Whitford Management LLC
CIK
1957726
Location
NEW YORK, NY
Portfolio Value
Micro
$80,851,728
Diversification
Highly concentrated
Filing Date
Global Rank
#5,767
/ 8,232
▲ 123
Top Industry
Semiconductors
25.5%
3Y Alpha vs SPY
-6.5%
Period ended 2 months ago
Filed May 15, 2026 · 30d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.4%
SPY
+76.3%
Annualised alpha
-6.5%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.6%
+18.1 pts
Top 5
69.4%
+3.7 pts
Top 10
89.5%
+1.6 pts
HHI
2,572
Highly concentrated+1,199
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 48.6% | $39,271,431 |
| Technology | 19.5% | $15,774,557 |
| Industrials | 15.5% | $12,530,783 |
| Consumer Cyclical | 8.7% | $7,050,125 |
| Financial Services | 4.3% | $3,490,624 |
| Communication Services | 3.4% | $2,734,208 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +20,927 | 60,386 | $39,271,431 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +5,553 | 12,047 | $4,071,283 | |
| META | Meta Platforms, Inc. | +3,461 | 4,779 | $2,734,208 | |
| AVGO | Broadcom Inc. | +2,724 | 7,289 | $2,256,018 | |
| GE | General Electric Co | +2,509 | 13,162 | $3,734,980 | |
| CRWV | CoreWeave, Inc. | +1,320 | 5,200 | $402,844 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | −56,273 | 109,848 | $2,073,930 | |
| UBER | Uber Technologies, Inc | −25,460 | 22,476 | $1,616,698 | |
| NVDA | Nvidia Corp | −16,582 | 23,084 | $4,025,849 | |
| AMZN | Amazon Com Inc | −7,661 | 23,893 | $4,976,195 | |
| MSFT | Microsoft Corp | −5,394 | 8,505 | $3,148,295 | |
| WWD | Woodward, Inc. | −3,671 | 8,910 | $3,189,067 | |
| MA | Mastercard Inc | −1,334 | 6,986 | $3,490,624 | |
| TDG | TransDigm Group INC | −813 | 810 | $938,757 | |
| GEV | GE Vernova Inc. | −617 | 4,252 | $3,711,570 | |
| No positions match the current search. | |||||
17 positions ·
$80,851,728 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 60,386 | $39,271,431 | 48.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 23,893 | $4,976,195 | 6.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 12,047 | $4,071,283 | 5.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 23,084 | $4,025,849 | 4.98% | |
| GE |
General Electric Co
Industrials
|
Added | 13,162 | $3,734,980 | 4.62% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 4,252 | $3,711,570 | 4.59% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 6,986 | $3,490,624 | 4.32% | |
| WWD |
Woodward, Inc.
Industrials
|
Reduced | 8,910 | $3,189,067 | 3.94% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,505 | $3,148,295 | 3.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,779 | $2,734,208 | 3.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,289 | $2,256,018 | 2.79% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Reduced | 109,848 | $2,073,930 | 2.57% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 22,476 | $1,616,698 | 2.00% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 4,150 | $956,409 | 1.18% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 810 | $938,757 | 1.16% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 5,200 | $402,844 | 0.50% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,746 | $253,570 | 0.31% |