Whitford Management 13F annual report

Whitford Management is an investment fund managing more than $172 billion ran by Thomas Anderman. There are currently 14 companies in Mr. Anderman’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Unitedhealth Inc, together worth $130 billion.

$172 billion Assets Under Management (AUM)

As of 7th August 2024, Whitford Management’s top holding is 229,248 shares of Spdr Sp 500 Etf Tr currently worth over $125 billion and making up 72.7% of the portfolio value. In addition, the fund holds 9,860 shares of Unitedhealth Inc worth $5.02 billion, whose value grew 11.1% in the past six months. The third-largest holding is Ssga Active Etf Tr worth $5.01 billion and the next is Amazon.com worth $4.94 billion, with 25,558 shares owned.

Currently, Whitford Management's portfolio is worth at least $172 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Whitford Management

The Whitford Management office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Thomas Anderman serves as the President & Chief Investment Officer at Whitford Management.

Recent trades

In the most recent 13F filing, Whitford Management revealed that it had increased its stake in Spdr Sp 500 Etf Tr and bought 30 additional shares worth around .

On the other hand, there are companies that Whitford Management is getting rid of from its portfolio. Whitford Management closed its position in Ishares Tr on 14th August 2024. It sold the previously owned 46,150 shares for $3.59 billion. Thomas Anderman also disclosed a decreased stake in Ssga Active Etf Tr by approximately 0.1%. This leaves the value of the investment at $5.01 billion and 119,969 shares.

One of the smallest hedge funds

The two most similar investment funds to Whitford Management are Masso Torrence Wealth Management and Solano Wealth Management. They manage $172 billion and $172 billion respectively.

Thomas Anderman investment strategy

Whitford Management’s portfolio is diversified across 5 sectors. Currently, their heaviest sector is Technology — making up 10.7% of the total portfolio value. The fund focuses on investments in the United States as 71.4% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 71% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $495 billion.

The complete list of Whitford Management trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Spdr Sp 500 Etf Tr	0.01% 229,248	$124,761,347,000	72.67%
Unitedhealth Group Inc	8.78% 9,860	$5,021,241,000	2.92%
Ssga Active Etf Tr	0.01% 119,969	$5,014,717,000	2.92%
Amazon.com Inc.	12.64% 25,558	$4,939,003,000	2.88%
Microsoft Corporation	15.96% 10,948	$4,893,218,000	2.85%
Mastercard Incorporated	29.65% 9,834	$4,338,565,000	2.53%
Alphabet Inc	5.42% 21,237	$3,895,352,000	2.27%
Ishares Tr	Closed 46,150	$3,587,240,000
Intuit Inc	52.41% 5,252	$3,451,716,000	2.01%
Lam Research Corp.	0.03% 2,920	$3,109,574,000	1.81%
Berkshire Hathaway Inc.	0.61% 811	$3,389,086,000	1.97%
Analog Devices Inc.	5.15% 12,900	$2,944,554,000	1.72%
Gallagher Arthur J Co	1.41% 10,797	$2,799,660,000	1.63%
J P Morgan Exchange Traded F	Closed 90,778	$5,074,478,000
Nike, Inc.	Closed 28,215	$2,651,625,000
Pool Corporation	67.25% 8,451	$2,597,285,000	1.51%
Select Sector Spdr Tr	Closed 23,700	$2,237,517,000
Vanguard World Fd	No change 900	$518,931,000	0.30%
No transactions found
Showing first 500 out of 18 holdings