WESTCO ADVISORY SERVICES INC /ADV

CIK

946310

Location

LYNBROOK, NY

Portfolio Value

Micro $8,744,272

Diversification

Diversified

Filing Date

Global Rank

#4,914 / 8,578 ▼ 14

Top Industry

Capital Markets 14.2%

3Y Alpha vs SPY

+3.7%

Period ended 3 months ago

Filed May 11, 2026 · 35d

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

+10.3%

SPY

+9.1%

Annualised alpha

+4.3%

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, 2025

Top 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	Positions
Financial Services	29.7%	$42,862,160	19
Technology	21.9%	$31,604,035	8
Unclassified	19.8%	$28,569,028	3
Industrials	6.6%	$9,476,400	9
Healthcare	6.1%	$8,744,272	9
Consumer Cyclical	4.6%	$6,583,007	9
Energy	3.9%	$5,574,404	8
Real Estate	2.5%	$3,601,706	3
Communication Services	2.4%	$3,515,760	4
Consumer Defensive	2.3%	$3,299,985	4
Utilities	0.3%	$498,104	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
ANET	Arista Networks, Inc.	−200	3,129	$384,178
CLS	Celestica Inc	−200	11,628	$3,275,375
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $8,744,272 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	1,970	-96	$1,811,946	−18.4%	20.72%
AMGN	Amgen Inc Healthcare	Added	3,877	+177	$1,364,122	+12.6%	15.60%
MRK	Merck & Co., Inc. Healthcare	NEW	10,886	NEW	$1,309,476	NEW	14.98%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,391	-222	$1,175,248	−22.4%	13.44%
COR	Cencora, Inc. Healthcare	Reduced	3,106	-117	$975,718	−10.4%	11.16%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	2,049	-84	$914,960	−5.4%	10.46%
ABBV	AbbVie Inc. Healthcare	Held	3,357	0	$730,113	−4.8%	8.35%
GSK	GSK plc Healthcare	NEW	4,425	NEW	$244,215	NEW	2.79%
PAHC	Phibro Animal Health Corp Healthcare	NEW	3,950	NEW	$218,474	NEW	2.50%