Whitford Management
Latest statistics and disclosures from Whitford Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, MSFT, SHYG, AMZN, and represent 62.19% of Whitford Management's stock portfolio.
- Added to shares of these 7 stocks: NVDA (+$10M), CPNG, WM, INTU, UBER, FND, CRWV.
- Started 3 new stock positions in WM, NVDA, CPNG.
- Reduced shares in these 9 stocks: AVGO (-$5.3M), AMZN, MA, NOW, GE, MSFT, TDG, SPGI, SPY.
- Sold out of its position in AVGO.
- Whitford Management was a net buyer of stock by $4.1M.
- Whitford Management has $100M in assets under management (AUM), dropping by 5.61%.
- Central Index Key (CIK): 0001957726
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Portfolio Holdings for Whitford Management
Whitford Management holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 26.4 | $26M | -3% | 40k | 666.18 |
|
| NVIDIA Corporation (NVDA) | 10.2 | $10M | NEW | 55k | 186.58 |
|
| Microsoft Corporation (MSFT) | 9.1 | $9.1M | -10% | 18k | 517.96 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 8.8 | $8.7M | 202k | 43.30 |
|
|
| Amazon (AMZN) | 7.7 | $7.6M | -16% | 35k | 219.57 |
|
| Uber Technologies (UBER) | 5.9 | $5.9M | +18% | 60k | 97.97 |
|
| Intuit (INTU) | 4.9 | $4.9M | +47% | 7.2k | 682.91 |
|
| Mastercard Incorporated Cl A (MA) | 4.7 | $4.7M | -23% | 8.2k | 568.83 |
|
| Ge Aerospace Com New (GE) | 3.6 | $3.5M | -23% | 12k | 300.83 |
|
| TransDigm Group Incorporated (TDG) | 3.5 | $3.5M | -23% | 2.6k | 1317.78 |
|
| Servicenow (NOW) | 3.3 | $3.3M | -30% | 3.6k | 920.39 |
|
| S&p Global (SPGI) | 3.1 | $3.1M | -24% | 6.4k | 486.71 |
|
| Coupang Cl A (CPNG) | 3.1 | $3.1M | NEW | 95k | 32.20 |
|
| Waste Management (WM) | 2.8 | $2.7M | NEW | 12k | 220.84 |
|
| Floor & Decor Hldgs Cl A (FND) | 2.6 | $2.6M | +11% | 35k | 73.70 |
|
| Coreweave Com Cl A (CRWV) | 0.4 | $353k | +101% | 2.6k | 136.85 |
|
Past Filings by Whitford Management
SEC 13F filings are viewable for Whitford Management going back to 2022
- Whitford Management 2025 Q3 filed Nov. 14, 2025
- Whitford Management 2025 Q2 filed Aug. 14, 2025
- Whitford Management 2025 Q1 filed May 15, 2025
- Whitford Management 2024 Q4 filed Feb. 14, 2025
- Whitford Management 2024 Q3 filed Nov. 14, 2024
- Whitford Management 2024 Q2 filed Aug. 14, 2024
- Whitford Management 2024 Q1 filed May 15, 2024
- Whitford Management 2023 Q4 filed Feb. 14, 2024
- Whitford Management 2022 Q4 amended filed Jan. 11, 2024
- Whitford Management 2023 Q3 filed Nov. 14, 2023
- Whitford Management 2023 Q2 filed Aug. 14, 2023
- Whitford Management 2023 Q1 filed May 15, 2023
- Whitford Management 2022 Q4 filed Feb. 14, 2023