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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 (2016Q4)
Original 13F HR (0001389709-17-000002) filed in 2017.03.01
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY, INC. CLASS A 344 83,978 33.05%
2 APPLE INC 59,820 6,928 2.73%
3 BROOKLINE BANCORP INC 390,602 6,406 2.52%
4 HC2 HLDGS INC 1,008,552 5,981 2.35%
5 JOHNSON AND JOHNSON 48,559 5,594 2.20%
6 EXXON MOBIL CORP 57,950 5,231 2.06%
7 JPMORGAN CHASE & CO 57,284 4,943 1.95%
8 PEPSICO INC 43,520 4,554 1.79%
9 MCDONALDS CORP 34,130 4,154 1.63%
10 VISA INC CL A 51,560 4,023 1.58%
11 TARGET CORP 51,952 3,752 1.48%
12 PFIZER INC 109,282 3,550 1.40%
13 GENERAL ELECTRIC CO 110,611 3,495 1.38%
14 BERKSHIRE HATHAWAY INC DEL CL B NEW 20,380 3,321 1.31%
15 FACEBOOK INC CL A 28,868 3,320 1.31%
16 VANGUARD INDEX FDS S&P 500 ETF SHS 15,189 3,119 1.23%
17 BANK OF AMERICA CORP 135,502 2,994 1.18%
18 CVS HEALTH CORP 34,640 2,733 1.08%
19 ALPHABET INC CL A 3,436 2,723 1.07%
20 GILEAD SCIENCES INC 36,735 2,631 1.04%
21 SEATTLE GENETICS INC 49,390 2,606 1.03%
22 QUALCOMM INC 37,820 2,466 0.97%
23 AUTOMATIC DATA PROCESSING INC 23,333 2,398 0.94%
24 PROCTER AND GAMBLE CO 28,407 2,389 0.94%
25 CELGENE CORP 20,235 2,343 0.92%
26 MICROSOFT CORP 37,035 2,302 0.91%
27 VERIZON COMMUNICATIONS INC 40,965 2,187 0.86%
28 ENTERPRISE PRODS PARTNERS L 77,130 2,086 0.82%
29 OPKO HEALTH INC 220,800 2,053 0.81%
30 ATANDT INC 48,147 2,047 0.81%
31 TESORO LOGISTICS LP 37,000 1,880 0.74%
32 BRISTOL-MYERS SQUIBB CO 31,657 1,850 0.73%
33 WALT DISNEY COMPANY (THE) 17,389 1,813 0.71%
34 CHEVRON CORP 14,915 1,756 0.69%
35 CATERPILLAR INC 17,190 1,595 0.63%
36 HOME DEPOT INC 11,540 1,547 0.61%
37 HOLOGIC INC 37,850 1,519 0.60%
38 CISCO SYSTEMS INC 49,430 1,494 0.59%
39 UNION PACIFIC CORP 13,595 1,410 0.55%
40 UNITED TECHNOLOGIES CORP 12,322 1,351 0.53%
41 AMERICAN INTL GROUP INC 19,647 1,283 0.50%
42 COMCAST CORP CL A 18,305 1,264 0.50%
43 BOEING CO 7,216 1,123 0.44%
44 COSTCO WHOLESALE CORP 6,925 1,109 0.44%
45 MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 14,400 1,089 0.43%
46 KINDER MORGAN INC 52,470 1,087 0.43%
47 CITRIX SYSTEMS INC 12,075 1,078 0.42%
48 ISHARES DOW JONES SELECT DIVIDEND INDEX 11,528 1,021 0.40%
49 ISHARES TR U.S. PFD STK ETF 26,759 995 0.39%
50 MERCK AND CO INC 16,026 944 0.37%
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