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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 29 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TME TENCENT MUSIC ENTMT GROUP Communication Services 108.0 $902.0 0.00% NEW $8.35 +6.3%
562 NXST NEXSTAR MEDIA GROUP INC Communication Services 5.0 $893.0 0.00% NEW $178.60 +3.5%
563 SNPS SYNOPSYS INC Technology 2.0 $892.0 0.00% NEW $446.00 -7.3%
564 HSY HERSHEY CO Consumer Defensive 5.0 $877.0 0.00% NEW $175.40 +3.2%
565 ATR APTARGROUP INC Healthcare 7.0 $876.0 0.00% NEW $125.14 +5.4%
566 BEPC BROOKFIELD RENEWABLE CORP Utilities 23.0 $854.0 0.00% NEW $37.13 -5.5%
567 LNC LINCOLN NATL CORP IND Financial Services 24.0 $848.0 0.00% NEW $35.33 +26.4%
568 ALLE ALLEGION PLC Industrials 6.0 $843.0 0.00% NEW $140.50 +15.4%
569 ECL ECOLAB INC Basic Materials 3.0 $836.0 0.00% NEW $278.67 -1.0%
570 NKE NIKE INC Consumer Cyclical 20.0 $821.0 0.00% NEW $41.05 -4.8%
571 EW EDWARDS LIFESCIENCES CORP Healthcare 9.0 $814.0 0.00% NEW $90.44 +0.4%
572 CUZ COUSINS PPTYS INC Real Estate 27.0 $809.0 0.00% NEW $29.96 -2.6%
573 RGLD ROYAL GOLD INC Basic Materials 4.0 $798.0 0.00% NEW $199.50 +18.6%
574 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3.0 $784.0 0.00% NEW $261.33 +24.8%
575 RMD RESMED INC Healthcare 4.0 $780.0 0.00% NEW $195.00 +13.0%
576 IQVIA HLDGS INC 4.0 $773.0 0.00% NEW $193.25
577 NTNX NUTANIX INC Technology 15.0 $764.0 0.00% NEW $50.93 +28.9%
578 BLOCK INC 10.0 $760.0 0.00% NEW $76.00
579 J JACOBS SOLUTIONS INC Industrials 6.0 $756.0 0.00% NEW $126.00 +14.0%
580 VSNT VERSANT MEDIA GROUP INC Industrials 21.0 $756.0 0.00% NEW $36.00 +9.0%
Page 29 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%