Westover Capital Advisors, LLC
CIK 1483467
13F filing for Q2 2026・No. 3,509
- Holdings
- US$601.93M
- Quarter change
- +US$58.53M
- Entries
- 240
- Net bought (estimate)
- −US$1.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 17
- Cut 98
- Added 44
- Corporate actions 2
- Unchanged 76
Largest holdings
240 stocks worth US$601.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 114,637 | US$33.17M | 5.51% |
| GOOGLAlphabetCAP STK CL A | Cut | 84,614 | US$30.24M | 5.02% |
| NVDANvidiaCOM | Added | 146,961 | US$29.41M | 4.89% |
| AVGOBroadcomCOM | Cut | 49,947 | US$18.87M | 3.13% |
| AMZNAmazonCOM | Added | 75,506 | US$18M | 2.99% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 44,336 | US$16.33M | 2.71% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 285,332 | US$15.05M | 2.50% |
| MSFTMicrosoftCOM | Cut | 40,093 | US$14.96M | 2.48% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 40,857 | US$13.93M | 2.31% |
| JPMJPMORGAN CHASE & COCOM | Cut | 40,663 | US$13.31M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.