Shares 1,833 Est. Cost $323.46 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $641 Shares 595 Est. Cost $150.01 Unrealized +107.6%
TMO THERMO ELECTRON CORPORATION 0.4%
Value ($000) $590 Shares 999 Est. Cost $414.67 Unrealized +37.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.4%
Value ($000) $574 Shares 5,347 Est. Cost $79.88 Unrealized
XES SPDR S&P OIL & GAS 0.3%
Value ($000) $534 Shares 7,115 Est. Cost $60.19 Unrealized
F FORD MOTOR COMPANY NEW 0.3%
Value ($000) $494 Shares 29,240 Est. Cost $14.55 Unrealized 0.0%
XME SPDR S&P METALS & MINING 0.3%
Value ($000) $463 Shares 7,550 Est. Cost $61.32 Unrealized
DVN DEVON ENERGY CORPORATION 0.3%
Value ($000) $463 Shares 7,825 Est. Cost $44.56 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $431 Shares 3,159 Est. Cost $132.89 Unrealized +0.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $415 Shares 2,715 Est. Cost $153.59 Unrealized 0.0%
UPST UPSTART HLDGS INC 0.2%
Value ($000) $375 Shares 3,440 Est. Cost $197.24 Unrealized -41.6%
MRVL MARVELL TECH GROUP LTD 0.2%
Value ($000) $368 Shares 5,130 Est. Cost $47.96 Unrealized +47.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $319 Shares 5,716 Est. Cost $50.28 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $317 Shares 1,730 Est. Cost $157.28 Unrealized 0.0%
GLD STREETRACKS GOLD TRUST 0.2%
Value ($000) $313 Shares 1,735 Est. Cost $171.18 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $313 Shares 1,767 Est. Cost $151.80 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $304 Shares 2,567 Est. Cost $94.27 Unrealized +22.4%
HAL HALLIBURTON CO HLDG CO 0.2%
Value ($000) $300 Shares 7,930 Est. Cost $29.85 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $281 Shares 2,046 Est. Cost $145.26 Unrealized -2.8%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $280 Shares 1,220 Est. Cost $327.81 Unrealized -21.1%
HON HONEYWELL INTERNATIONAL 0.2%
Value ($000) $271 Shares 1,393 Est. Cost $170.35 Unrealized 0.0%
IBB ISHARES TR NASDAQ 0.2%
Value ($000) $260 Shares 1,995 Est. Cost $160.03 Unrealized
TJX T J X COS INC 0.2%
Value ($000) $247 Shares 4,078 Est. Cost $63.67 Unrealized -0.7%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $235 Shares 713 Est. Cost $319.80 Unrealized 0.0%