Westover Capital Advisors, LLC

CIK

1483467

Location

WILMINGTON, DE

Portfolio Value

Small $425,830,473

Diversification

Diversified

Filing Date

Global Rank

#2,860 / 8,605 ▲ 59 · as of Mar 2026

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.2%

SPY

+76.5%

Annualised alpha

+1.5%

Max drawdown

−20.6%

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

203 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−0.4 pts

Top 5

26.7%

−2.2 pts

Top 10

41.5%

−4.2 pts

HHI

238

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$133,784,737	28
Financial Services	12.0%	$51,208,693	38
Communication Services	9.6%	$41,074,359	7
Industrials	9.3%	$39,768,271	29
Healthcare	9.0%	$38,157,211	27
Consumer Cyclical	8.0%	$33,913,526	21
Unclassified	6.0%	$25,494,509	3
Energy	5.7%	$24,284,015	23
Consumer Defensive	4.2%	$17,912,146	7
Utilities	2.1%	$9,059,743	8
Real Estate	1.5%	$6,525,285	3
Basic Materials	1.1%	$4,647,978	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+28,688	43,121	$6,913,158
LOW	Lowes Companies Inc	+9,786	11,283	$2,665,947
AXGN	Axogen, Inc.	+7,447	22,716	$752,581
RIO	Rio Tinto PLC	+7,100	10,300	$960,887
MRK	Merck & Co., Inc.	+6,192	11,842	$1,424,474
WES	Western Midstream Partners, LP	+5,000	12,700	$522,859
SCHW	Schwab Charles Corp	+4,398	25,827	$2,427,221
TFC	Truist Financial Corp	+3,800	13,818	$635,213
MPLX	Mplx LP	+3,600	21,400	$1,221,298
USB	US Bancorp De	+3,500	7,500	$390,075
AAPL	Apple Inc.	+3,017	113,402	$28,780,293
WMB	Williams Companies, Inc.	+3,000	13,239	$963,534
BAC	Bank Of America Corp /De/	+2,663	19,851	$967,736
EXEL	Exelixis, Inc.	+2,582	89,009	$3,817,596
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,105	22,431	$7,580,556
AMZN	Amazon Com Inc	+2,063	73,849	$15,380,531
CAH	Cardinal Health Inc	+1,735	7,201	$1,521,643
USFD	US Foods Holding Corp.	+1,719	26,927	$2,482,938
LLY	ELI LILLY & Co	+1,585	3,656	$3,362,679
APP	AppLovin Corp	+1,524	3,689	$1,468,222
GILD	Gilead Sciences, Inc.	+1,293	16,272	$2,267,828
APO	Apollo Global Management, Inc.	+1,271	6,465	$720,330
TOL	Toll Brothers, Inc.	+1,200	4,900	$668,703
DUK	Duke Energy CORP	+991	2,991	$391,641
GOOGL	Alphabet Inc.	+840	84,684	$24,351,731
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRN	Stride, Inc.	−33,112	4,177	$368,286
RSI	Rush Street Interactive, Inc.	−28,301	25,694	$558,844
AVGO	Broadcom Inc.	−4,772	50,107	$15,508,617
NDAQ	Nasdaq, Inc.	−4,490	21,475	$1,823,012
FBP	First Bancorp /Pr/	−4,328	34,900	$745,464
V	Visa Inc.	−3,065	2,309	$697,872
GLD	Spdr Gold Trust	−2,811	45,512	$19,583,358
TSCO	Tractor Supply Co /De/	−2,450	21,600	$978,480
NFLX	Netflix Inc	−2,138	93,344	$8,975,025
NVDA	Nvidia Corp	−1,610	146,429	$25,537,217
MPC	Marathon Petroleum Corp	−1,550	1,550	$378,479
TXN	Texas Instruments Inc	−1,500	1,500	$291,210
NOW	ServiceNow, Inc.	−1,435	19,955	$2,086,295
IAU	Ishares Gold Trust	−1,119	62,005	$5,466,360
CLS	Celestica Inc	−1,094	35,297	$9,942,458
TMUS	T-Mobile US, Inc.	−1,088	2,775	$582,833
JPM	Jpmorgan Chase & Co	−831	42,322	$12,449,439
ICLR	Icon PLC	−811	6,628	$733,454
J	Jacobs Solutions Inc.	−783	13,793	$1,755,573
EXC	Exelon Corp	−738	4,508	$220,982
IBOC	International Bancshares Corp	−710	42,724	$2,874,897
PJT	PJT Partners Inc.	−659	8,908	$1,244,625
MA	Mastercard Inc	−581	995	$497,161
WMT	Walmart Inc.	−549	49,355	$6,133,839
CRWD	CrowdStrike Holdings, Inc.	−420	1,394	$136,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
YUMC	Yum China Holdings, Inc.	35,535	$1,733,397
AZN	Astrazeneca PLC	4,461	$879,798
TEX	Terex Corp	13,404	$792,176
BHP	BHP Group Ltd	6,242	$454,043
SLB	Slb Limited/Nv	8,450	$434,245
AMD	Advanced Micro Devices Inc	1,796	$365,360
JCI	Johnson Controls International plc	2,416	$316,375
TSN	Tyson Foods, Inc.	4,314	$276,397
ARM	Arm Holdings PLC /Uk	1,800	$272,304
KO	Coca Cola Co	3,580	$272,259
CNQ	CANADIAN NATURAL RESOURCES Ltd	5,500	$268,015
PBR	Petrobras - Petroleo Brasileiro SA	12,400	$257,300
OXY	Occidental Petroleum Corp /De/	3,900	$253,500
SHEL	Shell plc	2,700	$251,100
BP	Bp PLC	5,300	$249,100
FANG	Diamondback Energy, Inc.	1,250	$247,237
SO	Southern Co	2,500	$241,300
ALB	Albemarle Corp	1,260	$226,207
HAL	Halliburton Co	5,700	$222,243
LMT	Lockheed Martin Corp	352	$212,745
JBHT	Hunt J B Transport Services Inc	1,000	$211,900
APH	Amphenol Corp /De/	1,677	$211,888
SBUX	Starbucks Corp	2,363	$211,701
ERIC	Ericsson Lm Telephone Co	18,700	$210,749
GWW	W.W. Grainger, Inc.	191	$208,344
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
SE	Sea Ltd	16,701	$2,130,546
CARG	CarGurus, Inc.	49,858	$1,912,054
TILE	Interface Inc	62,478	$1,744,385
CRM	Salesforce, Inc.	2,509	$664,659
CORT	Corcept Therapeutics Inc	18,835	$655,458
ORLY	O Reilly Automotive Inc	6,369	$580,916
EHC	Encompass Health Corp	4,975	$528,046
ANET	Arista Networks, Inc.	4,000	$524,120
GCT	GigaCloud Technology Inc	11,118	$436,715
BABA	Alibaba Group Holding Ltd	2,800	$410,424
QCOM	Qualcomm Inc/De	1,897	$324,481
KD	Kyndryl Holdings, Inc.	11,162	$296,462
PGR	Progressive Corp/Oh/	1,263	$287,610
KMI	Kinder Morgan, Inc.	9,472	$260,385
DHR	Danaher Corp /De/	1,000	$228,920
MRSH	Marsh & Mclennan Companies, Inc.	1,174	$217,800
TPG	TPG Inc.	3,400	$217,056
FCNCA	First Citizens Bancshares Inc /De/	100	$214,617
UHS	Universal Health Services Inc	953	$207,773
ACAD	Acadia Pharmaceuticals Inc	7,592	$202,782
DELL	Dell Technologies Inc.	1,590	$200,149
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

203 positions · $425,830,473 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 203 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	113,402	+3,017	$28,780,293	−4.1%	6.76%
NVDA	Nvidia Corp Technology	Reduced	146,429	-1,610	$25,537,217	−7.5%	6.00%
GOOGL	Alphabet Inc. Communication Services	Added	84,684	+840	$24,351,731	−7.2%	5.72%
GLD	Spdr Gold Trust	Reduced	45,512	-2,811	$19,583,358	+2.3%	4.60%
AVGO	Broadcom Inc. Technology	Reduced	50,107	-4,772	$15,508,617	−18.3%	3.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	73,849	+2,063	$15,380,531	−7.2%	3.61%
MSFT	Microsoft Corp Technology	Added	40,138	+520	$14,857,883	−22.5%	3.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	42,322	-831	$12,449,439	−10.5%	2.92%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,171	-3	$10,296,544	−3.8%	2.42%
CLS	Celestica Inc Technology	Reduced	35,297	-1,094	$9,942,458	−7.6%	2.33%
NFLX	Netflix Inc Communication Services	Reduced	93,344	-2,138	$8,975,025	+0.3%	2.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	22,431	+2,105	$7,580,556	+22.7%	1.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,157	-47	$7,131,449	+14.8%	1.67%
PANW	Palo Alto Networks Inc Technology	Added	43,121	+28,688	$6,913,158	+160.0%	1.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	49,355	-549	$6,133,839	+10.3%	1.44%
VST	Vistra Corp. Utilities	Added	40,627	+109	$6,107,456	−6.6%	1.43%
XOM	Exxon Mobil Corp Energy	Reduced	34,747	-289	$5,895,176	+39.8%	1.38%
IAU	Ishares Gold Trust	Reduced	62,005	-1,119	$5,466,360	+6.7%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	8,985	-98	$5,140,588	−14.3%	1.21%
EME	EMCOR Group, Inc. Industrials	Reduced	6,854	-275	$5,060,376	+16.0%	1.19%
WELL	Welltower Inc. Real Estate	Reduced	23,471	-212	$4,640,451	+5.6%	1.09%
ENSG	Ensign Group, Inc Healthcare	Reduced	22,752	-287	$4,584,528	+14.2%	1.08%
GD	General Dynamics Corp Industrials	Reduced	13,223	-87	$4,538,398	+1.3%	1.07%
COR	Cencora, Inc. Healthcare	Reduced	14,255	-87	$4,478,065	−7.6%	1.05%
KLAC	Kla Corp Technology	Reduced	2,872	-87	$4,228,761	+1076.2%	0.99%
EXEL	Exelixis, Inc. Healthcare	Added	89,009	+2,582	$3,817,596	+0.8%	0.90%
HESM	Hess Midstream LP Energy	Added	95,993	+638	$3,731,247	+13.4%	0.88%
ASML	Asml Holding NV Technology	Added	2,699	+101	$3,564,920	+28.3%	0.84%
LLY	ELI LILLY & Co Healthcare	Added	3,656	+1,585	$3,362,679	+51.1%	0.79%
CAT	Caterpillar Inc Industrials	Held	4,676	0	$3,312,758	+23.7%	0.78%
DE	Deere & Co Industrials	Held	5,817	0	$3,276,716	+21.0%	0.77%
IBOC	International Bancshares Corp Financial Services	Reduced	42,724	-710	$2,874,897	−0.4%	0.68%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,727	-166	$2,814,992	−17.6%	0.66%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	3,857	+101	$2,807,356	+35.2%	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,283	+9,786	$2,665,947	+638.5%	0.63%
PWR	Quanta Services, Inc. Industrials	Reduced	4,711	-130	$2,586,433	+26.6%	0.61%
USFD	US Foods Holding Corp. Consumer Defensive	Added	26,927	+1,719	$2,482,938	+30.8%	0.58%
SCHW	Schwab Charles Corp Financial Services	Added	25,827	+4,398	$2,427,221	+13.4%	0.57%
CVX	Chevron Corp Energy	Held	11,629	0	$2,406,040	+35.8%	0.57%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	17,553	+731	$2,373,692	+2.4%	0.56%
FDX	Fedex Corp Industrials	Held	6,471	0	$2,304,840	+53.0%	0.54%
EOG	Eog Resources Inc Energy	Added	15,841	+321	$2,290,133	+40.5%	0.54%
AMAT	Applied Materials Inc /De Technology	Added	6,668	+550	$2,279,055	+45.0%	0.54%
GILD	Gilead Sciences, Inc. Healthcare	Added	16,272	+1,293	$2,267,828	+23.4%	0.53%
VRT	Vertiv Holdings Co Industrials	Reduced	8,691	-100	$2,177,790	+52.9%	0.51%
FSLR	First Solar, Inc. Technology	Reduced	10,865	-118	$2,143,229	−25.3%	0.50%
NOW	ServiceNow, Inc. Technology	Reduced	19,955	-1,435	$2,086,295	−36.3%	0.49%
GLW	Corning Inc /Ny Technology	Held	14,460	0	$1,966,126	+55.3%	0.46%
ABBV	AbbVie Inc. Healthcare	Reduced	8,560	-216	$1,861,714	−7.2%	0.44%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	21,475	-4,490	$1,823,012	−27.7%	0.43%