MondegarAI
WHALEROCK POINT PARTNERS, LLC

Q1 2026 · 13F-HR

WHALEROCK POINT PARTNERS, LLCholdings as filed

Filed 2026-05-15 · accession 0001140361-26-021558

$518.2M
Reported value
197
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · WHALEROCK POINT PARTNERS, LLC · Q1 2026

AI · grounded in 13F

Whalerock Point Partners, LLC increased its position in RTX by 7.13%. The fund also accumulated shares in CVX by 2.54% and XOM by 32.46%. Additionally, the manager established a new position in TRGP valued at $1.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$54.6M10.5%313,115CommonSOLE
037833100AAPLApple Inc$35.1M6.77%138,175CommonSOLE
02079K305GOOGLAlphabet Inc class A$34.5M6.65%119,891CommonSOLE
594918104MSFTMicrosoft Corp$23.2M4.47%62,604CommonSOLE
023135106AMZNAmazon.com Inc$16.7M3.23%80,318CommonSOLE
92826C839VVisa Inc$15.6M3.00%51,474CommonSOLE
46625H100JPMJPMorgan Chase & Co$15.5M2.99%52,647CommonSOLE
22160K105COSTCostco Wholesale Corp$13.1M2.52%13,101CommonSOLE
30303M102METAMeta Platforms Inc. Class A$12.8M2.47%22,340CommonSOLE
464287200IVViShares Core S&P 500 ETF$11.1M2.14%16,981CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$10.7M2.07%22,349CommonSOLE
30231G102XOMExxon Mobil Corp$9.2M1.78%54,390CommonSOLE
75513E101RTXRTX Corp$8.7M1.68%45,248CommonSOLE
872540109TJXTJX Cos Inc/The$8.5M1.63%52,914CommonSOLE
713448108PEPPepsiCo Inc$8.4M1.63%54,241CommonSOLE
57636Q104MAMastercard Inc$8.1M1.57%16,296CommonSOLE
883556102TMOThermo Fisher Scientific Inc$7.2M1.40%14,740CommonSOLE
149123101CATCaterpillar Inc$7.2M1.39%10,172CommonSOLE
478160104JNJJohnson & Johnson$7.2M1.39%29,362CommonSOLE
697435105PANWPalo Alto Networks Inc$6.8M1.31%42,460CommonSOLE
437076102HDHome Depot Inc/The$6.4M1.23%19,391CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp 7.25 Pfd$6.3M1.22%5,307CommonSOLE
580135101MCDMcDonald's Corp$6.3M1.21%20,118CommonSOLE
060505104BACBank of America Corp$5.9M1.15%121,987CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co$5.9M1.14%5,135CommonSOLE
907818108UNPUnion Pacific Corp$5.7M1.10%23,460CommonSOLE
166764100CVXChevron Corp$5.5M1.06%26,671CommonSOLE
922908363VOOVanguard S&P 500 ETF$5.2M1.01%8,750CommonSOLE
539830109LMTLockheed Martin Corp$5.1M0.98%8,409CommonSOLE
02079K107GOOGAlphabet Inc class C$4.7M0.91%16,415CommonSOLE
65339F101NEENextEra Energy Inc$4.0M0.77%43,084CommonSOLE
931142103WMTWal-Mart Stores Inc$3.6M0.70%28,983CommonSOLE
025537101AEPAmerican Electric Power Co Inc$3.6M0.69%27,272CommonSOLE
79466L302CRMsalesforce.com Inc$3.5M0.68%18,875CommonSOLE
78467Y107MDYSPDR S&P MidCap 400 ETF Trust$3.5M0.67%5,645CommonSOLE
11135F101AVGOBroadcom Ltd$3.2M0.63%10,470CommonSOLE
742718109PGProcter & Gamble Co/The$3.2M0.62%22,098CommonSOLE
244199105DEDeere & Co$2.9M0.56%5,146CommonSOLE
09260D107BXBlackstone Group Inc$2.7M0.52%23,260CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.6M0.50%9,498CommonSOLE
87612E106TGTTarget Corp$2.5M0.49%21,026CommonSOLE
00287Y109ABBVAbbVie Inc$2.5M0.48%11,453CommonSOLE
254687106DISWalt Disney Co/The$2.5M0.48%25,807CommonSOLE
053015103ADPAutomatic Data Processing Inc$2.4M0.47%11,903CommonSOLE
532457108LLYEli Lilly & Co$2.4M0.46%2,585CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$2.3M0.45%3,573CommonSOLE
17275R102CSCOCisco Systems Inc$2.3M0.45%29,789CommonSOLE
744320102PRUPrudential Financial Inc$2.2M0.43%22,857CommonSOLE
58933Y105MRKMerck & Co Inc$2.1M0.41%17,865CommonSOLE
46434V621DGROiShares Core Dividend Growth E$2.1M0.40%29,416CommonSOLE
316092808FTECFidelity MSCI Information Tech$2.0M0.38%9,436CommonSOLE
718172109PMPhilip Morris International In$2.0M0.38%11,802CommonSOLE
78463V107GLDSPDR Gold Shares$1.9M0.36%4,340CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$1.8M0.36%13,900CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$1.8M0.35%2,147CommonSOLE
882508104TXNTexas Instruments Inc$1.7M0.33%8,747CommonSOLE
369604301GEGE Aerospace Co$1.7M0.33%5,974CommonSOLE
61762V838MSMorgan Stanley 6.625 Perp Pfd$1.6M0.32%65,000CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$1.6M0.31%17,655CommonSOLE
874039100TSMTaiwan Semiconductor Manufactu$1.5M0.30%4,533CommonSOLE
78468R853SPSMSPDR Portfolio S&P 600 Small C$1.5M0.28%30,488CommonSOLE
26441C204DUKDuke Energy Corp$1.4M0.27%10,732CommonSOLE
097023105BABoeing Co/The$1.4M0.26%6,788CommonSOLE
438516106HONHoneywell International Inc$1.3M0.26%5,941CommonSOLE
02209S103MOAltria Group Inc$1.3M0.25%19,702CommonSOLE
040413205ANETArista Networks Inc$1.2M0.23%9,515CommonSOLE
48128B648JPM 6 PERP EEJPMorgan Chase & Co 6.0& Perp$1.1M0.22%46,000CommonSOLE
87612G101TRGPTarga Resources Corp$1.1M0.21%4,400CommonSOLE
85207h104Sprott Physical Gold Trust$1.1M0.21%31,000CommonSOLE
922908769VTIVanguard Total Stock Market ET$1.1M0.21%3,368CommonSOLE
464287234EEMiShares MSCI Emerging Markets$1.1M0.21%18,986CommonSOLE
235851102DHRDanaher Corp$1.0M0.20%5,444CommonSOLE
191216100KOCoca-Cola Co/The$1.0M0.20%13,497CommonSOLE
92343V104VZVerizon Communications Inc$1.0M0.19%20,002CommonSOLE
81369Y852XLCCommunication Services Sector$965,2580.19%8,707CommonSOLE
56585A102MPCMarathon Petroleum Corp$957,6740.18%3,922CommonSOLE
464287465EFAiShares MSCI EAFE ETF$947,0170.18%9,750CommonSOLE
007903107AMDAdvanced Micro Devices Inc$941,6770.18%4,629CommonSOLE
59156R876METMetLife Inc$897,6000.17%40,000CommonSOLE
717081103PFEPfizer Inc$876,2640.17%31,206CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$869,8370.17%5,933CommonSOLE
36828A101GEVGE Vernova Inc$866,8530.17%993CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth E$854,5010.16%5,509CommonSOLE
31428X106FDXFedEx Corp$854,1200.16%2,398CommonSOLE
88160R101TSLATesla Inc$817,1060.16%2,198CommonSOLE
595112103MUMicron Technology Inc$768,9240.15%2,276CommonSOLE
723484101PNWPinnacle West Capital Corp$744,0040.14%7,385CommonSOLE
20030N101CMCSAComcast Corp$737,3020.14%25,681CommonSOLE
718546104PSXPhillips 66$736,7360.14%4,044CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$725,4180.14%8,013CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$718,1400.14%1CommonSOLE
002824100ABTAbbott Laboratories$711,4000.14%6,929CommonSOLE
173080201CCitigroup Capital XIII$704,4000.14%24,000CommonSOLE
060505229BAC 6 PERP GGBank of America Corp 6.0 Pfd$692,4400.13%28,000CommonSOLE
464285204IAUiShares Gold Trust$688,6180.13%7,811CommonSOLE
30225T102EXRExtra Space Storage Inc$687,6460.13%5,244CommonSOLE
969457100WMBWilliams Cos Inc/The$669,6490.13%9,201CommonSOLE
11271J107BNBrookfield Corporation$669,3740.13%16,540CommonSOLE
548661107LOWLowe's Cos Inc$662,7650.13%2,805CommonSOLE
62944T105NVRNVR Inc$658,9830.13%100CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$639,0360.12%9,463CommonSOLE
461202103INTUIntuit Inc$629,5450.12%1,456CommonSOLE
G29183103ETNEaton Corp PLC$621,2730.12%1,737CommonSOLE
921946406VYMVanguard High Dividend Yield E$615,8000.12%4,158CommonSOLE
922042775VEUVanguard FTSE All-World ex-US$612,0650.12%8,150CommonSOLE
293792107EPDEnterprise Products Partners L$611,0400.12%16,148CommonSOLE
231021106CMICummins Inc$600,4300.12%1,116CommonSOLE
64110L106NFLXNetflix Inc$590,8420.11%6,145CommonSOLE
46090E103QQQInvesco QQQ Trust Srs 1$583,5290.11%1,011CommonSOLE
571903202MARMarriott International Inc/MD$562,5600.11%1,720CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$551,7760.11%4,439CommonSOLE
46428Q109SLViShares Silver Trust$542,1220.10%7,956CommonSOLE
949746101WMT2Wells Fargo & Co$540,4720.10%6,789CommonSOLE
459200101IBMInternational Business Machine$537,6210.10%2,218CommonSOLE
464287655IWMiShares Russell 2000 ETF$534,6880.10%2,156CommonSOLE
81369Y407XLYConsumer Discretionary Select$532,6940.10%4,888CommonSOLE
89832Q745TFCTruist Financial Corp 5.25 Pe$526,5920.10%25,600CommonSOLE
693506107PPGPPG Industries Inc$526,4910.10%4,926CommonSOLE
464288273SCZiShares MSCI EAFE Small-Cap ET$525,3470.10%6,700CommonSOLE
518439104ELEstee Lauder Cos Inc/The$515,4790.10%7,182CommonSOLE
316092709FIDUFidelity MSCI Industrials Inde$509,6030.10%5,890CommonSOLE
316092600FHLCFidelity MSCI Health Care Inde$508,8500.10%7,232CommonSOLE
20825C104COPConocoPhillips$506,3520.10%3,836CommonSOLE
65339K860NEENextera Energy Capital$502,9200.10%22,000CommonSOLE
988498101YUMYum! Brands Inc$496,6030.10%3,194CommonSOLE
89531P105TREXTrex Co Inc$479,8330.09%13,175CommonSOLE
61762V606MSMorgan Stanley$475,5790.09%20,350CommonSOLE
95040Q104WELLWelltower Inc$474,1090.09%2,398CommonSOLE
778296103ROSTRoss Stores Inc$467,2710.09%2,157CommonSOLE
031162100AMGNAmgen Inc$459,5160.09%1,306CommonSOLE
693475105PNCPNC Financial Services Group I$443,0240.09%2,129CommonSOLE
23345M107DTMDT Midstream Inc$430,9440.08%3,200CommonSOLE
126650100CVSCVS Health Corp$427,3290.08%5,950CommonSOLE
09290D101BLKBlackRock Inc$425,0760.08%442CommonSOLE
89417E109TRVTravelers Cos Inc/The$414,1860.08%1,420CommonSOLE
N00985106AERAerCap Holdings NV$411,5400.08%3,000CommonSOLE
68389X105ORCLOracle Corp$409,4070.08%2,783CommonSOLE
03674x106Antero Resources Corp$407,4240.08%9,600CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$387,5150.07%3,426CommonSOLE
922908512VOEVanguard Mid-Cap Value ETF$386,4350.07%2,097CommonSOLE
46432F339QUALiShares MSCI USA Quality Facto$378,8250.07%1,975CommonSOLE
16411R208LNGCheniere Energy Inc$378,8200.07%1,335CommonSOLE
29273V100ETEnergy Transfer Equity LP$374,4200.07%19,400CommonSOLE
03027X100AMTAmerican Tower Corp$368,9760.07%2,138CommonSOLE
189054109CLXClorox Co/The$368,4050.07%3,555CommonSOLE
922908629VOVanguard Mid-Cap ETF$360,4110.07%1,255CommonSOLE
464287523SOXXiShares PHLX Semiconductor ETF$359,8830.07%1,095CommonSOLE
L8681T102SPOTSpotify Technology SA$356,4090.07%735CommonSOLE
760759100RSGRepublic Services Inc$344,0800.07%1,571CommonSOLE
316092204FDISFidelity MSCI Consumer Discret$343,2370.07%3,680CommonSOLE
110122108BMYBristol-Myers Squibb Co$335,6370.06%5,534CommonSOLE
828806109SPGSimon Property Group Inc$331,2770.06%1,776CommonSOLE
81369Y308XLPConsumer Staples Select Sector$327,9200.06%4,000CommonSOLE
46435G425ESGUiShares MSCI USA ESG Aware ETF$326,1150.06%2,306CommonSOLE
855244109SBUXStarbucks Corp$322,2550.06%3,597CommonSOLE
27627N105EBCEastern Bankshares Inc$317,7910.06%16,247CommonSOLE
66987V109NVSNovartis AG$313,1370.06%2,050CommonSOLE
06053U601BACBank of America Corp 5.375 Pe$303,1000.06%14,000CommonSOLE
G54950103LINLinde PLC$300,9260.06%607CommonSOLE
74460D109PSAPublic Storage$299,3220.06%1,105CommonSOLE
808513105SCHWCharles Schwab Corp/The$297,5410.06%3,166CommonSOLE
806857108SLBSchlumberger Ltd$296,5720.06%5,771CommonSOLE
682680103OKEONEOK Inc$293,8580.06%3,251CommonSOLE
311900104FASTFastenal Co$287,2160.06%6,190CommonSOLE
83012A109TSLXSixth Street Specialty Lending$284,8460.05%15,498CommonSOLE
88579Y101MMM3M Co$284,3600.05%1,958CommonSOLE
12572Q105CMECME Group Inc$284,1270.05%962CommonSOLE
053332102AZOAutoZone Inc$280,3560.05%83CommonSOLE
291011104EMREmerson Electric Co$265,7090.05%2,028CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR$261,3120.05%6,400CommonSOLE
075887109BDXBecton Dickinson and Co$252,6690.05%1,607CommonSOLE
21037T109CEGConstellation Energy Corporati$251,6040.05%901CommonSOLE
278865100ECLEcolab Inc$251,1230.05%944CommonSOLE
001055102AFLAflac Inc$247,5060.05%2,256CommonSOLE
194162103CLColgate-Palmolive Co$246,4000.05%2,891CommonSOLE
458140100INTCIntel Corp$244,9660.05%5,551CommonSOLE
316092501FNCLFidelity MSCI Financials Index$244,2260.05%3,479CommonSOLE
863667101SYKStryker Corp$244,1420.05%743CommonSOLE
81369Y886XLUUtilities Select Sector SPDR F$243,2170.05%5,300CommonSOLE
038222105AMATApplied Materials Inc$240,9620.05%705CommonSOLE
94106L109WMWaste Management Inc$240,8200.05%1,048CommonSOLE
46429B663HDViShares Core High Dividend ETF$238,3240.05%1,756CommonSOLE
61762V804MSMorgan Stanley 4.875 Perp Pfd$237,1200.05%12,000CommonSOLE
891160509TDToronto-Dominion Bank/The$235,6080.05%2,525CommonSOLE
747525103QCOMQUALCOMM Inc$234,5080.05%1,821CommonSOLE
617446448MSMorgan Stanley$232,0440.04%1,410CommonSOLE
934423104WBDWarner Bros Discovery Inc$231,6800.04%8,437CommonSOLE
573874104MRVLMarvell Technology Group Ltd$231,2820.04%2,335CommonSOLE
009066101ABNBAirBnB Inc - Class A$228,0620.04%1,806CommonSOLE
03990B101ARESAres Management Corp$218,2000.04%2,000CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR$215,1010.04%1,330CommonSOLE
126408103CSXCSX Corp$214,1990.04%5,218CommonSOLE
808524706SCHESchwab Emerging Markets Equity$210,8800.04%6,400CommonSOLE
92204A702VGTVanguard Information Technolog$208,6180.04%299CommonSOLE
464288794IAIiShares US BD&Securities Excha$201,4490.04%1,227CommonSOLE
842587107SOSouthern Co/The$200,6650.04%2,079CommonSOLE
59509P106MMTIFMicromem Technologies Inc$2,2570.00%90,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.