Whipplewood-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
1,209
Total Value
142404914
Accession Number
0002052510-25-000002
Form Type
13F-HR
Manager Name
Whipplewood-Advisors
Data Enrichment
89% identified
1,070 identified139 unidentified

Holdings

1,209 positions • $142.4M total value
Manager:
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NISOURCE INC.
Shares:2
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$142.4M)
QUANTA SERVICES, INC.
Shares:2.6K
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$142.4M)
CONSTELLATION BRANDS, INC.
Shares:2
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$142.4M)
VERISIGN INC/CA
Shares:160
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$142.4M)
COLGATE PALMOLIVE CO
Shares:12
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$142.4M)
Hamilton Lane INC
Shares:13
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$142.4M)
ROYAL GOLD INC
Shares:5
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$142.4M)
METLIFE INC
Shares:2
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$142.4M)
Monster Beverage Corp
Shares:25
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$142.4M)
Snap-on Inc
Shares:16
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$142.4M)
KIMBERLY CLARK CORP
Shares:260
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$142.4M)
NORFOLK SOUTHERN CORP
Shares:35
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$142.4M)
CINTAS CORP
Shares:43.8K
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$142.4M)
Palantir Technologies Inc.
Shares:149
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$142.4M)
VERTEX PHARMACEUTICALS INC / MA
Shares:142
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$142.4M)
SUNCOR ENERGY INC
Shares:25
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$142.4M)
RAYONIER INC
Shares:186
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$142.4M)
BWX Technologies, Inc.
Shares:16
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$142.4M)
TJX COMPANIES INC /DE/
Shares:5
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$142.4M)
464287499
Shares:83
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$142.4M)