WASHBURN CAPITAL MANAGEMENT, INC.

HTTPS://WWW.WASHBURNCAPITAL.COM VERO BEACH, FL Investment Advisor How do I update this listing?

Washburn Capital Management is based out of Vero Beach. Washburn Capital Management is a large advisory firm with 169 clients and discretionary assets under management (AUM) of $185,481,818 (Form ADV from 2021-03-22). Their last reported 13F filing for Q1 2021 included $147,350,000 in managed 13F securities and a top 10 holdings concentration of 65.8%. Washburn Capital Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 57,452. Whalewisdom has at least 6 13F filings

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03/31/2021

13F Activity

  • Market Value $147.35 Million
  • Prior Market Value $143.843 Million
  • New Purchases8 stocks
  • Additional Purchases25 stocks
  • Sold out of6 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 65.80 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 12.32 %
  • Time Held Top20:3.85 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:3.32 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: -0.59%
Performance Last 4 Quarters: 27.9%
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: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 169
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WASHBURN CAPITAL MANAGEMENT INC.

ownership team - last updated 2021-03-22
Name Title Start Date Direct/Indirect % Ownership
WASHBURN, ROBERT, EVERETT PRESIDENT 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 - CHIEF FINANCIAL OFFICER 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
SALVADOR, EILEEN, MARIE VICE PRESIDENT - CHIEF COMPLIANCE OFFICER 12/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
WASHBURN CAPITAL MANAGEMENT INC. VICE PRESIDENT - CHIEF COMPLIANCE OFFICER direct 2020-12-01

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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