WHALEROCK POINT PARTNERS, LLC - Portfolio overview

WHALEROCK POINT PARTNERS, LLC has 208 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA Corp, 10.50%
2. AAPL - Apple Inc, 6.74%
3. GOOGL - Alphabet Inc class A, 6.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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