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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 25 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DUPONT DE NEMOURS INC 11.0 $1K 0.00% NEW $135.64
482 TXN TEXAS INSTRS INC Technology 5.0 $1K 0.00% NEW $298.00 -5.1%
483 DAVE INC 4.0 $1K 0.00% NEW $372.50
484 AVY AVERY DENNISON CORP Industrials 9.0 $1K 0.00% NEW $162.33 +8.8%
485 BWA BORGWARNER INC Consumer Cyclical 22.0 $1K 0.00% NEW $66.41 +5.3%
486 CSL CARLISLE COS INC Industrials 4.0 $1K 0.00% NEW $362.75 -0.6%
487 GPN GLOBAL PMTS INC Industrials 20.0 $1K 0.00% NEW $72.55 +24.6%
488 OZK BANK OZK LITTLE ROCK ARK Financial Services 27.0 $1K 0.00% NEW $52.07 -1.9%
489 WRBY WARBY PARKER INC Healthcare 46.0 $1K 0.00% NEW $30.35 -15.6%
490 ESI ELEMENT SOLUTIONS INC Basic Materials 29.0 $1K 0.00% NEW $47.76 -17.9%
491 INSTALLED BLDG PRODS INC 6.0 $1K 0.00% NEW $229.83
492 HLN HALEON PLC Healthcare 147.0 $1K 0.00% NEW $9.33 +2.6%
493 PODD INSULET CORP Healthcare 9.0 $1K 0.00% NEW $152.22 -8.2%
494 LFUS LITTELFUSE INC Technology 3.0 $1K 0.00% NEW $455.33 +3.6%
495 BWXT BWX TECHNOLOGIES INC Industrials 7.0 $1K 0.00% NEW $194.71 -11.9%
496 CRL CHARLES RIV LABS INTL INC Healthcare 6.0 $1K 0.00% NEW $226.83 +26.4%
497 KRC KILROY REALTY CORP Real Estate 36.0 $1K 0.00% NEW $37.47 -3.8%
498 GIII G III APPAREL GROUP LTD Consumer Cyclical 40.0 $1K 0.00% NEW $33.70 +0.2%
499 HMC HONDA MOTOR CO LTD Consumer Cyclical 49.0 $1K 0.00% NEW $27.10 +17.7%
500 BPOP POPULAR INC Financial Services 8.0 $1K 0.00% NEW $164.12 +7.8%
Page 25 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%