Holdings
Whipplewood Advisors, LLC
As of Jun 30, 2026, Whipplewood Advisors, LLC reported 474 positions worth US$25.7M. Largest: Ares Capital Corporation, Blackstone Secured Lending Fund and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ares Capital Corporation | 178K | US$3.29M | +49,054 | Jun 30, 2026 |
| Blackstone Secured Lending Fund | 121K | US$2.88M | +38,570 | Jun 30, 2026 |
| Apple Inc | 7,727 | US$2.24M | −6,021 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 59,945 | US$2.2M | no change | Jun 30, 2026 |
| Golub Capital Bdc, Inc. | 112K | US$1.44M | +27,987 | Jun 30, 2026 |
| Hercules Capital, Inc. | 83,463 | US$1.32M | +24,418 | Jun 30, 2026 |
| Blackstone Inc. | 8,501 | US$1M | +2,428 | Jun 30, 2026 |
| Ares Management Corporation | 8,788 | US$978K | +2,742 | Jun 30, 2026 |
| Mcdonald's Corporation | 3,328 | US$900K | −126 | Jun 30, 2026 |
| Microsoft Corp. | 2,199 | US$820K | −2,583 | Jun 30, 2026 |