Whitford Management as of June 30, 2024
Portfolio Holdings for Whitford Management
Whitford Management holds 16 positions in its portfolio as reported in the June 2024 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) | 72.6 | $125M | 229k | 544.22 | |
| UnitedHealth (UNH) | 2.9 | $5.0M | 9.9k | 509.25 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 2.9 | $5.0M | 120k | 41.80 | |
| Amazon (AMZN) | 2.9 | $4.9M | 26k | 193.25 | |
| Microsoft Corporation (MSFT) | 2.8 | $4.9M | 11k | 446.95 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $4.3M | 9.8k | 441.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $3.9M | 21k | 183.42 | |
| Intuit (INTU) | 2.0 | $3.5M | 5.3k | 657.22 | |
| Lam Research Corporation | 1.8 | $3.1M | 2.9k | 1064.92 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.8 | $3.1M | 5.00 | 612241.00 | |
| Analog Devices (ADI) | 1.7 | $2.9M | 13k | 228.26 | |
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $2.8M | 11k | 259.30 | |
| Pool Corporation (POOL) | 1.5 | $2.6M | 8.5k | 307.33 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $519k | 900.00 | 576.59 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $328k | 806.00 | 406.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $225k | 469.00 | 479.11 |
