WHELAN FINANCIAL
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 34K | $9.12M |
 | NVDA | 33K | $6.23M |
 | BAC | 25K | $1.36M |
 | CMG | 18K | $649.72K |
 | SCHW | 17K | $1.66M |
 | DIS | 14K | $1.56M |
 | AMZN | 14K | $3.15M |
 | GOOG | 13K | $4.05M |
 | UBER | 13K | $1.05M |
 | MSFT | 11K | $5.50M |
 | CVBF | 11K | $197.51K |
 | NKE | 11K | $672.41K |
 | LOW | 10K | $2.50M |
 | CCL | 9K | $268.02K |
 | T | 9K | $213.06K |
 | STZ | 8K | $1.11M |
 | COF | 7K | $1.70M |
 | META | 6K | $3.88M |
 | WMT | 5K | $610.71K |
 | AVGO | 5K | $1.83M |
Apple Inc.
AAPL
Shares Held
34K
Value
$9.12M
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$6.23M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.36M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
18K
Value
$649.72K
The Charles Schwab Corporation
SCHW
Shares Held
17K
Value
$1.66M
The Walt Disney Company
DIS
Shares Held
14K
Value
$1.56M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.15M
Alphabet Inc.
GOOG
Shares Held
13K
Value
$4.05M
Uber Technologies, Inc.
UBER
Shares Held
13K
Value
$1.05M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.50M
CVB Financial Corp.
CVBF
Shares Held
11K
Value
$197.51K
NIKE, Inc.
NKE
Shares Held
11K
Value
$672.41K
Lowe's Companies, Inc.
LOW
Shares Held
10K
Value
$2.50M
Carnival Corporation & plc
CCL
Shares Held
9K
Value
$268.02K
AT&T Inc.
T
Shares Held
9K
Value
$213.06K
Constellation Brands, Inc.
STZ
Shares Held
8K
Value
$1.11M
Capital One Financial Corporation
COF
Shares Held
7K
Value
$1.70M
Meta Platforms, Inc.
META
Shares Held
6K
Value
$3.88M
Walmart Inc.
WMT
Shares Held
5K
Value
$610.71K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.83M