| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 89.9% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 3.6% |
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 7.1% |
| VANGUARD WORLD FDS | 7 | Q2 2024 | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 0.5% |
| NIKE INC | 6 | Q1 2024 | 5.6% |
| MICROSOFT CORP | 4 | Q2 2024 | 6.8% |
| MASTERCARD INCORPORATED | 4 | Q2 2024 | 5.7% |
| AMAZON COM INC | 4 | Q2 2024 | 5.5% |
| ALPHABET INC | 4 | Q2 2024 | 3.8% |
View Whitford Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR/A | 2024-01-11 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Whitford Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.