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| Name: |
Whitford Management LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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10 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UNH |
Unitedhealth Group Inc |
4 |
- |
$524.63 |
$4,484,000 |
9,064 |
2.52% |
-13,640,000 |
-25,361 |
0.001 |
Health Care Plans |
|
|
AMZN |
Amazon.com Inc |
5 |
- |
$184.70 |
$4,093,000 |
22,690 |
2.3% |
-9,975,000 |
-69,902 |
0 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
6 |
- |
$420.21 |
$3,972,000 |
9,441 |
2.24% |
-13,359,000 |
-36,647 |
0 |
Application Software |
|
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MA |
MasterCard Inc A |
7 |
- |
$460.27 |
$3,653,000 |
7,585 |
2.06% |
-8,954,000 |
-21,973 |
0.001 |
Business Services |
|
|
GOOG |
Alphabet Inc |
9 |
- |
$177.29 |
$3,067,000 |
20,145 |
1.73% |
-4,906,000 |
-36,427 |
0 |
Search Engines & Info... |
|
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LRCX |
Lam Research Corp |
10 |
- |
$912.07 |
$2,838,000 |
2,921 |
1.6% |
-3,684,000 |
-5,405 |
0.002 |
Semiconductor Equipme... |
|
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AJG |
Arthur J Gallagher & Co |
13 |
- |
$257.67 |
$2,662,000 |
10,647 |
1.5% |
-6,640,000 |
-30,716 |
0.004 |
Insurance Brokers |
|
|
NKE |
Nike Inc B |
14 |
- |
$92.18 |
$2,652,000 |
28,215 |
1.49% |
-4,652,000 |
-39,062 |
0.002 |
Textile - Apparel Foo... |
|
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INTU |
Intuit Inc |
16 |
- |
$661.18 |
$2,240,000 |
3,446 |
1.26% |
-7,304,000 |
-11,824 |
0.001 |
Application Software |
|
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POOL |
Pool Corporation |
18 |
- |
$366.90 |
$2,039,000 |
5,053 |
1.15% |
-5,431,000 |
-13,683 |
0.012 |
Wholesale, Other |
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