Whitford Management LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 77.6%; sector active share 45.9% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.8% | $65,879,275 |
| Technology | 16.8% | $18,807,431 |
| Industrials | 8.4% | $9,361,452 |
| Consumer Cyclical | 6.9% | $7,708,514 |
| Communication Services | 5.8% | $6,531,854 |
| Financial Services | 3.3% | $3,730,276 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | +28,292 | 138,140 | $2,399,491 | |
| NVDA | Nvidia Corp | +2,636 | 25,720 | $5,146,314 | |
| AVGO | Broadcom Inc. | +2,366 | 9,655 | $3,647,176 | |
| GOOG | Alphabet Inc. | +2,334 | 6,283 | $2,219,972 | |
| META | Meta Platforms, Inc. | +1,437 | 6,195 | $3,489,581 | |
| CRWV | CoreWeave, Inc. | +1,247 | 6,447 | $641,734 | |
| UBER | Uber Technologies, Inc | +900 | 23,376 | $1,686,812 | |
| SOXX | iShares Semiconductor ETF | +512 | 4,157 | $2,663,639 | |
| EWY | iShares Trust | +341 | 8,947 | $1,806,399 | |
| MA | Mastercard Inc | +277 | 7,263 | $3,730,276 | |
| HWM | Howmet Aerospace Inc. | +135 | 4,285 | $1,152,065 | |
| SPY | Spdr S&P 500 ETF Trust | +80 | 60,466 | $45,154,194 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GE | General Electric Co | −7,267 | 5,895 | $2,203,138 | |
| WWD | Woodward, Inc. | −6,279 | 2,631 | $1,119,332 | |
| MSFT | Microsoft Corp | −2,232 | 6,273 | $2,339,954 | |
| GEV | GE Vernova Inc. | −2,046 | 2,206 | $2,591,741 | |
| AMZN | Amazon Com Inc | −1,618 | 22,275 | $5,309,023 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −854 | 11,193 | $5,345,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 60,466 | $45,154,194 | 40.31% | |
| SRLN |
State Street(R) Blackstone Senior Loan ETF
|
NEW | 212,000 | $8,541,480 | 7.63% | |
| VOO |
VANGUARD 500 INDEX FUND
|
NEW | 11,231 | $7,713,563 | 6.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 11,193 | $5,345,441 | 4.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,275 | $5,309,023 | 4.74% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 25,720 | $5,146,314 | 4.59% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 7,263 | $3,730,276 | 3.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 9,655 | $3,647,176 | 3.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,195 | $3,489,581 | 3.12% | |
| SOXX |
iShares Semiconductor ETF
|
Added | 4,157 | $2,663,639 | 2.38% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,206 | $2,591,741 | 2.31% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Added | 138,140 | $2,399,491 | 2.14% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,273 | $2,339,954 | 2.09% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
NEW | 8,484 | $2,295,176 | 2.05% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 6,283 | $2,219,972 | 1.98% | |
| GE |
General Electric Co
Industrials
|
Reduced | 5,895 | $2,203,138 | 1.97% | |
| EWY |
iShares Trust
|
Added | 8,947 | $1,806,399 | 1.61% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 23,376 | $1,686,812 | 1.51% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 4,285 | $1,152,065 | 1.03% | |
| WWD |
Woodward, Inc.
Industrials
|
Reduced | 2,631 | $1,119,332 | 1.00% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
NEW | 1,791 | $822,301 | 0.73% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 6,447 | $641,734 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.