Whalerock Point Partners, Llc Buys PayPal Holdings Inc, Arista Networks Inc, Communication Services Select Sector SPDR Fund, Sells Lockheed Martin Corp, Charles River Laboratories International Inc, DuPont de Nemours Inc

• New Purchases: ANET, AMD, MTD, PANW, AMP, D, MRVL, NVS, RSG, ROST, MMTIF,
• Added Positions: PYPL, DIS, MSFT, BAC, XLC, AMZN, TWLO, PM, XOM, JPM, XLY, XLV, CVX, V, MA, RTX, JNJ, XLK, BRK.B, PEP, PRU, HON, ABBV, TSLA, XLP, UNP, TXN, TGT, TJX, CRM, PG, PFE, EL, MRK, MCD, BA, NEE, CVS, VWO, VTI, SPY, IWM, CSCO, CLX, DUK, MU,
• Reduced Positions: LMT, FB, VZ, T, AMGN, BMY, FTEC, CARR,
• Sold Out: CRL, DD, YUMC, DOW,

For the details of WHALEROCK POINT PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/whalerock+point+partners%2C+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 143,948 shares, 8.76% of the total portfolio. Shares added by 0.92%
2. Microsoft Corp (MSFT) - 48,981 shares, 5.65% of the total portfolio. Shares added by 2.05%
3. Alphabet Inc (GOOGL) - 4,949 shares, 4.91% of the total portfolio. Shares added by 0.55%
4. Visa Inc (V) - 46,454 shares, 3.45% of the total portfolio. Shares added by 1.92%
5. NVIDIA Corp (NVDA) - 32,372 shares, 3.26% of the total portfolio. Shares added by 0.02%

Whalerock Point Partners, Llc initiated holding in Arista Networks Inc. The purchase prices were between $85.93 and $146.84, with an estimated average price of $120.32. The stock is now traded at around $126.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,200 shares as of 2021-12-31.

Whalerock Point Partners, Llc initiated holding in Palo Alto Networks Inc. The purchase prices were between $469.54 and $568.34, with an estimated average price of $520.64. The stock is now traded at around $489.180000. The impact to a portfolio due to this purchase was 0.08%. The holding were 394 shares as of 2021-12-31.

Whalerock Point Partners, Llc initiated holding in Advanced Micro Devices Inc. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $111.270000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,600 shares as of 2021-12-31.

Whalerock Point Partners, Llc initiated holding in Mettler-Toledo International Inc. The purchase prices were between $1355.25 and $1702.53, with an estimated average price of $1515.56. The stock is now traded at around $1411.110000. The impact to a portfolio due to this purchase was 0.08%. The holding were 141 shares as of 2021-12-31.

Whalerock Point Partners, Llc initiated holding in Marvell Technology Inc. The purchase prices were between $57.59 and $91.51, with an estimated average price of $75.11. The stock is now traded at around $66.715000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,335 shares as of 2021-12-31.

Whalerock Point Partners, Llc initiated holding in Republic Services Inc. The purchase prices were between $120.01 and $139.45, with an estimated average price of $133.21. The stock is now traded at around $115.930000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,550 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in PayPal Holdings Inc by 222.10%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $104.140000. The impact to a portfolio due to this purchase was 0.54%. The holding were 12,066 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in Communication Services Select Sector SPDR Fund by 61.43%. The purchase prices were between $73.48 and $81.95, with an estimated average price of $78.88. The stock is now traded at around $67.280000. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,475 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in Philip Morris International Inc by 47.20%. The purchase prices were between $85.94 and $98.85, with an estimated average price of $93.37. The stock is now traded at around $111.700000. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,329 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in Twilio Inc by 124.33%. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $160.210000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,669 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in Consumer Discretionary Select Sector SPDR by 88.00%. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $178.860000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,350 shares as of 2021-12-31.

Whalerock Point Partners, Llc added to a holding in Health Care Select Sector SPDR by 30.93%. The purchase prices were between $124.86 and $141.49, with an estimated average price of $132.44. The stock is now traded at around $127.500000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,265 shares as of 2021-12-31.

Whalerock Point Partners, Llc sold out a holding in Yum China Holdings Inc. The sale prices were between $47.2 and $61.06, with an estimated average price of $54.08.

Whalerock Point Partners, Llc sold out a holding in Charles River Laboratories International Inc. The sale prices were between $351.38 and $448.68, with an estimated average price of $387.62.

Whalerock Point Partners, Llc sold out a holding in DuPont de Nemours Inc. The sale prices were between $69.15 and $81.02, with an estimated average price of $76.01.

Whalerock Point Partners, Llc sold out a holding in Dow Inc. The sale prices were between $52.76 and $60.06, with an estimated average price of $56.99.