Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHH
Choice Hotels International Inc

Consumer Cyclical
-1
- 5.88%
$117.49 - $134.0 $117 - $134
16 $2.03M
ONON
On Holding Ag

Consumer Cyclical
-9
- 45.0%
$37.65 - $60.68 $339 - $546
11 $573K
AGO
Assured Guaranty LTD

Financial Services
-13
- 13.4%
$76.56 - $90.18 $995 - $1.17K
84 $7.32M
KWR
Quaker Chemical Corp

Basic Materials
-16
- 69.57%
$97.26 - $124.36 $1.56K - $1.99K
7 $784K
AVY
Avery Dennison Corp

Industrials
-11
- 27.5%
$159.58 - $183.97 $1.76K - $2.02K
29 $5.09M
JBHT
Hunt J B Transport Services Inc

Industrials
-13
- 44.83%
$124.73 - $152.78 $1.62K - $1.99K
16 $2.3M
IAC
Iac/Inter Active Corp

Communication Services
-68
- 89.47%
$32.68 - $40.02 $2.22K - $2.72K
8 $299K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-52
- 77.61%
$30.03 - $40.05 $1.56K - $2.08K
15 $529K
EQR
Equity Residential

Real Estate
-92
- 85.98%
$61.82 - $71.72 $5.69K - $6.6K
15 $1.01M
GNTX
Gentex Corp

Consumer Cyclical
-51
- 52.04%
$20.83 - $23.52 $1.06K - $1.2K
47 $1.03M
TFX
Teleflex Inc

Healthcare
-231
- 98.72%
$117.53 - $141.38 $27.1K - $32.7K
3 $355K
YELP
Yelp Inc

Communication Services
-105
- 83.33%
$32.56 - $40.93 $3.42K - $4.3K
21 $720K
KIM
Kimco Realty Corp

Real Estate
-326
- 55.63%
$18.7 - $21.69 $6.1K - $7.07K
260 $5.47M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-43
- 65.15%
$22.73 - $29.21 $977 - $1.26K
23 $618K
PK
Park Hotels & Resorts Inc.

Real Estate
-124
- 50.82%
$8.85 - $11.18 $1.1K - $1.39K
120 $1.23M
THG
Hanover Insurance Group, Inc.

Financial Services
-73
- 84.88%
$150.66 - $178.04 $11K - $13K
13 $2.21M
LNC
Lincoln National Corp

Financial Services
-22
- 37.93%
$28.95 - $37.27 $637 - $820
36 $1.25M
HRL
Hormel Foods Corp

Consumer Defensive
-145
- 69.38%
$29.11 - $31.44 $4.22K - $4.56K
64 $1.94M
WAT
Waters Corp

Healthcare
-104
- 98.11%
$307.71 - $366.67 $32K - $38.1K
2 $698K
PRGO
Perrigo CO PLC

Healthcare
-495
- 94.29%
$24.36 - $27.91 $12.1K - $13.8K
30 $802K
EXPO
Exponent Inc

Industrials
-320
- 98.16%
$72.88 - $81.75 $23.3K - $26.2K
6 $448K
WHD
Cactus, Inc.

Energy
-5
- 21.74%
$35.05 - $47.38 $175 - $237
18 $787K
FAF
First American Financial Corp

Financial Services
-43
- 84.31%
$54.11 - $67.0 $2.33K - $2.88K
8 $491K
JKHY
Henry Jack & Associates Inc

Technology
-9
- 42.86%
$163.54 - $186.02 $1.47K - $1.67K
12 $2.16M
RPM
Rpm International Inc

Basic Materials
-70
- 93.33%
$96.97 - $117.58 $6.79K - $8.23K
5 $549K
Fortrea Holdings Inc
-67
- 85.9%
N/A
11 $54K
TECH
Bio Techne Corp

Healthcare
-1.21K
- 99.67%
$46.66 - $58.38 $56.5K - $70.6K
4 $206K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-3
- 27.27%
$31.57 - $39.41 $94.7 - $118
8 $285K
ENOV
Enovis Corp

Industrials
-58
- 93.55%
$29.65 - $37.35 $1.72K - $2.17K
4 $125K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-520
- 97.2%
$50.56 - $59.57 $26.3K - $31K
15 $778K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-33
- 36.67%
$60.03 - $72.0 $1.98K - $2.38K
57 $3.78M
UHS
Universal Health Services Inc

Healthcare
-84
- 96.55%
$157.05 - $197.94 $13.2K - $16.6K
3 $543K
NRZ
New Residential Investment Corp.

Real Estate
-89
- 41.4%
N/A
126 $1.42M
ALB
Albemarle Corp

Basic Materials
-21
- 91.3%
$50.76 - $72.25 $1.07K - $1.52K
2 $125K
Flagstar Financial Inc
-141K
- 99.99%
N/A
18 $191K
SUI
Sun Communities Inc

Real Estate
-35
- 81.4%
$114.62 - $132.25 $4.01K - $4.63K
8 $1.01M
Sandisk Corp/De
-297
- 97.7%
N/A
7 $317K
ATO
Atmos Energy Corp

Utilities
-78
- 72.22%
$145.06 - $162.66 $11.3K - $12.7K
30 $4.62M
VVX
V2 X, Inc.

Industrials
-976
- 97.6%
$43.76 - $52.31 $42.7K - $51.1K
24 $1.17M
TREX
Trex CO Inc

Industrials
-57
- 95.0%
$50.52 - $61.77 $2.88K - $3.52K
3 $163K
HUN
Huntsman Corp

Basic Materials
-28
- 93.33%
$10.28 - $15.52 $288 - $435
2 $21K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-9
- 69.23%
$419.99 - $501.97 $3.78K - $4.52K
4 $1.94M
AKAM
Akamai Technologies Inc

Technology
-18
- 56.25%
N/A
14 $1.12M
KMPR
Kemper Corp

Financial Services
-125
- 96.9%
$55.12 - $67.26 $6.89K - $8.41K
4 $258K
Vitesse Energy Inc
-606
- 99.51%
N/A
3 $66K
SO
Southern CO

Utilities
-480
- 86.8%
$84.91 - $92.56 $40.8K - $44.4K
73 $6.7M
MHO
M/I Homes, Inc.

Consumer Cyclical
-30
- 90.91%
$103.9 - $115.72 $3.12K - $3.47K
3 $336K
EMBC
Embecta Corp.

Healthcare
-16
- 88.89%
$9.28 - $13.3 $148 - $213
2 $19K
TDC
Teradata Corp

Technology
-18
- 33.33%
$19.2 - $23.59 $346 - $425
36 $804K
Activity Summary
Buys All Purchases 593 New Holdings 68 Increased Positions 525 Sells All Sells 600 Reductions 599 Sold out 1 Options Calls 0 Puts 0
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