Wellington Shields Capital Management, LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
335
- Value ($000)
$658,921
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001506071
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COM | STOCK | 594918104 | $54.34M | 8 % | 104,916 | ||
ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $31.46M | 5 % | 129,190 | ||
APPLE INC COM | STOCK | 037833100 | $30.62M | 5 % | 120,260 | ||
BLACKSTONE INC COM | STOCK | 09260D107 | $25.28M | 4 % | 147,953 | ||
ALPHABET INC CAP STK CL A | STOCK | 02079K305 | $24.15M | 4 % | 99,354 | ||
AMAZON COM INC COM | STOCK | 023135106 | $22.73M | 4 % | 103,542 | ||
JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $22.08M | 3 % | 70,007 | ||
MASTERCARD INCORPORATED CL A | STOCK | 57636Q104 | $17.81M | 3 % | 31,312 | ||
BLOOM ENERGY CORP COM CL A | STOCK | 093712107 | $15.32M | 2 % | 181,175 | ||
AMERICAN EXPRESS CO COM | STOCK | 025816109 | $12.72M | 2 % | 38,291 |
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