WHALEROCK POINT PARTNERS, LLC
RIA/Wealth
WHALEROCK POINT PARTNERS, LLC is a RIA/Wealth based in Providence, RI led by Bradley Page Dorman, reporting $757.4M in AUM as of Q3 2025 with 31% Technology concentration.
CEOBradley Page Dorman
- Portfolio Value
- $492.5M
- Positions
- 184
- Top Holding
- NVDA at 12.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WHALEROCK POINT PARTNERS, LLC's portfolio (49.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $61.4M | 12.46% | -$1.1M Sold | 0.00% 328.9K shares | |
Consumer Electronics Technology | $37.2M | 7.55% | -$11.2K Sold | 0.00% 146.0K shares | |
Software - Infrastructure Technology | $29.5M | 5.99% | -$98.4K Sold | 0.00% 56.9K shares | |
Internet Content & Information Communication Services | $28.6M | 5.80% | -$110.4K Sold | 0.00% 117.6K shares | |
Financial - Credit Services Financial Services | $17.8M | 3.62% | +$65.2K Bought | 0.00% 52.2K shares | |
Specialty Retail Consumer Cyclical | $17.0M | 3.46% | — | 0.00% 77.6K shares | |
Banks - Diversified Financial Services | $16.3M | 3.32% | +$16.1K Bought | 0.00% 51.8K shares | |
Internet Content & Information Communication Services | $12.7M | 2.57% | +$19.1K Bought | 0.00% 17.3K shares | |
Discount Stores Consumer Defensive | $12.0M | 2.43% | +$87.9K Bought | 0.00% 12.9K shares | |
Insurance - Diversified Financial Services | $10.8M | 2.20% | -$8.5K Sold | 0.00% 21.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WHALEROCK POINT PARTNERS, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WHALEROCK POINT PARTNERS, LLC
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