Westview Management dba Westview Investment Advisors

CIK

2073768

Location

BURLINGTON, VT

Portfolio Value

Small $101,107,366

Diversification

Diversified

Filing Date

Global Rank

#5,931 / 8,517 ▲ 134

Top Industry

Semiconductors 14.3%

3Y Alpha vs SPY

+1.7%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.5%

SPY

+13.9%

Annualised alpha

-0.8%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.6%

+1.3 pts

Top 5

30.4%

+5.6 pts

Top 10

50.8%

+7.5 pts

HHI

384

Diversified+55

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$32,069,986	6
Financial Services	20.0%	$20,204,200	12
Consumer Cyclical	17.8%	$17,964,097	4
Healthcare	12.0%	$12,167,927	6
Basic Materials	7.1%	$7,187,687	3
Energy	2.9%	$2,934,348	2
Utilities	2.5%	$2,514,249	1
Consumer Defensive	2.5%	$2,489,285	1
Industrials	2.3%	$2,301,444	2
Communication Services	1.0%	$1,007,068	1
Unclassified	0.3%	$267,075	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
MYI	Blackrock Muniyield Quality Fund III, Inc.	+95,350	115,250	$1,280,427
MHD	Blackrock Muniholdings Fund, Inc.	+3,311	122,349	$1,455,953
MSFT	Microsoft Corp	+387	11,122	$4,148,728
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
GOOGL	Alphabet Inc.	−18,800	2,818	$1,007,068
NAD	Nuveen Quality Municipal Income Fund	−17,900	35,811	$434,029
SHEL	Shell plc	−2,257	33,246	$2,577,894
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
SN	SharkNinja, Inc.	−1,648	31,060	$4,729,506
AMD	Advanced Micro Devices Inc	−1,252	10,662	$6,193,662
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
SHW	Sherwin Williams Co	−232	5,947	$2,047,671
SSD	Simpson Manufacturing Co., Inc.	−179	11,286	$2,362,724
GLD	Spdr Gold Trust	−175	725	$267,075
CASY	Caseys General Stores Inc	−57	6,379	$5,069,965
MA	Mastercard Inc	−45	6,891	$3,539,217
VCYT	Veracyte, Inc.	−38	30,563	$1,794,964
TGTX	Tg Therapeutics, Inc.	−37	29,224	$1,605,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	24,851	$2,766,164
CEG	Constellation Energy Corp	10,123	$2,514,249
NBIX	Neurocrine Biosciences Inc	6,883	$1,160,060
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
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
VB	Vanguard Morningstar Small-Cap ETF	6,000	$1,571,520
MQY	Blackrock Muniyield Quality Fund, Inc.	10,700	$117,486
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $101,107,366 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLW	Corning Inc /Ny Technology	Reduced	29,911	-609	$7,640,166	+84.1%	7.56%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,662	-1,252	$6,193,662	+155.5%	6.13%
NVDA	Nvidia Corp Technology	Reduced	30,181	-430	$6,038,916	+13.1%	5.97%
PANW	Palo Alto Networks Inc Technology	Reduced	17,119	-1,738	$5,837,921	+93.1%	5.77%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	6,379	-57	$5,069,965	+8.2%	5.01%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	31,060	-1,648	$4,729,506	+36.5%	4.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,780	-267	$4,714,365	+12.9%	4.66%
MSFT	Microsoft Corp Technology	Added	11,122	+387	$4,148,728	+4.4%	4.10%
MA	Mastercard Inc Financial Services	Reduced	6,891	-45	$3,539,217	+2.1%	3.50%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,774	-272	$3,450,261	−6.3%	3.41%
MMU	Western Asset Managed Municipals Fund Inc. Financial Services	Reduced	294,741	-1,916	$3,071,201	+0.7%	3.04%
AZN	Astrazeneca PLC Healthcare	Reduced	16,099	-908	$3,052,692	−9.0%	3.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,261	-302	$3,031,403	+7.8%	3.00%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,981	+127	$2,970,942	+13.7%	2.94%
SCHW	Schwab Charles Corp Financial Services	Reduced	30,304	-308	$2,796,150	−2.8%	2.77%
CRH	Crh Public Ltd Co Basic Materials	Reduced	25,956	-916	$2,777,292	−1.7%	2.75%
ARES	Ares Management Corp Financial Services	NEW	24,851	NEW	$2,766,164	NEW	2.74%
SHEL	Shell plc Energy	Reduced	33,246	-2,257	$2,577,894	−21.9%	2.55%
CEG	Constellation Energy Corp Utilities	NEW	10,123	NEW	$2,514,249	NEW	2.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,661	+48	$2,489,285	−4.4%	2.46%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	11,286	-179	$2,362,724	+20.1%	2.34%
AVGO	Broadcom Inc. Technology	Added	5,852	+130	$2,210,593	+24.8%	2.19%
SHW	Sherwin Williams Co Basic Materials	Reduced	5,947	-232	$2,047,671	+3.4%	2.03%
AAON	Aaon, Inc. Industrials	Added	15,091	+191	$1,914,444	+55.3%	1.89%
VCYT	Veracyte, Inc. Healthcare	Reduced	30,563	-38	$1,794,964	+82.1%	1.78%
TGTX	Tg Therapeutics, Inc. Healthcare	Reduced	29,224	-37	$1,605,566	+65.2%	1.59%
ARGX	Argenx SE Healthcare	Reduced	1,707	-29	$1,583,703	+24.9%	1.57%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	Added	122,349	+3,311	$1,455,953	+8.4%	1.44%
MYI	Blackrock Muniyield Quality Fund III, Inc. Financial Services	Added	115,250	+95,350	$1,280,427	+512.2%	1.27%
NBIX	Neurocrine Biosciences Inc Healthcare	NEW	6,883	NEW	$1,160,060	NEW	1.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,818	-18,800	$1,007,068	−83.8%	1.00%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	74,839	-42,312	$948,958	−33.5%	0.94%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Reduced	35,005	-691	$566,030	−1.9%	0.56%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Reduced	35,811	-17,900	$434,029	−29.7%	0.43%
UPS	United Parcel Service Inc Industrials	Added	3,600	+200	$387,000	+15.7%	0.38%
OKE	Oneok Inc /New/ Energy	Held	4,100	0	$356,454	−3.8%	0.35%
GLD	Spdr Gold Trust	Reduced	725	-175	$267,075	−31.0%	0.26%
PMO	Franklin Municipal Opportunities Trust Financial Services	Held	15,300	0	$161,262	+2.3%	0.16%
EVN	Eaton Vance Municipal Income Trust Financial Services	Reduced	13,624	-19,250	$153,406	−55.2%	0.15%

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.