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CIK: 0001957726
Total reported value
$112.0M
$112.0M
14 檔
52.5%
At the close of Q2 2025, Whitford Management LLC disclosed equity holdings valued at approximately $112.0M, spread across 14 reported holdings.
In Q2 2025, Whitford Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | 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 | 26.74% | +0.19% | +0.63% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.38% | -1.13% | +1.11% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.65% | -0.34% | -0.10% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 9.24% | -8.73% | EXIT | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 6.41% | -0.24% | +18.85% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 5.66% | +0.96% | +1.82% | |
| 7 | TDG | Transdigm Group Inc | Stock-Industrials | 5.57% | -0.96% | EXIT | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 5.54% | — | +24.96% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 5.06% | -0.14% | +14.56% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 4.72% | — | +20.26% | |
| 11 | GE | General Electric | Stock-Industrials | 4.22% | -1.85% | — | |
| 12 | INTU | Intuit Inc | Stock-Tech | 4.08% | — | — | |
| 13 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.51% | — | — | |
| 14 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.22% | +0.16% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +9.2% | NEW | New buy |
| 2 | GE | General Electric | +4.2% | NEW | New buy |
| 3 | INTU | Intuit Inc | +4.1% | NEW | New buy |
| 4 | FND | Floor & Decor Holdings Inc-a | +2.5% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +1.6% | +1.82% | Add |
| 6 | NOW | Servicenow Inc | +1.4% | +24.96% | Add |
| 7 | MSFT | Microsoft CORP | +1.1% | +1.11% | Add |
| 8 | UBER | Uber Technologies Inc | +0.9% | +14.56% | Add |
| 9 | CRWV | Coreweave Inc-cl A | +0.2% | NEW | New buy |
| 10 | SPGI | S&p Global Inc | +0.2% | +20.26% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | +18.85% | Add |
| 12 | TDG | Transdigm Group Inc | -0.3% | +2.98% | Add |
| 13 | AMZN | Amazon.com Inc | -0.4% | -0.10% | Trim |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.1% | +0.63% | Add |
| 15 | NVDA | Nvidia CORP | -3.5% | EXIT | Sold out |
| 16 | WWD | Woodward Inc | -3.9% | EXIT | Sold out |
| 17 | AJG | Arthur J Gallagher & Co | -4.5% | EXIT | Sold out |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | -5.2% | EXIT | Sold out |
| 19 | GOOG | Alphabet Inc-cl C | -5.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Whitford Management LLC reported a total U.S. public equity portfolio value of $112.0M across 14 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AMZN) accounted for 52.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHYG
市值: $8.7M
Top Position Liquidated / Trimmed
GOOG
前期市值: $4.4M
During Q2 2025, Whitford Management LLC's top holdings by market value included SPY (26.7%)、MSFT (10.4%)、AMZN (9.7%). The largest single position, SPY, represented 26.7% of total portfolio value.
In Q2 2025, Whitford Management LLC made 19 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 5 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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