Whitford Management LLC Portfolio Holdings

Whitford Management LLC

  • $78.5 Billion
  • Q1 2025

Whitford Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $78.5 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.5B, Amazon Com Inc with a value of $7.77B, Microsoft Corp with a value of $7.25B, Mastercard Inc with a value of $4.96B, and Trans Digm Group Inc with a value of $4.64B.

Examining the 13F form we can see an decrease of $295B in the current position value, from $373B to 78.5B.

Whitford Management LLC is based out at New York, NY

Below you can find more details about Whitford Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $78.5 Billion
ETFs: $26.7 Billion
Technology: $19.8 Billion
Financial Services: $12 Billion
Consumer Cyclical: $7.9 Billion
Industrials: $7.72 Billion
Communication Services: $4.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.5 Billion 28.63% of portfolio
40,200
Q1 2025 Reduced 80.23%
$2.17T
$7.77 Billion 9.9% of portfolio
40,857
Q1 2025 Reduced 76.14%
$3.65T
$7.25 Billion 9.23% of portfolio
19,310
Q1 2025 Reduced 74.46%
$532B
$4.96 Billion 6.31% of portfolio
9,046
Q1 2025 Reduced 76.18%
$79.9B
$4.64 Billion 5.91% of portfolio
3,355
Q1 2025 Reduced 76.59%
$1.02T
$4.4 Billion 5.6% of portfolio
28,154
Q1 2025 Reduced 76.2%
$0
$4.06 Billion 5.17% of portfolio
98,670
Q1 2025 Reduced 75.76%
$170B
$3.56 Billion 4.54% of portfolio
7,013
Q1 2025 Reduced 70.54%
$68.6B
$3.51 Billion 4.47% of portfolio
10,164
Q1 2025 New
$181B
$3.25 Billion 4.14% of portfolio
44,618
Q1 2025 New
$201B
$3.24 Billion 4.12% of portfolio
4,066
Q1 2025 New
$107B
$3.18 Billion 4.05% of portfolio
19,006
Q1 2025 Reduced 51.6%
$14.6B
$3.08 Billion 3.92% of portfolio
16,872
Q1 2025 New
$369B
$2.73 Billion 3.48% of portfolio
25,205
Q1 2025 Reduced 58.22%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $78.5 Billion
  • Prior Value $373 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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