Westlake, OHCIK 20097834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 790.6K | $43.78M | 16.0% | +22.6K | Added |
| 2 | Invesco Qqq Tr | 47.2K | $28.47M | 10.4% | −356 | Reduced |
| 3 | Spdr Series Trust | 256.1K | $26.77M | 9.8% | +8.0K | Added |
| 4 | Apple Inc |
| 62.4K |
| $15.93M |
| 5.8% |
| −302 |
| Reduced |
| 5 | Principal Exchange Traded Fd | 712.3K | $13.79M | 5.0% | +712.3K | New |
| 6 | Spdr Series Trust | 156.6K | $13.12M | 4.8% | +4.9K | Added |
| 7 | Spdr Series Trust | 140.1K | $12.85M | 4.7% | +5.3K | Added |
| 8 | Spdr Series Trust | 130.3K | $11.62M | 4.3% | +3.7K | Added |
| 9 | Spdr Series Trust | 116.1K | $10.95M | 4.0% | +4.9K | Added |
| 10 | Schwab Strategic Tr | 292.5K | $10.62M | 3.9% | +292.5K | New |
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