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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BROWN FORMAN CORP
Shares:45
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
OGE ENERGY CORP.
Shares:198
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
HEICO CORP
Shares:62
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
464287598
Shares:177
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
eXp World Holdings, Inc.
Shares:16
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
Guidewire Software, Inc.
Shares:16
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
REGENERON PHARMACEUTICALS, INC.
Shares:166
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$142.4M)
46435G672
Shares:33.7K
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
Grupo Cibest S.A.
Shares:5.1K
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
Kenvue Inc.
Shares:686
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
RALPH LAUREN CORP
Shares:72
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
CHEMED CORP
Shares:46
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
HOULIHAN LOKEY, INC.
Shares:104
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$142.4M)
S&P Global Inc.
Shares:15
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
46435G326
Shares:63
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
TRACTOR SUPPLY CO /DE/
Shares:132
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
CareTrust REIT, Inc.
Shares:17
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
81589A403
Shares:137
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
Liberty Media Corp
Shares:122
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)
HOST HOTELS & RESORTS, INC.
Shares:19
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$142.4M)