WestEnd Advisors, LLC
Filing Date
Global Rank
#1,995
/ 8,588
▼ 88
Top Industry
Semiconductors
14.2%
3Y Alpha vs SPY
-7.1%
Period ended 3 months ago
Filed Apr 22, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.3%
SPY
+78.1%
Annualised alpha
-7.2%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
337 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.0%
+0.1 pts
Top 5
27.9%
−2.3 pts
Top 10
52.6%
−2.6 pts
HHI
481
Diversified−2
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $274,737,374 |
| Financial Services | 19.0% | $154,753,482 |
| Communication Services | 13.1% | $106,421,335 |
| Healthcare | 12.2% | $99,018,191 |
| Consumer Cyclical | 10.0% | $80,975,424 |
| Consumer Defensive | 9.8% | $79,459,129 |
| Unclassified | 2.1% | $16,965,587 |
| Real Estate | 0.0% | $151,643 |
| Utilities | 0.0% | $61,523 |
| Industrials | 0.0% | $471 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRM | Salesforce, Inc. | +65,958 | 210,778 | $39,345,929 | |
| REGN | Regeneron Pharmaceuticals, Inc. | +25,606 | 25,613 | $19,789,628 | |
| INTU | Intuit Inc. | +22,764 | 81,251 | $35,131,307 | |
| PEP | Pepsico Inc | +15,288 | 246,738 | $38,315,944 | |
| MSFT | Microsoft Corp | +9,873 | 107,393 | $39,753,666 | |
| META | Meta Platforms, Inc. | +8,168 | 65,539 | $37,496,828 | |
| SPGI | S&P Global Inc. | +5,878 | 80,122 | $34,079,091 | |
| MA | Mastercard Inc | +2,334 | 79,600 | $39,772,936 | |
| DBB | Invesco Db Base Metals Fund | +335 | 5,456 | $128,216 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WELL | Welltower Inc. | −129,864 | 767 | $151,643 | |
| WMT | Walmart Inc. | −78,453 | 330,306 | $41,050,429 | |
| GOOGL | Alphabet Inc. | −44,629 | 138,618 | $39,860,992 | |
| TJX | Tjx Companies Inc /De/ | −38,069 | 252,700 | $40,356,190 | |
| JPM | Jpmorgan Chase & Co | −25,257 | 136,300 | $40,094,008 | |
| TXN | Texas Instruments Inc | −24,972 | 201,323 | $39,084,847 | |
| MDT | Medtronic plc | −23,176 | 443,199 | $38,403,193 | |
| NVDA | Nvidia Corp | −15,169 | 327,830 | $57,173,552 | |
| AMZN | Amazon Com Inc | −9,537 | 194,883 | $40,588,282 | |
| AAPL | Apple Inc. | −9,233 | 186,717 | $47,386,907 | |
| QCOM | Qualcomm Inc/De | −8,327 | 130,030 | $16,745,263 | |
| CB | Chubb Ltd | −6,232 | 124,656 | $40,629,130 | |
| TMUS | T-Mobile US, Inc. | −6,152 | 138,158 | $29,017,324 | |
| TMO | Thermo Fisher Scientific Inc. | −5,032 | 82,614 | $40,607,259 | |
| SPY | Spdr S&P 500 ETF Trust | −4,249 | 25,582 | $16,636,997 | |
| ORCL | Oracle Corp | −1,809 | 27 | $3,971 | |
| GLDM | World Gold Trust | −1,320 | 943 | $87,406 | |
| UNH | Unitedhealth Group Inc | −473 | 153 | $41,400 | |
| MRK | Merck & Co., Inc. | −139 | 67 | $8,059 | |
| DBP | Invesco DB Precious Metals Fund | −116 | 1,018 | $112,020 | |
| PG | PROCTER & GAMBLE Co | −116 | 100 | $14,444 | |
| DUK | Duke Energy CORP | −55 | 34 | $4,451 | |
| GS | Goldman Sachs Group Inc | −16 | 11 | $9,305 | |
| No positions match the current search. | |||||
75 positions ·
$274,737,374 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 75 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 327,830 | $57,173,552 | 20.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 186,717 | $47,386,907 | 17.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 107,393 | $39,753,666 | 14.47% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 210,778 | $39,345,929 | 14.32% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 201,323 | $39,084,847 | 14.23% | |
| INTU |
Intuit Inc.
Technology
|
Added | 81,251 | $35,131,307 | 12.79% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 130,030 | $16,745,263 | 6.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 78 | $24,141 | 0.01% | |
| MU |
Micron Technology Inc
Technology
|
Held | 18 | $6,081 | 0.00% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 37 | $5,412 | 0.00% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 26 | $5,289 | 0.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 63 | $4,888 | 0.00% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 21 | $4,486 | 0.00% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 13 | $4,443 | 0.00% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 27 | $3,971 | 0.00% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 15 | $3,635 | 0.00% | |
| INTC |
Intel Corp
Technology
|
Held | 72 | $3,177 | 0.00% | |
| KLAC |
Kla Corp
Technology
|
Held | 2 | $2,944 | 0.00% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 8 | $2,545 | 0.00% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 20 | $2,527 | 0.00% | |
| ACN |
Accenture plc
Technology
|
Held | 10 | $1,982 | 0.00% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 16 | $1,964 | 0.00% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 3 | $1,906 | 0.00% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 13 | $1,767 | 0.00% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 7 | $1,701 | 0.00% | |
| WDC |
Western Digital Corp
Technology
|
Held | 6 | $1,622 | 0.00% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 10 | $1,603 | 0.00% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 15 | $1,568 | 0.00% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 4 | $1,561 | 0.00% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 3 | $1,301 | 0.00% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 3 | $1,189 | 0.00% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 3 | $1,175 | 0.00% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 4 | $1,111 | 0.00% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Held | 1 | $1,093 | 0.00% | |
| XYZ |
Block, Inc.
Technology
|
Held | 18 | $1,083 | 0.00% | |
| TEL |
TE Connectivity plc
Technology
|
Held | 5 | $1,045 | 0.00% | |
| TER |
Teradyne, Inc
Technology
|
Held | 3 | $889 | 0.00% | |
| CPAY |
Corpay, Inc.
Technology
|
Held | 3 | $872 | 0.00% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 3 | $847 | 0.00% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 5 | $820 | 0.00% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 10 | $817 | 0.00% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 4 | $787 | 0.00% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 2 | $776 | 0.00% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Held | 16 | $750 | 0.00% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 3 | $718 | 0.00% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 3 | $714 | 0.00% | |
| DDOG |
Datadog, Inc.
Technology
|
Held | 6 | $708 | 0.00% | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 2 | $707 | 0.00% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 1 | $702 | 0.00% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Held | 1 | $605 | 0.00% |