WASHBURN CAPITAL MANAGEMENT, INC.

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Washburn Capital Management is based out of Vero Beach. Washburn Capital Management is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $145,614,945 (Form ADV from 2020-06-17). Their last reported 13F filing for Q2 2020 included $108,623,000 in managed 13F securities and a top 10 holdings concentration of 68.18%. Washburn Capital Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 58,332. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $108.623 Million
  • Prior Market Value $73.079 Million
  • New Purchases13 stocks
  • Additional Purchases28 stocks
  • Sold out of4 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 68.18 %
  • Turnover % [1]:34.00%
  • Turnover Alt % [2]: 18.37 %
  • Time Held Top20:1.35 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.01%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WASHBURN CAPITAL MANAGEMENT INC.
70 ROYAL PALM POINTE SUITE C
VERO BEACH FL    32960
Country: United States
Business Phone: 772 564-7291
Fax: 772 564-7295
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 148
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2020-06-17
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
PARADIGM OF INDIAN RIVER, INC. PRESIDENT direct 1997-01-01
WASHBURN, DAVID, JAMES VICE PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT direct 2010-01-01

WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-09-16
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
PARADIGM OF INDIAN RIVER, INC. PRESIDENT direct 1997-01-01
WASHBURN, DAVID, JAMES VICE PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT direct 2010-01-01

WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-06-10
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
PARADIGM OF INDIAN RIVER, INC. PRESIDENT direct 1997-01-01
WASHBURN, DAVID, JAMES VICE PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT direct 2010-01-01

WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
PARADIGM OF INDIAN RIVER, INC. PRESIDENT direct 1997-01-01
WASHBURN, DAVID, JAMES VICE PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT direct 2010-01-01

WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2018-05-01
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
PARADIGM OF INDIAN RIVER, INC. PRESIDENT direct 1997-01-01
WASHBURN, DAVID, JAMES VICE PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT direct 2010-01-01

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