WM

Whitford Management LLC

13F
Whitford Management LLC
Last update 2025-02-14 26 Stocks (8 new)
Value $373.00 Mil Turnover 49 %
Countries:
Top Holdings: SPY(31.93%)AMZN(10.07%)MSFT(8.54%)GOOG(6.04%)MA(5.36%)
Summary Stock Picks Current Portfolio
Whitford Management LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
203,316
119,159.4
-11.32%
31.930
-8.46%
0.020
-10.88%
-10.04%
552,433.0
 
AMZN 		Amazon.com Inc
171,251
37,570.8
+514.51%
10.070
+8.43%
0.000
-21.00%
-20.54%
1,850,053.4
Retail - Cyclical
MSFT 		Microsoft Corp
75,615
31,871.7
+589.35%
8.540
+7.30%
0.000
-12.30%
-11.66%
2,762,542.1
Software
GOOG 		Alphabet Inc
118,308
22,530.7
+455.83%
6.040
+4.95%
0.000
-19.92%
-18.25%
1,881,021.2
Interactive Media
MA 		Mastercard Inc
37,975
19,996.4
+306.63%
5.360
+4.04%
0.000
-1.70%
-2.20%
468,098.5
Credit Services
TDG 		TransDigm Group Inc
14,331
18,161.6
+502.40%
4.870
+4.06%
0.030
+1.08%
+5.45%
74,945.8
Aerospace & Defense
SRLN 		SPDR Blackstone Senior Loan ETF
406,971
16,982.9
+463.79%
4.550
+3.74%
0.180
-2.14%
-1.69%
6,501.2
 
AMZN PUT 		Amazon.com Inc
63,728
13,981.2
0%
3.750
0%
0.000
-21.00%
-20.54%
1,850,053.4
Retail - Cyclical
INTU 		Intuit Inc
21,124
13,276.7
+302.06%
3.560
+2.67%
0.010
-2.99%
-6.11%
164,404.8
Software
SPGI 		S&P Global Inc
23,804
11,854.9
New Holding
3.180
+3.18%
0.010
-7.99%
-6.67%
142,294.7
Capital Markets

Whitford Management LLC's Historical Top Holdings Breakdowns

Whitford Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2024-12-31Reduce
-8.46%
●
567.8 ($589.49) 607.81
$525.66
-10.83%
Reduce -11.32%
203,316
-25,963
AMZN 		Amazon.com Inc2024-12-31Add
+8.43%
●
180.8 ($204.89) 232.93
$174.33
-14.92%
Add 514.51%
171,251
143,383
MSFT 		Microsoft Corp2024-12-31Add
+7.30%
●
406.35 ($426.03) 454.46
$371.61
-12.77%
Add 589.35%
75,615
64,646
GOOG 		Alphabet Inc2024-12-31Add
+4.95%
●
163.06 ($176.63) 198.16
$155.50
-11.96%
Add 455.83%
118,308
97,023
TDG 		TransDigm Group Inc2024-12-31Add
+4.06%
●
1239 ($1315.74) 1442.53
$1,336.30
1.56%
Add 502.4%
14,331
11,952
MA 		Mastercard Inc2024-12-31Add
+4.04%
●
491.3 ($518.04) 536.15
$513.43
-0.89%
Add 306.63%
37,975
28,636
SRLN 		SPDR Blackstone Senior Loan ETF2024-12-31Add
+3.74%
●
41.54 ($41.84) 42.08
$40.23
-3.85%
Add 463.79%
406,971
334,786
SPGI 		S&P Global Inc2024-12-31New Buy
+3.18%
●
480.36 ($507.32) 529
$463.98
-8.54%
New holding
23,804
23,804
INTU 		Intuit Inc2024-12-31Add
+2.67%
●
602.01 ($639.51) 706.25
$588.08
-8.04%
Add 302.06%
21,124
15,870
AVGO 		Broadcom Inc2024-12-31New Buy
+2.44%
●
159.67 ($185.23) 250
$174.61
-5.73%
New holding
39,270
39,270

Whitford Management LLC Total Holding History ($B)

To

Whitford Management LLC's Asset Allocation

To

Whitford Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Whitford Management LLC's Hypothetical Growth since 2024-12-31

Whitford Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Whitford Management LLC's Holdings Heat Map

Size field:

Whitford Management LLC's Holdings Bubble Chart

Whitford Management LLC News

  • 1

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