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 $586.9M across 207 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($62.7M, 10.68%), GOOGL ($42.7M, 7.28%), AAPL ($39.2M, 6.68%), MSFT ($26.5M, 4.52%), AMZN ($19.1M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $62.7M | 10.68% | 313,291 | Added |
| 2 | GOOGL | Alphabet Inc class A | $42.7M | 7.28% | 119,493 | Trimmed |
| 3 | AAPL | Apple Inc | $39.2M | 6.68% | 135,500 | Trimmed |
| 4 | MSFT | Microsoft Corp | $26.5M | 4.52% | 71,121 | Added |
| 5 | AMZN | Amazon.com Inc | $19.1M | 3.26% | 80,295 | Trimmed |
| 6 | JPM | JPMorgan Chase & Co | $18.8M | 3.20% | 57,414 | Added |
| 7 | V | Visa Inc | $18.4M | 3.14% | 53,694 | Added |
| 8 | PANW | Palo Alto Networks Inc | $14.4M | 2.45% | 42,185 | Trimmed |
| 9 | IVV | iShares Core S&P 500 ETF | $12.5M | 2.13% | 16,678 | Trimmed |
| 10 | META | Meta Platforms Inc. Class A | $12.4M | 2.11% | 22,018 | Trimmed |
| 11 | COST | Costco Wholesale Corp | $12.4M | 2.11% | 13,251 | Added |
| 12 | BRKB | Berkshire Hathaway Inc | $11.2M | 1.91% | 22,439 | Added |
| 13 | CAT | Caterpillar Inc | $10.7M | 1.82% | 10,057 | Trimmed |
| 14 | RTX | RTX Corp | $9.0M | 1.53% | 47,294 | Added |
| 15 | MA | Mastercard Inc | $8.6M | 1.47% | 16,791 | Added |
| 16 | XOM | Exxon Mobil Corp | $8.4M | 1.44% | 61,678 | New |
| 17 | TJX | TJX Cos Inc/The | $8.2M | 1.40% | 54,350 | Added |
| 18 | JNJ | Johnson & Johnson | $7.7M | 1.32% | 30,416 | Added |
| 19 | PEP | PepsiCo Inc | $7.6M | 1.29% | 56,088 | Added |
| 20 | TMO | Thermo Fisher Scientific Inc | $7.6M | 1.29% | 15,153 | Added |
| 21 | HD | Home Depot Inc/The | $7.1M | 1.20% | 20,038 | Added |
| 22 | BAC | Bank of America Corp | $6.8M | 1.15% | 118,490 | Trimmed |
| 23 | UNP | Union Pacific Corp | $6.6M | 1.12% | 24,220 | Added |
| 24 | BAC-PL | Bank of America Corp 7.25 Pfd | $6.5M | 1.10% | 5,152 | Trimmed |
| 25 | VOO | Vanguard S&P 500 ETF | $6.0M | 1.02% | 8,751 | Added |
Source: SEC Form 13F filings · as of 2026-06-30