Institutional Fund
Westco Advisory Services Inc /Adv
Lynbrook, NYCIK 9463102 filings on record
Portfolio Value
$155.51M
Q1 2026
Holdings
104
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-4.4%
from $162.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr16.6%
- Apple Inc9.8%
- Goldman Sachs Group Inc8.7%
- Jpmorgan Chase & Co.5.7%
- Berkshire Hathaway Inc Del3.6%
- Microsoft Corp3.5%
- Other52.1%
Portfolio Holdings
104 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 39.7K | $25.81M | 16.6% | −929 | Reduced |
| 2 | Apple Inc | 60.2K | $15.28M | 9.8% | −2.2K | Reduced |
| 3 | Goldman Sachs Group Inc | 16.0K | $13.56M | 8.7% | +18 | Added |
| 4 | Jpmorgan Chase & Co. | 30.4K | $8.94M | 5.7% | −472 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 11.6K | $5.57M | 3.6% | −188 | Reduced |
| 6 | Microsoft Corp | 14.6K | $5.40M | 3.5% | −58 | Reduced |
| 7 | Celestica Inc | 11.6K | $3.28M | 2.1% | −200 | Reduced |
| 8 | Seagate Technology Hldngs Pl | 8.3K | $3.26M | 2.1% | −40 | Reduced |
| 9 | Old Dominion Freight Line In | 15.1K | $2.94M | 1.9% | −1.6K | Reduced |
| 10 | Alphabet Inc | 9.8K | $2.82M | 1.8% | −163 | Reduced |
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