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CIK: 0001957726
Total reported value
$112.0M
$112.0M
21 檔
124.9%
As reported in its official Q1 2024 Form 13F filing, Whitford Management LLC's tracked investment portfolio stood at $112.0M with 21 total positions.
During Q1 2024, Whitford Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 67.51% | +0.19% | +0.02% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.57% | — | — | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.84% | +7.62% | NEW | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.52% | — | -73.67% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.34% | -75.49% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -1.13% | -79.52% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.06% | -0.24% | -74.34% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.02% | — | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.73% | +0.81% | -64.39% | |
| 10 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.60% | — | -64.92% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 1.51% | — | — | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.50% | — | — | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.50% | — | -74.26% | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.49% | — | -58.06% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.36% | — | — | |
| 16 | INTU | Intuit Inc | Stock-Tech | 1.26% | — | -77.43% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.26% | — | — | |
| 18 | POOL | Pool CORP | Stock-Industrials | 1.15% | — | -73.03% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | — | — |
According to official SEC Form 13F filings, Whitford Management LLC reported a total U.S. public equity portfolio value of $112.0M across 21 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BRK-A, SRLN) accounted for 124.9% of total reported equity market value during Q1 2024.
During Q1 2024, Whitford Management LLC's top holdings by market value included SPY (67.5%)、BRK-A (3.6%)、SRLN (2.8%). The largest single position, SPY, represented 67.5% of total portfolio value.
In Q1 2024, Whitford Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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