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13F-HR filed by Whipplewood Advisors, LLC

Whipplewood Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-27, with 636 holding rows worth $148,578,807.

Accession
0002052510-26-000003
Filed
2026-07-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 636 entries on the cover page, a total value of $148,578,807 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,578,807 with VALUE read as dollars as filed, 13F file number 028-24748. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BALL CORP058498106COM21$1,310dollars as filed
TOASTINCCLASSCLASSA888787108STOK47$1,308dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT9$1,308dollars as filed
FORD MTR CO COM345370860Stock94$1,307dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM17$1,307dollars as filed
VICI PPTYS INC COM925652109REIT49$1,301dollars as filed
INVESCO LTD SHSG491BT108Stock49$1,293dollars as filed
BEST BUY INC COM086516101Stock17$1,290dollars as filed
WISE GROUP PLC ORD SHS CLASS AG9723Y105Stock108$1,286dollars as filed
BXP INC COM101121101REIT19$1,260dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock7$1,257dollars as filed
F5 INC COM315616102Stock3$1,248dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock24$1,247dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock3$1,246dollars as filed
ILLUMINA INC452327109COM7$1,231dollars as filed
ANNALY CAPITAL MANAGEMENT INC COM NEW035710839REIT55$1,230dollars as filed
REVVITY INC714046109COM11$1,224dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM11$1,221dollars as filed
SNAP ON INC COM833034101Stock3$1,207dollars as filed
NOV INC62955J103COM65$1,206dollars as filed
PACCAR INC COM693718108Stock10$1,201dollars as filed
FAIR ISAAC CORP COM303250104Stock1$1,195dollars as filed
SMITH A O CORP COM831865209Stock19$1,192dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock15$1,189dollars as filed
CUSTOMERS BANCORP INC23204G100COM15$1,187dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock10$1,183dollars as filed
BANCO BRADESCO S A059460303SP ADR PFD NEW330$1,145dollars as filed
PRIMERICA INC74164M108COM4$1,137dollars as filed
URBAN OUTFITTERS INC917047102COM16$1,134dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM13$1,126dollars as filed
EAGLE MATLS INC COM26969P108Stock5$1,125dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock32$1,124dollars as filed
Accenture Plc Class AG1151C101COM9$1,120dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock9$1,107dollars as filed
BRUNSWICK CORP117043109COM13$1,095dollars as filed
FIRST HAWAIIAN INC32051X108COM37$1,084dollars as filed
SUN CMNTYS INC COM866674104REIT9$1,079dollars as filed
PHINIA INC71880K101COMMON STOCK13$1,071dollars as filed
EQUINOR ASA SPONSORED ADR29446M102ADR34$1,068dollars as filed
IDEXX LABS INC COM45168D104Stock2$1,053dollars as filed
AUTOLIV INC052800109COM9$1,046dollars as filed
EAST WEST BANCORP INC COM27579R104Stock8$1,033dollars as filed
NATIONAL FUEL GAS CO COM636180101Stock13$1,004dollars as filed
AON PLC SHS CL AG0403H108Stock3$995dollars as filed
VORNADO RLTY TR929042109SH BEN INT25$983dollars as filed
GLAUKOS CORP COM377322102Stock7$978dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock46$971dollars as filed
UGI CORP NEW COM902681105Stock28$967dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS12$960dollars as filed
CLEARWAY ENERGY INC CL C18539C204Stock28$957dollars as filed
PACKAGING CORP AMER COM695156109Stock4$953dollars as filed
MSC INDL DIRECT INC CL A553530106Stock8$952dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock7$939dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock8$934dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock12$926dollars as filed
CACTUS INC127203107CL A18$922dollars as filed
BLACKSKY TECHNOLOGY INC09263B207COMMON STOCK33$921dollars as filed
PARK HOTELS & RESORTS INC COM700517105REIT64$912dollars as filed
LIBERTY LIVE HOLDINGS INC530909100COM SER A9$911dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock3$903dollars as filed
TENCENT MUSIC ENTMT GROUP SPON ADS88034P109ADR108$902dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock5$893dollars as filed
SYNOPSYS INC COM871607107Stock2$892dollars as filed
HERSHEY CO COM427866108Stock5$877dollars as filed
APTARGROUP INC COM038336103Stock7$876dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG23$854dollars as filed
LINCOLN NATL CORP IND COM534187109Stock24$848dollars as filed
ALLEGION PLCG0176J109ORD SHS6$843dollars as filed
ECOLAB INC COM278865100Stock3$836dollars as filed
NIKE,Inc. Class B654106103COM20$821dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock9$814dollars as filed
COUSINSPPTYSINC222795502STOK27$809dollars as filed
ROYAL GOLD INC780287108COM4$798dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock3$784dollars as filed
RESMED INC COM761152107Stock4$780dollars as filed
IQVIA HLDGS INC COM46266C105Stock4$773dollars as filed
NUTANIX INC CL A67059N108Stock15$764dollars as filed
BLOCK INC CL A852234103Stock10$760dollars as filed
VSNT925283103COM21$756dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock6$756dollars as filed
United Parcel Service,Inc. Class B911312106COM7$753dollars as filed
QIAGEN NV ORD SHARESN72482156Stock19$743dollars as filed
ROBLOX CORP CL A771049103Stock13$707dollars as filed
CDW CORP COM12514G108Stock5$703dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT29$694dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A10$681dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock2$677dollars as filed
PVH CORPORATION COM693656100Stock9$668dollars as filed
American Tower Corporation03027X100COM4$654dollars as filed
Verizon Communications Inc92343V104COM15$635dollars as filed
OCCIDENTAL PETE CORP674599105COM13$631dollars as filed
AECOM COM00766T100Stock9$628dollars as filed
ROLLINS INC COM775711104Stock15$626dollars as filed
MERIT MED SYS INC COM589889104Stock9$624dollars as filed
PENTAIR PLC SHSG7S00T104Stock8$613dollars as filed
HALLIBURTON CO COM406216101Stock18$611dollars as filed
DOW HLDGS INC COM260557103Stock22$602dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT64$601dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock2$585dollars as filed
EQT CORP COM26884L109Stock11$585dollars as filed
CARGURUS INC COM CL A141788109Stock17$580dollars as filed
GENPACT LIMITED SHSG3922B107Stock21$578dollars as filed
COOPER COS INC216648501COM8$574dollars as filed
RAYONIER ADVANCED MATLS INC75508B104COM72$566dollars as filed
SMUCKER J M CO832696405COM NEW5$563dollars as filed
HONEYWELL INTL INC COM438516205Stock3$560dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock3$553dollars as filed
CHOICE HOTELS INTL INC169905106COM5$551dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock5$549dollars as filed
LENNAR CORP CL A526057104Stock6$543dollars as filed
BRUKER CORP116794108COM9$542dollars as filed
MORNINGSTAR INC COM617700109Stock3$468dollars as filed
DUOLINGO INC CL A COM26603R106Stock4$460dollars as filed
BECTON DICKINSON & CO075887109COM3$454dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock6$364dollars as filed
FIVE BELOW INC COM33829M101Stock2$360dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock7$340dollars as filed
CONAGRA FOODS INC205887102COM25$337dollars as filed
MONGODB INC CL A60937P106Stock1$336dollars as filed
WOLVERINE WORLD WIDE INC978097103COM19$314dollars as filed
ATLASSIANCORPCLASSA049468101STOK4$311dollars as filed
NCR ATLEOS CORPORATION63001N106COM SHS7$304dollars as filed
MAGNUM ICE CREAM CO NV ORD SHSN5505D105Stock17$296dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock1$280dollars as filed
NICE LTD SPONSORED ADR653656108ADR3$273dollars as filed
REXFORD INDL RLTY INC COM76169C100REIT8$268dollars as filed
ZILLOW GROUP INC CLASS A98954M101CL A8$251dollars as filed
LUMEN TECHNOLOGIES INC550241103COM32$246dollars as filed
LULULEMON ATHLETICA INC550021109COM2$228dollars as filed
POOL CORP COM73278L105Stock1$215dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock2$128dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock6$124dollars as filed
NCR VOYIX CORPORATION62886E108COM15$123dollars as filed
DECKERS OUTDOOR CORP243537107COM1$99dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT3$90dollars as filed
SOLS83443Q103COM1$89dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002052510-26-000003this filing2026-07-27acceptance time not in the bulk data set