Whitford Management as of Dec. 31, 2024
Portfolio Holdings for Whitford Management
Whitford Management holds 21 positions in its portfolio as reported in the December 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) | 31.9 | $119M | 203k | 586.08 | |
| Amazon (AMZN) | 13.8 | $52M | 235k | 219.39 | |
| Microsoft Corporation (MSFT) | 8.5 | $32M | 76k | 421.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $31M | 163k | 190.44 | |
| Intuit (INTU) | 6.4 | $24M | 38k | 628.51 | |
| Mastercard Incorporated Cl A (MA) | 5.4 | $20M | 38k | 526.57 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $18M | 14k | 1267.30 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 4.6 | $17M | 407k | 41.73 | |
| S&p Global (SPGI) | 3.2 | $12M | 24k | 498.02 | |
| NVIDIA Corporation (NVDA) | 2.6 | $9.7M | 72k | 134.29 | |
| UnitedHealth (UNH) | 2.5 | $9.4M | 19k | 505.86 | |
| Broadcom (AVGO) | 2.4 | $9.1M | 39k | 231.84 | |
| Msci (MSCI) | 1.8 | $6.8M | 11k | 599.99 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $3.4M | 5.00 | 680920.00 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.9 | $3.2M | 75k | 42.61 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $3.2M | 63k | 50.71 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $2.5M | 12k | 215.49 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $560k | 900.00 | 621.80 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $262k | 578.00 | 453.28 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $240k | 469.00 | 511.23 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $142k | 14k | 10.36 |
