Dark
Light
System
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 YUM CHINA HLDGS INC 11,225 293 0.12%
2 YUM BRANDS INC 8,625 546 0.21%
3 WISDOMTREE TR 2,624 217 0.09%
4 WELLTOWER INC 9,925 664 0.26%
5 WELLS FARGO & CO NEW 13,175 726 0.29%
6 WELLS FARGO & CO NEW 3,700 204 0.08%
7 WASTE MGMT INC DEL 9,700 688 0.27%
8 WAL-MART STORES INC 11,472 792 0.31%
9 W P CAREY INC 6,570 388 0.15%
10 VISA INC 51,560 4,023 1.58%
11 VISA INC 5,000 390 0.15%
12 VERIZON COMMUNICATIONS INC 40,965 2,187 0.86%
13 VERIZON COMMUNICATIONS INC 3,761 201 0.08%
14 VANGUARD WHITEHALL FDS 3,567 270 0.11%
15 VANGUARD INTL EQUITY INDEX F 5,830 257 0.10%
16 VANGUARD INTL EQUITY INDEX F 10,130 362 0.14%
17 VANGUARD INDEX FDS 2,825 299 0.12%
18 VANGUARD INDEX FDS 4,072 536 0.21%
19 VANGUARD INDEX FDS 6,627 644 0.25%
20 VANGUARD INDEX FDS 4,978 411 0.16%
21 VANGUARD INDEX FDS 5,674 655 0.26%
22 VANGUARD INDEX FDS 15,189 3,119 1.23%
23 VANGUARD ADMIRAL FDS INC 8,192 799 0.31%
24 VANGUARD ADMIRAL FDS INC 5,370 587 0.23%
25 V F CORP 5,900 314 0.12%
26 UNITEDHEALTH GROUP INC 2,060 329 0.13%
27 UNITED TECHNOLOGIES CORP 2,100 230 0.09%
28 UNITED TECHNOLOGIES CORP 12,322 1,351 0.53%
29 UNION PAC CORP 13,595 1,410 0.55%
30 UNION PAC CORP 3,000 311 0.12%
31 TREX CO INC COM 3,500 225 0.09%
32 TJX COS INC NEW 12,098 910 0.36%
33 THERMO FISHER SCIENTIFIC INC 2,815 398 0.16%
34 TESORO LOGISTICS LP 37,000 1,880 0.74%
35 TARGET CORP 51,952 3,752 1.48%
36 SUNTRUST BKS INC 4,575 251 0.10%
37 STARBUCKS CORP 3,950 220 0.09%
38 SPDR S&P 500 ETF TR 2,362 528 0.21%
39 SPDR INDEX SHS FDS 7,372 247 0.10%
40 SPDR GOLD TR 1,851 203 0.08%
41 SNAP ON INC 4,100 702 0.28%
42 SIMON PPTY GROUP INC NEW 195 34 0.01%
43 SIMON PPTY GROUP INC NEW 1,455 259 0.10%
44 SELECT SECTOR SPDR TR 4,140 312 0.12%
45 SELECT SECTOR SPDR TR 10,457 243 0.10%
46 SEATTLE GENETICS INC 49,390 2,606 1.03%
47 SCHLUMBERGER LTD 11,045 928 0.37%
48 ROYAL DUTCH SHELL PLC 4,453 242 0.10%
49 QUALCOMM INC 37,820 2,466 0.97%
50 PUBLIC STORAGE 250 56 0.02%
Page 1 of 3