Whalerock Point Partners, LLC Purchases in Q3 2025

Whalerock Point Partners, LLC

  • $489 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 0.1%
$282.78 - $316.06 $14.4K - $16.1K
51.8K $16.3M
TJX
Tjx Companies Inc

Consumer Cyclical
600
+ 1.24%
$121.35 - $144.54 $72.8K - $86.7K
48.8K $7.05M
IVV
Ishares Core S&P 500 ETF

ETFs
466
+ 3.04%
$620.67 - $670.08 $289K - $312K
15.8K $10.6M
HD
Home Depot, Inc.

Consumer Cyclical
326
+ 1.76%
$357.4 - $423.42 $117K - $138K
18.8K $7.62M
PANW
Palo Alto Networks Inc

Technology
3.45K
+ 10.57%
$167.06 - $208.19 $576K - $718K
36.1K $7.35M
PEP
Pepsico Inc

Consumer Defensive
178
+ 0.35%
$133.81 - $152.16 $23.8K - $27.1K
51.2K $7.19M
CVX
Chevron Corp

Energy
794
+ 3.17%
$145.57 - $161.83 $116K - $128K
25.9K $4.02M
RACE
Ferrari N.V.

Consumer Cyclical
775
New
$436.24 - $517.65 $338K - $401K
775 $376K
GE
General Electric CO

Industrials
529
+ 11.84%
$244.75 - $305.63 $129K - $162K
5K $1.5M
BX
Blackstone Inc.

Financial Services
216
+ 1.59%
$152.77 - $188.68 $33K - $40.8K
13.8K $2.36M
LMT
Lockheed Martin Corp

Industrials
30
+ 0.35%
$410.74 - $499.21 $12.3K - $15K
8.56K $4.27M
XOM
Exxon Mobil Corp

Energy
552
+ 1.05%
$105.83 - $117.22 $58.4K - $64.7K
52.9K $5.97M
INDB
Independent Bank Corp

Financial Services
4.44K
New
$62.06 - $72.84 $275K - $323K
4.44K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 1.07%
$291.67 - $316.99 $62.7K - $68.2K
20.2K $6.15M
CEG
Constellation Energy Corp

Utilities
901
New
$298.82 - $354.89 $269K - $320K
901 $296K
NEE
Nextera Energy Inc

Utilities
220
+ 0.52%
$69.77 - $77.54 $15.3K - $17.1K
42.7K $3.22M
UNP
Union Pacific Corp

Industrials
515
+ 2.39%
$214.91 - $237.16 $111K - $122K
22.1K $5.22M
CLX
Clorox CO

Consumer Defensive
2.06K
New
$117.67 - $131.43 $242K - $270K
2.06K $253K
GLD
Spdr Gold Trust

ETFs
71
+ 1.73%
$300.96 - $355.47 $21.4K - $25.2K
4.17K $1.48M
MS
Morgan Stanley

Financial Services
1.41K
New
$139.09 - $161.16 $196K - $227K
1.41K $224K
VGT
Vanguard Information Technolog

ETFs
299
New
$656.44 - $753.15 $196K - $225K
299 $223K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.4K
New
$30.13 - $33.37 $193K - $214K
6.4K $213K
SLV
I Shares Silver Trust

ETFs
4.93K
New
$32.73 - $42.5 $161K - $210K
4.93K $208K
XLI
Industrial Sector Spdr

ETFs
1.33K
New
$147.94 - $154.99 $197K - $206K
1.33K $205K
AMAT
Applied Materials Inc

Technology
1.01K
New
$156.25 - $204.95 $157K - $206K
1.01K $205K
SYY
Sysco Corp

Consumer Defensive
2.46K
New
$76.33 - $82.51 $188K - $203K
2.46K $202K
TD
Toronto Dominion Bank

Financial Services
2.53K
New
$72.55 - $79.95 $183K - $202K
2.53K $201K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
8.53K
+ 64.61%
$22.65 - $25.1 $193K - $214K
21.7K $496K
MO
Altria Group, Inc.

Consumer Defensive
1.5K
+ 19.48%
$57.75 - $67.68 $86.6K - $102K
9.2K $607K
PSX
Phillips 66

Energy
680
+ 18.18%
$118.37 - $139.46 $80.5K - $94.8K
4.42K $601K
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 22.44%
$77.05 - $85.16 $109K - $120K
7.69K $644K
ETN
Eaton Corp PLC

Industrials
265
+ 18.0%
$342.99 - $392.76 $90.9K - $104K
1.74K $650K
DGRO
Ishares Core Dividend Growth E

ETFs
230
+ 0.87%
$64.12 - $68.08 $14.7K - $15.7K
26.5K $1.81M
MRK
Merck & Co., Inc.

Healthcare
425
+ 2.55%
$77.6 - $87.37 $33K - $37.1K
17.1K $1.44M
COP
Conocophillips

Energy
1.01K
+ 35.74%
$91.0 - $98.99 $91.9K - $100K
3.84K $362K
EMR
Emerson Electric CO

Industrials
690
+ 37.54%
$128.6 - $149.63 $88.7K - $103K
2.53K $331K
DUK
Duke Energy Corp

Utilities
150
+ 1.46%
$116.31 - $125.93 $17.4K - $18.9K
10.4K $1.29M
BA
Boeing CO

Industrials
200
+ 4.23%
$209.79 - $237.38 $42K - $47.5K
4.93K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
159
+ 1.69%
$62.09 - $66.51 $9.87K - $10.6K
9.55K $623K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.03%
$93.41 - $104.11 $93.4 - $104
3.68K $378K
CSCO
Cisco Systems, Inc.

Technology
725
+ 2.62%
$66.2 - $71.79 $48K - $52K
28.4K $1.94M
PRU
Prudential Financial Inc

Financial Services
780
+ 4.38%
$100.68 - $109.89 $78.5K - $85.7K
18.6K $1.93M
Black Rock Inc
120
+ 35.61%
N/A
457 $0
Ge Vernova Inc
618
New
N/A
618 $0
LENB
Lennar Corporation Cl B
1.7K
New
N/A
1.7K $0
PG
Procter & Gamble CO

Consumer Defensive
730
+ 3.56%
$150.47 - $161.22 $110K - $118K
21.3K $3.27M
META
Meta Platforms, Inc.

Communication Services
26
+ 0.15%
$695.21 - $791.73 $18.1K - $20.6K
17.3K $12.7M
CRM
Salesforce, Inc.

Technology
250
+ 1.33%
$231.66 - $273.65 $57.9K - $68.4K
19.1K $4.52M
V
Visa Inc.

Financial Services
191
+ 0.37%
$332.09 - $358.86 $63.4K - $68.5K
52.2K $17.8M
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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