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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WHALEROCK POINT PARTNERS, LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001140361-25-019137

Total Value
$421.2M
Positions
183
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (183)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA334,506$36.3M8.61%
2Apple IncAAPL146,631$32.6M7.73%
3Microsoft CorpMSFT56,140$21.1M5.00%
4Alphabet Inc class AGOOG118,467$18.3M4.35%
5Visa IncV52,072$18.2M4.33%
6Amazon.com IncAMZN76,223$14.5M3.44%
7JPMorgan Chase & CoVYLD51,590$12.7M3.00%
8Costco Wholesale Corp22160K10512,849$12.2M2.89%
9Berkshire Hathaway IncBRK-A21,383$11.4M2.70%
10Meta Platforms Inc. Class AMETA16,659$9.6M2.28%
11iShares Core S&P 500 ETF46428720014,830$8.3M1.98%
12Mastercard IncMA15,103$8.3M1.97%
13PepsiCo IncPEP50,963$7.6M1.81%
14UnitedHealth Group IncUNH13,572$7.1M1.69%
15Thermo Fisher Scientific IncTMO14,223$7.1M1.68%
16Home Depot Inc/TheHD18,055$6.6M1.57%
17McDonald's CorpMCD19,663$6.1M1.46%
18Exxon Mobil CorpXOM50,693$6.0M1.43%
19TJX Cos Inc/The87254010947,229$5.8M1.37%
20Bank of America Corp060505104130,275$5.4M1.29%
21RTX CorpRTX39,922$5.3M1.26%
22Palo Alto Networks IncPANW30,131$5.1M1.22%
23Union Pacific CorpUNP21,554$5.1M1.21%
24salesforce.com IncCRM18,472$5.0M1.18%
25Johnson & JohnsonJNJ29,830$4.9M1.17%
26Vanguard S&P 500 ETF9229083638,493$4.4M1.04%
27Chevron CorpCVX23,407$3.9M0.93%
28Lockheed Martin CorpLMT8,528$3.8M0.90%
29Automatic Data Processing IncADP12,453$3.8M0.90%
30Bank of America Corp 7.25 Pfd0605056822,950$3.6M0.86%
31Procter & Gamble Co/The74271810920,274$3.5M0.82%
32Caterpillar IncCAT10,342$3.4M0.81%
33Wells Fargo & Co9497468042,760$3.3M0.79%
34SPDR S&P MidCap 400 ETF TrustMDY5,645$3.0M0.72%
35American Electric Power Co Inc02553710126,691$2.9M0.69%
36NextEra Energy IncNEE-PW40,954$2.9M0.69%
37Walt Disney Co/The25468710629,065$2.9M0.68%
38Alphabet Inc class CGOOG17,120$2.7M0.64%
39Wal-Mart Stores IncWMT29,613$2.6M0.62%
40Target CorpTGT23,735$2.5M0.59%
41AbbVie IncABBV11,689$2.4M0.58%
42Deere & CoDE5,198$2.4M0.58%
43SPDR S&P 500 ETF TrustSPY4,034$2.3M0.54%
44Eli Lilly & CoLLY2,703$2.2M0.53%
45Prudential Financial IncPUKPF16,262$1.8M0.43%
46Philip Morris International In71817210911,266$1.8M0.42%
47O'Reilly Automotive Inc67103H1071,175$1.7M0.40%
48Fidelity MSCI Information Tech31609280810,383$1.7M0.40%
49Cisco Systems IncCSCO26,714$1.6M0.39%
50iShares Core Dividend Growth E46434V62125,926$1.6M0.38%
51Merck & Co IncMRK16,490$1.5M0.35%
52Broadcom LtdAVGO8,677$1.5M0.34%
53Honeywell International Inc4385161066,858$1.5M0.34%
54Technology Select Sector SPDR81369Y8036,950$1.4M0.34%
55Verizon Communications IncVZ30,932$1.4M0.33%
56Texas Instruments Inc8825081047,497$1.3M0.32%
57Danaher Corp2358511026,460$1.3M0.31%
58SPDR Portfolio S&P 600 Small C78468R85330,488$1.2M0.30%
59Blackstone Group IncBX8,853$1.2M0.29%
60Duke Energy CorpDUKB10,127$1.2M0.29%
61SPDR Gold SharesGLD4,100$1.2M0.28%
62JPMorgan Chase & Co 6.0& PerpVYLD46,000$1.2M0.27%
63Comcast CorpCCZ28,143$1.0M0.25%
64Abbott LaboratoriesABLZF7,478$991,9570.24%
65Goldman Sachs Group Inc/TheGSCE1,786$975,7030.23%
66Pinnacle West Capital CorpPNW10,008$953,2620.23%
67MetLife IncMET-PF40,000$943,2000.22%
68Pfizer IncPFE37,176$942,0400.22%
69Vanguard Total Stock Market ET9229087693,368$925,6610.22%
70iShares Russell 2000 ETF4642876554,518$901,2960.21%
71Intuit IncINTU1,452$891,5130.21%
72GE Aerospace Co3696043014,419$884,5140.21%
73Health Care Select Sector SPDR81369Y2095,933$866,2770.21%
74Converge Technology Solutions21250C106225,485$855,4090.20%
75Communication Services Sector81369Y8528,707$839,7900.20%
76iShares MSCI Emerging Markets46428723418,986$829,6880.20%
77Berkshire Hathaway IncBRK-A1$798,4420.19%
78Invesco QQQ Trust Srs 1IVZ1,701$797,6330.19%
79iShares MSCI EAFE ETF4642874659,750$796,8670.19%
80Extra Space Storage IncEXR5,244$778,6820.18%
81Trex Co IncTREX13,175$765,4670.18%
82Boeing Co/TheBA-PA4,458$760,3120.18%
83Taiwan Semiconductor Manufactu8740391004,533$752,4780.18%
84Marathon Petroleum CorpMARA5,122$746,2240.18%
85Arista Networks IncANET9,496$735,7500.17%
86NVR IncNVR100$724,4390.17%
87Citigroup Capital XIIIC-PR24,000$716,6400.17%
88Bank of America Corp 6.0 Pfd06050522928,000$697,4800.17%
89iShares Core S&P U.S. Growth E4642876715,309$674,6680.16%
90Lowe's Cos Inc5486611072,680$625,0560.15%
91Coca-Cola Co/TheKO8,512$609,6290.14%
92Eastern Bankshares IncEBC36,247$594,4510.14%
93Tesla IncTSLA2,288$592,9580.14%
94International Business MachineINTR2,218$551,5280.13%
95Enterprise Products Partners L29379210716,148$551,2930.13%
96iShares Core S&P Mid-Cap ETF4642875079,395$548,1980.13%
97PPG Industries Inc6935061075,001$546,8590.13%
98Vanguard High Dividend Yield E9219464064,158$536,2160.13%
99Adobe Systems IncADBE1,393$534,2570.13%
100Truist Financial Corp 5.25 PeTFC-PR24,000$510,4800.12%
101Fidelity MSCI Health Care Inde3160926007,359$502,7890.12%
102Yum! Brands IncYUM3,194$502,6080.12%
103Nextera Energy CapitalNEE-PW22,000$500,0600.12%
104Morgan Stanley61762V60620,350$483,3120.11%
105Consumer Discretionary Select81369Y4072,444$482,5920.11%
106iShares Core S&P Small-Cap ETF4642878044,598$480,7810.11%
107Netflix IncNFLX513$478,3880.11%
108Oracle CorpORCL-PD3,387$473,5360.11%
109American Tower Corp03027X1002,130$463,4880.11%
110Altria Group IncMO7,702$462,2740.11%
111Phillips 66PSX3,740$461,8150.11%
112iShares Gold TrustIAU7,811$460,5370.11%
113Amgen IncAMGN1,452$452,3710.11%
114Travelers Cos Inc/TheTRV1,678$443,7640.11%
115iShares MSCI EAFE Small-Cap ET4642882736,700$425,6510.10%
116Advanced Micro Devices IncAMD4,036$414,6590.10%
117Cummins IncCMI1,316$412,4870.10%
118CVS Health CorpCVS6,055$410,2260.10%
119Marriott International Inc/MD5719032021,720$409,7040.10%
120Spotify Technology SASPOT735$404,2720.10%
121Welltower IncWELL2,638$404,1680.10%
122Fidelity MSCI Industrials Inde3160927095,890$403,2880.10%
123Eaton Corp PLCETN1,472$400,1340.10%
124Becton Dickinson and CoBDX1,707$391,0050.09%
125Vanguard FTSE All-World ex-US9220427756,375$386,7070.09%
126Republic Services Inc7607591001,571$380,4330.09%
127PNC Financial Services Group I6934751052,129$374,2140.09%
128Wells Fargo & Co9497461015,108$366,7030.09%
129PayPal Holdings IncPYPL5,561$362,8550.09%
130Bristol-Myers Squibb CoCELG-RI5,946$362,6470.09%
131Morgan Stanley 6.625 Perp PfdMS-PQ14,000$357,0000.08%
132Estee Lauder Cos Inc/The5184391045,361$353,8590.08%
133Starbucks CorpSBUX3,597$352,8300.08%
134AutoZone IncAZO89$339,3370.08%
135iShares MSCI USA Quality Facto46432F3391,975$337,5080.08%
136Consumer Staples Select Sector81369Y3084,132$337,4600.08%
137Vanguard Mid-Cap Value ETF9229085122,097$336,6520.08%
138Public StoragePSA-PS1,105$330,7150.08%
139Morgan Stanley 4.875 Perp Pfd61762V80416,000$325,2800.08%
140Vanguard Mid-Cap ETF9229086291,255$324,5680.08%
141BlackRock IncBLK337$318,9640.08%
142Bank of America Corp 5.375 Pe06053U60114,000$314,3000.07%
143Energy Transfer Equity LPET-PI16,900$314,1710.07%
144Fidelity MSCI Consumer Discret3160922043,677$310,7560.07%
145AerCap Holdings NVAER3,000$306,5100.07%
146Aflac IncAFL2,756$306,4400.07%
147Ross Stores IncROST2,357$301,2010.07%
148ConocoPhillipsCOP2,826$296,7870.07%
149Elevance Health IncELV682$296,6430.07%
150Simon Property Group Inc8288061091,776$294,9580.07%
151Brookfield Corporation11271J1075,619$294,4920.07%
152Ares Management CorpARES-PB2,000$293,2200.07%
153Linde PLCLIN607$282,6430.07%
154iShares MSCI USA ESG Aware ETF46435G4252,306$281,1240.07%
155QUALCOMM IncQCOM1,821$279,7240.07%
156Stryker CorpSYK743$276,5820.07%
157Colgate-Palmolive CoCL2,927$274,2600.07%
158NIKE IncNKE4,305$273,2810.06%
159Real Estate Select Sector SPDR81369Y8606,400$267,8400.06%
160SPDR S&P Biotech ETF78464A8703,295$267,2240.06%
161Clorox Co/TheCLX1,811$266,6700.06%
162iShares PHLX Semiconductor ETF4642875231,395$262,4970.06%
163CME Group IncCME972$257,8620.06%
1643M CoMMM1,752$257,2990.06%
165Novartis AGNVSEF2,290$255,2890.06%
166Charles Schwab Corp/TheSCHW-PJ3,166$247,8340.06%
167iShares S&P 500 Growth ETF4642873092,646$245,6280.06%
168Waste Management Inc94106L1091,048$242,6220.06%
169Fidelity MSCI Financials Index3160925013,479$241,8600.06%
170Fastenal CoFAST3,095$240,0170.06%
171Ecolab IncECL944$239,3230.06%
172Sixth Street Specialty LendingTSLX10,625$237,7870.06%
173Williams Cos Inc/The9694571003,701$221,1720.05%
174AirBnB Inc - Class AABNB1,806$215,7450.05%
175iShares Core High Dividend ETF46429B6631,756$212,6870.05%
176Amphenol Corp0320951013,228$211,7250.05%
177Utilities Select Sector SPDR F81369Y8862,650$208,9520.05%
178Booking Holdings IncBKNG45$207,3110.05%
179Carrier Global CorpCARR3,214$203,7680.05%
180Emerson Electric CoEMR1,838$201,5180.05%
181Mondelez International Inc6092071052,951$200,2250.05%
182Micromem Technologies IncMMTIF90,000$4,0650.00%
183Vectrix Corp92240N10629,500$2950.00%