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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STARBUCKS CORP
Shares:1.1K
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$142.4M)
BXP, Inc.
Shares:29
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$142.4M)
EQUITY RESIDENTIAL
Shares:107
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$142.4M)
Inogen Inc
Shares:16
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$142.4M)
NORTHERN OIL & GAS, INC.
Shares:4
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$142.4M)
Nutanix, Inc.
Shares:147.4K
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
Live Nation Entertainment, Inc.
Shares:2.8K
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
GRAPHIC PACKAGING HOLDING CO
Shares:244
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
Viatris Inc
Shares:310
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
SUN COMMUNITIES INC
Shares:43
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
CITIZENS FINANCIAL GROUP INC/RI
Shares:28
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
Cushman & Wakefield plc
Shares:15
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
PHINIA INC.
Shares:57.9K
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
STAG Industrial, Inc.
Shares:20
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
AFFILIATED MANAGERS GROUP, INC.
Shares:17
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
PENSKE AUTOMOTIVE GROUP, INC.
Shares:33
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
MITEK SYSTEMS INC
Shares:538
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$142.4M)
UDR, Inc.
Shares:14
Value:$994
% of Portfolio:0.0% ($994/$142.4M)
RESIDEO TECHNOLOGIES, INC.
Shares:12
Value:$991
% of Portfolio:0.0% ($991/$142.4M)
FIFTH THIRD BANCORP
Shares:160
Value:$980
% of Portfolio:0.0% ($980/$142.4M)