Whitford Management LLC

CIK

1957726

Location

NEW YORK, NY

Portfolio Value

Micro $15,774,557

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Unclassified	48.6%	$39,271,431	1
Technology	19.5%	$15,774,557	7
Industrials	15.5%	$12,530,783	5
Consumer Cyclical	8.7%	$7,050,125	2
Financial Services	4.3%	$3,490,624	1
Communication Services	3.4%	$2,734,208	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
HWM	Howmet Aerospace Inc.	4,150	$956,409
INTC	Intel Corp	5,746	$253,570
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	15,729	$9,662,481
ORCL	Oracle Corp	3,247	$632,872
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $15,774,557 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,047	+5,553	$4,071,283	+106.3%	25.81%
NVDA	Nvidia Corp Technology	Reduced	23,084	-16,582	$4,025,849	−45.6%	25.52%
MSFT	Microsoft Corp Technology	Reduced	8,505	-5,394	$3,148,295	−53.2%	19.96%
AVGO	Broadcom Inc. Technology	Added	7,289	+2,724	$2,256,018	+42.8%	14.30%
UBER	Uber Technologies, Inc Technology	Reduced	22,476	-25,460	$1,616,698	−58.7%	10.25%
CRWV	CoreWeave, Inc. Technology	Added	5,200	+1,320	$402,844	+45.0%	2.55%
INTC	Intel Corp Technology	NEW	5,746	NEW	$253,570	NEW	1.61%