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Portfolio (Quarterly) Guide ↗

Whipplewood Advisors, LLC

· CIK 0002052510
13F Portfolio $149M AUM 636 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 636 New
Page 11 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CVX CHEVRON CORPORATION Energy 109.0 $18K 0.01% NEW $165.76 +22.3%
202 BAC BANK OF AMER CORP Financial Services 317.0 $18K 0.01% NEW $56.98 +12.1%
203 APP APPLOVIN CORP Technology 35.0 $18K 0.01% NEW $515.23 -39.4%
204 AMGN AMGEN INC Healthcare 49.0 $18K 0.01% NEW $362.12 +15.8%
205 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 1,498.0 $17K 0.01% NEW $11.63 -2.4%
206 MCK MCKESSON CORP Healthcare 23.0 $17K 0.01% NEW $755.61 +13.8%
207 LRCX LAM RESEARCH CORP Technology 40.0 $17K 0.01% NEW $433.32 -20.7%
208 RACE FERRARI N V Consumer Cyclical 46.0 $17K 0.01% NEW $372.28 +12.0%
209 PIE INVESCO EXCH TRADED FD TR II 505.0 $17K 0.01% NEW $33.40 +1.0%
210 RYLD GLOBAL X FDS 1,053.0 $17K 0.01% NEW $15.99 +2.6%
211 SCHX SCHWAB STRATEGIC TR 550.0 $16K 0.01% NEW $29.43 +3.6%
212 HEEM ISHARES INC 358.0 $16K 0.01% NEW $44.73 -4.4%
213 MA MASTERCARD INCORPORATED Financial Services 31.0 $16K 0.01% NEW $513.61 +9.5%
214 MO ALTRIA GROUP INC Consumer Defensive 221.0 $16K 0.01% NEW $71.95 -11.1%
215 ING ING GROEP N.V. Financial Services 495.0 $16K 0.01% NEW $31.38 +13.5%
216 MCHP MICROCHIP TECHNOLOGY INC. Technology 168.0 $15K 0.01% NEW $91.20 -12.0%
217 TOTALENERGIES SE 196.0 $15K 0.01% NEW $77.76
218 SHEL SHELL PLC Energy 190.0 $15K 0.01% NEW $77.54 +18.2%
219 RB GLOBAL INC 122.0 $14K 0.01% NEW $116.45
220 CRWD CROWDSTRIKE HLDGS INC Technology 18.0 $14K 0.01% NEW $190.79 +12.1%
Page 11 of 32  ·  636 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.5%
Technology 9.1%
Energy 6.0%
Consumer Cyclical 2.9%
Industrials 1.8%
Real Estate 1.6%
Healthcare 1.4%
Communication Services 0.9%
Consumer Defensive 0.5%
Basic Materials 0.2%