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Institutional Investment Manager
WHALEROCK POINT PARTNERS, LLC
WHALEROCK POINT PARTNERS, LLC (CIK: 0001389709) incorporated in Rhode Island, located at 319 Clematis Street, West Palm Beach, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001389709-14-000007) filed in 2014.11.17
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 348 72,001 32.49%
2 APPLE INC 64,946 6,543 2.95%
3 Exxon Mobil Corp 67,606 6,358 2.87%
4 JOHNSON & JOHNSON 49,426 5,268 2.38%
5 GILEAD SCIENCES INC 45,870 4,882 2.20%
6 PEPSICO INC 46,227 4,303 1.94%
7 BROOKLINE BANCORP INC DEL COM 491,502 4,202 1.90%
8 MCDONALDS CORP 41,996 3,981 1.80%
9 QUALCOMM INC 48,245 3,607 1.63%
10 TARGET CORP 57,325 3,593 1.62%
11 PFIZER INC 118,344 3,499 1.58%
12 VISA INC 13,535 2,887 1.30%
13 BANK AMER CORP 147,601 2,516 1.14%
14 JPMorgan Chase & Co 40,875 2,462 1.11%
15 CATERPILLAR INC 24,315 2,407 1.09%
16 PROCTER AND GAMBLE CO 28,556 2,391 1.08%
17 BERKSHIRE HATHAWAY INC DEL 17,080 2,359 1.06%
18 SPDR SER TR 78,020 2,335 1.05%
19 CHEVRON CORP NEW 18,380 2,193 0.99%
20 ENTERPRISE PRODS PARTNERS L 54,362 2,190 0.99%
21 GENERAL ELECTRIC CO 82,326 2,109 0.95%
22 AUTOMATIC DATA PROCESSING IN 24,415 2,028 0.92%
23 Kinder Morgan Inc. 19,708 1,838 0.83%
24 BRISTOL MYERS SQUIBB CO 34,905 1,786 0.81%
25 UNION PAC CORP 16,095 1,745 0.79%
26 JPMORGAN CHASE & CO 32,452 1,722 0.78%
27 CVS HEALTH CORP 21,234 1,690 0.76%
28 UNITED TECHNOLOGIES CORP 15,465 1,633 0.74%
29 FACEBOOK INC 20,115 1,589 0.72%
30 VERIZON COMMUNICATIONS INC 31,136 1,556 0.70%
31 AT&T INC 42,420 1,494 0.67%
32 BARCLAYS BANK PLC 54,456 1,414 0.64%
33 MAGELLAN MIDSTREAM PRTNRS LP 16,550 1,393 0.63%
34 AMERICAN RLTY CAP PPTYS INC 101,275 1,221 0.55%
35 CITIGROUPINC 22,797 1,181 0.53%
36 DISNEY WALT CO 12,898 1,148 0.52%
37 EXPRESS SCRIPTS HLDG CO 15,648 1,105 0.50%
38 BLACKSTONE GROUP L P 34,703 1,092 0.49%
39 BREITBURN ENERGY PARTNERS LP COM 48,850 992 0.45%
40 CELGENE CORP 10,430 988 0.45%
41 WAL-MART STORES INC 12,922 988 0.45%
42 ENERGY TRANSFER PRTNRS L P 14,500 927 0.42%
43 TESORO LOGISTICS LP 13,100 927 0.42%
44 Welltower Inc. 14,550 907 0.41%
45 SCHLUMBERGER LTD 8,750 889 0.40%
46 ISHARES NASDAQ BIOTECHNOLOGY ETF 1,503 884 0.40%
47 WEATHERFORD INTL PLC 42,350 880 0.40%
48 COMCAST CORP NEW 15,856 852 0.38%
49 DANAHER CORP DEL 10,813 821 0.37%
50 BOEING CO 6,350 808 0.36%
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