WHALEROCK POINT PARTNERS, LLC 13F Holdings

CIK 0001389709

As of Sep 30, 2025, WHALEROCK POINT PARTNERS, LLC reported 185 positions worth $492.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology328,940$61.4M12.46%
APPLE INCAAPLTechnology145,965$37.2M7.55%
MICROSOFT CORPMSFTTechnology56,943$29.5M5.99%
ALPHABET INCGOOGLEquity117,553$28.6M5.80%
VISA INC-CLASS A SHARESVFinancial Services52,229 7.8M3.62%
AMAZON.COM INCAMZNEquity77,554 7.0M3.46%
JPMORGAN CHASE & COJPMFinancial Services51,804 6.3M3.32%
META PLATFORMS INCMETACommunication Services17,264 2.7M2.57%
COSTCO WHOLESALE CORPCOSTConsumer Defensive12,948 2.0M2.43%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services21,571 0.8M2.20%
ISHARES CORE S&P 500 ETFIVV—15,812 0.6M2.15%
MASTERCARD INCMAFinancial Services15,351$8.7M1.77%
HOME DEPOT INCHDConsumer Cyclical18,797$7.6M1.55%
PALO ALTO NETWORKS INCPANWTechnology36,093$7.3M1.49%
PEPSICO INCPEPConsumer Defensive51,196$7.2M1.46%
TJX COMPANIES INCTJXConsumer Cyclical48,801$7.1M1.43%
RTX CORPRTXEquity40,859$6.8M1.39%
THERMO FISHER SCIENTIFIC INCTMOHealthcare13,738$6.7M1.35%
BANK OF AMERICA CORPBACFinancial Services127,481$6.6M1.34%
MCDONALDS CORPMCDConsumer Cyclical20,228$6.1M1.25%
EXXON MOBIL CORPXOMEnergy52,906$6.0M1.21%
JOHNSON & JOHNSONJNJHealthcare29,955$5.6M1.13%
UNION PACIFIC CORPUNPIndustrials22,075$5.2M1.06%
VANGUARD 500 INDEX FUNDVOO—8,499$5.2M1.06%
CATERPILLAR INCCATIndustrials10,172$4.9M0.99%