Thomas Anderman
Whitford Management Llc
Assets Managed
$97.886M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-0.59%(2Q avg: -0.84%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Whitford Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.
Assets under management
The assets under management (AUM) of Whitford Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.886M in assets, with a quarterly growth rate of -0.59% and a 2-quarter average growth rate of -0.84%. The portfolio is managed by Thomas Anderman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 40.12% | $39.272M 60,386 shares@ $650.35 avg price | Increased 53.04% |
SHYG Ishares 0-5 Yr Hy Corp Bond
| 8.74% | $8.547M 202,000 shares@ $42.31 avg price | |
RSP Invesco S&p 500 Equal Weight
| 5.2% | $5.089M 26,517 shares@ $191.93 avg price | New Position |
AMZN Amazon.com Inc
| 5.09% | $4.976M 23,893 shares@ $208.28 avg price | Decreased -24.27% |
TSM Taiwan Semiconductor-sp Adr
| 4.16% | $4.071M 12,047 shares@ $337.96 avg price | Increased 85.51% |
NVDA Nvidia Corp
| 4.12% | $4.026M 23,084 shares@ $174.4 avg price | Decreased -41.8% |
GE General Electric
| 3.82% | $3.735M 13,162 shares@ $283.78 avg price | Increased 23.56% |
GEV Ge Vernova Inc
| 3.8% | $3.712M 4,252 shares@ $872.9 avg price | Decreased -12.67% |
MA Mastercard Inc - A
| 3.57% | $3.491M 6,986 shares@ $499.68 avg price | Decreased -16.03% |
WWD Woodward Inc
| 3.26% | $3.189M 8,910 shares@ $357.91 avg price | Decreased -29.17% |
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