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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 (2016Q3)
Original 13F HR (0001389709-16-000009) filed in 2016.11.18
#
Name
Shares
Value ($)
%
Options
Notes
1 YUM BRANDS INC 3,875 351 0.15%
2 YUM BRANDS INC 3,000 272 0.11%
3 WISDOMTREE TR 3,875 208 0.09%
4 WHOLE FOODS MKT INC 9,600 272 0.11%
5 WELLTOWER INC 9,785 731 0.30%
6 WELLS FARGO & CO NEW 15,415 682 0.28%
7 WASTE MGMT INC DEL 8,200 522 0.22%
8 WAL-MART STORES INC 12,059 869 0.36%
9 W P CAREY INC 5,970 385 0.16%
10 VISA INC 51,520 4,260 1.76%
11 VISA INC 5,954 492 0.20%
12 VERIZON COMMUNICATIONS INC 40,364 2,098 0.87%
13 VERIZON COMMUNICATIONS INC 6,681 347 0.14%
14 VEREIT 14,800 153 0.06%
15 VANGUARD WHITEHALL FDS 3,567 257 0.11%
16 VANGUARD INTL EQUITY INDEX F 7,330 333 0.14%
17 VANGUARD INTL EQUITY INDEX F 7,798 293 0.12%
18 VANGUARD INDEX FDS 6,174 687 0.28%
19 VANGUARD INDEX FDS 2,677 284 0.12%
20 VANGUARD INDEX FDS 13,856 2,753 1.14%
21 VANGUARD INDEX FDS 8,816 764 0.32%
22 VANGUARD INDEX FDS 3,872 501 0.21%
23 VANGUARD INDEX FDS 5,849 547 0.23%
24 VANGUARD ADMIRAL FDS INC 7,732 707 0.29%
25 VANGUARD ADMIRAL FDS INC 5,045 550 0.23%
26 VANECK VECTORS ETF TR 24,700 796 0.33%
27 UNITEDHEALTH GROUP INC 2,060 288 0.12%
28 UNITED TECHNOLOGIES CORP 2,900 294 0.12%
29 UNITED TECHNOLOGIES CORP 11,822 1,201 0.50%
30 UNION PAC CORP 13,665 1,332 0.55%
31 UNION PAC CORP 5,690 554 0.23%
32 TWENTY FIRST CENTY FOX INC 1,890 289 0.12%
33 TREX CO INC COM 3,500 205 0.08%
34 TJX COS INC NEW 9,744 728 0.30%
35 THERMO FISHER SCIENTIFIC INC 2,315 368 0.15%
36 TESORO LOGISTICS LP 35,500 1,719 0.71%
37 TARGET CORP 3,340 229 0.09%
38 TARGET CORP 55,552 3,815 1.58%
39 STARBUCKS CORP 3,950 213 0.09%
40 SPDR SER TR S&P 600 SML CAP 5,710 1,222 0.51%
41 SPDR SER TR 12,185 337 0.14%
42 SPDR S&P MIDCAP 400 ETF TR 4,235 764 0.32%
43 SPDR S&P 500 ETF TR 2,271 491 0.20%
44 SPDR S&P 500 ETF TR 2,075 448 0.19%
45 SPDR INDEX SHS FDS 13,811 452 0.19%
46 SPDR GOLD TR 2,495 313 0.13%
47 SNAP ON INC 3,550 539 0.22%
48 SIMON PPTY GROUP INC NEW 1,519 314 0.13%
49 SELECT SECTOR SPDR TR 4,194 296 0.12%
50 SEATTLE GENETICS INC 47,075 2,542 1.05%
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