Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WHALEROCK POINT PARTNERS LLC 05-09-2023 03-31-2023 149 269,048,504
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Alphabet Inc class C COM 51 $1,628,640 15,660 0.00 0.00 14,204 975.55 03-31-2023
Fidelity MSCI Information Tech TR UNIT 52 $1,616,640 14,187 0.00 14,187 +Inf 03-31-2023
SPDR S&P 500 ETF Trust TR UNIT 53 $1,423,449 3,477 0.00 0.00 2,304 196.42 03-31-2023
Prudential Financial Inc COM 54 $1,378,862 16,665 0.00 0.00 15,320 1139.03 03-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6