StockDriftsStockDriftsTop 22 Whitford Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 40.31% | 60.5K | $45.2M | +0.13%(+80) | $501.65(+54.76%) | 2026-06-30 | |
| SRLN | SSGA ACTIVE ETF TR | 7.63% | 212.0K | $8.5M | new | $40.88(-0.77%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.89% | 11.2K | $7.7M | new | $633.87(+12.58%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.77% | 11.2K | $5.3M | -7.09%(-854) | $305.11(+39.74%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.74% | 22.3K | $5.3M | -6.77%(-1.62K) | $190.62(+37.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.59% | 25.7K | $5.1M | +11.42%(+2.64K) | $120.43(+86.96%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.33% | 7.3K | $3.7M | +3.97%(+277) | $487.14(+16.86%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.26% | 9.7K | $3.6M | +32.46%(+2.37K) | $270.29(+45.39%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.12% | 6.2K | $3.5M | +30.20%(+1.44K) | $618.00(-4.55%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.38% | 4.2K | $2.7M | +14.05%(+512) | $271.90(+102.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.99% | +56.04% | — | — | +77.22% |
| Top 20 Holdings Unweighted | +20.94% | +76.91% | — | — | +101.70% |
Whitford Management LLC reports $112.02M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are SPY (40.3%), SRLN (7.6%) and VOO (6.9%). The top 20 holdings account for 98.71% of reported assets. Its disclosed equity book has returned +56.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whitford Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957726). View Whitford Management LLC’s 13F filings on SEC