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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 18 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SMURFIT WESTROCK PLC 88.0 $4K 0.00% NEW $46.26
342 C CITIGROUP INC Financial Services 29.0 $4K 0.00% NEW $139.97 -1.6%
343 GS GOLDMAN SACHS GROUP INC Financial Services 4.0 $4K 0.00% NEW $1011.25 +2.9%
344 GGG GRACO INC Industrials 53.0 $4K 0.00% NEW $75.60 +7.2%
345 VLTO VERALTO CORP Industrials 45.0 $4K 0.00% NEW $88.69 +8.3%
346 ASML ASML HLDG NV Technology 2.0 $4K 0.00% NEW $1989.50 -9.4%
347 CEG CONSTELLATION ENERGY CORP Utilities 16.0 $4K 0.00% NEW $248.38 +7.4%
348 STLD STEEL DYNAMICS INC Basic Materials 17.0 $4K 0.00% NEW $229.47 +8.9%
349 HEICO CORP NEW 15.0 $4K 0.00% NEW $257.93
350 PUK PRUDENTIAL PLC Financial Services 142.0 $4K 0.00% NEW $26.81 +4.7%
351 CCJ CAMECO CORP Energy 37.0 $4K 0.00% NEW $101.86 -5.7%
352 NEM NEWMONT CORP Basic Materials 40.0 $4K 0.00% NEW $93.40 +24.2%
353 ARGX ARGENX SE Healthcare 4.0 $4K 0.00% NEW $927.75 +7.0%
354 AEP AMERICAN ELEC PWR CO INC Utilities 27.0 $4K 0.00% NEW $136.81 -7.6%
355 R RYDER SYS INC Industrials 14.0 $4K 0.00% NEW $263.79 -1.8%
356 CARR CARRIER GLOBAL CORPORATION Industrials 50.0 $4K 0.00% NEW $73.36 -16.3%
357 AFL AFLAC INC Financial Services 31.0 $4K 0.00% NEW $117.26 +3.8%
358 HIG HARTFORD INSURANCE GROUP INC Financial Services 27.0 $4K 0.00% NEW $132.52 +4.9%
359 ACAD ACADIA PHARMACEUTICALS INC Healthcare 141.0 $4K 0.00% NEW $25.30 +19.3%
360 RKLB ROCKET LAB CORP Industrials 35.0 $4K 0.00% NEW $101.66 -22.1%
Page 18 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%