WHALEROCK POINT PARTNERS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1389709
Institutional-grade research for retail investors
13F Reported Value
ⓘ$518.2M
Holdings
197
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WHALEROCK POINT PARTNERS, LLC disclosed 197 positions worth $518.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 10.5% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 9 new positions and exited 5 — including a new stake in $TRGP and a full exit from $CRWD. The portfolio is most concentrated in Technology (39.1% of disclosed assets). All figures are sourced directly from WHALEROCK POINT PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1389709.
AI Fund Analysis
Diversifying
$NVDA10.5% weight
Held 9 quarters
$AAPL6.8% weight
Held 9 quarters
$GOOG6.7% weight
Held 9 quarters
$MSFT4.5% weight
Held 9 quarters
$AMZN3.2% weight
Held 9 quarters
$META8 quarters accumulating
iShares Core S&P 500 ETF
8 quarters accumulating
$TJX8 quarters accumulating
$PANW8 quarters accumulating
$GE8 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryOtherIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$54.6M313,115 sh - 76.1#112
Quality
$35.1M138,175 sh - 80.2#45
Quality
$34.5M119,891 sh - 83.7
Quality
$23.2M62,604 sh - 74.6
Quality
$16.7M80,318 sh - 83.5
Quality
$15.6M51,474 sh - 35.6
Quality
$15.5M52,647 sh - 67.0
Quality
$13.1M13,101 sh - 80.9
Quality
$12.8M22,340 sh iShares Core S&P 500 ETF
—Quality
$11.1M16,981 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $54.6M | 313,115 |
| Apple Inc.$AAPL | 76.1#112 | $35.1M | 138,175 |
| Alphabet Inc.$GOOG | 80.2#45 | $34.5M | 119,891 |
| MICROSOFT CORP$MSFT | 83.7 | $23.2M | 62,604 |
| AMAZON COM INC$AMZN | 74.6 | $16.7M | 80,318 |
 VISA INC.$V | 83.5 | $15.6M | 51,474 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $15.5M | 52,647 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $13.1M | 13,101 |
| Meta Platforms, Inc.$META | 80.9 | $12.8M | 22,340 |
| iShares Core S&P 500 ETF | — | $11.1M | 16,981 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WHALEROCK POINT PARTNERS, LLC's 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Technology
$202.5M
Financials
$90.3M
Consumer Discretionary
$61.7M
Other
$46.3M
Industrials
$37.5M
Energy
$21.5M
Healthcare
$20.7M
Consumer Staples
$16.7M
Full Holdings — WHALEROCK POINT PARTNERS, LLC (Q1 2026)
All 197 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $54.6M | 10.5% | -1% | 90.2 |
| 2 | $AAPL | Apple Inc. | $35.1M | 6.8% | -0% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $34.5M | 6.7% | +2% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $23.2M | 4.5% | +3% | 83.7 |
| 5 | $AMZN | AMAZON COM INC | $16.7M | 3.2% | +2% | 74.6 |
| 6 | $V | VISA INC. | $15.6M | 3.0% | +1% | 83.5 |
| 7 | $JPM | JPMORGAN CHASE & CO | $15.5M | 3.0% | -0% | 35.6 |
| 8 | $COST | COSTCO WHOLESALE CORP /NEW | $13.1M | 2.5% | -0% | 67 |
| 9 | $META | Meta Platforms, Inc. | $12.8M | 2.5% | +5% | 80.9 |
| 10 | — | iShares Core S&P 500 ETF | $11.1M | 2.1% | +6% | — |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.7M | 2.1% | +1% | 64.5 |
| 12 |  $XOM | EXXON MOBIL CORP | $9.2M | 1.8% | +0% | 61.8 |
| 13 |  $RTX | RTX Corp | $8.7M | 1.7% | +7% | 70 |
| 14 | $TJX | TJX COMPANIES INC /DE/ | $8.5M | 1.6% | +4% | 70.7 |
| 15 |  $PEP | PEPSICO INC | $8.4M | 1.6% | +4% | 62.7 |
| 16 |  $MA | Mastercard Inc | $8.1M | 1.6% | +3% | 81.7 |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.2M | 1.4% | +6% | 63.7 |
| 18 |  $CAT | CATERPILLAR INC | $7.2M | 1.4% | +0% | 67.8 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $7.2M | 1.4% | -0% | 72.8 |
| 20 | $PANW | Palo Alto Networks Inc | $6.8M | 1.3% | +14% | 66.5 |
| 21 |  $HD | HOME DEPOT, INC. | $6.4M | 1.2% | +4% | 69.2 |
| 22 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.3M | 1.2% | +20% | 68.4 |
| 23 |  $MCD | MCDONALDS CORP | $6.3M | 1.2% | +2% | 73.9 |
| 24 | $BAC | BANK OF AMERICA CORP /DE/ | $5.9M | 1.1% | -2% | 68.4 |
| 25 |  $WFC | WELLS FARGO & COMPANY/MN | $5.9M | 1.1% | +21% | — |
| 26 |  $UNP | UNION PACIFIC CORP | $5.7M | 1.1% | +7% | 74 |
| 27 |  $CVX | CHEVRON CORP | $5.5M | 1.1% | +3% | 54.7 |
| 28 | — | Vanguard S&P 500 ETF | $5.2M | 1.0% | +0% | — |
| 29 |  $LMT | LOCKHEED MARTIN CORP | $5.1M | 1.0% | -1% | 65 |
| 30 |  $GOOGL | Alphabet Inc. | $4.7M | 0.9% | +0% | 80.2 |
| 31 |  $NEE | NEXTERA ENERGY INC | $4.0M | 0.8% | +1% | 71.7 |
| 32 |  $WMT | Walmart Inc. | $3.6M | 0.7% | -2% | 63.2 |
| 33 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $3.6M | 0.7% | -1% | 75.4 |
| 34 |  $CRM | Salesforce, Inc. | $3.5M | 0.7% | +2% | 75.2 |
| 35 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.5M | 0.7% | +0% | — |
| 36 |  $AVGO | Broadcom Inc. | $3.2M | 0.6% | +11% | 86.4 |
| 37 |  $PG | PROCTER & GAMBLE Co | $3.2M | 0.6% | +7% | 72.9 |
| 38 |  $DE | DEERE & CO | $2.9M | 0.6% | +0% | 57.4 |
| 39 |  $BX | Blackstone Inc. | $2.7M | 0.5% | +57% | 68 |
| 40 |  $UNH | UNITEDHEALTH GROUP INC | $2.6M | 0.5% | -11% | 66.8 |
| 41 |  $TGT | TARGET CORP | $2.5M | 0.5% | +0% | 53.1 |
| 42 |  $ABBV | AbbVie Inc. | $2.5M | 0.5% | +0% | 59.3 |
| 43 |  $DIS | Walt Disney Co | $2.5M | 0.5% | -6% | 68.9 |
| 44 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.4M | 0.5% | +0% | 77.9 |
| 45 |  $LLY | ELI LILLY & Co | $2.4M | 0.5% | +0% | 89.3 |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.5% | -6% | — |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.5% | +7% | 72.3 |
| 48 |  $PFH | PRUDENTIAL FINANCIAL INC | $2.2M | 0.4% | +18% | 58.6 |
| 49 |  $MRK | Merck & Co., Inc. | $2.1M | 0.4% | +0% | 70.9 |
| 50 | — | iShares Core Dividend Growth E | $2.1M | 0.4% | +4% | — |
| 51 | — | Fidelity MSCI Information Tech | $2.0M | 0.4% | -0% | — |
| 52 |  $PM | Philip Morris International Inc. | $2.0M | 0.4% | +4% | 80.5 |
| 53 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.4% | +3% | — |
| 54 | — | Technology Select Sector SPDR | $1.8M | 0.4% | +0% | — |
| 55 |  $GS | GOLDMAN SACHS GROUP INC | $1.8M | 0.3% | +4% | — |
| 56 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.3% | +2% | 70.4 |
| 57 | $GE | GENERAL ELECTRIC CO | $1.7M | 0.3% | +15% | 74.8 |
| 58 |  $MS | MORGAN STANLEY | $1.6M | 0.3% | +30% | — |
| 59 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.6M | 0.3% | +0% | 72.7 |
| 60 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.3% | +0% | — |
| 61 | — | SPDR Portfolio S&P 600 Small C | $1.5M | 0.3% | +0% | — |
| 62 |  $DUK | Duke Energy CORP | $1.4M | 0.3% | +0% | 64 |
| 63 |  $BA | BOEING CO | $1.4M | 0.3% | +24% | 51.8 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.3% | -1% | 65.7 |
| 65 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.3% | +18% | 72.1 |
| 66 |  $ANET | Arista Networks, Inc. | $1.2M | 0.2% | +0% | 86 |
| 67 | $JPM | JPMORGAN CHASE & CO | $1.1M | 0.2% | +0% | 35.6 |
| 68 |  $TRGP | Targa Resources Corp. | $1.1M | 0.2% | NEW | 70 |
| 69 |  $PHYS | Sprott Physical Gold Trust | $1.1M | 0.2% | +0% | — |
| 70 | — | Vanguard Total Stock Market ET | $1.1M | 0.2% | +0% | — |
| 71 | — | iShares MSCI Emerging Markets | $1.1M | 0.2% | +0% | — |
| 72 |  $DHR | DANAHER CORP /DE/ | $1.0M | 0.2% | -4% | 63.9 |
| 73 |  $KO | COCA COLA CO | $1.0M | 0.2% | +0% | 74 |
| 74 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.2% | -6% | 71.6 |
| 75 | — | Communication Services Sector | $965,258 | 0.2% | +0% | — |
| 76 |  $MPC | Marathon Petroleum Corp | $957,674 | 0.2% | +0% | 50.7 |
| 77 | — | iShares MSCI EAFE ETF | $947,017 | 0.2% | +0% | — |
| 78 |  $AMD | ADVANCED MICRO DEVICES INC | $941,677 | 0.2% | +0% | 78.8 |
| 79 |  $MET | METLIFE INC | $897,600 | 0.2% | +0% | 73.9 |
| 80 |  $PFE | PFIZER INC | $876,264 | 0.2% | +0% | 69 |
| 81 | — | Health Care Select Sector SPDR | $869,837 | 0.2% | +0% | — |
| 82 |  $GEV | GE Vernova Inc. | $866,853 | 0.2% | +0% | 70.1 |
| 83 | — | iShares Core S&P U.S. Growth E | $854,501 | 0.2% | +0% | — |
| 84 |  $FDX | FEDEX CORP | $854,120 | 0.2% | +0% | 60.3 |
| 85 |  $TSLA | Tesla, Inc. | $817,106 | 0.2% | +1% | 50.1 |
| 86 |  $MU | MICRON TECHNOLOGY INC | $768,924 | 0.1% | -5% | 88.4 |
| 87 |  $PNW | PINNACLE WEST CAPITAL CORP | $744,004 | 0.1% | -3% | 55.5 |
| 88 |  $CCZ | COMCAST CORP | $737,302 | 0.1% | -1% | 70.4 |
| 89 |  $PSX | Phillips 66 | $736,736 | 0.1% | +0% | 47.6 |
| 90 | — | iShares Core MSCI EAFE ETF | $725,418 | 0.1% | +133% | — |
| 91 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 92 |  $ABT | ABBOTT LABORATORIES | $711,400 | 0.1% | +0% | 67 |
| 93 |  $C | CITIGROUP INC | $704,400 | 0.1% | +0% | 54.8 |
| 94 | $BAC | BANK OF AMERICA CORP /DE/ | $692,440 | 0.1% | +0% | 68.4 |
| 95 |  $IAU | ISHARES GOLD TRUST | $688,618 | 0.1% | +0% | — |
| 96 |  $EXR | Extra Space Storage Inc. | $687,646 | 0.1% | +0% | 66.7 |
| 97 |  $WMB | WILLIAMS COMPANIES, INC. | $669,649 | 0.1% | +149% | 72.8 |
| 98 |  $BN | BROOKFIELD Corp /ON/ | $669,374 | 0.1% | +35% | — |
| 99 |  $LOW | LOWES COMPANIES INC | $662,765 | 0.1% | +7% | 63.5 |
| 100 |  $NVR | NVR INC | $658,983 | 0.1% | +0% | 62.3 |
| 101 | — | iShares Core S&P Mid-Cap ETF | $639,036 | 0.1% | +0% | — |
| 102 |  $INTU | INTUIT INC. | $629,545 | 0.1% | +0% | 82 |
| 103 |  $ETN | Eaton Corp plc | $621,273 | 0.1% | +0% | — |
| 104 | — | Vanguard High Dividend Yield E | $615,800 | 0.1% | +0% | — |
| 105 | — | Vanguard FTSE All-World ex-US | $612,065 | 0.1% | +28% | — |
| 106 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $611,040 | 0.1% | +0% | 66.4 |
| 107 |  $CMI | CUMMINS INC | $600,430 | 0.1% | +0% | 58.9 |
| 108 |  $NFLX | NETFLIX INC | $590,842 | 0.1% | +0% | 86.7 |
| 109 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $583,529 | 0.1% | -40% | — |
| 110 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $562,560 | 0.1% | +0% | 65.9 |
| 111 | — | iShares Core S&P Small-Cap ETF | $551,776 | 0.1% | +0% | — |
| 112 |  $SLV | iShares Silver Trust | $542,122 | 0.1% | +0% | — |
| 113 | $WFC | WELLS FARGO & COMPANY/MN | $540,472 | 0.1% | +0% | — |
| 114 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $537,621 | 0.1% | +0% | 66.7 |
| 115 | — | iShares Russell 2000 ETF | $534,688 | 0.1% | +0% | — |
| 116 | — | Consumer Discretionary Select | $532,694 | 0.1% | +0% | — |
| 117 |  $TFC | TRUIST FINANCIAL CORP | $526,592 | 0.1% | +0% | — |
| 118 |  $PPG | PPG INDUSTRIES INC | $526,491 | 0.1% | +0% | 57.1 |
| 119 | — | iShares MSCI EAFE Small-Cap ET | $525,347 | 0.1% | +0% | — |
| 120 |  $EL | ESTEE LAUDER COMPANIES INC | $515,479 | 0.1% | +13% | 52.5 |
| 121 | — | Fidelity MSCI Industrials Inde | $509,603 | 0.1% | +0% | — |
| 122 | — | Fidelity MSCI Health Care Inde | $508,850 | 0.1% | +0% | — |
| 123 |  $COP | CONOCOPHILLIPS | $506,352 | 0.1% | +0% | 74.8 |
| 124 | $NEE | NEXTERA ENERGY INC | $502,920 | 0.1% | +0% | 71.7 |
| 125 |  $YUM | YUM BRANDS INC | $496,603 | 0.1% | +0% | 71.7 |
| 126 |  $TREX | TREX CO INC | $479,833 | 0.1% | +0% | 60.1 |
| 127 | $MS | MORGAN STANLEY | $475,579 | 0.1% | +0% | — |
| 128 |  $WELL | WELLTOWER INC. | $474,109 | 0.1% | +0% | 75.7 |
| 129 |  $ROST | ROSS STORES, INC. | $467,271 | 0.1% | +0% | 71.5 |
| 130 |  $AMGN | AMGEN INC | $459,516 | 0.1% | +0% | 79.5 |
| 131 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $443,024 | 0.1% | +0% | 70.9 |
| 132 |  $DTM | DT Midstream, Inc. | $430,944 | 0.1% | NEW | 74.5 |
| 133 |  $CVS | CVS HEALTH Corp | $427,329 | 0.1% | +0% | 51.3 |
| 134 |  $BLK | BlackRock, Inc. | $425,076 | 0.1% | +0% | 70.3 |
| 135 |  $TRV | TRAVELERS COMPANIES, INC. | $414,186 | 0.1% | +0% | 71.5 |
| 136 |  $AER | AerCap Holdings N.V. | $411,540 | 0.1% | +0% | — |
| 137 |  $ORCL | ORACLE CORP | $409,407 | 0.1% | +0% | 67.2 |
| 138 |  $AR | ANTERO RESOURCES Corp | $407,424 | 0.1% | NEW | 80.1 |
| 139 | — | iShares S&P 500 Growth ETF | $387,515 | 0.1% | +29% | — |
| 140 | — | Vanguard Mid-Cap Value ETF | $386,435 | 0.1% | +0% | — |
| 141 | — | iShares MSCI USA Quality Facto | $378,825 | 0.1% | +0% | — |
| 142 |  $LNG | Cheniere Energy, Inc. | $378,820 | 0.1% | NEW | 48.4 |
| 143 |  $ET | Energy Transfer LP | $374,420 | 0.1% | +0% | 64.5 |
| 144 |  $AMT | AMERICAN TOWER CORP /MA/ | $368,976 | 0.1% | +0% | 69.8 |
| 145 |  $CLX | CLOROX CO /DE/ | $368,405 | 0.1% | +16% | 63.5 |
| 146 | — | Vanguard Mid-Cap ETF | $360,411 | 0.1% | +0% | — |
| 147 | — | iShares PHLX Semiconductor ETF | $359,883 | 0.1% | +0% | — |
| 148 |  $SPOT | Spotify Technology S.A. | $356,409 | 0.1% | +0% | — |
| 149 |  $RSG | REPUBLIC SERVICES, INC. | $344,080 | 0.1% | +0% | 72 |
| 150 | — | Fidelity MSCI Consumer Discret | $343,237 | 0.1% | +0% | — |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $335,637 | 0.1% | +0% | 70.1 |
| 152 |  $SPG | SIMON PROPERTY GROUP INC. | $331,277 | 0.1% | +0% | 76.9 |
| 153 | — | Consumer Staples Select Sector | $327,920 | 0.1% | +0% | — |
| 154 | — | iShares MSCI USA ESG Aware ETF | $326,115 | 0.1% | +0% | — |
| 155 |  $SBUX | STARBUCKS CORP | $322,255 | 0.1% | +0% | 54.6 |
| 156 |  $EBC | Eastern Bankshares, Inc. | $317,791 | 0.1% | +0% | 62.3 |
| 157 |  $NVS | NOVARTIS AG | $313,137 | 0.1% | +0% | — |
| 158 | $BAC | BANK OF AMERICA CORP /DE/ | $303,100 | 0.1% | +0% | 68.4 |
| 159 |  $LIN | LINDE PLC | $300,926 | 0.1% | +0% | — |
| 160 |  $PSA | Public Storage | $299,322 | 0.1% | +0% | 73.9 |
| 161 |  $SCHW | SCHWAB CHARLES CORP | $297,541 | 0.1% | +0% | 77.2 |
| 162 |  $SLB | SLB LIMITED/NV | $296,572 | 0.1% | +0% | 63.2 |
| 163 |  $OKE | ONEOK INC /NEW/ | $293,858 | 0.1% | NEW | 72 |
| 164 |  $FAST | FASTENAL CO | $287,216 | 0.1% | +0% | 73.5 |
| 165 |  $TSLX | Sixth Street Specialty Lending, Inc. | $284,846 | 0.1% | -21% | — |
| 166 |  $MMM | 3M CO | $284,360 | 0.1% | +0% | 60.7 |
| 167 |  $CME | CME GROUP INC. | $284,127 | 0.1% | +0% | 74.5 |
| 168 |  $AZO | AUTOZONE INC | $280,356 | 0.1% | +0% | 66.5 |
| 169 |  $EMR | EMERSON ELECTRIC CO | $265,709 | 0.1% | +0% | 65.9 |
| 170 |  $STT | STATE STREET CORP | $261,312 | 0.1% | +0% | 61.5 |
| 171 |  $BDX | BECTON DICKINSON & CO | $252,669 | 0.1% | +0% | 50.7 |
| 172 |  $CEG | Constellation Energy Corp | $251,604 | 0.1% | +0% | 62.5 |
| 173 |  $ECL | ECOLAB INC. | $251,123 | 0.1% | +0% | 64.3 |
| 174 |  $AFL | AFLAC INC | $247,506 | 0.1% | +0% | 60.3 |
| 175 |  $CL | COLGATE PALMOLIVE CO | $246,400 | 0.1% | +0% | 72.4 |
| 176 |  $INTC | INTEL CORP | $244,966 | 0.1% | +0% | 41.5 |
| 177 | — | Fidelity MSCI Financials Index | $244,226 | 0.1% | +0% | — |
| 178 |  $SYK | STRYKER CORP | $244,142 | 0.1% | +0% | 69.8 |
| 179 | — | Utilities Select Sector SPDR F | $243,217 | 0.1% | +0% | — |
| 180 |  $AMAT | APPLIED MATERIALS INC /DE | $240,962 | 0.1% | NEW | 74.8 |
| 181 |  $WM | WASTE MANAGEMENT INC | $240,820 | 0.1% | +0% | 70.7 |
| 182 | — | iShares Core High Dividend ETF | $238,324 | 0.1% | +0% | — |
| 183 | $MS | MORGAN STANLEY | $237,120 | 0.1% | -25% | — |
| 184 |  $TD | TORONTO DOMINION BANK | $235,608 | 0.1% | +0% | — |
| 185 |  $QCOM | QUALCOMM INC/DE | $234,508 | 0.1% | +0% | 81.9 |
| 186 | $MS | MORGAN STANLEY | $232,044 | 0.0% | +0% | — |
| 187 |  $WBD | Warner Bros. Discovery, Inc. | $231,680 | 0.0% | +0% | 42.1 |
| 188 |  $MRVL | Marvell Technology, Inc. | $231,282 | 0.0% | NEW | 77.3 |
| 189 |  $ABNB | Airbnb, Inc. | $228,062 | 0.0% | +0% | 70.1 |
| 190 |  $ARES | Ares Management Corp | $218,200 | 0.0% | +0% | 70.8 |
| 191 | — | Industrial Select Sector SPDR | $215,101 | 0.0% | +0% | — |
| 192 |  $CSX | CSX CORP | $214,199 | 0.0% | NEW | 66.4 |
| 193 | — | Schwab Emerging Markets Equity | $210,880 | 0.0% | +0% | — |
| 194 | — | Vanguard Information Technolog | $208,618 | 0.0% | +0% | — |
| 195 | — | iShares US BD&Securities Excha | $201,449 | 0.0% | +0% | — |
| 196 |  $SO | SOUTHERN CO | $200,665 | 0.0% | NEW | 65.1 |
| 197 | — | Micromem Technologies Inc | $2,257 | 0.0% | +0% | — |
New Positions (9)
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Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
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AI-Powered Hedge Fund Analysis: WHALEROCK POINT PARTNERS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WHALEROCK POINT PARTNERS, LLC (SEC CIK: 1389709), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WHALEROCK POINT PARTNERS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.