WestHill Financial Advisors, Inc.
Top Portfolio Positions
41 positions ·
$37,795,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,508 | $9,519,155 | 25.19% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
228,333 | $3,539,161 | 9.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,971 | $2,701,470 | 7.15% | |
| MSFT |
Microsoft Corp
Technology
|
6,376 | $2,360,203 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
9,098 | $1,586,691 | 4.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,171 | $1,166,819 | 3.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,137 | $1,166,179 | 3.09% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
6,709 | $1,163,676 | 3.08% | |
| CVX |
Chevron Corp
Energy
|
4,996 | $1,033,672 | 2.73% | |
| CAT |
Caterpillar Inc
Industrials
|
1,411 | $999,637 | 2.64% |
Portfolio Trend
21 quarters · across all stocks
Holdings in STEW
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,472 | 16,168 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $299,754 | 16,168 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $293,610 | 16,168 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $285,850 | 16,168 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $278,898 | 16,168 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $259,011 | 16,168 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $255,454 | 16,168 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $235,244 | 16,168 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $243,490 | 16,168 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $224,250 | 16,168 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $209,860 | 16,168 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $214,711 | 16,168 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $198,543 | 16,168 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $205,333 | 16,168 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $175,907 | 16,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $193,207 | 16,168 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $239,771 | 16,168 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $229,747 | 16,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $211,962 | 16,168 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $203,393 | 16,168 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $180,111 | 16,168 | Shares | Sole | 2021-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||