Westco Advisory Services Inc /Adv

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$155.5M
Q ending 2026-03-31
Prior quarter
$162.7M
Q ending 2025-12-31
Change
-4.4% QoQ
Positions
104
reported holdings

Largest positions

Top 100 of 104 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
State Str Spdr S&P 500 Etf TSPYShares$25.8M40K
Apple IncAAPLShares$15.3M60K
Goldman Sachs Group IncGSShares$13.6M16K
Jpmorgan Chase & CoJPMShares$8.9M30K
Berkshire Hathaway Inc DelBRK/BShares$5.6M12K
Microsoft CorpMSFTShares$5.4M15K
Celestica IncCLSShares$3.3M12K
Seagate Technology Hldngs PlShares$3.3M8K
Old Dominion Freight Line InODFLShares$2.9M15K
Alphabet IncGOOGLShares$2.8M10K
Spdr Gold TrGLDShares$2.3M5K
Tractor Supply CoTSCOShares$2.2M48K
Bank America CorpBACShares$2.2M45K
Comfort Sys Usa IncFIXShares$2.0M1K
Outfront Media IncOUTShares$2.0M74K
Broadcom IncAVGOShares$1.9M6K
Visa IncVShares$1.9M6K
Eli Lilly & CoLLYShares$1.8M2K
Costco Wholesale CorporationCOSTShares$1.7M2K
Nvidia CorporationNVDAShares$1.7M10K
Cintas CorpCTASShares$1.6M10K
Chevron CorporationCVXShares$1.6M8K
Robinhood Mkts IncHOODShares$1.5M22K
Bank New York Mellon CorpBNYShares$1.4M12K
Lamar Advertising CoLAMRShares$1.4M11K
Amgen IncAMGNShares$1.4M4K
Blackrock IncBLKShares$1.3M1K
Merck & Co IncMRKShares$1.3M11K
Morgan StanleyMSShares$1.2M7K
Thermo Fisher Scientific IncTMOShares$1.2M2K
Blackstone IncBXShares$1.2M10K
Schwab Strategic TrSCHXShares$1.1M44K
Williams Cos IncWMBShares$1.1M15K
Manulife Finl CorpMFCShares$1.1M31K
Ishares TrIUSGShares$989K6K
Cencora IncCORShares$976K3K
Dht Holdings IncShares$938K51K
Mcdonalds CorpMCDShares$925K3K
Vertex Pharmaceuticals IncVRTXShares$915K2K
Rollins IncROLShares$878K16K
Church & Dwight Co IncCHDShares$856K9K
Ishares TrIWYShares$839K3K
Illinois Tool Wks IncITWShares$819K3K
Abbvie IncABBVShares$730K3K
Cincinnati Finl CorpCINFShares$696K4K
Gildan Activewear IncGILShares$624K11K
Spdr Series TrustSPMDShares$615K10K
Fidelity Covington TrustFFLCShares$614K12K
General Dynamics CorpGDShares$591K2K
Spdr Series TrustSDYShares$586K4K
Spdr Series TrustSPABShares$569K22K
Modine Mfg CoMODShares$551K3K
Caterpillar IncCATShares$542K765
Aon PlcShares$503K2K
American Elec Pwr Co IncAEPShares$498K4K
Mplx LpMPLXShares$452K8K
Amphenol CorpAPHShares$452K4K
Grayscale Bitcoin Mini Tr EtBTCShares$449K15K
Plains Gp Hldgs L PPAGPShares$449K18K
Packaging Corp AmerPKGShares$445K2K
Amazon Com IncAMZNShares$436K2K
Allstate CorpALLShares$435K2K
Berkley W R CorpWRBShares$407K6K
Select Sector Spdr TrXLEShares$406K7K
Kinder Morgan Inc DelKMIShares$395K12K
Arista Networks IncANETShares$384K3K
Vanguard Index FdsVOOShares$384K642
Coca Cola CoKOShares$383K5K
Technipfmc PlcShares$373K5K
Schwab Strategic TrFNDXShares$359K13K
Invesco Exchange Traded Fd TXSMOShares$357K5K
First Tr Exchange Traded FdAIRRShares$353K3K
Invesco Exchange Traded Fd TXLGShares$350K6K
Ishares TrOEFShares$344K1K
Honeywell Intl IncHONGBPShares$341K2K
Hershey CoHSYShares$333K2K
Vanguard World FdMGVShares$332K2K
Invesco Exch Traded Fd Tr IiSOXQShares$326K5K
Travelers Companies IncTRVShares$323K1K
Vertiv Holdings CoVRTShares$323K1K
Darden Restaurants IncDRIShares$318K2K
Spdr Series TrustSPHYShares$298K13K
Ishares TrIVVShares$297K454
Old Rep Intl CorpORIShares$291K7K
Fox CorpFOXAShares$279K5K
Ishares TrICVTShares$278K3K
Vaneck Etf TrustRTHShares$265K1K
Aar CorpAIRShares$255K2K
Gsk PlcGSKShares$244K4K
Western Midstream Partners LWESShares$239K6K
Sofi Technologies IncSOFIShares$239K15K
Public Storage Oper CoPSAShares$230K850
Schwab Strategic TrSCHAShares$223K8K
Schwab Strategic TrSCHMShares$220K7K
Phibro Animal Health CorpPAHCShares$218K4K
Wisdomtree TrDEWShares$218K3K
Schwab Charles CorpSCHWShares$216K2K
Spdr Series TrustSPYVShares$215K4K
Marriott Intl Inc NewMARShares$212K649
Applovin CorpAPPShares$211K530

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.