Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WHALEROCK POINT PARTNERS, LLC (CIK 1389709) reported $518.2M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($54.6M, 10.54%), AAPL ($35.1M, 6.77%), GOOGL ($34.5M, 6.65%), MSFT ($23.2M, 4.47%), AMZN ($16.7M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $54.6M | 10.54% | 313,115 | Trimmed |
| 2 | AAPL | Apple Inc | $35.1M | 6.77% | 138,175 | Trimmed |
| 3 | GOOGL | Alphabet Inc class A | $34.5M | 6.65% | 119,891 | Added |
| 4 | MSFT | Microsoft Corp | $23.2M | 4.47% | 62,604 | Added |
| 5 | AMZN | Amazon.com Inc | $16.7M | 3.23% | 80,318 | Added |
| 6 | V | Visa Inc | $15.6M | 3.00% | 51,474 | Added |
| 7 | JPM | JPMorgan Chase & Co | $15.5M | 2.99% | 52,647 | Trimmed |
| 8 | COST | Costco Wholesale Corp | $13.1M | 2.52% | 13,101 | Trimmed |
| 9 | META | Meta Platforms Inc. Class A | $12.8M | 2.47% | 22,340 | Added |
| 10 | IVV | iShares Core S&P 500 ETF | $11.1M | 2.14% | 16,981 | Added |
| 11 | BRK/B | Berkshire Hathaway Inc | $10.7M | 2.07% | 22,349 | Added |
| 12 | XOM | Exxon Mobil Corp | $9.2M | 1.78% | 54,390 | Added |
| 13 | RTX | RTX Corp | $8.7M | 1.68% | 45,248 | Added |
| 14 | PEP | PepsiCo Inc | $8.4M | 1.63% | 54,241 | Added |
| 15 | TJX | TJX Cos Inc/The | $8.5M | 1.63% | 52,914 | Added |
| 16 | MA | Mastercard Inc | $8.1M | 1.57% | 16,296 | Added |
| 17 | TMO | Thermo Fisher Scientific Inc | $7.2M | 1.40% | 14,740 | Added |
| 18 | CAT | Caterpillar Inc | $7.2M | 1.39% | 10,172 | Hold |
| 19 | JNJ | Johnson & Johnson | $7.2M | 1.39% | 29,362 | Trimmed |
| 20 | PANW | Palo Alto Networks Inc | $6.8M | 1.31% | 42,460 | Added |
| 21 | HD | Home Depot Inc/The | $6.4M | 1.23% | 19,391 | Added |
| 22 | BAC-PL | Bank of America Corp 7.25 Pfd | $6.3M | 1.22% | 5,307 | Added |
| 23 | MCD | McDonald's Corp | $6.3M | 1.21% | 20,118 | Added |
| 24 | BAC | Bank of America Corp | $5.9M | 1.15% | 121,987 | Trimmed |
| 25 | WFC/PRL | Wells Fargo & Co | $5.9M | 1.14% | 5,135 | Added |
Source: SEC Form 13F filings · as of 2026-03-31