HoldingsChannel.com
Whalerock Point Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Inc 37,461 +392 $9,526
     AAPL37,461+392$9,526
Visa Inc 47,218 +1,116 $7,608
     V47,218+1,116$7,608
Microsoft Corp 39,902 +1,287 $6,293
     MSFT39,902+1,287$6,293
Johnson & Johnson 40,832 +378 $5,354
     JNJ40,832+378$5,354
PepsiCo Inc 37,813 -1,118 $4,541
     PEP37,813-1,118$4,541
Alphabet Inc class A 3,500 +229 $4,067
     GOOGL3,500+229$4,067
JPMorgan Chase & Co 40,470 +1,912 $3,644
     JPM40,470+1,912$3,644
Berkshire Hathaway Inc      $3,372
     BRK.B16,953+2,580$3,100
     BRK.A1UNCH$272
Amazon.com Inc 1,663 +219 $3,242
     AMZN1,663+219$3,242
Bank of America Corp 151,854 +7,789 $3,224
     BAC151,854+7,789$3,224
Target Corp 33,979 UNCH $3,159
     TGT33,979UNCH$3,159
McDonald&apos s Corp 18,705 -1,144 $3,093
     MCD18,705-1,144$3,093
Costco Wholesale Corp 10,120 +1,495 $2,886
     COST10,120+1,495$2,886
Automatic Data Processing Inc 19,813 UNCH $2,708
     ADP19,813UNCH$2,708
Pfizer Inc 78,718 -197 $2,569
     PFE78,718-197$2,569
Walt Disney Co The 24,869 +4,729 $2,402
     DIS24,869+4,729$2,402
Procter & Gamble Co The 20,973 -100 $2,307
     PG20,973-100$2,307
UnitedHealth Group Inc 9,230 -189 $2,302
     UNH9,230-189$2,302
Union Pacific Corp 16,019 +10 $2,259
     UNP16,019+10$2,259
Home Depot Inc The 11,811 +275 $2,205
     HD11,811+275$2,205
American Electric Power Co Inc 26,794 UNCH $2,143
     AEP26,794UNCH$2,143
Thermo Fisher Scientific Inc 6,903 +758 $1,958
     TMO6,903+758$1,958
Vanguard S&P 500 ETF (VOO) 8,120 +82 $1,923
     VOO8,120+82$1,923
Mastercard Inc 7,603 +2,164 $1,837
     MA7,603+2,164$1,837
Verizon Communications Inc 32,899 +1,020 $1,768
     VZ32,899+1,020$1,768
Facebook Inc 10,520 +239 $1,755
     FB10,520+239$1,755
Bristol Myers Squibb Co 31,464 -500 $1,754
     BMY31,464-500$1,754
Caterpillar Inc 13,162 -16 $1,527
     CAT13,162-16$1,527
iShares Core S&P 500 ETF (IVV) 5,896 +646 $1,524
     IVV5,896+646$1,524
Intel Corp 26,675 UNCH $1,444
     INTC26,675UNCH$1,444
iShares MSCI EAFE ETF (EFA) 26,883 +8,106 $1,437
     EFA26,883+8,106$1,437
Exxon Mobil Corp 36,580 -4,437 $1,389
     XOM36,580-4,437$1,389
SPDR S&P MidCap 400 ETF Trust (MDY) 5,145 +525 $1,353
     MDY5,145+525$1,353
Fidelity MSCI Information Tech 21,267 +5 $1,333
     FTEC21,267+5$1,333
salesforce.com Inc 9,180 +1,570 $1,322
     CRM9,180+1,570$1,322
United Technologies Corp 13,673 +275 $1,290
     UTX13,673+275$1,290
Wal Mart Stores Inc 11,182 UNCH $1,270
     WMT11,182UNCH$1,270
NextEra Energy Inc 5,208 +425 $1,253
     NEE5,208+425$1,253
TJX Cos Inc The 25,729 +1,235 $1,230
     TJX25,729+1,235$1,230
Pinnacle West Capital Corp 14,188 UNCH $1,075
     PNW14,188UNCH$1,075
Estee Lauder Cos Inc The 6,730 +4,775 $1,072
     EL6,730+4,775$1,072
Cisco Systems Inc 26,701 -5,812 $1,050
     CSCO26,701-5,812$1,050
Merck & Co Inc 13,240 UNCH $1,019
     MRK13,240UNCH$1,019
CVS Health Corp 17,096 -6,200 $1,014
     CVS17,096-6,200$1,014
Lockheed Martin Corp 2,908 +1,502 $986
     LMT2,908+1,502$986
Becton Dickinson and Co 4,135 +535 $950
     BDX4,135+535$950
SPDR S&P 500 ETF Trust (SPY) 3,382 UNCH $872
     SPY3,382UNCH$872
Boeing Co The 5,775 -1,539 $861
     BA5,775-1,539$861
Alphabet Inc class C 732 UNCH $851
     GOOG732UNCH$851
Comcast Corp 23,500 +2,950 $808
     CMCSA23,500+2,950$808

See Full List: All Stocks Held By Whalerock Point Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Whalerock Point Partners LLC

Size ($ in 1000's)
At 03/31/2020: $139,777
At 12/31/2019: $188,084

Whalerock Point Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whalerock Point Partners LLC 13F filings. Link to 13F filings: SEC filings

Whalerock Point Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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