13F Insight
DOSSIER · 13F-HR · Q2 2026

WHALEROCK POINT PARTNERS, LLC

$587M in tracked AUM across 207 positions as of Q2 2026.

WP
CIK 0001389709 · last filed Jun 30, 2026
Total AUM
$587M
as of Q2 2026
Holdings
207
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WHALEROCK POINT PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corp
$63M313K10.7%02
GOOGL
Alphabet Inc class A
$43M119K7.3%03
AAPL
Apple Inc
$39M136K6.7%04
MSFT
Microsoft Corp
$27M71K4.5%05
AMZN
Amazon.com Inc
$19M80K3.3%06
JPM
JPMorgan Chase & Co
$19M57K3.2%07
V
Visa Inc
$18M54K3.1%08
PANW
Palo Alto Networks Inc
$14M42K2.5%09
IVV
iShares Core S&P 500 ETF
$12M17K2.1%10
META
Meta Platforms Inc. Class A
$12M22K2.1%

Filing history

2026Q2Jun 30
$587M▲ 13.3%
207 positionsView →2026Q1Mar 31
$518M▼ 1.4%
197 positionsView →2025Q4Dec 31
$526M▲ 6.7%
193 positionsView →2025Q3Sep 30
$493M▲ 6.5%
185 positionsView →2025Q2Jun 30
$463M▲ 9.8%
188 positionsLocked2025Q1Mar 31
$421M▼ 2.1%
183 positionsLocked2024Q4Dec 31
$430M▲ 2.4%
186 positionsLocked2024Q3Sep 30
$420M▲ 12.5%
186 positionsLocked2024Q2Jun 30
$374M▲ 1.9%
162 positionsLocked2024Q1Mar 31
$367M▲ 13.3%
175 positionsLocked2023Q4Dec 31
$323M▲ 12.1%
167 positionsLocked2023Q3Sep 30
$289M▼ 2.1%
157 positionsLocked
Showing 12 of 46