Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 4 | Q3 2023 | 89.9% |
NIKE INC | 4 | Q3 2023 | 4.5% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 3.5% |
COINBASE GLOBAL INC | 4 | Q3 2023 | 1.6% |
ADOBE SYSTEMS INCORPORATED | 4 | Q3 2023 | 1.2% |
UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 0.6% |
VANGUARD WORLD FDS | 4 | Q3 2023 | 0.5% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 0.5% |
EXXON MOBIL CORP | 3 | Q2 2023 | 0.7% |
10X GENOMICS INC | 2 | Q1 2023 | 4.1% |
View Whitford Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.