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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
46
2
0
1
0
0
36
4
5
WHALEROCK POINT PARTNERS LLC

Time Period2019-06-30

Total Holdings146

Total Value ($x1000)175,069
Activities
New19

Increased27

Unchanged67

Decreased33

Sold Out2

Top 10 Stock Holdingstotal 35.13%
V5.4

5.15

AAPL4.44

MCD3.45

JNJ3.33

 
PEP3.08

MSFT2.85

JPM2.62

PFE2.48

BAC2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
V
5.4%
COM CL A
PRIMECAP...
5.15%
COM
AAPL
4.44%
COM
MCD
3.45%
COM
JNJ
3.33%
COM
PEP
3.08%
COM
MSFT
2.85%
COM
JPM
2.62%
COM
PFE
2.48%
COM
BAC
2.33%
COM
XOM
2.25%
COM
ADP
2.17%
COM
TGT
1.93%
COM
GOOGL
1.9%
CAP STK CL A
UNP
1.65%
COM
BA
1.52%
COM
PG
1.52%
COM
BRK.B
1.5%
CL B NEW
AEP
1.38%
COM
DIS
1.36%
COM DISNEY
CAT
1.34%
COM
AMZN
1.3%
COM
HD
1.25%
COM
VOO
1.19%
SHS
VZ
1.15%
COM
CSCO
1.13%
COM
UNH
1.12%
COM
COST
0.99%
COM
FB
0.96%
CL A
UTX
0.94%
COM
MDY
0.94%
UTSER1 S&PDCRP
TMO
0.87%
COM
FIDELITY...
0.85%
COM
CVX
0.82%
COM
BMY
0.81%
COM
CVS
0.76%
COM
PNW
0.76%
COM
INTC
0.74%
COM
EFA
0.73%
MSCI EAFE ETF
WMT
0.72%
COM
SPY
0.69%
TR UNIT
MRK
0.67%
COM
VANGUARD...
0.67%
COM
FTEC
0.65%
MSCI INFO TECH I
NEE
0.64%
COM
EEM
0.6%
MSCI EMG MKT ETF
EPD
0.57%
COM
TJX
0.56%
COM
T
0.54%
COM
DE
0.54%
COM
IWM
0.52%
RUSSELL 2000 ETF
IVV
0.5%
CORE S&P500 ETF
AMGN
0.5%
COM
HON
0.5%
COM
SLY
0.48%
S&P 600 SML CAP
CRM
0.48%
COM
BDX
0.47%
COM
PPG
0.46%
COM
TSLX
0.42%
COM
GOOG
0.42%
CAP STK CL C
DD
0.42%
COM
MMM
0.4%
COM
HCHC
0.4%
COM
VTI
0.4%
TOTAL STK MKT
FIRST HO...
0.38%
COM
FRANKLIN...
0.38%
COM
GRI
0.35%
C&S GLOBL ETF
CELG
0.34%
COM
NEUBERGE...
0.34%
COM
D
0.33%
COM
CMCSA
0.31%
CL A
IJR
0.3%
CORE S&P SCP ETF
WFC
0.3%
COM
VFC
0.29%
COM
TREX
0.29%
COM
VOE
0.28%
MCAP VL IDXVIP
GILD
0.28%
COM
ABT
0.28%
COM
DOW
0.28%
COM
VWO
0.27%
FTSE EMR MKT ETF
LMT
0.27%
COM
BLK
0.26%
COM
XLF
0.26%
SBI INT-FINL
T ROWE P...
0.26%
COM
DGRO
0.25%
CORE DIV GRWTH
AMT
0.24%
COM
QQQ
0.24%
UNIT SER 1
BOX
0.24%
CL A
FHLC
0.23%
MSCI HLTH CARE I
YUM
0.22%
COM
VYM
0.22%
HIGH DIV YLD
SLB
0.22%
COM
SCZ
0.22%
EAFE SML CP ETF
FNCL
0.22%
MSCI FINLS IDX
ITA
0.22%
U.S. AER&DEF ETF
CDK
0.21%
COM
VANGUARD...
0.21%
COM
EL
0.2%
CL A
NVS
0.2%
SPONSORED ADR
NKE
0.2%
CL B
HCN
0.2%
COM
ORLY
0.2%
COM
NSRGY
0.2%
COM
NVR
0.19%
COM
AMG YACK...
0.18%
COM
BRK.A
0.18%
CL A
ABBV
0.18%
COM
DUK
0.18%
COM NEW
MPC
0.18%
COM
FDIS
0.17%
MSCI CONSM DIS
PSX
0.17%
COM
MA
0.17%
CL A
TRV
0.16%
COM
SBUX
0.16%
COM
C
0.16%
COM NEW
VEU
0.16%
ALLWRLD EX US
IJH
0.16%
CORE S&P MCP ETF
PM
0.15%
COM
VOYA GLO...
0.15%
COM
MDT
0.15%
SHS
INTU
0.15%
COM
KO
0.15%
COM
PSA
0.15%
COM
FIDELITY...
0.15%
COM
FIDU
0.15%
MSCI INDL INDX
SPG
0.14%
COM
CTVA
0.14%
COM
IBM
0.14%
COM
ENB
0.14%
COM
ANTM
0.14%
COM
MAR
0.14%
CL A
EXR
0.13%
COM
CMI
0.13%
COM
NOC
0.13%
COM
WPC
0.13%
COM
RTN
0.13%
COM NEW
DES
0.12%
SMALLCAP DIVID
CI
0.12%
COM
PBCT
0.11%
COM
BASF SE...
0.11%
COM
T ROWE P...
0.1%
COM
SAN
0.03%
ADR
VANGUARD...
0.01%
COM
TILT HOL...
0.01%
COM
NWBO
0.01%
COM PAR $0.001
VECTRIX ...
< 0.01%
COM
DWDP
1.03%
COM
MO
0.16%
COM