Whitford Management LLC Top Holdings and 13F Report (2025) About Whitford Management LLCInvestment ActivityWhitford Management LLC has $373.20 million in total holdings as of December 31, 2024.Whitford Management LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 58.05% of the portfolio was purchased this quarter.About 6.15% of the portfolio was sold this quarter.This quarter, Whitford Management LLC has purchased 16 new stocks and bought additional shares in 8 stocks.Whitford Management LLC sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $119,159,441Amazon.com $51,551,999Microsoft $31,871,646Alphabet $31,106,951Intuit $23,957,392 Largest New Holdings this Quarter S&P Global $11,854,943 HoldingNVIDIA $9,699,029 HoldingBroadcom $9,104,242 HoldingMSCI $6,769,726 HoldingiShares 0-5 Year High Yield Corporate Bond ETF $3,193,888 Holding Largest Purchases this Quarter Amazon.com 207,111 shares (about $45.44M)Microsoft 64,646 shares (about $27.25M)Alphabet 142,057 shares (about $27.05M)Intuit 32,864 shares (about $20.66M)TransDigm Group 11,952 shares (about $15.15M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 25,963 shares (about $15.22M)Berkshire Hathaway 228 shares (about $103.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitford Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$119,159,441$15,216,395 ▼-11.3%203,31631.9%FinanceAMZNAmazon.com$51,551,999$45,438,044 ▲743.2%234,97913.8%Retail/WholesaleMSFTMicrosoft$31,871,646$27,248,224 ▲589.4%75,6158.5%Computer and TechnologyGOOGAlphabet$31,106,951$27,053,423 ▲667.4%163,3428.3%Computer and TechnologyINTUIntuit$23,957,392$20,655,221 ▲625.5%38,1186.4%Computer and TechnologyMAMastercard$19,996,424$15,078,804 ▲306.6%37,9755.4%Business ServicesTDGTransDigm Group$18,161,632$15,146,733 ▲502.4%14,3314.9%AerospaceSRLNSPDR Blackstone Senior Loan ETF$16,982,895$13,970,616 ▲463.8%406,9714.6%ETFSPGIS&P Global$11,854,943$11,854,943 ▲New Holding23,8043.2%Business ServicesNVDANVIDIA$9,699,029$9,699,029 ▲New Holding72,2252.6%Computer and TechnologyUNHUnitedHealth Group$9,446,947$5,539,174 ▲141.7%18,6752.5%MedicalAVGOBroadcom$9,104,242$9,104,242 ▲New Holding39,2702.4%Computer and TechnologyMSCIMSCI$6,769,726$6,769,726 ▲New Holding11,2831.8%FinanceBRK.ABerkshire Hathaway$3,404,6000.0%50.9%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,193,888$3,193,888 ▲New Holding74,9560.9%ETFJAAAJanus Henderson AAA CLO ETF$3,188,534$3,188,534 ▲New Holding62,8780.9%ETFSOXXiShares Semiconductor ETF$2,549,247$2,549,247 ▲New Holding11,8300.7%ETFVGTVanguard Information Technology ETF$559,6200.0%9000.1%ETFBRK.BBerkshire Hathaway$261,996$103,348 ▼-28.3%5780.1%FinanceQQQInvesco QQQ$239,7670.0%4690.1%FinanceNUNU$141,725$141,725 ▲New Holding13,6800.0%FinanceAMATApplied Materials$0$3,225,984 ▼-100.0%00.0%Computer and TechnologyADIAnalog Devices$0$2,232,649 ▼-100.0%00.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$0$2,166,481 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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