In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Whitford Management LLC reported 21 stock positions worth $338.4 million . Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 35.2% of the portfolio, followed by Amazon.com (AMZN, 11.1% ) and Microsoft (MSFT, 9.4% ). Compared with Q3 2024, it opened 8 new positions, sold out of 3, added to 8 and reduced 2. The biggest buy was Amazon.com (AMZN, shares +515% ) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −11% ).
Location NEW YORK, NY
CIK 0001957726
Portfolio Value $338.4M (Q4 2024) Holdings 21 stocks · $338.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 SPY SS SPDR S&P 500 ETF Trust-US 203,316 $119.2M Reduce -11.3% AMZN Amazon.com Inc. 171,251 $37.6M Add +514.5% MSFT Microsoft Corp. 75,615 $31.9M Add +589.4% GOOG Alphabet Inc. Class C 118,308 $22.5M Add +455.8% MA Mastercard Inc. Class A 37,975 $20.0M Add +306.6% TDG Transdigm Group Inc. 14,331 $18.2M Add +502.4% SRLN SS Blackstone Sr Loan ETF 406,971 $17.0M Add +463.8% INTU Intuit Inc. 21,124 $13.3M Add +302.1% SPGI S&P Global Inc. 23,804 $11.9M New UNH Unitedhealth Group Inc. 18,675 $9.4M Add +141.8% AVGO Broadcom Inc. 39,270 $9.1M New NVDA Nvidia Corp. 60,329 $8.1M New MSCI MSCI Inc. 11,283 $6.8M New BRK.A Berkshire Hathaway Inc. Class A 5 $3.4M No change SHYG iShares 0-5 YR HY Corp. Bond 74,956 $3.2M New JAAA Janus Henderson Aaa Clo ETF 62,878 $3.2M New SOXX iShares Semiconductor ETF 11,830 $2.5M New VGT Vanguard Info Tech ETF 900 $560K No change BRK.B Berkshire Hathaway Inc. Class B 578 $262K Reduce -28.3% QQQ Invesco QQQ Trust Series 1 469 $240K No change NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 13,680 $142K New
Options reported separately and not counted above: AMZN puts ($14.0M), GOOG puts ($8.6M), INTU calls ($5.3M), INTU puts ($5.3M), NVDA calls ($1.6M).
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ SPY SS SPDR S&P 500 ETF Trust-US Reduce -11.3% 35.22% −39.52 AMAT Applied Materials Inc. Sold out 0.00% −1.83 ADI Analog Devices Inc. Sold out 0.00% −1.27 AJG Arthur J Gallagher & Co. Sold out 0.00% −1.23 BRK.B Berkshire Hathaway Inc. Class B Reduce -28.3% 0.08% −0.13
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. Add +514.5% 11.10% +8.15 MSFT Microsoft Corp. Add +589.4% 9.42% +6.74 GOOG Alphabet Inc. Class C Add +455.8% 6.66% +4.64 SPGI S&P Global Inc. New 3.50% +3.50 TDG Transdigm Group Inc. Add +502.4% 5.37% +3.44 SRLN SS Blackstone Sr Loan ETF Add +463.8% 5.02% +3.31 MA Mastercard Inc. Class A Add +306.6% 5.91% +3.29 AVGO Broadcom Inc. New 2.69% +2.69 NVDA Nvidia Corp. New 2.39% +2.39 INTU Intuit Inc. Add +302.1% 3.92% +2.07 MSCI MSCI Inc. New 2.00% +2.00 SHYG iShares 0-5 YR HY Corp. Bond New 0.94% +0.94 JAAA Janus Henderson Aaa Clo ETF New 0.94% +0.94 SOXX iShares Semiconductor ETF New 0.75% +0.75 UNH Unitedhealth Group Inc. Add +141.8% 2.79% +0.23 NU Nu Holdings Ltd./Cayman Isl-A New 0.04% +0.04
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ AMZN Amazon.com Inc. put New 63,728 $14.0M GOOG Alphabet Inc. Class C put New 45,034 $8.6M INTU Intuit Inc. call New 8,497 $5.3M INTU Intuit Inc. put New 8,497 $5.3M NVDA Nvidia Corp. call New 11,896 $1.6M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 22 $112.0M SPY, SRLN, VOO, TSM, AMZN Q1 2026 22 $97.9M SPY, SHYG, RSP, AMZN, TSM Q4 2025 20 $98.3M SPY, QQQ, SHYG, NVDA, AMZN Q3 2025 16 $99.4M SPY, NVDA, MSFT, SHYG, AMZN Q2 2025 14 $94.2M SPY, MSFT, AMZN, SHYG, MA Q1 2025 14 $78.1M SPY, AMZN, MSFT, MA, TDG Q4 2024 21 $338.4M SPY, AMZN, MSFT, GOOG, MA Q3 2024 16 $176.0M SPY, AMZN, MSFT, MA, UNH Q2 2024 16 $171.9M SPY, UNH, SRLN, AMZN, MSFT Q1 2024 21 $177.6M SPY, BRK.A, SRLN, UNH, AMZN