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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
2
0
1
0
0
35
4
4
WHALEROCK POINT PARTNERS LLC

Time Period2019-03-31

Total Holdings129

Total Value ($x1000)152,922
Activities
New34

Increased81

Unchanged6

Decreased8

Sold Out0

Top 10 Stock Holdingstotal 34.81%
V5.54

AAPL4.9

JNJ3.83

MCD3.61

PEP3.3

 
MSFT2.88

PFE2.78

JPM2.74

XOM2.71

BAC2.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
V
5.54%
COM CL A
AAPL
4.9%
COM
JNJ
3.83%
COM
MCD
3.61%
COM
PEP
3.3%
COM
MSFT
2.88%
COM
PFE
2.78%
COM
JPM
2.74%
COM
XOM
2.71%
COM
BAC
2.52%
COM
ADP
2.4%
COM
GOOGL
2.14%
CAP STK CL A
TGT
2.05%
COM
UNP
1.87%
COM
BA
1.8%
COM
PG
1.65%
COM
BRK.B
1.61%
CL B NEW
CAT
1.52%
COM
AEP
1.5%
COM
VZ
1.36%
COM
AMZN
1.3%
COM
HD
1.29%
COM
VOO
1.28%
SHS
CSCO
1.26%
COM
UTX
1.07%
COM
DIS
1.07%
COM DISNEY
MDY
1.04%
UTSER1 S&PDCRP
COST
1.04%
COM
DWDP
1.03%
COM
FB
0.98%
CL A
BMY
0.97%
COM
UNH
0.96%
COM
INTC
0.94%
COM
CVX
0.93%
COM
TMO
0.92%
COM
PNW
0.89%
COM
CVS
0.87%
COM
EFA
0.83%
MSCI EAFE ETF
MRK
0.76%
COM
SPY
0.75%
TR UNIT
WMT
0.73%
COM
FTEC
0.72%
MSCI INFO TECH I
EEM
0.72%
MSCI EMG MKT ETF
NEE
0.68%
COM
EPD
0.66%
COM
TJX
0.64%
COM
AMGN
0.62%
COM
IWM
0.61%
RUSSELL 2000 ETF
DE
0.6%
COM
T
0.58%
COM
CRM
0.57%
COM
MMM
0.55%
COM
GOOG
0.54%
CAP STK CL C
SLY
0.54%
S&P 600 SML CAP
HON
0.53%
COM
BDX
0.52%
COM
PPG
0.51%
COM
TSLX
0.49%
COM
HCHC
0.48%
COM
WFC
0.46%
COM
VTI
0.44%
TOTAL STK MKT
FIRST HO...
0.43%
COM
CELG
0.41%
COM
D
0.38%
COM
IVV
0.36%
CORE S&P500 ETF
VFC
0.34%
COM
FHLC
0.33%
MSCI HLTH CARE I
IJR
0.33%
CORE S&P SCP ETF
VWO
0.32%
FTSE EMR MKT ETF
PBCT
0.32%
COM
VOE
0.31%
MCAP VL IDXVIP
GILD
0.31%
COM
ABT
0.3%
COM
BOX
0.29%
CL A
XLF
0.29%
SBI INT-FINL
SLB
0.29%
COM
CDK
0.29%
COM
TREX
0.28%
COM
BLK
0.28%
COM
AMT
0.26%
COM
FNCL
0.25%
MSCI FINLS IDX
SCZ
0.25%
EAFE SML CP ETF
QQQ
0.25%
UNIT SER 1
VYM
0.25%
HIGH DIV YLD
LMT
0.25%
COM
NVS
0.24%
SPONSORED ADR
CMCSA
0.24%
CL A
ORLY
0.24%
COM
NKE
0.23%
CL B
YUM
0.23%
COM
ITA
0.23%
U.S. AER&DEF ETF
ABBV
0.23%
COM
HCN
0.22%
COM
MPC
0.22%
COM
EL
0.21%
CL A
DGRO
0.21%
CORE DIV GRWTH
FDIS
0.21%
MSCI CONSM DIS
NSRGY
0.21%
COM
DUK
0.21%
COM NEW
AMG YACK...
0.2%
COM
PM
0.2%
COM
BRK.A
0.2%
CL A
FIDU
0.19%
MSCI INDL INDX
SPG
0.18%
COM
NVR
0.18%
COM
VEU
0.18%
ALLWRLD EX US
IJH
0.18%
CORE S&P MCP ETF
TRV
0.17%
COM
SBUX
0.17%
COM
INTU
0.17%
COM
MDT
0.16%
SHS
C
0.16%
COM NEW
IBM
0.16%
COM
MO
0.16%
COM
ANTM
0.16%
COM
PSX
0.16%
COM
ENB
0.16%
COM
KO
0.16%
COM
PSA
0.15%
COM
RTN
0.15%
COM NEW
EXR
0.15%
COM
CMI
0.14%
COM
DES
0.14%
SMALLCAP DIVID
MAR
0.14%
CL A
CI
0.14%
COM
BASF SE...
0.13%
ADR
SAN
0.03%
ADR
NWBO
0.01%
COM PAR $0.001
VECTRIX ...
< 0.01%
COM