Westview Management dba Westview Investment Advisors

CIK

2073768

Location

BURLINGTON, VT

Portfolio Value

Small $204,356,432

Diversification

Diversified

Filing Date

Global Rank

#6,441 / 8,794 ▼ 36 · as of Jun 2026

Top Industry

Semiconductors 13.5%

3Y Alpha vs SPY

-11.2%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.8%

+9.0 pts

Top 5

36.1%

+10.3 pts

Top 10

51.3%

+10.3 pts

HHI

536

Diversified+234

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.6%	$97,203,194	17
Technology	15.7%	$32,069,986	6
Financial Services	9.9%	$20,204,200	12
Consumer Cyclical	8.8%	$17,964,097	4
Healthcare	6.0%	$12,167,927	6
Communication Services	3.6%	$7,320,015	1
Basic Materials	3.5%	$7,187,687	3
Energy	1.4%	$2,934,348	2
Utilities	1.2%	$2,514,249	1
Consumer Defensive	1.2%	$2,489,285	1
Industrials	1.1%	$2,301,444	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
MYI	Blackrock Muniyield Quality Fund III, Inc.	+95,350	115,250	$1,280,427
BNDW	Vanguard Total World Bond ETF	+9,290	173,151	$15,016,012
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+7,906	157,912	$6,362,274
MHD	Blackrock Muniholdings Fund, Inc.	+3,311	122,349	$1,455,953
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,944	511,456	$36,473,560
BLDG	Cambria Global Real Estate ETF	+1,840	131,563	$5,974,275
VB	Vanguard Morningstar Small-Cap ETF	+407	6,407	$1,942,089
MSFT	Microsoft Corp	+387	11,122	$4,148,728
FNDA	Schwab Fundamental U.S. Small Company ETF	+299	109,411	$3,738,903
UPS	United Parcel Service Inc	+200	3,600	$387,000
AAON	Aaon, Inc.	+191	15,091	$1,914,444
AVGO	Broadcom Inc.	+130	5,852	$2,210,593
VRTX	Vertex Pharmaceuticals Inc / Ma	+127	5,981	$2,970,942
COST	Costco Wholesale Corp /New	+48	2,661	$2,489,285
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NZF	Nuveen Municipal Credit Income Fund	−42,312	74,839	$948,958
EVN	Eaton Vance Municipal Income Trust	−19,250	13,624	$153,406
NAD	Nuveen Quality Municipal Income Fund	−17,900	35,811	$434,029
FCAL	First Trust California Municipal High income ETF	−11,373	343,661	$6,629,220
JA	Janus Henderson AA-A CLO ETF	−5,941	144,078	$7,274,498
VIGI	Vanguard International Dividend Appreciation ETF	−4,713	8,346	$561,185
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−4,578	51,139	$3,827,754
NCLO	Nuveen AA-BBB CLO ETF	−2,426	23,446	$1,615,349
SHEL	Shell plc	−2,257	33,246	$2,577,894
AFK	VanEck Africa Index ETF	−1,953	3,751	$389,953
MMU	Western Asset Managed Municipals Fund Inc.	−1,916	294,741	$3,071,201
PANW	Palo Alto Networks Inc	−1,738	17,119	$5,837,921
BUYZ	Franklin Disruptive Commerce ETF	−1,665	124,364	$4,943,469
SN	SharkNinja, Inc.	−1,648	31,060	$4,729,506
AMD	Advanced Micro Devices Inc	−1,252	10,662	$6,193,662
GOOGL	Alphabet Inc.	−933	20,685	$7,320,015
CRH	Crh Public Ltd Co	−916	25,956	$2,777,292
AZN	Astrazeneca PLC	−908	16,099	$3,052,692
BBN	BlackRock Taxable Municipal Bond Trust	−691	35,005	$566,030
GLW	Corning Inc /Ny	−609	29,911	$7,640,166
NVDA	Nvidia Corp	−430	30,181	$6,038,916
SCHW	Schwab Charles Corp	−308	30,304	$2,796,150
JPM	Jpmorgan Chase & Co	−302	9,261	$3,031,403
TJX	Tjx Companies Inc /De/	−272	22,774	$3,450,261
AMZN	Amazon Com Inc	−267	19,780	$4,714,365
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	24,851	$2,766,164
CEG	Constellation Energy Corp	10,123	$2,514,249
FBCG	Fidelity Blue Chip Growth ETF	71,395	$1,740,610
NBIX	Neurocrine Biosciences Inc	6,883	$1,160,060
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	2,432	$206,751
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
—		20,534	$3,733,697
META	Meta Platforms, Inc.	6,474	$3,703,969
WCN	Waste Connections, Inc.	17,658	$2,868,365
INTU	Intuit Inc.	6,380	$2,758,584
TSCO	Tractor Supply Co /De/	45,466	$2,059,609
MELI	Mercadolibre Inc	1,130	$1,953,792
IVZ	Invesco Ltd.	13,295	$271,350
MQY	Blackrock Muniyield Quality Fund, Inc.	10,700	$117,486
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $204,356,432 total · filing declares 67 positions · $204,356,549 · as of Jun 30, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	511,456	+1,944	$36,473,560	—	17.85%
BNDW	Vanguard Total World Bond ETF	Added	173,151	+9,290	$15,016,012	+7.4%	7.35%
GLW	Corning Inc /Ny Technology	Reduced	29,911	-609	$7,640,166	+84.1%	3.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,685	-933	$7,320,015	+18.0%	3.58%
JA	Janus Henderson AA-A CLO ETF	Reduced	144,078	-5,941	$7,274,498	−3.7%	3.56%
FCAL	First Trust California Municipal High income ETF	Reduced	343,661	-11,373	$6,629,220	−1.7%	3.24%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	157,912	+7,906	$6,362,274	+5.7%	3.11%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,662	-1,252	$6,193,662	+155.5%	3.03%
NVDA	Nvidia Corp Technology	Reduced	30,181	-430	$6,038,916	+13.1%	2.96%
BLDG	Cambria Global Real Estate ETF	Added	131,563	+1,840	$5,974,275	+11.2%	2.92%
PANW	Palo Alto Networks Inc Technology	Reduced	17,119	-1,738	$5,837,921	+93.1%	2.86%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	6,379	-57	$5,069,965	+8.2%	2.48%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	124,364	-1,665	$4,943,469	+8.4%	2.42%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	31,060	-1,648	$4,729,506	+36.5%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,780	-267	$4,714,365	+12.9%	2.31%
MSFT	Microsoft Corp Technology	Added	11,122	+387	$4,148,728	+4.4%	2.03%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	51,139	-4,578	$3,827,754	+5.4%	1.87%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	109,411	+299	$3,738,903	+11.2%	1.83%
MA	Mastercard Inc Financial Services	Reduced	6,891	-45	$3,539,217	+2.1%	1.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,774	-272	$3,450,261	−6.3%	1.69%
MMU	Western Asset Managed Municipals Fund Inc. Financial Services	Reduced	294,741	-1,916	$3,071,201	+0.7%	1.50%
AZN	Astrazeneca PLC Healthcare	Reduced	16,099	-908	$3,052,692	−9.0%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,261	-302	$3,031,403	+7.8%	1.48%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,981	+127	$2,970,942	+13.7%	1.45%
SCHW	Schwab Charles Corp Financial Services	Reduced	30,304	-308	$2,796,150	−2.8%	1.37%
CRH	Crh Public Ltd Co Basic Materials	Reduced	25,956	-916	$2,777,292	−1.7%	1.36%
ARES	Ares Management Corp Financial Services	NEW	24,851	NEW	$2,766,164	NEW	1.35%
SHEL	Shell plc Energy	Reduced	33,246	-2,257	$2,577,894	−21.9%	1.26%
CEG	Constellation Energy Corp Utilities	NEW	10,123	NEW	$2,514,249	NEW	1.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,661	+48	$2,489,285	−4.4%	1.22%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	11,286	-179	$2,362,724	+20.1%	1.16%
AVGO	Broadcom Inc. Technology	Added	5,852	+130	$2,210,593	+24.8%	1.08%
SHW	Sherwin Williams Co Basic Materials	Reduced	5,947	-232	$2,047,671	+3.4%	1.00%
VB	Vanguard Morningstar Small-Cap ETF	Added	6,407	+407	$1,942,089	+23.6%	0.95%
AAON	Aaon, Inc. Industrials	Added	15,091	+191	$1,914,444	+55.3%	0.94%
VCYT	Veracyte, Inc. Healthcare	Reduced	30,563	-38	$1,794,964	+82.1%	0.88%
FBCG	Fidelity Blue Chip Growth ETF	NEW	71,395	NEW	$1,740,610	NEW	0.85%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	23,446	-2,426	$1,615,349	+8.3%	0.79%
TGTX	Tg Therapeutics, Inc. Healthcare	Reduced	29,224	-37	$1,605,566	+65.2%	0.79%
ARGX	Argenx SE Healthcare	Reduced	1,707	-29	$1,583,703	+24.9%	0.77%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	Added	122,349	+3,311	$1,455,953	+8.4%	0.71%
MYI	Blackrock Muniyield Quality Fund III, Inc. Financial Services	Added	115,250	+95,350	$1,280,427	+512.2%	0.63%
NBIX	Neurocrine Biosciences Inc Healthcare	NEW	6,883	NEW	$1,160,060	NEW	0.57%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	74,839	-42,312	$948,958	−33.5%	0.46%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Reduced	35,005	-691	$566,030	−1.9%	0.28%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	8,346	-4,713	$561,185	−34.6%	0.27%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Reduced	35,811	-17,900	$434,029	−29.7%	0.21%
AFK	VanEck Africa Index ETF	Reduced	3,751	-1,953	$389,953	−29.3%	0.19%
UPS	United Parcel Service Inc Industrials	Added	3,600	+200	$387,000	+15.7%	0.19%
OKE	Oneok Inc /New/ Energy	Held	4,100	0	$356,454	−3.8%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.