WHELAN FINANCIAL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 35K | $8.83M |
 | NVDA | 34K | $6.37M |
 | BAC | 21K | $1.10M |
 | CMG | 15K | $604.11K |
 | SCHW | 14K | $1.34M |
 | AMZN | 14K | $2.97M |
 | DIS | 12K | $1.38M |
 | UBER | 12K | $1.17M |
 | GOOG | 11K | $2.72M |
 | MSFT | 11K | $5.73M |
 | CVBF | 11K | $200.81K |
 | LOW | 10K | $2.42M |
 | NKE | 9K | $636.98K |
 | CCL | 9K | $254.38K |
 | T | 9K | $244.33K |
 | STZ | 7K | $900.17K |
 | COF | 6K | $1.33M |
 | META | 6K | $4.16M |
 | WMT | 6K | $577.20K |
 | GOOGL | 5K | $1.32M |
Apple Inc.
AAPL
Shares Held
35K
Value
$8.83M
NVIDIA Corporation
NVDA
Shares Held
34K
Value
$6.37M
Bank of America Corporation
BAC
Shares Held
21K
Value
$1.10M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
15K
Value
$604.11K
The Charles Schwab Corporation
SCHW
Shares Held
14K
Value
$1.34M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.97M
The Walt Disney Company
DIS
Shares Held
12K
Value
$1.38M
Uber Technologies, Inc.
UBER
Shares Held
12K
Value
$1.17M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.72M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.73M
CVB Financial Corp.
CVBF
Shares Held
11K
Value
$200.81K
Lowe's Companies, Inc.
LOW
Shares Held
10K
Value
$2.42M
NIKE, Inc.
NKE
Shares Held
9K
Value
$636.98K
Carnival Corporation & plc
CCL
Shares Held
9K
Value
$254.38K
AT&T Inc.
T
Shares Held
9K
Value
$244.33K
Constellation Brands, Inc.
STZ
Shares Held
7K
Value
$900.17K
Capital One Financial Corporation
COF
Shares Held
6K
Value
$1.33M
Meta Platforms, Inc.
META
Shares Held
6K
Value
$4.16M
Walmart Inc.
WMT
Shares Held
6K
Value
$577.20K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.32M