Whitford Management LLC Portfolio Holdings by Sector

Whitford Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY SRLN VGT QQQ 4 stocks	$135 Million 76.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5.19 Million 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4.72 Million 2.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$4.61 Million 2.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$4.52 Million 2.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$3.83 Million 2.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$3.56 Million 2.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$3.39 Million 1.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$3.26 Million 1.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$3.23 Million 1.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology ADI 1 stocks	$2.23 Million 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$2.17 Million 1.23% of portfolio	-	1	-	-	0 Calls 0 Puts

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