WestHill Financial Advisors, Inc.
Top Portfolio Positions
40 positions ·
$36,886,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,508 | $9,519,155 | 25.81% |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
228,333 | $3,539,161 | 9.59% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,971 | $2,701,470 | 7.32% |
| MSFT |
Microsoft Corp
Technology
|
6,376 | $2,360,203 | 6.40% |
| NVDA |
Nvidia Corp
Technology
|
9,098 | $1,586,691 | 4.30% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,171 | $1,166,819 | 3.16% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,137 | $1,166,179 | 3.16% |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
6,709 | $1,163,676 | 3.15% |
| CVX |
Chevron Corp
Energy
|
4,996 | $1,033,672 | 2.80% |
| CAT |
Caterpillar Inc
Industrials
|
1,411 | $999,637 | 2.71% |
Holdings in WAL
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,789 | 7,647 | Shares | Sole | 2026-04-09 | |
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