0001567619-20-002840.txt : 20200212
0001567619-20-002840.hdr.sgml : 20200212
20200212094745
ACCESSION NUMBER: 0001567619-20-002840
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200212
DATE AS OF CHANGE: 20200212
EFFECTIVENESS DATE: 20200212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WHALEROCK POINT PARTNERS, LLC
CENTRAL INDEX KEY: 0001389709
IRS NUMBER: 204837195
STATE OF INCORPORATION: RI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12315
FILM NUMBER: 20600723
BUSINESS ADDRESS:
STREET 1: ONE TURKS HEAD PLACE
STREET 2: SUITE 1400
CITY: PROVIDENCE
STATE: RI
ZIP: 02903
BUSINESS PHONE: 401-228-7799
MAIL ADDRESS:
STREET 1: ONE TURKS HEAD PLACE
STREET 2: SUITE 1400
CITY: PROVIDENCE
STATE: RI
ZIP: 02903
FORMER COMPANY:
FORMER CONFORMED NAME: WHALEROCK CAPITAL PARTNERS, LLC
DATE OF NAME CHANGE: 20070212
13F-HR
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12-31-2019
12-31-2019
WHALEROCK POINT PARTNERS, LLC
ONE TURKS HEAD PLACE
SUITE 1400
PROVIDENCE
RI
02903
13F HOLDINGS REPORT
028-12315
N
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RI
02-11-2020
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INFORMATION TABLE
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form13fInfoTable.xml
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COM
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37069
SH
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Visa Inc
COM
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SH
SOLE
46102
0
0
PRIMECAP Odyssey Aggressive Gr
COM
74160Q202
8536
190116
SH
SOLE
190116
0
0
Microsoft Corp
COM
594918104
6090
38615
SH
SOLE
38615
0
0
Johnson & Johnson
COM
478160104
5901
40454
SH
SOLE
40454
0
0
JPMorgan Chase & Co
COM
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5375
38558
SH
SOLE
38558
0
0
PepsiCo Inc
COM
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5321
38931
SH
SOLE
38931
0
0
Bank of America Corp
COM
060505104
5074
144065
SH
SOLE
144065
0
0
Alphabet Inc class A
COM
02079K305
4381
3271
SH
SOLE
3271
0
0
Target Corp
COM
87612E106
4356
33979
SH
SOLE
33979
0
0
McDonald's Corp
COM
580135101
3922
19849
SH
SOLE
19849
0
0
Automatic Data Processing Inc
COM
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3378
19813
SH
SOLE
19813
0
0
Berkshire Hathaway Inc
COM
084670702
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14373
SH
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0
Pfizer Inc
COM
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SH
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Walt Disney Co/The
COM
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Union Pacific Corp
COM
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SH
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Exxon Mobil Corp
COM
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UnitedHealth Group Inc
COM
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SH
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Amazon.com Inc
COM
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Procter & Gamble Co/The
COM
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SH
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Costco Wholesale Corp
COM
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American Electric Power Co Inc
COM
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Home Depot Inc/The
COM
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Boeing Co/The
COM
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2383
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SH
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Vanguard S&P 500 ETF
COM
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2378
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Facebook Inc
COM
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Bristol-Myers Squibb Co
COM
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United Technologies Corp
COM
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COM
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Verizon Communications Inc
COM
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Caterpillar Inc
COM
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SPDR S&P MidCap 400 ETF Trust
COM
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1734
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CVS Health Corp
COM
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1731
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iShares Core S&P 500 ETF
COM
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Mastercard Inc
COM
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SH
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Intel Corp
COM
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SH
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Cisco Systems Inc
COM
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Fidelity MSCI Information Tech
COM
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COM
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Wal-Mart Stores Inc
COM
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Chevron Corp
COM
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iShares MSCI EAFE ETF
COM
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COM
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COM
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salesforce.com Inc
COM
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Merck & Co Inc
COM
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COM
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COM
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Amgen Inc
COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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Raytheon Co
COM
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COM
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COM
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COM
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First Horizon National Corp
COM
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VF Corp
COM
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COM
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Lockheed Martin Corp
COM
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Financial Select Sector SPDR F
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COM
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COM
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COM
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O'Reilly Automotive Inc
COM
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COM
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COM
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COM
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COM
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3M Co
COM
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NVR Inc
COM
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COM
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COM
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COM
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COM
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Medtronic PLC
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COM
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COM
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COM
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COM
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Fidelity Contrafund
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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