Westview Management dba Westview Investment Advisors

CIK

2073768

Location

BURLINGTON, VT

Portfolio Value

Micro $92,105,538

Diversification

Diversified

Filing Date

Global Rank

#5,521 / 8,232 ▲ 57

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-10.6%

Period ended 2 months ago

Filed May 8, 2026 · 37d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+6.1%

SPY

+9.1%

Annualised alpha

-10.5%

Max drawdown

−8.2%

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

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

Top Position

5.8%

−0.2 pts

Top 5

24.2%

−0.7 pts

Top 10

43.4%

−1.5 pts

HHI

333

Diversified−8

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$23,438,555	7
Consumer Cyclical	21.7%	$20,017,318	6
Financial Services	18.5%	$16,996,211	12
Healthcare	10.0%	$9,193,587	5
Basic Materials	7.4%	$6,773,085	3
Communication Services	5.0%	$4,587,640	2
Industrials	4.8%	$4,435,832	3
Energy	4.0%	$3,672,378	2
Consumer Defensive	2.8%	$2,603,671	1
Unclassified	0.4%	$387,261	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+2,319	18,857	$3,023,154
UPS	United Parcel Service Inc	+800	3,400	$334,492
AMD	Advanced Micro Devices Inc	+782	11,914	$2,423,665
MYI	Blackrock Muniyield Quality Fund III, Inc.	+300	19,900	$209,149
OKE	Oneok Inc /New/	+200	4,100	$370,599
MSFT	Microsoft Corp	+139	10,735	$3,973,774
COST	Costco Wholesale Corp /New	+108	2,613	$2,603,671
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−22,332	30,520	$4,149,804
TSCO	Tractor Supply Co /De/	−13,979	45,466	$2,059,609
BBN	BlackRock Taxable Municipal Bond Trust	−8,156	35,696	$577,204
EVN	Eaton Vance Municipal Income Trust	−5,000	32,874	$342,218
SN	SharkNinja, Inc.	−3,948	32,708	$3,463,777
AAON	Aaon, Inc.	−2,900	14,900	$1,232,975
TGTX	Tg Therapeutics, Inc.	−2,763	29,261	$972,050
TJX	Tjx Companies Inc /De/	−2,746	23,046	$3,680,446
NVDA	Nvidia Corp	−2,710	30,611	$5,338,558
SHEL	Shell plc	−2,543	35,503	$3,301,779
CASY	Caseys General Stores Inc	−2,261	6,436	$4,684,506
SCHW	Schwab Charles Corp	−2,181	30,612	$2,876,915
CRH	Crh Public Ltd Co	−2,170	26,872	$2,824,784
VCYT	Veracyte, Inc.	−2,089	30,601	$985,658
SHW	Sherwin Williams Co	−2,014	6,179	$1,980,678
SSD	Simpson Manufacturing Co., Inc.	−1,379	11,465	$1,967,623
AMZN	Amazon Com Inc	−1,268	20,047	$4,175,188
WCN	Waste Connections, Inc.	−1,100	17,658	$2,868,365
NZF	Nuveen Municipal Credit Income Fund	−973	117,151	$1,426,899
JPM	Jpmorgan Chase & Co	−957	9,563	$2,813,052
MA	Mastercard Inc	−607	6,936	$3,465,641
META	Meta Platforms, Inc.	−502	6,474	$3,703,969
MELI	Mercadolibre Inc	−470	1,130	$1,953,792
MMU	Western Asset Managed Municipals Fund Inc.	−452	296,657	$3,049,633
VRTX	Vertex Pharmaceuticals Inc / Ma	−430	5,854	$2,614,045
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	17,007	$3,354,120
INTU	Intuit Inc.	6,380	$2,758,584
AVGO	Broadcom Inc.	5,722	$1,771,016
MHD	Blackrock Muniholdings Fund, Inc.	119,038	$1,342,748
ARGX	Argenx SE	1,736	$1,267,714
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AES	Aes Corp	207,824	$2,980,196
BSX	Boston Scientific Corp	24,780	$2,362,773
ADSK	Autodesk, Inc.	7,854	$2,324,862
RYAN	Ryan Specialty Holdings, Inc.	40,318	$2,081,618
IAU	Ishares Gold Trust	4,500	$365,265
TROX	Tronox Holdings plc	10,000	$41,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $92,105,538 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	30,611	-2,710	$5,338,558	−14.1%	5.80%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	6,436	-2,261	$4,684,506	−2.5%	5.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,047	-1,268	$4,175,188	−15.1%	4.53%
GLW	Corning Inc /Ny Technology	Reduced	30,520	-22,332	$4,149,804	−10.3%	4.51%
MSFT	Microsoft Corp Technology	Added	10,735	+139	$3,973,774	−22.5%	4.31%
META	Meta Platforms, Inc. Communication Services	Reduced	6,474	-502	$3,703,969	−19.6%	4.02%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	23,046	-2,746	$3,680,446	−7.1%	4.00%
MA	Mastercard Inc Financial Services	Reduced	6,936	-607	$3,465,641	−19.5%	3.76%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	32,708	-3,948	$3,463,777	−15.6%	3.76%
AZN	Astrazeneca PLC Healthcare	NEW	17,007	NEW	$3,354,120	NEW	3.64%
SHEL	Shell plc Energy	Reduced	35,503	-2,543	$3,301,779	+18.1%	3.58%
MMU	Western Asset Managed Municipals Fund Inc. Financial Services	Reduced	296,657	-452	$3,049,633	−1.7%	3.31%
PANW	Palo Alto Networks Inc Technology	Added	18,857	+2,319	$3,023,154	−0.8%	3.28%
SCHW	Schwab Charles Corp Financial Services	Reduced	30,612	-2,181	$2,876,915	−12.2%	3.12%
WCN	Waste Connections, Inc. Industrials	Reduced	17,658	-1,100	$2,868,365	−12.8%	3.11%
CRH	Crh Public Ltd Co Basic Materials	Reduced	26,872	-2,170	$2,824,784	−22.1%	3.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,563	-957	$2,813,052	−17.0%	3.05%
INTU	Intuit Inc. Technology	NEW	6,380	NEW	$2,758,584	NEW	3.00%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	5,854	-430	$2,614,045	−8.2%	2.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,613	+108	$2,603,671	+20.5%	2.83%
AMD	Advanced Micro Devices Inc Technology	Added	11,914	+782	$2,423,665	+1.7%	2.63%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	45,466	-13,979	$2,059,609	−30.7%	2.24%
SHW	Sherwin Williams Co Basic Materials	Reduced	6,179	-2,014	$1,980,678	−25.4%	2.15%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	11,465	-1,379	$1,967,623	−5.1%	2.14%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,130	-470	$1,953,792	−39.4%	2.12%
AVGO	Broadcom Inc. Technology	NEW	5,722	NEW	$1,771,016	NEW	1.92%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	117,151	-973	$1,426,899	−4.0%	1.55%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	NEW	119,038	NEW	$1,342,748	NEW	1.46%
ARGX	Argenx SE Healthcare	NEW	1,736	NEW	$1,267,714	NEW	1.38%
AAON	Aaon, Inc. Industrials	Reduced	14,900	-2,900	$1,232,975	−9.2%	1.34%
VCYT	Veracyte, Inc. Healthcare	Reduced	30,601	-2,089	$985,658	−28.4%	1.07%
TGTX	Tg Therapeutics, Inc. Healthcare	Reduced	29,261	-2,763	$972,050	+1.8%	1.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,073	-70	$883,671	−10.2%	0.96%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Held	53,711	0	$617,676	−4.3%	0.67%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Reduced	35,696	-8,156	$577,204	−19.3%	0.63%
GLD	Spdr Gold Trust	Reduced	900	-200	$387,261	−11.2%	0.42%
OKE	Oneok Inc /New/ Energy	Added	4,100	+200	$370,599	+29.3%	0.40%
EVN	Eaton Vance Municipal Income Trust Financial Services	Reduced	32,874	-5,000	$342,218	−16.0%	0.37%
UPS	United Parcel Service Inc Industrials	Added	3,400	+800	$334,492	+29.7%	0.36%
MYI	Blackrock Muniyield Quality Fund III, Inc. Financial Services	Added	19,900	+300	$209,149	−1.8%	0.23%
PMO	Putnam Municipal Opportunities Trust Financial Services	Held	15,300	0	$157,590	−3.7%	0.17%
MQY	Blackrock Muniyield Quality Fund, Inc. Financial Services	Held	10,700	0	$117,486	−2.8%	0.13%