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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

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 53.04%
40.12%
$39.272M
60,386 shares@ $650.35 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
8.74%
$8.547M
202,000 shares@ $42.31 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
5.2%
$5.089M
26,517 shares@ $191.93 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -24.27%
5.09%
$4.976M
23,893 shares@ $208.28 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 85.51%
4.16%
$4.071M
12,047 shares@ $337.96 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -41.8%
4.12%
$4.026M
23,084 shares@ $174.4 avg price
GE
General Electric
Recent Activity
Increased 23.56%
3.82%
$3.735M
13,162 shares@ $283.78 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -12.67%
3.8%
$3.712M
4,252 shares@ $872.9 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -16.03%
3.57%
$3.491M
6,986 shares@ $499.68 avg price
WWD
Woodward Inc
Recent Activity
Decreased -29.17%
3.26%
$3.189M
8,910 shares@ $357.91 avg price

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