WHALEROCK POINT PARTNERS, LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 586,854
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 207 | 586,854 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q1 2026 | 5/15/2026 | 197 | 518,154 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q4 2025 | 2/13/2026 | 193 | 525,709 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q3 2025 | 11/12/2025 | 185 | 492,525 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q2 2025 | 8/13/2025 | 188 | 462,501 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q1 2014 | 5/29/2014 | 133 | 196,272 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
| Q4 2013 | 2/18/2014 | 126 | 191,278 | 13F-HR | WHALEROCK POINT PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 537.5 K | 91.6% | 63.38 K | 0 | 63.38 K |
| ETFs | 49.33 K | 8.4% | 5.328 K | 0 | 5.328 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
586,854
Holdings
207
QoQ value change ($000)
68,700
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.