Institutional Fund
Westover Capital Advisors, LLC
Wilmington, DECIK 14834675 filings on record
Portfolio Value
$543.41M
Q1 2026
Holdings
235
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-1.1%
from $549.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.3%
- Nvidia Corporation4.7%
- Alphabet Inc4.5%
- Spdr Gold Tr3.6%
- Broadcom Inc2.9%
- Amazon Com Inc2.8%
- Other76.2%
Portfolio Holdings
235 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 113.4K | $28.78M | 5.3% | +3.0K | Added |
| 2 | Nvidia Corporation | 146.4K | $25.54M | 4.7% | −1.6K | Reduced |
| 3 | Alphabet Inc | 84.7K | $24.35M | 4.5% | +840 | Added |
| 4 | Spdr Gold Tr | 45.5K | $19.58M | 3.6% | −2.8K | Reduced |
| 5 | Broadcom Inc | 50.1K | $15.51M | 2.9% | −4.8K | Reduced |
| 6 | Amazon Com Inc | 73.8K | $15.38M | 2.8% | +2.1K | Added |
| 7 | Microsoft Corp | 40.1K | $14.86M | 2.7% | +520 | Added |
| 8 | Schwab Strategic Tr | 284.2K | $13.91M | 2.6% | +5.0K | Added |
| 9 | Jpmorgan Chase & Co. | 42.3K | $12.45M | 2.3% | −831 | Reduced |
| 10 | Schwab Strategic Tr | 503.6K | $12.22M | 2.2% | +14.9K | Added |
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