13F Filings History of WHALEROCK POINT PARTNERS, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$525,708,996
Signature - Title
Tyson Reed - Partner
Location
West Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by WHALEROCK POINT PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WHALEROCK POINT PARTNERS, LLC reported 193 stock holdings with total value $525,708,996 as of Q4 2025. Top holdings included NVDA, AAPL, GOOGL, MSFT, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 193 $525,708,996 +$33,050,161 -$12,967,762 +$20,082,399 NVDA, AAPL, GOOGL, MSFT, AMZN 13F-HR 13 Feb 2026, 10:30
Q3 2025 185 $492,525,307 +$7,021,707 -$18,209,885 -$11,188,178 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 12 Nov 2025, 06:26
Q2 2025 188 $462,500,958 +$9,990,836 -$2,420,975 +$7,569,861 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 13 Aug 2025, 09:05
Q1 2025 183 $421,180,849 +$15,199,071 -$4,628,068 +$10,571,003 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 15 May 2025, 06:36
Q4 2024 186 $430,160,357 +$9,583,478 -$5,944,128 +$3,639,350 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 14 Feb 2025, 13:48
Q3 2024 186 $420,266,098 +$30,646,070 -$2,191,896 +$28,454,174 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 13 Nov 2024, 15:44
Q2 2024 162 $373,662,966 +$40,892,726 -$15,256,098 +$25,636,628 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 13 Aug 2024, 15:37
Q1 2024 175 $366,582,349 +$14,928,311 -$6,280,864 +$8,647,447 NVDA, AAPL, MSFT, GOOGL, V 13F-HR 15 May 2024, 10:19
Q4 2023 165 $322,794,879 +$12,180,831 -$7,891,116 +$4,289,715 AAPL, MSFT, NVDA, GOOGL, V Restatement 14 Feb 2024, 16:05
Q3 2023 157 $288,664,710 +$5,736,513 -$1,905,175 +$3,831,338 AAPL, MSFT, GOOGL, NVDA, V 13F-HR 13 Nov 2023, 18:08
Q2 2023 158 $294,763,224 +$7,429,650 -$2,043,824 +$5,385,826 AAPL, MSFT, NVDA, GOOGL, V 13F-HR 14 Aug 2023, 11:15
Q1 2023 149 $269,048,504 +$7,205,198 -$1,491,462 +$5,713,736 AAPL, MSFT, GOOGL, V, NVDA 13F-HR 10 May 2023, 11:13
Q4 2022 144 $246,010,696 +$5,980,749 -$4,955,953 +$1,024,796 AAPL, MSFT, GOOGL, V, PEP 13F-HR 13 Feb 2023, 21:21
Q3 2022 137 $227,586,000 +$17,335,351 -$1,553,125 +$15,782,226 AAPL, MSFT, GOOGL, V, PEP Restatement 16 Nov 2022, 13:29
Q2 2022 136 $236,571,000 +$10,160,793 -$4,206,338 +$5,954,455 AAPL, MSFT, GOOGL, V, PEP 13F-HR 12 Aug 2022, 13:06
Q1 2022 148 $282,269,643 +$6,853,032 -$2,077,925 +$4,775,107 AAPL, MSFT, GOOGL, V, AMZN 13F-HR 13 May 2022, 21:23
Q4 2021 153 $291,833,496 +$9,235,895 -$3,442,540 +$5,793,355 AAPL, MSFT, GOOGL, V, NVDA 13F-HR 15 Feb 2022, 07:31
Q3 2021 145 $258,114,000 +$14,929,248 -$12,542,136 +$2,387,112 AAPL, MSFT, GOOGL, V, AMZN 13F-HR 12 Nov 2021, 09:49
Q2 2021 149 $260,141,858 +$14,165,015 -$1,282,674 +$12,882,341 AAPL, MSFT, GOOGL, V, AMZN 13F-HR 10 Aug 2021, 09:44
Q1 2021 137 $227,384,722 +$10,080,785 -$3,480,005 +$6,600,780 AAPL, MSFT, V, GOOGL, AMZN 13F-HR 13 May 2021, 14:36
Q4 2020 132 $210,745,000 +$5,069,979 -$412,525 +$4,657,454 AAPL, MSFT, V, GOOGL, AMZN 13F-HR 12 Feb 2021, 16:24
Q3 2020 123 $1,496,208 $0 $0 $0 FHNPRA, CTSDF, T Rowe Price Capital Appreciat, TILT Holdings Inc, SNPW 13F-HR 13 Nov 2020, 15:37
Q2 2020 124 $169,506,000 +$15,531,158 -$10,554,317 +$4,976,841 AAPL, V, MSFT, PEP, GOOGL 13F-HR 11 Aug 2020, 11:52
Q1 2020 114 $139,777,000 +$7,675,685 -$23,538,272 -$15,862,587 AAPL, V, MSFT, JNJ, PEP 13F-HR 15 May 2020, 10:12
Q4 2019 148 $188,084,000 +$2,668,053 -$15,713,508 -$13,045,455 AAPL, V, PRIMECAP Odyssey Aggressive Gr, MSFT, JNJ 13F-HR 12 Feb 2020, 09:47
Q3 2019 145 $185,510,000 +$10,510,175 -$2,491,381 +$8,018,794 V, AAPL, PRIMECAP Odyssey Aggressive Gr, MCD, PEP 13F-HR 12 Nov 2019, 06:02
Q2 2019 145 $175,069,000 +$19,634,584 -$2,966,145 +$16,668,439 V, PRIMECAP Odyssey Aggressive Gr, AAPL, MCD, JNJ 13F-HR 09 Aug 2019, 10:40
Q1 2019 128 $152,922,000 +$33,529,631 -$510,341 +$33,019,290 V, AAPL, JNJ, MCD, PEP 13F-HR 13 May 2019, 12:17
Q4 2018 94 $107,476,000 +$2,305,255 -$15,441,565 -$13,136,310 V, AAPL, MCD, JNJ, PEP 13F-HR 04 Mar 2019, 12:12
Q3 2018 116 $137,778,000 +$4,799,920 -$2,455,376 +$2,344,544 AAPL, V, JNJ, MCD, PEP 13F-HR 04 Mar 2019, 12:09
Q2 2018 118 $125,200,000 +$1,006,727 -$194,065,838 -$193,059,111 AAPL, V, JNJ, MCD, PEP 13F-HR 04 Mar 2019, 12:07
Q1 2018 197 $312,133,000 +$11,496,809 -$9,955,445 +$1,541,364 BRKA, AAPL, V, JNJ, BRKL 13F-HR 05 Apr 2018, 11:01
Q4 2017 192 $315,860,000 +$23,255,468 -$8,076,451 +$15,179,017 BRKA, AAPL, V, JNJ, BRKL 13F-HR 16 Jan 2018, 14:22
Q3 2017 166 $283,259,000 +$9,858,644 -$12,542,783 -$2,684,139 BRKA, AAPL, V, JNJ, BRKL 13F-HR 31 Oct 2017, 16:27
Q2 2017 169 $272,424,000 +$12,822,443 -$11,834,374 +$988,069 BRKA, AAPL, JNJ, BRKL, V 13F-HR 08 Aug 2017, 16:45
Q1 2017 151 $267,825,000 +$14,543,545 -$8,413,196 +$6,130,349 BRKA, AAPL, BRKL, JNJ, HCHC 13F-HR 19 Apr 2017, 09:08
Q4 2016 139 $254,097,000 +$14,064,279 -$13,618,421 +$445,858 BRKA, AAPL, BRKL, HCHC, JNJ 13F-HR 01 Mar 2017, 09:36
Q3 2016 142 $238,347,000 +$8,344,417 -$8,505,521 -$161,104 BRKA, AAPL, JNJ, HCHC, XOM 13F-HR 18 Nov 2016, 13:15
Q1 2016 141 $231,805,000 +$10,358,586 -$12,466,557 -$2,107,971 BRKA, AAPL, JNJ, GILD, XOM 13F-HR 25 May 2016, 15:05
Q4 2015 141 $229,768,000 +$9,996,701 -$17,742,274 -$7,745,573 BRKA, AAPL, HCHC, JNJ, GILD 13F-HR 10 Feb 2016, 12:22
Q3 2015 151 $231,891,000 +$16,730,256 -$7,484,637 +$9,245,619 BRKA, AAPL, HCHC, GILD, XOM 13F-HR 09 Nov 2015, 15:34
Q2 2015 149 $241,953,000 +$9,619,405 -$5,917,794 +$3,701,611 BRKA, HCHC, AAPL, GILD, XOM 13F-HR 28 Jul 2015, 13:40
Q1 2015 149 $245,447,000 +$17,843,613 -$5,840,624 +$12,002,989 BRKA, HCHC, AAPL, XOM, JNJ 13F-HR 09 Jun 2015, 12:00
Q4 2014 143 $236,755,000 +$17,127,880 -$13,570,889 +$3,556,991 BRKA, HCHC, AAPL, XOM, JNJ 13F-HR 24 Feb 2015, 16:43
Q3 2014 150 $221,607,000 +$11,605,034 -$5,710,276 +$5,894,758 BRKA, XOM, AAPL, JNJ, GILD 13F-HR 14 Nov 2014, 17:33
Q2 2014 146 $210,472,000 +$18,151,802 -$3,742,805 +$14,408,997 BRKA, XOM, AAPL, JNJ, BRKL 13F-HR 26 Aug 2014, 11:59
Q1 2014 133 $196,272,000 +$10,893,313 -$10,134,826 +$758,487 BRKA, XOM, AAPL, BRKL, JNJ 13F-HR 29 May 2014, 13:57
Q4 2013 126 $191,278,000 $0 $0 $0 BRKA, XOM, ATX, BRKL, TGT 13F-HR 14 Feb 2014, 21:27