SEC Form 13F

WHALEROCK POINT PARTNERS, LLC 13F Holdings

Inspect WHALEROCK POINT PARTNERS, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-14
Reported value
$586,853,818
Positions
207

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Step 1 of 3

Disclosed positions

WHALEROCK POINT PARTNERS, LLC: source evidence dated 2026-08-14T03:59:59.999Z.

Issuer
NVIDIA Corp
Ticker
NVDA
Class
COM
Reported value
$62,686,321
Reported amount
313,291
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001140361-26-032663
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

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NVIDIA CorpNVDACOM$62,686,321313,291SHNone
Alphabet Inc class AGOOGLCOM$42,703,237119,493SHNone
Apple IncAAPLCOM$39,208,369135,500SHNone
Microsoft CorpMSFTCOM$26,529,64971,121SHNone
Amazon.com IncAMZNCOM$19,137,51080,295SHNone
JPMorgan Chase & CoJPMCOM$18,793,32357,414SHNone
Visa IncVCOM$18,421,76753,694SHNone
Palo Alto Networks IncPANWCOM$14,385,92942,185SHNone
iShares Core S&P 500 ETFIVVTR UNIT$12,490,19916,678SHNone
Meta Platforms Inc. Class AMETACOM$12,402,42222,018SHNone
Costco Wholesale CorpCOSTCOM$12,396,01213,251SHNone
Berkshire Hathaway IncBRK.BCOM$11,228,25122,439SHNone
Caterpillar IncCATCOM$10,709,69910,057SHNone
RTX CorpRTXCOM$8,973,17047,294SHNone
Mastercard IncMACOM$8,624,07816,791SHNone
Exxon Mobil CorpXOMCOM$8,432,68461,678SHNone
TJX Cos Inc/TheTJXCOM$8,233,97754,350SHNone
Johnson & JohnsonJNJCOM$7,724,75230,416SHNone
Thermo Fisher Scientific IncTMOCOM$7,597,22815,153SHNone
PepsiCo IncPEPCOM$7,594,28156,088SHNone
Home Depot Inc/TheHDCOM$7,066,95720,038SHNone
Bank of America CorpBACCOM$6,751,558118,490SHNone
Union Pacific CorpUNPCOM$6,587,84024,220SHNone
Bank of America Corp 7.25 PfdBACPERP PFD CNV A$6,463,1845,152SHNone
Vanguard S&P 500 ETFVOOTR UNIT$6,010,1588,751SHNone
McDonald's CorpMCDCOM$5,819,50421,529SHNone
Wells Fargo & CoWFCPERP PFD CNV A$5,813,9255,025SHNone
Alphabet Inc class CGOOGCOM$5,799,91216,415SHNone
Lockheed Martin CorpLMTCOM$4,253,4828,349SHNone
Chevron CorpCVXCOM$4,246,10825,616SHNone
NextEra Energy IncNEECOM$3,954,39045,054SHNone
Broadcom LtdAVGOCOM$3,894,60210,310SHNone
UnitedHealth Group IncUNHCOM$3,826,7509,207SHNone
American Electric Power Co IncAEPCOM$3,731,08227,272SHNone
Cisco Systems IncCSCOCOM$3,413,85729,064SHNone
SPDR S&P MidCap 400 ETF TrustMDYTR UNIT$3,350,0084,763SHNone
Deere & CoDECOM$3,264,2625,146SHNone
Wal-Mart Stores IncWMTCOM$3,214,65928,383SHNone
Procter & Gamble Co/ThePGCOM$3,140,29621,415SHNone
Eli Lilly & CoLLYCOM$3,105,3242,589SHNone
salesforce.com IncCRMCOM$2,988,75919,078SHNone
Blackstone Group IncBXCOM$2,735,25923,245SHNone
SPDR S&P 500 ETF TrustSPYTR UNIT$2,668,2093,573SHNone
Automatic Data Processing IncADPCOM$2,665,67711,903SHNone
Technology Select Sector SPDRXLKTR UNIT$2,648,22813,900SHNone
Advanced Micro Devices IncAMDCOM$2,618,1614,507SHNone
Target CorpTGTCOM$2,618,07720,045SHNone
Fidelity MSCI Information TechFTECTR UNIT$2,573,7509,012SHNone
Micron Technology IncMUCOM$2,554,4442,213SHNone
AbbVie IncABBVCOM$2,530,74310,057SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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