Holdings
Whelan Financial
As of Jun 30, 2026, Whelan Financial reported 66 positions worth US$86.6M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 34,631 | US$10M | +360 | Jun 30, 2026 |
| Nvidia Corporation | 43,999 | US$8.8M | +83 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 18,785 | US$6.71M | −148 | Jun 30, 2026 |
| Kla Corporation | 16,585 | US$5M | +14,948 | Jun 30, 2026 |
| Microsoft Corp. | 12,341 | US$4.6M | +1,053 | Jun 30, 2026 |
| Meta Platforms, Inc. | 6,393 | US$3.6M | +123 | Jun 30, 2026 |
| Amazon.com, Inc. | 14,825 | US$3.53M | +306 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 10,195 | US$2.25M | +399 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,472 | US$2.24M | +204 | Jun 30, 2026 |
| Broadcom Inc. | 5,685 | US$2.15M | +384 | Jun 30, 2026 |