Whalerock Point Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Whalerock Point Partners, LLC reported 172 stock positions worth $405.9 million. Its top holding was Nvidia (NVDA) at 9.9% of the portfolio, followed by Apple (AAPL, 8.4%) and Microsoft (MSFT, 5.9%). Compared with Q2 2024, it opened 13 new positions, sold out of 3, added to 53 and reduced 19. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Bank of America (BAC, shares −0%).

Most Recent 13F
Q2 2026
Location
West Palm Beach, FL
CIK
0001389709
Portfolio Value
$405.9M (Q3 2024)
SEC Filing
0001140361-24-046418 ↗ filed Nov 13, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $354.1M Q1 2024 Q2 2024: $373.7M Q2 2024 Q3 2024: $405.9M $405.9M Q3 2024 Q4 2024: $417.2M Q4 2024 Q1 2025: $408.2M Q1 2025 Q2 2025: $449.8M Q2 2025 Q3 2025: $492.5M Q3 2025 Q4 2025: $508.0M Q4 2025 Q1 2026: $498.8M Q1 2026 Q2 2026: $567.4M Q2 2026

Holdings 172 stocks · $405.9M
NVDA Nvidia Corp. 9.93% 331,895 $40.3M Add +2.3%
AAPL Apple Inc. 8.39% 146,135 $34.0M Add +4.1%
MSFT Microsoft Corp. 5.88% 55,416 $23.8M Add +5.6%
GOOGL Alphabet Inc. Class A 4.67% 114,249 $18.9M Add +2.6%
V Visa Inc. Class A 3.48% 51,313 $14.1M Add +5.2%
AMZN Amazon.com Inc. 3.28% 71,528 $13.3M Add +9.4%
COST Costco Wholesale Corp. 2.72% 12,473 $11.1M Add +3.2%
JPM JPMorgan Chase & Co. 2.60% 50,089 $10.6M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 2.39% 21,099 $9.7M Add +0.4%
PEP Pepsico Inc. 2.02% 48,184 $8.2M Add +2.4%
TMO Thermo Fisher Scientific Inc. 2.01% 13,189 $8.2M Add +0.8%
META Meta Platforms Inc. Class A 1.91% 13,545 $7.8M Add +6.3%
UNH Unitedhealth Group Inc. 1.87% 13,014 $7.6M Add +4.6%
IVV iShares Core S&P 500 ETF 1.86% 13,061 $7.5M Add +3.7%
MA Mastercard Inc. Class A 1.76% 14,493 $7.2M Add +10.2%
HD Home Depot Inc. 1.60% 16,075 $6.5M Add +2.9%
XOM Exxon Mobil Corp. 1.47% 51,017 $6.0M Add +2.6%
MCD McDonald's Corp. 1.39% 18,532 $5.6M Add +4.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.36% 139,205 $5.5M Reduce -0.3%
UNP Union Pacific Corp. 1.33% 21,934 $5.4M Reduce -0.1%
JNJ Johnson & Johnson 1.31% 32,780 $5.3M Reduce -0.6%
LMT Lockheed Martin Corp. 1.24% 8,585 $5.0M Add +1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.18% 40,678 $4.8M Add +0.4%
CRM Salesforce Inc. 1.12% 16,637 $4.6M Add +2.4%
RTX RTX Corp. 1.11% 37,289 $4.5M Add +0.5%
VOO Vanguard S&P 500 ETF 1.10% 8,445 $4.5M No change
PANW Palo Alto Networks Inc. 1.04% 12,379 $4.2M Add +3.5%
CAT Caterpillar Inc. 1.04% 10,792 $4.2M Add +0.5%
TGT Target Corp. 0.92% 24,085 $3.8M No change
ADP Automatic Data Processing 0.85% 12,453 $3.4M No change
CVX Chevron Corp. 0.83% 22,911 $3.4M Add +1.7%
MDY State Street SPDR S&P Midcap 0.79% 5,645 $3.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.78% 33,109 $3.2M Add +0.3%
PG The Procter & Gamble Co. 0.78% 18,294 $3.2M Add +1.5%
GOOG Alphabet Inc. Class C 0.75% 18,187 $3.0M Add +11.8%
AEP American Electric Power 0.68% 26,856 $2.8M No change
NEE Nextera Energy Inc. 0.66% 31,729 $2.7M Add +3.8%
WMT Walmart Inc. 0.59% 29,613 $2.4M No change
LLY Eli Lilly & Co. 0.58% 2,678 $2.4M Add +47.3%
DE Deere & Co. 0.58% 5,668 $2.4M No change
ABBV Abbvie Inc. 0.56% 11,464 $2.3M Add +1.8%
MRK Merck & Co. Inc. 0.51% 18,235 $2.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 3,524 $2.0M Add +0.1%
VZ Verizon Communications Inc. 0.47% 42,582 $1.9M Reduce -2.5%
PRU Prudential Financial Inc. 0.45% 14,992 $1.8M Add +2.0%
FTEC Fidelity MSCI Info Tech Indx 0.44% 10,209 $1.8M Reduce -6.7%
DHR Danaher Corp. 0.42% 6,175 $1.7M Add +20.1%
DGRO iShares Core Dividend Growth 0.39% 25,195 $1.6M Add +0.3%
XLK SS Technology Select Sector 0.39% 6,950 $1.6M No change
HON Honeywell International Inc. 0.37% 7,217 $1.5M Reduce -1.9%
CMCSA Comcast Corp. Class A 0.36% 34,826 $1.5M Reduce -3.0%
TXN Texas Instruments Inc. 0.36% 7,032 $1.5M No change
CSCO Cisco Systems Inc. 0.35% 26,454 $1.4M Reduce -7.0%
SPSM SS SPDR P S&P 600 Small Cap 0.34% 30,488 $1.4M No change
ORLY O'reilly Automotive Inc. 0.33% 1,150 $1.3M Add +17.2%
PM Philip Morris International 0.33% 10,866 $1.3M No change
PFE Pfizer Inc. 0.30% 41,676 $1.2M Reduce -0.1%
DUK Duke Energy Corp. 0.29% 10,127 $1.2M Reduce -0.5%
AVGO Broadcom Inc. 0.27% 6,300 $1.1M Add +59.1%
PNW Pinnacle West Capital 0.25% 11,326 $1.0M No change
MPC Marathon Petroleum Corp. 0.24% 6,063 $988K No change
NVR NVR Inc. 0.24% 100 $981K No change
VTI VG Morningstar TS MKT ETF-US 0.23% 3,368 $954K No change
EXR Extra Space Storage Inc. 0.23% 5,244 $945K Reduce -29.1%
XLV SS Health Care Select Sector 0.23% 5,933 $914K No change
ANET Arista Networks Inc. 0.22% 2,374 $911K Add +6.6%
INTU Intuit Inc. 0.22% 1,442 $895K Add +22.6%
IWM iShares Russell 2000 ETF 0.22% 4,047 $894K Add +5.5%
TREX Trex Company Inc. 0.22% 13,175 $877K Add +8.2%
EEM iShares MSCI Emerging Market 0.21% 18,986 $871K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.21% 8,691 $866K Reduce -8.4%
ABT Abbott Laboratories 0.21% 7,588 $865K No change
TSM Taiwan Semiconductor-SP ADR 0.21% 4,833 $839K Reduce -4.0%
QQQ Invesco QQQ Trust Series 1 0.20% 1,701 $830K No change
EBC Eastern Bankshares Inc. 0.20% 50,344 $825K No change
EFA iShares MSCI Eafe ETF 0.20% 9,750 $815K No change
ADBE Adobe Inc. 0.20% 1,533 $794K No change
XLC SS Comm Select Sector SPDR 0.19% 8,707 $787K No change
LOW Lowe's Cos Inc. 0.18% 2,680 $726K No change
BA The Boeing Co. 0.17% 4,583 $697K No change
BRK.A Berkshire Hathaway Inc. Class A 0.17% 1 $691K No change
PPG PPG Industries Inc. 0.17% 5,201 $689K No change
IUSG iShares Core S&P U.S. Growth 0.17% 5,184 $684K No change
AMGN Amgen Inc. 0.16% 2,047 $660K No change
GS Goldman Sachs Group Inc. 0.16% 1,330 $658K Add +5.1%
KO The Coca-Cola Co. 0.15% 8,666 $623K No change
CTSDF Converge Technology Solution 0.14% 169,400 $579K No change
NKE Nike Inc. Class B 0.14% 6,398 $566K No change
FHLC Fidelity MSCI Health Care 0.13% 7,358 $536K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.13% 4,158 $533K Reduce -7.6%
ORCL Oracle Corp. 0.13% 3,087 $526K Add +0.7%
BX Blackstone Inc. 0.13% 3,428 $525K No change
IJR iShares Core S&P Small-Cap E 0.13% 4,450 $520K Add +0.0%
GE General Electric filed as GE AEROSPACE 0.13% 2,754 $519K Add +6.2%
LEN.B Lennar Corp. Class B 0.12% 2,900 $502K No change
AMT American Tower Corp. 0.12% 2,130 $495K No change
TSLA Tesla Inc. 0.12% 1,873 $490K Add +22.7%
XLY SS Consumer Disc Select Sect 0.12% 2,444 $490K No change
AMAT Applied Materials Inc. 0.12% 2,375 $480K Reduce -30.7%
BDX Becton Dickinson and Co. 0.12% 1,957 $472K No change
EPD Enterprise Products Partners 0.12% 16,148 $470K Add +6.6%
ETN Eaton Corp. PLC 0.11% 1,407 $466K No change
PSX Phillips 66 0.11% 3,490 $459K No change
TRV The Travelers Cos Inc. 0.11% 1,952 $457K No change
ELV Elevance Health Inc. 0.11% 877 $456K No change
SCZ iShares MSCI Eafe Small-Cap 0.11% 6,700 $454K No change
YUM Yum! Brands Inc. 0.11% 3,194 $446K No change
PYPL PayPal Holdings Inc. 0.11% 5,586 $436K Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,966 $435K No change
MAR Marriott International Class A 0.11% 1,720 $428K No change
CMI Cummins Inc. 0.10% 1,316 $426K No change
FIDU Fidelity MSCI Indust Indx 0.10% 5,890 $425K No change
IJH iShares Core S&P Midcap ETF 0.10% 6,820 $425K No change
PSA Public Storage 0.10% 1,105 $402K No change
VEU Vanguard Ftse All-World Ex-U 0.10% 6,285 $396K No change
PNC PNC Financial Services Group 0.10% 2,129 $394K No change
MO Altria Group Inc. 0.10% 7,702 $393K No change
ROST Ross Stores Inc. 0.09% 2,357 $355K New
QUAL iShares MSCI USA Quality Fac 0.09% 1,975 $354K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 2,097 $352K No change
SBUX Starbucks Corp. 0.09% 3,597 $351K No change
AMD Advanced Micro Devices 0.09% 2,111 $346K No change
XLP SS Consumer Staples Sel Sect 0.08% 4,132 $343K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 1,255 $331K No change
BMY Bristol-Myers Squibb Co. 0.08% 6,382 $330K Reduce -2.3%
XBI SS SPDR S&P Biotech ETF 0.08% 3,295 $326K No change
FDIS Fidelity MSCI Cons Discr Ind 0.08% 3,675 $325K No change
AMP Ameriprise Financial Inc. 0.08% 687 $323K No change
SOXX iShares Semiconductor ETF 0.08% 1,395 $322K No change
CVS CVS Health Corp. 0.08% 5,048 $317K Reduce -2.7%
RSG Republic Services Inc. 0.08% 1,571 $316K No change
ARES Ares Management Corp. Class A 0.08% 2,000 $312K No change
QCOM Qualcomm Inc. 0.08% 1,824 $310K Add +70.8%
AFL Aflac Inc. 0.08% 2,756 $308K No change
WELL Welltower Inc. 0.08% 2,389 $306K No change
CL Colgate-Palmolive Co. 0.07% 2,927 $304K No change
SPG Simon Property Group Inc. 0.07% 1,776 $300K No change
BN Brookfield Corp. 0.07% 5,619 $299K New
CLX Clorox Company 0.07% 1,811 $295K No change
COP Conocophillips 0.07% 2,783 $293K Add +21.9%
ESGU iShares ESG Aware MSCI USA 0.07% 2,306 $291K No change
LIN Linde PLC 0.07% 607 $289K No change
WFC Wells Fargo & Co. 0.07% 5,108 $289K No change
XLRE SS Real Estate Select Sector 0.07% 6,400 $286K No change
AER Aercap Holdings NV 0.07% 3,000 $284K No change
AZO AutoZone Inc. 0.07% 89 $280K No change
NFLX Netflix Inc. 0.07% 388 $275K New
NVS Novartis AG-Sponsored ADR 0.07% 2,361 $272K No change
MRSH Marsh & McLennan Cos 0.07% 1,206 $269K Add +13.4%
SYK Stryker Corp. 0.07% 743 $268K New
BLK BlackRock Inc. 0.07% 279 $265K No change
CARR Carrier Global Corp. 0.06% 3,214 $259K No change
IVW iShares S&P 500 Growth ETF 0.06% 2,646 $253K No change
ET Energy Transfer LP 0.06% 15,600 $250K Add +6.8%
ECL Ecolab Inc. 0.06% 944 $241K New
MMM 3M Co. 0.06% 1,752 $239K New
ABNB Airbnb Inc. Class A 0.06% 1,781 $226K Add +1.9%
FNCL Fidelity MSCI Financial Indx 0.05% 3,479 $222K No change
FAST Fastenal Co. 0.05% 3,095 $221K New
DOW Dow Inc. 0.05% 4,020 $220K No change
WM Waste Management Inc. 0.05% 1,048 $218K No change
MDLZ Mondelez International Inc. Class A 0.05% 2,951 $217K Reduce -3.6%
CME Cme Group Inc. 0.05% 972 $214K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.05% 2,650 $214K New
MTD Mettler-Toledo International 0.05% 142 $213K New
APH Amphenol Corp. Class A 0.05% 3,228 $210K No change
NOW ServiceNow Inc. 0.05% 235 $210K New
VWO Vanguard Ftse Emerging Marke 0.05% 4,327 $207K New
SCHW Schwab (charles) Corp. 0.05% 3,166 $205K No change
CI The Cigna Group 0.05% 590 $204K New
MMTIF Micromem Technologies Inc. 0.00% 50,000 $4K No change
VCTX Vectrix Corp. 0.00% 29,500 $295 No change
Other holdings (14): bonds, preferreds, convertibles and warrants · $14.4M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 3,140$4.0MNew
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,850$3.7MNew
JPMORGAN CHASE & CO (JPM 6 PERP EE) Common Stock 46,000$1.2MNew
METLIFE INC (MET 5.625 PERP E) Common Stock 40,000$990KNew
CITIGROUP CAPITAL XIII (C V0 10/30/40) C.PRN 24,000$717KNew
BANK OF AMERICA CORP (BAC 6 PERP GG) PFD 28,000$705KNew
TRUIST FINANCIAL CORP (TFC 5.25 PERP O) PFD 24,000$572KNew
NEXTERA ENERGY CAPITAL (NEE 5.65 03/01/79 N) PFD 22,000$546KNew
MORGAN STANLEY (MS 5.85 PERP K) Bond 20,350$507KNew
MORGAN STANLEY (MS 4.875 PERP L) PFD 16,000$382KNew
MORGAN STANLEY (MS 6.625 PERP Q) Common Stock 14,000$376KNew
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD 14,000$343KNew
JPMORGAN CHASE & CO (JPM 4.625 PERP LL) Common Stock 10,000$229KNew
DUKE ENERGY CORP (DUK 5.75 PERP A) Common Stock 8,000$200KNew

Total filed on the 13F, all lines: $420.3M.

Portfolio Sells Q2 2024 → Q3 2024
BAC Bank of America Corp. Reduce -0.3% 1.36% −0.12
AMAT Applied Materials Inc. Reduce -30.7% 0.12% −0.10
INTC Intel Corp. Sold out 0.00% −0.09
EXR Extra Space Storage Inc. Reduce -29.1% 0.23% −0.07
FTEC Fidelity MSCI Info Tech Indx Reduce -6.7% 0.44% −0.06
SLB SLB Ltd. Sold out 0.00% −0.06
EL Estee Lauder Companies Class A Reduce -8.4% 0.21% −0.06
NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.05
HON Honeywell International Inc. Reduce -1.9% 0.37% −0.05
TSM Taiwan Semiconductor-SP ADR Reduce -4.0% 0.21% −0.03
CMCSA Comcast Corp. Class A Reduce -3.0% 0.36% −0.02
PFE Pfizer Inc. Reduce -0.1% 0.30% −0.02
CSCO Cisco Systems Inc. Reduce -7.0% 0.35% −0.01
VYM Vanguard High DVD Yield ETF Reduce -7.6% 0.13% −0.01
VZ Verizon Communications Inc. Reduce -2.5% 0.47% −0.01
CVS CVS Health Corp. Reduce -2.7% 0.08% −0.00
MDLZ Mondelez International Inc. Class A Reduce -3.6% 0.05% 0.00
UNP Union Pacific Corp. Reduce -0.1% 1.33% +0.00
BMY Bristol-Myers Squibb Co. Reduce -2.3% 0.08% +0.01
DUK Duke Energy Corp. Reduce -0.5% 0.29% +0.01
JNJ Johnson & Johnson Reduce -0.6% 1.31% +0.02
PYPL PayPal Holdings Inc. Reduce -0.5% 0.11% +0.02

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. Add +4.1% 8.39% +0.47
MA Mastercard Inc. Class A Add +10.2% 1.76% +0.21
META Meta Platforms Inc. Class A Add +6.3% 1.91% +0.19
MCD McDonald's Corp. Add +4.9% 1.39% +0.19
UNH Unitedhealth Group Inc. Add +4.6% 1.87% +0.18
LMT Lockheed Martin Corp. Add +1.1% 1.24% +0.17
HD Home Depot Inc. Add +2.9% 1.60% +0.17
LLY Eli Lilly & Co. Add +47.3% 0.58% +0.14
RTX RTX Corp. Add +0.5% 1.11% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 2.39% +0.11
AVGO Broadcom Inc. Add +59.1% 0.27% +0.10
ROST Ross Stores Inc. New 0.09% +0.09
CAT Caterpillar Inc. Add +0.5% 1.04% +0.08
NEE Nextera Energy Inc. Add +3.8% 0.66% +0.08
DHR Danaher Corp. Add +20.1% 0.42% +0.08
BN Brookfield Corp. New 0.07% +0.07
TMO Thermo Fisher Scientific Inc. Add +0.8% 2.01% +0.07
NFLX Netflix Inc. New 0.07% +0.07
SYK Stryker Corp. New 0.07% +0.07
ECL Ecolab Inc. New 0.06% +0.06
MMM 3M Co. New 0.06% +0.06
FAST Fastenal Co. New 0.05% +0.05
CME Cme Group Inc. New 0.05% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.05% +0.05
MTD Mettler-Toledo International New 0.05% +0.05
NOW ServiceNow Inc. New 0.05% +0.05
VWO Vanguard Ftse Emerging Marke New 0.05% +0.05
CI The Cigna Group New 0.05% +0.05
V Visa Inc. Class A Add +5.2% 3.48% +0.05
ORLY O'reilly Automotive Inc. Add +17.2% 0.33% +0.05
ABBV Abbvie Inc. Add +1.8% 0.56% +0.04
TSLA Tesla Inc. Add +22.7% 0.12% +0.04
QCOM Qualcomm Inc. Add +70.8% 0.08% +0.02
GE General Electric Add +6.2% 0.13% +0.02
ANET Arista Networks Inc. Add +6.6% 0.22% +0.02
INTU Intuit Inc. Add +22.6% 0.22% +0.01
ORCL Oracle Corp. Add +0.7% 0.13% +0.01
IWM iShares Russell 2000 ETF Add +5.5% 0.22% +0.01
IVV iShares Core S&P 500 ETF Add +3.7% 1.86% +0.01
GS Goldman Sachs Group Inc. Add +5.1% 0.16% +0.01
MRSH Marsh & McLennan Cos Add +13.4% 0.07% +0.01
CRM Salesforce Inc. Add +2.4% 1.12% +0.00
COP Conocophillips Add +21.9% 0.07% +0.00
DGRO iShares Core Dividend Growth Add +0.3% 0.39% +0.00
IJR iShares Core S&P Small-Cap E Add +0.0% 0.13% +0.00
ET Energy Transfer LP Add +6.8% 0.06% −0.00
EPD Enterprise Products Partners Add +6.6% 0.12% −0.00
FHLC Fidelity MSCI Health Care Add +0.0% 0.13% −0.00
PRU Prudential Financial Inc. Add +2.0% 0.45% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.50% −0.01

Notes & Other Activity Q2 2024 → Q3 2024
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L New 3,140 $4.0M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A New 2,850 $3.7M
JPMORGAN CHASE & CO (JPM 6 PERP EE) Common Stock New 46,000 $1.2M
METLIFE INC (MET 5.625 PERP E) Common Stock New 40,000 $990K
CITIGROUP CAPITAL XIII (C V0 10/30/40) C.PRN New 24,000 $717K
BANK OF AMERICA CORP (BAC 6 PERP GG) PFD New 28,000 $705K
TRUIST FINANCIAL CORP (TFC 5.25 PERP O) PFD New 24,000 $572K
NEXTERA ENERGY CAPITAL (NEE 5.65 03/01/79 N) PFD New 22,000 $546K
MORGAN STANLEY (MS 5.85 PERP K) Bond New 20,350 $507K
MORGAN STANLEY (MS 4.875 PERP L) PFD New 16,000 $382K
MORGAN STANLEY (MS 6.625 PERP Q) Common Stock New 14,000 $376K
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD New 14,000 $343K
JPMORGAN CHASE & CO (JPM 4.625 PERP LL) Common Stock New 10,000 $229K
DUKE ENERGY CORP (DUK 5.75 PERP A) Common Stock New 8,000 $200K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$567.4MNVDA, GOOGL, AAPL, MSFT, AMZN
Q1 2026 185$498.8MNVDA, AAPL, GOOGL, MSFT, AMZN
Q4 2025 181$508.0MNVDA, AAPL, GOOGL, MSFT, AMZN
Q3 2025 185$492.5MNVDA, AAPL, MSFT, GOOGL, V
Q2 2025 176$449.8MNVDA, AAPL, MSFT, GOOGL, V
Q1 2025 171$408.2MNVDA, AAPL, MSFT, GOOGL, V
Q4 2024 173$417.2MNVDA, AAPL, MSFT, GOOGL, V
Q3 2024 172$405.9MNVDA, AAPL, MSFT, GOOGL, V
Q2 2024 162$373.7MNVDA, AAPL, MSFT, GOOGL, V
Q1 2024 164$354.1MNVDA, AAPL, MSFT, GOOGL, V