Whitford Management LLC Portfolio Holdings by Sector

Whitford Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY SHYG 2 stocks	$33.9 Million 36.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER INTU 3 stocks	$13.8 Million 14.71% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT MSFT 2 stocks	$9.79 Million 10.41% of portfolio	2	-	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$9.1 Million 9.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$6.04 Million 6.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO AVGO 2 stocks	$5.33 Million 5.67% of portfolio	2	-	1	-	0 Calls 1 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$5.25 Million 5.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$4.45 Million 4.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$3.98 Million 4.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$2.37 Million 2.52% of portfolio	1	-	1	-	0 Calls 0 Puts

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