Westover Capital Advisors, Llc

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

Reported value
$543.4M
Q ending 2026-03-31
Prior quarter
$549.4M
Q ending 2025-12-31
Change
-1.1% QoQ · +20.7% YoY
Positions
235
reported holdings

Largest positions

Top 100 of 235 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
Apple IncAAPLShares$28.8M113K
Nvidia CorporationNVDAShares$25.5M146K
Alphabet IncGOOGLShares$24.4M85K
Spdr Gold TrGLDShares$19.6M46K
Broadcom IncAVGOShares$15.5M50K
Amazon Com IncAMZNShares$15.4M74K
Microsoft CorpMSFTShares$14.9M40K
Schwab Strategic TrFNDFShares$13.9M284K
Jpmorgan Chase & CoJPMShares$12.4M42K
Schwab Strategic TrSCHOShares$12.2M504K
Ishares TrMBBShares$11.4M120K
Ishares TrUSIGShares$11.3M220K
Schwab Strategic TrSCHPShares$10.7M404K
Goldman Sachs Group IncGSShares$10.3M12K
Celestica IncCLSShares$9.9M35K
Janus Detroit Str TrJAAAShares$9.2M183K
Invesco Exch Traded Fd Tr IiVRPShares$9.2M383K
Netflix Inc.NFLXShares$9.0M93K
Taiwan Semiconductor ManufacTSMShares$7.6M22K
Costco Wholesale CorporationCOSTShares$7.1M7K
Vaneck Etf TrustGDXShares$7.0M76K
Palo Alto Networks IncPANWShares$6.9M43K
Walmart IncWMTShares$6.1M49K
Schwab Strategic TrFNDEShares$6.1M160K
Vistra CorpVSTShares$6.1M41K
Spdr Series TrustSPSBShares$6.1M202K
Exxon Mobil CorpXOMShares$5.9M35K
Ishares Gold TrIAUShares$5.5M62K
Meta Platforms IncMETAShares$5.1M9K
Emcor Group IncEMEShares$5.1M7K
Welltower IncWELLShares$4.6M23K
Ensign Group IncENSGShares$4.6M23K
Ishares TrMUBShares$4.6M43K
General Dynamics CorpGDShares$4.5M13K
Cencora IncCORShares$4.5M14K
Kla CorpKLACShares$4.2M3K
Exelixis IncEXELShares$3.8M89K
Hess Midstream LpHESMShares$3.7M96K
Asml Hldg NvShares$3.6M3K
Eli Lilly & CoLLYShares$3.4M4K
Caterpillar IncCATShares$3.3M5K
Deere & CoDEShares$3.3M6K
International Bancshares CorIBOCShares$2.9M43K
Spdr Series TrustSPYMShares$2.8M37K
Thermo Fisher Scientific IncTMOShares$2.8M6K
Caseys Gen Stores IncCASYShares$2.8M4K
Lowes Cos IncLOWShares$2.7M11K
Quanta Svcs IncPWRShares$2.6M5K
Us Foods Hldg CorpUSFDShares$2.5M27K
Alphabet IncGOOGShares$2.5M9K
Schwab Charles CorpSCHWShares$2.4M26K
Chevron CorporationCVXShares$2.4M12K
Hartford Insurance Group IncHIGShares$2.4M18K
Fedex CorpFDXShares$2.3M6K
Eog Res IncEOGShares$2.3M16K
Applied Matls IncAMATShares$2.3M7K
Gilead Sciences IncGILDShares$2.3M16K
Vertiv Holdings CoVRTShares$2.2M9K
First Solar IncFSLRShares$2.1M11K
Servicenow IncNOWShares$2.1M20K
Corning IncGLWShares$2.0M14K
Abbvie IncABBVShares$1.9M9K
Nasdaq IncNDAQShares$1.8M21K
Jacobs Solutions IncJShares$1.8M14K
Yum China Hldgs IncYUMCShares$1.7M36K
Lam Research CorpLRCXShares$1.7M8K
Monolithic Pwr Sys IncMPWRShares$1.7M2K
Rtx CorporationRTXShares$1.7M9K
Supernus PharmaceuticalsSUPNShares$1.7M32K
Vanguard Index FdsVBShares$1.6M6K
Mueller Inds IncMLIShares$1.6M15K
Medpace Hldgs IncMEDPShares$1.5M3K
Cardinal Health IncCAHShares$1.5M7K
Ishares TrSMLFShares$1.5M20K
Johnson & JohnsonJNJShares$1.5M6K
Applovin CorpAPPShares$1.5M4K
Merck & Co IncMRKShares$1.4M12K
Eastgroup Pptys IncEGPShares$1.3M7K
Morgan StanleyMSShares$1.3M8K
Cummins IncCMIShares$1.3M2K
Pepsico IncPEPShares$1.2M8K
Pjt Partners IncPJTShares$1.2M9K
Mplx LpMPLXShares$1.2M21K
Home Depot IncHDShares$1.2M4K
Waste Mgmt Inc DelWMShares$1.2M5K
Deckers Outdoor CorpDECKShares$1.2M12K
Eaton Corp PlcShares$1.1M3K
Waste Connections IncWCNShares$1.1M7K
Cheniere Energy IncLNGShares$1.1M4K
Texas Pacific Land CorporatiTPLShares$1.1M2K
Palantir Technologies IncPLTRShares$1.1M7K
Kkr & Co IncKKRShares$1.0M11K
Royal Bk CdaRYShares$1.0M6K
Ge Vernova IncGEVShares$1.0M1K
Mcdonalds CorpMCDShares$1.0M3K
Tractor Supply CoTSCOShares$978K22K
Bank America CorpBACShares$968K20K
Williams Cos IncWMBShares$964K13K
Rio Tinto PlcRIOShares$961K10K
Steel Dynamics IncSTLDShares$917K5K

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.