Institutional Fund
Whitford Management LLC
New York, NYCIK 19577265 filings on record
Portfolio Value
$97.86M
Q1 2026
Holdings
22
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.5%
from $98.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr40.1%
- Ishares Tr8.7%
- Invesco Exchange Traded Fd T5.2%
- Amazon Com Inc5.1%
- Taiwan Semiconductor Mfg Ltd4.2%
- Nvidia Corporation4.1%
- Other32.6%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 60.4K | $39.27M | 40.1% | +20.9K | Added |
| 2 | Ishares Tr | 202.0K | $8.55M | 8.7% | 0 | Held |
| 3 | Invesco Exchange Traded Fd T | 26.5K | $5.09M | 5.2% | +26.5K | New |
| 4 | Amazon Com Inc | 23.9K | $4.98M | 5.1% | −7.7K | Reduced |
| 5 | Taiwan Semiconductor Mfg Ltd | 12.0K | $4.07M | 4.2% | +5.6K | Added |
| 6 | Nvidia Corporation | 23.1K | $4.03M | 4.1% | −16.0K | Reduced |
| 7 | Ge Aerospace | 13.2K | $3.73M | 3.8% | +2.5K | Added |
| 8 | Ge Vernova Inc | 4.3K | $3.71M | 3.8% | −617 | Reduced |
| 9 | Mastercard Incorporated | 7.0K | $3.49M | 3.6% | −1.3K | Reduced |
| 10 | Woodward Inc | 8.9K | $3.19M | 3.3% | −3.7K | Reduced |
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