WestHill Financial Advisors, Inc.
WestHill Financial Advisors, Inc. reported 92 holdings worth US$597M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
WestHill Financial Advisors, Inc. reported 92 holdings worth US$597M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nurix Therapeutics, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$597M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 35,540 | US$11.8M | 2.0% |
| Microsoft Corp. | 10,602 | US$5.44M | 0.91% |
| Nurix Therapeutics, Inc. | 208K | US$4.94M | 0.83% |
| Amazon.com, Inc. | 12,467 | US$3.11M | 0.52% |
| Nvidia Corporation | 8,964 | US$2.05M | 0.34% |
| Trico Bancshares | 35,950 | US$1.84M | 0.31% |
| Alphabet Inc (google) Class C | 4,570 | US$1.56M | 0.26% |
| Marsh | 6,709 | US$1.15M | 0.19% |
| Costco Wholesale Corporation | 1,156 | US$1.05M | 0.18% |
| Jp Morgan Chase & Co. | 3,149 | US$1.04M | 0.17% |
| Tesla, Inc. | 2,808 | US$996K | 0.17% |
| Chevron Corporation | 4,833 | US$987K | 0.17% |
| Berkshire Hathaway Inc. | 1,897 | US$945K | 0.16% |
| Meta Platforms, Inc. | 869 | US$630K | 0.11% |
| Visa Inc. | 1,594 | US$573K | 0.10% |
| Advanced Micro Devices Inc | 848 | US$519K | 0.09% |
| Banner Corporation | 7,652 | US$513K | 0.09% |
| Cisco Systems, Inc. | 4,721 | US$508K | 0.09% |
| Abbvie Inc. | 1,937 | US$507K | 0.08% |
| Eli Lilly And Company | 419 | US$485K | 0.08% |
| Parker-hannifin Corporation | 479 | US$458K | 0.08% |
| United Parcel Service, Inc. | 4,520 | US$422K | 0.07% |
| Procter & Gamble Company (the) | 2,736 | US$398K | 0.07% |
| Broadcom Inc. | 1,119 | US$393K | 0.07% |
| Danaher Corporation | 1,736 | US$385K | 0.06% |
| Thermo Fisher Scientific Inc | 546 | US$369K | 0.06% |
| Mcdonald's Corporation | 1,587 | US$367K | 0.06% |
| Intel Corporation | 2,697 | US$324K | 0.05% |
| Johnson & Johnson | 1,166 | US$309K | 0.05% |
| Pacific Gas & Electric Co. | 25,041 | US$307K | 0.05% |
| Caterpillar, Inc. | 362 | US$294K | 0.05% |
| Western Alliance Bancorporation | 3,823 | US$287K | 0.05% |
| Marathon Petroleum Corporation | 718 | US$284K | 0.05% |
| Vistra Corp. | 1,925 | US$266K | 0.04% |
| Qualcomm Incorporated | 1,354 | US$249K | 0.04% |
| Ge Vernova Inc. | 252 | US$240K | 0.04% |
| Walt Disney Company (the) | 2,215 | US$232K | 0.04% |
| Ge Aerospace | 744 | US$232K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 493 | US$225K | 0.04% |
| Merck & Company, Inc. | 1,443 | US$210K | 0.04% |
| Palantir Technologies Inc. | 1,078 | US$202K | 0.03% |
| Charles Schwab Corporation (the) | 2,060 | US$201K | 0.03% |
| Cytomx Therapeutics, Inc. | 17,082 | US$46,463 | <0.01% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related