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CIK: 0001483467
Total reported value
$615.7M
$615.7M
240 檔
21.1%
At the close of Q2 2026, Westover Capital Advisors, LLC disclosed equity holdings valued at approximately $615.7M, spread across 240 reported holdings.
In Q2 2026, Westover Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 74 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.51% | +0.70% | +1.09% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.02% | -0.09% | -0.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | +0.68% | +0.36% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.13% | -0.27% | -0.32% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.22% | +2.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.71% | -0.01% | -2.58% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.50% | +0.07% | +0.39% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.79% | -0.11% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.31% | +0.24% | -5.25% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.09% | -3.92% | |
| 11 | CLS | Celestica Inc | Stock-Tech | 2.05% | -0.11% | -4.28% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.03% | -1.91% | +0.72% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.03% | -0.23% | -0.69% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.92% | -0.16% | +2.39% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.90% | +0.03% | +7.02% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.85% | -1.80% | -1.22% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.84% | -0.15% | +3.76% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.60% | +0.11% | +4.53% | |
| 19 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.56% | +0.04% | +0.80% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.39% | -0.56% | +866.92% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.06% | +2.43% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.09% | +0.12% | +3.14% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.10% | -2.40% | |
| 24 | VST | Vistra CORP | Stock-Utilities | 1.03% | -0.16% | -4.00% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.01% | -1.01% | EXIT | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.13% | +1.79% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | -0.08% | +2.93% | |
| 28 | EME | Emcor Group Inc | Stock-Industrials | 0.91% | -0.27% | -3.66% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.91% | -0.63% | -4.66% | |
| 30 | WELL | Welltower Inc | Stock-Real Estate | 0.88% | -0.04% | -0.35% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.85% | -0.03% | +9.29% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | +0.30% | -0.32% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.22% | — | |
| 34 | EXEL | Exelixis Inc | Stock-Healthcare | 0.82% | +0.04% | +2.28% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | -0.23% | — | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.79% | +0.01% | +1.44% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.78% | EXIT | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.73% | -0.07% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.23% | +1.97% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.64% | -0.17% | -4.84% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.04% | — | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.61% | -0.25% | -0.21% | |
| 43 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.61% | -0.03% | +0.96% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | -0.09% | +2.90% | |
| 45 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.58% | +0.02% | -3.58% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.04% | +8.33% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.54% | -0.08% | -4.20% | |
| 48 | FTDR | Frontdoor Inc | Stock-Consumer Disc | 0.53% | +0.09% | — | |
| 49 | IBOC | International Bancshares Crp | Stock-Other | 0.52% | -0.06% | -2.83% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | -6.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1% | -5.25% | Trim |
| 2 | KLAC | Kla CORP | +0.6% | +866.92% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.08% | Trim |
| 4 | FTDR | Frontdoor Inc | +0.5% | NEW | New buy |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +7.02% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | — | Unchanged |
| 7 | AVGO | Broadcom Inc | +0.3% | -0.32% | Trim |
| 8 | LRCX | Lam Research CORP | +0.3% | +2.90% | Add |
| 9 | ASML | ASML Holding N.V. | +0.3% | +2.93% | Add |
| 10 | GLW | Corning Inc | +0.3% | -0.21% | Trim |
| 11 | CLS | Celestica Inc | +0.2% | -4.28% | Trim |
| 12 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 13 | AAPL | Apple Inc | +0.2% | +1.09% | Add |
| 14 | ESE | Esco Technologies Inc | +0.2% | NEW | New buy |
| 15 | TMUS | T-mobile US Inc | +0.2% | +305.01% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.36% | Add |
| 17 | AMD | Advanced Micro Devices | +0.2% | +50.17% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +2.24% | Add |
| 19 | MCRI | Monarch Casino & Resort Inc | +0.2% | NEW | New buy |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | -0.69% | Trim |
| 21 | EXEL | Exelixis Inc | +0.1% | +2.28% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +1.97% | Add |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +4.25% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +8.33% | Add |
| 25 | FIVE | Five Below | +0.1% | NEW | New buy |
| 26 | ✓ | +0.1% | NEW | New buy | |
| 27 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 28 | APP | Applovin Corp-class A | +0.1% | +6.42% | Add |
| 29 | FIX | Comfort Systems USA Inc | +0.1% | +13.01% | Add |
| 30 | BTSG | Brightspring Health Services | +0.1% | -0.84% | Trim |
| 31 | PWR | Quanta Services Inc | +0.1% | -4.20% | Trim |
| 32 | MS | Morgan Stanley | +0.1% | +8.47% | Add |
| 33 | VTWG | Vanguard Russell 2000 Growth | +0.1% | NEW | New buy |
| 34 | ARM | Arm Holdings Plc-adr | +0.1% | — | Unchanged |
| 35 | CMI | Cummins Inc | +0.1% | -0.81% | Trim |
| 36 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -12.70% | Trim |
| 37 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 38 | MKSI | Mks Inc | +0.1% | — | Unchanged |
| 39 | USFD | US Foods Holding CORP | 0% | +8.30% | Add |
| 40 | MPWR | Monolithic Power Systems Inc | 0% | -1.16% | Trim |
| 41 | GEV | GE Vernova Inc | 0% | +0.34% | Add |
| 42 | C | Citigroup Inc | 0% | +39.76% | Add |
| 43 | TD | Toronto-dominion Bank | 0% | +58.06% | Add |
| 44 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 46 | GNRC | Generac Holdings Inc | 0% | NEW | New buy |
| 47 | ILMN | Illumina Inc | 0% | NEW | New buy |
| 48 | ✓ | 0% | NEW | New buy | |
| 49 | ✓ | 0% | NEW | New buy | |
| 50 | ABCB | Ameris Bancorp | 0% | NEW | New buy |
According to official SEC Form 13F filings, Westover Capital Advisors, LLC reported a total U.S. public equity portfolio value of $615.7M across 240 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 21.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
FTDR
市值: $3.2M
Top Position Liquidated / Trimmed
LOW
前期市值: $2.7M
During Q2 2026, Westover Capital Advisors, LLC's top holdings by market value included AAPL (5.5%)、GOOGL (5.0%)、NVDA (4.9%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q2 2026, Westover Capital Advisors, LLC made 155 total portfolio adjustments, initiating 22 new buys, adding to 42 positions, trimming 74 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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