WESTCO ADVISORY SERVICES INC /ADV
Filing Date
Global Rank
#4,578
/ 8,232
▲ 135
Top Industry
Capital Markets
14.2%
3Y Alpha vs SPY
+2.0%
Period ended 2 months ago
Filed May 11, 2026 · 34d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.6%
SPY
+9.1%
Annualised alpha
+1.9%
Max drawdown
−8.9%
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
77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.9%
−0.3 pts
Top 5
47.9%
−1.8 pts
Top 10
60.2%
−1.7 pts
HHI
641
Diversified−32
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.7% | $42,862,160 |
| Technology | 21.9% | $31,604,035 |
| Unclassified | 19.8% | $28,569,028 |
| Industrials | 6.6% | $9,476,400 |
| Healthcare | 6.1% | $8,744,272 |
| Consumer Cyclical | 4.6% | $6,583,007 |
| Energy | 3.9% | $5,574,404 |
| Real Estate | 2.5% | $3,601,706 |
| Communication Services | 2.4% | $3,515,760 |
| Consumer Defensive | 2.3% | $3,299,985 |
| Utilities | 0.3% | $498,104 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | +2,304 | 7,780 | $1,609,682 | |
| MPLX | Mplx LP | +770 | 7,915 | $451,709 | |
| COST | Costco Wholesale Corp /New | +700 | 1,735 | $1,728,806 | |
| TRV | Travelers Companies, Inc. | +209 | 1,109 | $323,473 | |
| AMGN | Amgen Inc | +177 | 3,877 | $1,364,122 | |
| GS | Goldman Sachs Group Inc | +18 | 16,027 | $13,558,681 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BX | Blackstone Inc. | −12,539 | 10,146 | $1,166,688 | |
| AAPL | Apple Inc. | −2,201 | 60,220 | $15,283,233 | |
| OUT | OUTFRONT Media Inc. | −2,177 | 74,410 | $1,971,865 | |
| ODFL | Old Dominion Freight Line, Inc. | −1,564 | 15,053 | $2,941,356 | |
| MFC | Manulife Financial Corp | −1,093 | 30,683 | $1,056,722 | |
| TSCO | Tractor Supply Co /De/ | −968 | 48,440 | $2,194,332 | |
| SPY | Spdr S&P 500 ETF Trust | −929 | 39,694 | $25,814,595 | |
| V | Visa Inc. | −800 | 6,143 | $1,856,660 | |
| SOFI | SoFi Technologies, Inc. | −800 | 15,019 | $238,501 | |
| BAC | Bank Of America Corp /De/ | −739 | 44,649 | $2,176,638 | |
| HOOD | Robinhood Markets, Inc. | −675 | 21,593 | $1,496,394 | |
| JPM | Jpmorgan Chase & Co | −472 | 30,378 | $8,935,992 | |
| WMB | Williams Companies, Inc. | −407 | 15,384 | $1,119,647 | |
| CTAS | Cintas Corp | −287 | 9,586 | $1,621,376 | |
| TMO | Thermo Fisher Scientific Inc. | −222 | 2,391 | $1,175,248 | |
| WRB | Berkley W R Corp | −209 | 6,137 | $406,760 | |
| CLS | Celestica Inc | −200 | 11,628 | $3,275,375 | |
| ANET | Arista Networks, Inc. | −200 | 3,129 | $384,178 | |
| ITW | Illinois Tool Works Inc | −192 | 3,148 | $819,392 | |
| LAMR | Lamar Advertising Co/New | −190 | 11,050 | $1,399,593 | |
| BRK-B | Berkshire Hathaway Inc | −188 | 11,620 | $5,568,304 | |
| BNY | Bank of New York Mellon Corp | −177 | 11,866 | $1,407,663 | |
| GOOGL | Alphabet Inc. | −163 | 9,795 | $2,816,650 | |
| ROL | Rollins Inc | −156 | 16,431 | $877,579 | |
| COR | Cencora, Inc. | −117 | 3,106 | $975,718 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 10,886 | $1,309,476 | |
| DHT | DHT Holdings, Inc. | 51,341 | $938,000 | |
| GIL | Gildan Activewear Inc. | 11,206 | $623,613 | |
| MOD | Modine Manufacturing Co | 2,544 | $551,310 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 14,984 | $449,370 | |
| PAGP | Plains Gp Holdings LP | 18,477 | $448,621 | |
| KMI | Kinder Morgan, Inc. | 11,772 | $394,715 | |
| KO | Coca Cola Co | 5,030 | $382,531 | |
| FTI | TechnipFMC plc | 5,395 | $372,956 | |
| HON | Honeywell International Inc | 1,510 | $341,305 | |
| VRT | Vertiv Holdings Co | 1,290 | $323,248 | |
| DRI | Darden Restaurants Inc | 1,624 | $318,368 | |
| AIR | Aar Corp | 2,334 | $255,479 | |
| GSK | GSK plc | 4,425 | $244,215 | |
| PAHC | Phibro Animal Health Corp | 3,950 | $218,474 | |
| T | At&T Inc. | 7,204 | $208,843 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | 7,774 | $1,999,706 | |
| ARES | Ares Management Corp | 7,202 | $1,164,059 | |
| GBTC | Grayscale Bitcoin Trust ETF | 8,648 | $591,177 | |
| PAYX | Paychex Inc | 2,871 | $322,068 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 1,681 | $311,859 | |
| ABT | Abbott Laboratories | 1,957 | $245,192 | |
| ORCL | Oracle Corp | 1,232 | $240,129 | |
| WTW | Willis Towers Watson PLC | 661 | $217,204 | |
| UHS | Universal Health Services Inc | 945 | $206,028 | |
| No positions match the current search. | ||||
77 positions ·
$144,328,861 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 77 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 39,694 | $25,814,595 | 17.89% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 60,220 | $15,283,233 | 10.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 16,027 | $13,558,681 | 9.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 30,378 | $8,935,992 | 6.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,620 | $5,568,304 | 3.86% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,575 | $5,395,227 | 3.74% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 11,628 | $3,275,375 | 2.27% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 8,311 | $3,255,917 | 2.26% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 15,053 | $2,941,356 | 2.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,795 | $2,816,650 | 1.95% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,357 | $2,305,063 | 1.60% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 48,440 | $2,194,332 | 1.52% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 44,649 | $2,176,638 | 1.51% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Held | 1,480 | $2,040,905 | 1.41% | |
| OUT |
OUTFRONT Media Inc.
Real Estate
|
Reduced | 74,410 | $1,971,865 | 1.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,118 | $1,893,582 | 1.31% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,143 | $1,856,660 | 1.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,970 | $1,811,946 | 1.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,735 | $1,728,806 | 1.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,546 | $1,664,822 | 1.15% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 9,586 | $1,621,376 | 1.12% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,780 | $1,609,682 | 1.12% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 21,593 | $1,496,394 | 1.04% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 11,866 | $1,407,663 | 0.98% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Reduced | 11,050 | $1,399,593 | 0.97% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,877 | $1,364,122 | 0.95% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 1,376 | $1,323,312 | 0.92% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 10,886 | $1,309,476 | 0.91% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 7,325 | $1,205,475 | 0.84% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 2,391 | $1,175,248 | 0.81% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 10,146 | $1,166,688 | 0.81% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 15,384 | $1,119,647 | 0.78% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Reduced | 30,683 | $1,056,722 | 0.73% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 3,106 | $975,718 | 0.68% | |
| DHT |
DHT Holdings, Inc.
Energy
|
NEW | 51,341 | $938,000 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 2,975 | $924,600 | 0.64% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 2,049 | $914,960 | 0.63% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
Reduced | 16,431 | $877,579 | 0.61% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 9,173 | $856,024 | 0.59% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 3,148 | $819,392 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 3,357 | $730,113 | 0.51% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 4,423 | $695,959 | 0.48% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
NEW | 11,206 | $623,613 | 0.43% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 1,723 | $591,368 | 0.41% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
NEW | 2,544 | $551,310 | 0.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 765 | $541,971 | 0.38% | |
| AON |
Aon plc
Financial Services
|
Held | 1,558 | $502,891 | 0.35% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 3,800 | $498,104 | 0.35% | |
| MPLX |
Mplx LP
Energy
|
Added | 7,915 | $451,709 | 0.31% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 3,575 | $451,701 | 0.31% |