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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 17 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57.0 $5K 0.00% NEW $81.16 -7.2%
322 UNILEVER PLC 76.0 $5K 0.00% NEW $60.12
323 FITB FIFTH THIRD BANCORP Financial Services 81.0 $5K 0.00% NEW $56.37 -2.5%
324 MSCI MSCI INC Financial Services 8.0 $4K 0.00% NEW $560.00 +0.9%
325 SNY SANOFI SA Healthcare 105.0 $4K 0.00% NEW $42.66 +7.4%
326 PPL PPL CORP Utilities 122.0 $4K 0.00% NEW $36.35 -2.4%
327 AEE AMEREN CORP Utilities 39.0 $4K 0.00% NEW $113.05 -3.3%
328 B BARRICK MNG CORP Basic Materials 119.0 $4K 0.00% NEW $36.73 +22.9%
329 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 45.0 $4K 0.00% NEW $96.11 -50.7%
330 PLTR PALANTIR TECHNOLOGIES INC Technology 37.0 $4K 0.00% NEW $116.68 +50.2%
331 KMI KINDER MORGAN INC DEL Energy 134.0 $4K 0.00% NEW $31.97 +0.3%
332 FERG FERGUSON ENTERPRISES INC Industrials 18.0 $4K 0.00% NEW $237.33 +2.5%
333 LPLA LPL FINL HLDGS INC Financial Services 15.0 $4K 0.00% NEW $281.67 +27.5%
334 UAL UNITED AIRLS HLDGS INC Industrials 31.0 $4K 0.00% NEW $136.00 -14.9%
335 PNC PNC FINL SVCS GROUP INC Financial Services 17.0 $4K 0.00% NEW $246.24 +0.1%
336 BHP BHP BILLITON LIMITED Basic Materials 50.0 $4K 0.00% NEW $83.32 +10.8%
337 MDLZ MONDELEZ INTL INC Consumer Defensive 72.0 $4K 0.00% NEW $57.83 +10.9%
338 CBOE CBOE GLOBAL MKTS INC Financial Services 17.0 $4K 0.00% NEW $242.65 +15.7%
339 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 174.0 $4K 0.00% NEW $23.58 +4.2%
340 PANW PALO ALTO NETWORKS INC Technology 12.0 $4K 0.00% NEW $341.00 +5.5%
Page 17 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%