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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 14 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NOC NORTHROP GRUMMAN CORP Industrials 17.0 $9K 0.01% NEW $509.29 +15.7%
262 NATWEST GROUP PLC 487.0 $9K 0.01% NEW $17.63
263 QXO QXO INC Industrials 494.0 $9K 0.01% NEW $17.28 -21.9%
264 LIBERTY MEDIA CORP DEL 88.0 $8K 0.01% NEW $95.14
265 PDI PIMCO DYNAMIC INCOME FD Financial Services 500.0 $8K 0.01% NEW $16.70 -9.3%
266 ETN EATON CORP PLC Industrials 19.0 $8K 0.01% NEW $426.11 +1.2%
267 VST VISTRA CORP Utilities 51.0 $8K 0.01% NEW $158.63 -11.4%
268 BSX BOSTON SCIENTIFIC CORP Healthcare 188.0 $8K 0.01% NEW $42.68 +18.2%
269 WCN WASTE CONNECTIONS INC Industrials 48.0 $8K 0.01% NEW $166.69 -0.7%
270 MDT MEDTRONIC PLC Healthcare 97.0 $8K 0.01% NEW $78.23 +17.7%
271 SHW SHERWIN WILLIAMS CO Basic Materials 22.0 $8K 0.01% NEW $344.32 +0.3%
272 STRL STERLING INFRASTRUCTURE INC Industrials 9.0 $8K 0.01% NEW $839.33 -33.9%
273 UBS UBS GROUP AG Financial Services 151.0 $7K 0.01% NEW $49.56 +6.9%
274 CAT CATERPILLAR INC Industrials 7.0 $7K 0.01% NEW $1064.86 -21.0%
275 TRV TRAVELERS COMPANIES INC Financial Services 22.0 $7K 0.01% NEW $330.14 +11.4%
276 ADP AUTOMATIC DATA PROCESSING IN Industrials 32.0 $7K 0.01% NEW $223.94 +20.3%
277 NET CLOUDFLARE INC Technology 29.0 $7K 0.01% NEW $245.28 +22.9%
278 CARNIVAL CORP LTD 248.0 $7K 0.01% NEW $28.57
279 ABT ABBOTT LABORATORIES Healthcare 78.0 $7K 0.01% NEW $90.74 +24.2%
280 ICICI BANK LIMITED 243.0 $7K 0.01% NEW $29.03
Page 14 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%