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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 13 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QALT SEI EXCHANGE TRADED FUNDS 405.0 $11K 0.01% NEW $26.54 -0.1%
242 ISRG INTUITIVE SURGICAL INC Healthcare 27.0 $11K 0.01% NEW $397.67 +0.2%
243 RTX RTX CORPORATION Industrials 56.0 $11K 0.01% NEW $189.73 +17.8%
244 GEV GE VERNOVA INC Utilities 9.0 $11K 0.01% NEW $1174.89 -13.5%
245 SCI SERVICE CORP INTL Consumer Cyclical 139.0 $11K 0.01% NEW $75.96 +9.5%
246 ANET ARISTA NETWORKS INC Technology 60.0 $10K 0.01% NEW $169.88 +12.7%
247 SAP SAP SE Technology 66.0 $10K 0.01% NEW $154.11 +37.8%
248 SPOT SPOTIFY TECHNOLOGY S A Communication Services 22.0 $10K 0.01% NEW $459.14 +14.3%
249 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 92.0 $10K 0.01% NEW $106.25 +3.0%
250 TM TOYOTA MOTOR CORP Consumer Cyclical 57.0 $10K 0.01% NEW $168.42 +12.1%
251 DUK DUKE ENERGY CORP NEW Utilities 75.0 $9K 0.01% NEW $126.59 -1.5%
252 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 32.0 $9K 0.01% NEW $293.19 +3.4%
253 GE GE AEROSPACE Industrials 25.0 $9K 0.01% NEW $373.72 -0.5%
254 TDG TRANSDIGM GROUP INC Industrials 7.0 $9K 0.01% NEW $1332.00 -6.9%
255 NEE NEXTERA ENERGY INC Utilities 106.0 $9K 0.01% NEW $87.77 -1.2%
256 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 111.0 $9K 0.01% NEW $82.40 -5.7%
257 VRT VERTIV HOLDINGS CO Industrials 27.0 $9K 0.01% NEW $334.81 -19.0%
258 AJG GALLAGHER ARTHUR J & CO Financial Services 39.0 $9K 0.01% NEW $229.56 +9.7%
259 PHG KONINKLIJKE PHILIPS N V Healthcare 329.0 $9K 0.01% NEW $27.19 -0.0%
260 PH PARKER-HANNIFIN CORP Industrials 9.0 $9K 0.01% NEW $978.11 +5.9%
Page 13 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%