Westend Capital Management, LLC
Top Portfolio Positions
198 positions ·
$327,614,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CCJ |
Cameco Corp
Energy
|
228,075 | $24,771,225 | 7.56% |
| CENX |
Century Aluminum Co
Basic Materials
|
378,073 | $22,189,104 | 6.77% |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
369,535 | $21,551,281 | 6.58% |
| PWR |
Quanta Services, Inc.
Industrials
|
35,510 | $19,495,700 | 5.95% |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
306,231 | $18,000,258 | 5.49% |
| BA |
Boeing Co
Industrials
|
80,994 | $16,120,235 | 4.92% |
| ET |
Energy Transfer LP
Energy
|
810,229 | $15,637,419 | 4.77% |
| CAT |
Caterpillar Inc
Industrials
|
19,684 | $13,945,326 | 4.26% |
| MRK |
Merck & Co., Inc.
Healthcare
|
112,368 | $13,516,746 | 4.13% |
| AAPL |
Apple Inc.
Technology
|
51,796 | $13,145,306 | 4.01% |
Holdings in ET
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,637,419 | 810,229 | Shares | Sole | 2026-04-14 | |
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