Universe · entity
WHALEROCK POINT PARTNERS, LLC
Institutional manager (13F) · CIK 1389709
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $427M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA Corp | $55M | 313,115 |
| 2 | Apple Inc | $35M | 138,175 |
| 3 | Alphabet Inc class A | $34M | 119,891 |
| 4 | Microsoft Corp | $23M | 62,604 |
| 5 | Amazon.com Inc | $17M | 80,318 |
| 6 | Visa Inc | $16M | 51,474 |
| 7 | JPMorgan Chase & Co | $15M | 52,647 |
| 8 | Costco Wholesale Corp | $13M | 13,101 |
| 9 | Meta Platforms Inc. Class A | $13M | 22,340 |
| 10 | iShares Core S&P 500 ETF | $11M | 16,981 |
| 11 | Berkshire Hathaway Inc | $11M | 22,349 |
| 12 | Exxon Mobil Corp | $9M | 54,390 |
| 13 | RTX Corp | $9M | 45,248 |
| 14 | TJX Cos Inc/The | $8M | 52,914 |
| 15 | PepsiCo Inc | $8M | 54,241 |
| 16 | Mastercard Inc | $8M | 16,296 |
| 17 | Thermo Fisher Scientific Inc | $7M | 14,740 |
| 18 | Caterpillar Inc | $7M | 10,172 |
| 19 | Johnson & Johnson | $7M | 29,362 |
| 20 | Palo Alto Networks Inc | $7M | 42,460 |
| 21 | Home Depot Inc/The | $6M | 19,391 |
| 22 | Bank of America Corp 7.25 Pfd | $6M | 5,307 |
| 23 | McDonald's Corp | $6M | 20,118 |
| 24 | Bank of America Corp | $6M | 121,987 |
| 25 | Wells Fargo & Co | $6M | 5,135 |
| 26 | Union Pacific Corp | $6M | 23,460 |
| 27 | Chevron Corp | $6M | 26,671 |
| 28 | Vanguard S&P 500 ETF | $5M | 8,750 |
| 29 | Lockheed Martin Corp | $5M | 8,409 |
| 30 | Alphabet Inc class C | $5M | 16,415 |
| 31 | NextEra Energy Inc | $4M | 43,084 |
| 32 | Wal-Mart Stores Inc | $4M | 28,983 |
| 33 | American Electric Power Co Inc | $4M | 27,272 |
| 34 | salesforce.com Inc | $4M | 18,875 |
| 35 | SPDR S&P MidCap 400 ETF Trust | $3M | 5,645 |
| 36 | Broadcom Ltd | $3M | 10,470 |
| 37 | Procter & Gamble Co/The | $3M | 22,098 |
| 38 | Deere & Co | $3M | 5,146 |
| 39 | Blackstone Group Inc | $3M | 23,260 |
| 40 | UnitedHealth Group Inc | $3M | 9,498 |
| 41 | Target Corp | $3M | 21,026 |
| 42 | AbbVie Inc | $2M | 11,453 |
| 43 | Walt Disney Co/The | $2M | 25,807 |
| 44 | Automatic Data Processing Inc | $2M | 11,903 |
| 45 | Eli Lilly & Co | $2M | 2,585 |
| 46 | SPDR S&P 500 ETF Trust | $2M | 3,573 |
| 47 | Cisco Systems Inc | $2M | 29,789 |
| 48 | Prudential Financial Inc | $2M | 22,857 |
| 49 | Merck & Co Inc | $2M | 17,865 |
| 50 | iShares Core Dividend Growth E | $2M | 29,416 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.