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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 22 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HBAN HUNTINGTON BANCSHARES INC Financial Services 115.0 $2K 0.00% NEW $17.73 -0.4%
422 LMT LOCKHEED MARTIN CORP Industrials 4.0 $2K 0.00% NEW $509.50 +19.2%
423 AMG AFFILIATED MANAGERS GROUP Financial Services 6.0 $2K 0.00% NEW $338.33 +7.5%
424 TMUS T-MOBILE US INC Communication Services 12.0 $2K 0.00% NEW $167.75 +8.9%
425 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 5.0 $2K 0.00% NEW $401.80 -0.1%
426 ODFL OLD DOMINION FREIGHT LINE IN Industrials 9.0 $2K 0.00% NEW $216.56 -4.0%
427 EOG EOG RES INC Energy 15.0 $2K 0.00% NEW $129.73 +14.6%
428 H HYATT HOTELS CORP Consumer Cyclical 10.0 $2K 0.00% NEW $193.80 -7.8%
429 TROW PRICE T ROWE GROUP INC Financial Services 17.0 $2K 0.00% NEW $113.71 -3.0%
430 USB US BANCORP Financial Services 32.0 $2K 0.00% NEW $60.41 +7.3%
431 AGO ASSURED GUARANTY LTD Financial Services 24.0 $2K 0.00% NEW $80.17 -5.8%
432 BURL BURLINGTON STORES INC Consumer Cyclical 6.0 $2K 0.00% NEW $316.83 +6.3%
433 ON ON SEMICONDUCTOR CORP Technology 20.0 $2K 0.00% NEW $94.55 -16.0%
434 NYT NEW YORK TIMES CO MTN BE Communication Services 27.0 $2K 0.00% NEW $69.96 -7.0%
435 LOGI LOGITECH INTL S A Technology 20.0 $2K 0.00% NEW $94.05 +4.5%
436 CRM SALESFORCE INC Technology 12.0 $2K 0.00% NEW $156.67 +25.2%
437 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2.0 $2K 0.00% NEW $935.50 +2.8%
438 SFM SPROUTS FMRS MKT INC Consumer Defensive 22.0 $2K 0.00% NEW $84.59 -6.8%
439 A AGILENT TECHNOLOGIES INC Healthcare 14.0 $2K 0.00% NEW $132.86 +11.7%
440 SCHW SCHWAB CHARLES CORP Financial Services 20.0 $2K 0.00% NEW $92.25 +21.1%
Page 22 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%