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CIK: 0001957726
Total reported value
$112.0M
$112.0M
22 檔
55.3%
In Q1 2026, Whitford Management LLC's U.S. equity holdings reached a combined market value of $112.0M, distributed across 22 disclosed stock positions.
Whitford Management LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 2 holdings and trimming 9 positions.
| # | 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 | 40.12% | +0.19% | +53.03% | |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 8.73% | -8.73% | EXIT | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.20% | -5.20% | EXIT | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.08% | -0.34% | -24.28% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.16% | +0.61% | +85.51% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | +0.48% | -41.80% | |
| 7 | GE | General Electric | Stock-Industrials | 3.82% | -1.85% | +23.55% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 3.79% | -1.48% | -12.67% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.57% | -0.24% | -16.03% | |
| 10 | WWD | Woodward Inc | Stock-Industrials | 3.26% | -2.26% | -29.18% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | -1.13% | -38.81% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | +0.33% | +262.59% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | +0.96% | +59.67% | |
| 14 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.12% | +0.02% | -33.87% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.65% | -0.14% | -53.11% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.22% | +1.16% | +28.35% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.81% | +96.16% | |
| 18 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.08% | +0.53% | — | |
| 19 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.98% | +0.05% | — | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 0.96% | -0.96% | EXIT | |
| 21 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.41% | +0.16% | +34.02% | |
| 22 | INTC | Intel CORP | Stock-Tech | 0.26% | -0.26% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +12.8% | +53.03% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2.2% | +85.51% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.9% | +262.59% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | +59.67% | Add |
| 5 | GEV | GE Vernova Inc | +0.6% | -12.67% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +96.16% | Add |
| 7 | GE | General Electric | +0.5% | +23.55% | Add |
| 8 | SOXX | Ishares Semiconductor ETF | +0.4% | +28.35% | Add |
| 9 | CRWV | Coreweave Inc-cl A | +0.1% | +34.02% | Add |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | — | Unchanged |
| 11 | WWD | Woodward Inc | -0.6% | -29.18% | Trim |
| 12 | TDG | Transdigm Group Inc | -1.2% | -50.09% | Trim |
| 13 | MA | Mastercard Inc - A | -1.3% | -16.03% | Trim |
| 14 | CPNG | Coupang Inc | -1.9% | -33.87% | Trim |
| 15 | AMZN | Amazon.com Inc | -2.3% | -24.28% | Trim |
| 16 | UBER | Uber Technologies Inc | -2.3% | -53.11% | Trim |
| 17 | NVDA | Nvidia CORP | -3.4% | -41.80% | Trim |
| 18 | MSFT | Microsoft CORP | -3.6% | -38.81% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 20 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 21 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 22 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 23 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 24 | INTC | Intel CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Whitford Management LLC reported a total U.S. public equity portfolio value of $112.0M across 22 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, SHYG, RSP) accounted for 55.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $5.1M
Top Position Liquidated / Trimmed
QQQ
前期市值: $9.7M
During Q1 2026, Whitford Management LLC's top holdings by market value included SPY (40.1%)、SHYG (8.7%)、RSP (5.2%). The largest single position, SPY, represented 40.1% of total portfolio value.
In Q1 2026, Whitford Management LLC made 23 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 9 holdings, and fully liquidating 2 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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