WHALEROCK POINT PARTNERS, LLC

Est. AUM

$518.1M

13F long equity, this entity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA Corp	COM	$54.6M	313115	10.54%	SOLE
2	Apple Inc	COM	$35.1M	138175	6.77%	SOLE
3	Alphabet Inc class A	COM	$34.5M	119891	6.65%	SOLE
4	Microsoft Corp	COM	$23.2M	62604	4.47%	SOLE
5	Amazon.com Inc	COM	$16.7M	80318	3.23%	SOLE
6	Visa Inc	COM	$15.6M	51474	3.00%	SOLE
7	JPMorgan Chase & Co	COM	$15.5M	52647	2.99%	SOLE
8	Costco Wholesale Corp	COM	$13.1M	13101	2.52%	SOLE
9	Meta Platforms Inc. Class A	COM	$12.8M	22340	2.47%	SOLE
10	iShares Core S&P 500 ETF	TR UNIT	$11.1M	16981	2.14%	SOLE
11	Berkshire Hathaway Inc	COM	$10.7M	22349	2.07%	SOLE
12	Exxon Mobil Corp	COM	$9.2M	54390	1.78%	SOLE
13	RTX Corp	COM	$8.7M	45248	1.68%	SOLE
14	TJX Cos Inc/The	COM	$8.4M	52914	1.63%	SOLE
15	PepsiCo Inc	COM	$8.4M	54241	1.63%	SOLE
16	Mastercard Inc	COM	$8.1M	16296	1.57%	SOLE
17	Thermo Fisher Scientific Inc	COM	$7.2M	14740	1.40%	SOLE
18	Caterpillar Inc	COM	$7.2M	10172	1.39%	SOLE
19	Johnson & Johnson	COM	$7.2M	29362	1.39%	SOLE
20	Palo Alto Networks Inc	COM	$6.8M	42460	1.31%	SOLE
21	Home Depot Inc/The	COM	$6.4M	19391	1.23%	SOLE
22	Bank of America Corp 7.25 Pfd	PERP PFD CNV A	$6.3M	5307	1.22%	SOLE
23	McDonald's Corp	COM	$6.3M	20118	1.21%	SOLE
24	Bank of America Corp	COM	$5.9M	121987	1.15%	SOLE
25	Wells Fargo & Co	PERP PFD CNV A	$5.9M	5135	1.14%	SOLE
26	Union Pacific Corp	COM	$5.7M	23460	1.10%	SOLE
27	Chevron Corp	COM	$5.5M	26671	1.06%	SOLE
28	Vanguard S&P 500 ETF	TR UNIT	$5.2M	8750	1.01%	SOLE
29	Lockheed Martin Corp	COM	$5.1M	8409	0.98%	SOLE
30	Alphabet Inc class C	COM	$4.7M	16415	0.91%	SOLE
31	NextEra Energy Inc	COM	$4.0M	43084	0.77%	SOLE
32	Wal-Mart Stores Inc	COM	$3.6M	28983	0.70%	SOLE
33	American Electric Power Co Inc	COM	$3.6M	27272	0.69%	SOLE
34	salesforce.com Inc	COM	$3.5M	18875	0.68%	SOLE
35	SPDR S&P MidCap 400 ETF Trust	TR UNIT	$3.5M	5645	0.67%	SOLE
36	Broadcom Ltd	COM	$3.2M	10470	0.63%	SOLE
37	Procter & Gamble Co/The	COM	$3.2M	22098	0.62%	SOLE
38	Deere & Co	COM	$2.9M	5146	0.56%	SOLE
39	Blackstone Group Inc	COM	$2.7M	23260	0.52%	SOLE
40	UnitedHealth Group Inc	COM	$2.6M	9498	0.50%	SOLE
41	Target Corp	COM	$2.5M	21026	0.49%	SOLE
42	AbbVie Inc	COM	$2.5M	11453	0.48%	SOLE
43	Walt Disney Co/The	COM	$2.5M	25807	0.48%	SOLE
44	Automatic Data Processing Inc	COM	$2.4M	11903	0.47%	SOLE
45	Eli Lilly & Co	COM	$2.4M	2585	0.46%	SOLE
46	SPDR S&P 500 ETF Trust	TR UNIT	$2.3M	3573	0.45%	SOLE
47	Cisco Systems Inc	COM	$2.3M	29789	0.45%	SOLE
48	Prudential Financial Inc	COM	$2.2M	22857	0.43%	SOLE
49	Merck & Co Inc	COM	$2.1M	17865	0.41%	SOLE
50	iShares Core Dividend Growth E	TR UNIT	$2.1M	29416	0.40%	SOLE

1–50 of 197

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.