Wellington Shields & Co., LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$405.4M

Holdings

321

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (321 positions)

#StockSharesValue% PortfolioType
101
FIXCOMFORT SYS USA INC COM
885$825K0.20%
102
MAMASTERCARD INCORPORATED CL A
1,379$787K0.19%
103
TIPISHARES TIPS BOND ETF
7,067$776K0.19%
104
MDTMEDTRONIC PLC SHS
8,075$775K0.19%
105
GISGENERAL MILLS INC COM
16,070$747K0.18%
106
ORCLORACLE CORP COM
3,830$746K0.18%
107
SNOWSNOWFLAKE INC COM SHS
3,400$745K0.18%
108
ETENERGY TRANSFER L P COM UT LTD PTN
43,803$722K0.18%
109
GILDGILEAD SCIENCES INC COM
5,770$708K0.17%
110
TOSTTOAST INC CL A
19,700$699K0.17%
111
BLDRBUILDERS FIRSTSOURCE INC COM
6,790$698K0.17%
112
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
14,000$692K0.17%
113
MCDMCDONALDS CORP COM
2,266$692K0.17%
114
COINCOINBASE GLOBAL INC COM CL A
3,045$688K0.17%
115
APPAPPLOVIN CORP COM CL A
1,000$673K0.17%
116
DUKDUKE ENERGY CORP NEW COM NEW
5,749$673K0.17%
117
UNHUNITEDHEALTH GROUP INC COM
1,980$653K0.16%
118
UPSUNITED PARCEL SVCS INC CL B
6,513$646K0.16%
119
ASMLASML HLDG NV N Y REGISTRY SHS
600$641K0.16%
120
WMBWILLIAMS COS INC COM
10,274$617K0.15%
121
TEMTEMPUS AI INC CL A
10,400$614K0.15%
122
FLUTFLUTTER ENTMT PLC SHS
2,829$608K0.15%
123
CRBGCOREBRIDGE FINL INC COM
20,000$603K0.15%
124
ITWILLINOIS TOOL WKS INC COM
2,400$591K0.15%
125
COPCONOCOPHILLIPS COM
6,293$589K0.15%
126
HIIHUNTINGTON INGALLS INDS INC COM
1,700$578K0.14%
127
BPBP PLC SPONSORED ADR
16,619$577K0.14%
128
TELTE CONNECTIVITY PLC ORD SHS
2,500$568K0.14%
129
WPCWP CAREY INC COM
8,660$557K0.14%
130
MOALTRIA GROUP INC COM
9,607$553K0.14%
131
BKBANK NEW YORK MELLON CORP COM
4,740$550K0.14%
132
CMCSACOMCAST CORP NEW CL A
18,269$546K0.13%
133
SEICSEI INVTS CO COM
6,500$533K0.13%
134
CRWDCROWDSTRIKE HLDGS INC CL A
1,139$533K0.13%
135
LLOEWS CORP COM
5,001$526K0.13%
136
RPMRPM INTL INC COM
5,000$520K0.13%
137
GQ9SPDR GOLD SHARES
1,291$511K0.13%
138
GDGENERAL DYNAMICS CORP COM
1,502$505K0.12%
139
SBILSIMPLIFY GOVERNMENT MONEY MARKET ETF
5,037$504K0.12%
140
MSIMOTOROLA SOLUTIONS INC COM NEW
1,310$502K0.12%
141
PPAINVESCO AEROSPACE & DEFENSE ETF
3,154$494K0.12%
142
KMXCARMAX INC COM
12,788$494K0.12%
143
WRBYWARBY PARKER INC CL A COM
22,625$492K0.12%
144
KGSKODIAK GAS SVCS INC COM
13,000$486K0.12%
145
EQTEQT CORP COM
9,000$482K0.12%
146
XBISTATE STREET SPDR S&P BIOTECH ETF
3,900$475K0.12%
147
CMICUMMINS INC COM
921$470K0.12%
148
INTCINTEL CORP COM
12,693$468K0.12%
149
VLOVALERO ENERGY CORP COM
2,840$462K0.11%
150
DTEDTE ENERGY CO COM
3,500$451K0.11%
151
RGLDROYAL GOLD INC COM
2,028$450K0.11%
152
LOWLOWES COS INC COM
1,836$442K0.11%
153
CMGCHIPOTLE MEXICAN GRILL INC COM
11,600$429K0.11%
154
TSLATESLA INC COM
952$428K0.11%
155
AESAES CORP COM
29,586$424K0.10%
156
WPMWHEATON PRECIOUS METALS CORP COM
3,600$423K0.10%
157
SHELSHELL PLC SPON ADS
5,674$416K0.10%
158
PBDINVESCO GLOBAL CLEAN ENERGY ETF
25,807$415K0.10%
159
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
7,605$415K0.10%
160
WBDWARNER BROS DISCOVERY INC COM SER A
14,192$409K0.10%
161
TRVTRAVELERS COMPANIES INC COM
1,408$408K0.10%
162
PSIINVESCO SEMICONDUCTORS ETF
5,142$405K0.10%
163
GGMEINVESCO NEXT GEN MEDIA AND GAMING ETF
6,687$398K0.10%
164
PBWINVESCO WILDERHILL CLEAN ENERGY ETF
13,019$397K0.10%
165
MTBM & T BK CORP COM
1,966$396K0.10%
166
ROKROCKWELL AUTOMATION INC COM
1,000$389K0.10%
167
KKRKKR & CO INC COM
3,000$382K0.09%
168
SYYSYSCO CORP COM
5,142$378K0.09%
169
REEVEREST GROUP LTD COM
1,100$373K0.09%
170
AEMAGNICO EAGLE MINES LTD COM
2,176$368K0.09%
171
NKENIKE INC CL B
5,711$363K0.09%
172
KNCTINVESCO NEXT GEN CONNECTIVITY ETF
2,693$360K0.09%
173
MPMP MATERIALS CORP COM CL A
7,100$358K0.09%
174
PNQIINVESCO NASDAQ INTERNET ETF
6,610$356K0.09%
175
CITHE CIGNA GROUP COM
1,286$353K0.09%
176
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
14,420$349K0.09%
177
FISFIDELITY NATL INFORMATION SVCS COM
5,250$348K0.09%
178
MKLMARKEL GROUP INC COM
160$343K0.08%
179
CLCOLGATE PALMOLIVE CO COM
4,333$342K0.08%
180
STESTERIS PLC SHS USD
1,350$342K0.08%
181
BDXBECTON DICKINSON & CO COM
1,757$340K0.08%
182
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
15,290$336K0.08%
183
CBCHUBB LIMITED COM
1,061$331K0.08%
184
QQNITY ELECTRONICS INC COMMON STOCK
4,037$329K0.08%
185
HACKAMPLIFY CYBERSECURITY ETF
4,100$329K0.08%
186
METMETLIFE INC COM
4,154$327K0.08%
187
EOGEOG RES INC COM
3,085$323K0.08%
188
GEF/BGREIF INC CL B
4,201$313K0.08%
189
OXYOCCIDENTAL PETE CORP COM
7,600$312K0.08%
190
PLPLANET LABS PBC COM CL A
15,776$311K0.08%
191
QBTSD-WAVE QUANTUM INC COM
11,600$303K0.07%
192
BEBLOOM ENERGY CORP COM CL A
3,485$302K0.07%
193
DDDUPONT DE NEMOURS INC COM
7,405$297K0.07%
194
LNGCHENIERE ENERGY INC COM NEW
1,525$296K0.07%
195
FFORD MTR CO COM
22,491$295K0.07%
196
PFFISHARES PREFERRED & INCOME SECURITIES ETF
9,525$294K0.07%
197
PAXPATRIA INVESTMENTS LIMITED COM CL A
18,400$292K0.07%
198
AGGISHARES CORE U.S. AGGREGATE BOND ETF
2,915$291K0.07%
199
ACAARCOSA INC COM
2,694$286K0.07%
200
PHOINVESCO WATER RESOURCES ETF
4,071$286K0.07%
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