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Home > Institutional Investor > Whitford Management Llc > Profile

Instuitional Investor - Whitford Management Llc

Fund Profile
Filing Period:
Fund Name: Whitford Management Llc
Portfolio Value $254,487,274
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 229,181 $108,932,021 42.8%
2.
Unitedhealth Group Inc
 UNH 34,425 $18,123,988 7.12%
3.
Microsoft Corp
 MSFT 46,088 $17,330,846 6.81%
4.
Amazon Com Inc
 AMZN 92,592 $14,068,375 5.52%
5.
Mastercard Inc
 MA 29,558 $12,606,961 4.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)