Westview Management dba Westview Investment Advisors
Westview Management dba Westview Investment Advisors reported 67 holdings worth US$204M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Westview Management dba Westview Investment Advisors reported 67 holdings worth US$204M as of Jun 30, 2026. Largest: Corning Incorporated, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$204M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Corning Incorporated | 29,911 | US$7.64M | 3.7% |
| Alphabet Inc (google) Class C | 20,483 | US$7.32M | 3.6% |
| Advanced Micro Devices Inc | 10,662 | US$6.19M | 3.0% |
| Nvidia Corporation | 30,181 | US$6.04M | 3.0% |
| Palo Alto Networks, Inc. | 17,119 | US$5.84M | 2.9% |
| Caseys General Stores, Inc. | 6,379 | US$5.07M | 2.5% |
| Sharkninja, Inc. | 31,060 | US$4.73M | 2.3% |
| Amazon.com, Inc. | 19,780 | US$4.71M | 2.3% |
| Microsoft Corp. | 11,122 | US$4.15M | 2.0% |
| Mastercard Incorporated | 6,891 | US$3.54M | 1.7% |
| Tjx Companies, Inc. (the) | 22,774 | US$3.45M | 1.7% |
| Jp Morgan Chase & Co. | 9,261 | US$3.03M | 1.5% |
| Vertex Pharmaceuticals Incorporated | 5,981 | US$2.97M | 1.5% |
| Charles Schwab Corporation (the) | 30,304 | US$2.8M | 1.4% |
| Ares Management Corporation | 24,851 | US$2.77M | 1.4% |
| Shell Plc | 33,246 | US$2.58M | 1.3% |
| Constellation Energy Corporation | 10,123 | US$2.51M | 1.2% |
| Costco Wholesale Corporation | 2,661 | US$2.49M | 1.2% |
| Simpson Manufacturing Company, Inc. | 11,286 | US$2.36M | 1.2% |
| Broadcom Inc. | 5,852 | US$2.21M | 1.1% |
| Sherwin-williams Company (the) | 5,947 | US$2.05M | 1.0% |
| Aaon, Inc. | 15,091 | US$1.91M | 0.94% |
| Veracyte, Inc. | 30,563 | US$1.79M | 0.88% |
| Tg Therapeutics, Inc. | 29,224 | US$1.61M | 0.79% |
| Argenx Se | 1,707 | US$1.58M | 0.77% |
| Neurocrine Biosciences, Inc. | 6,883 | US$1.16M | 0.57% |
| United Parcel Service, Inc. | 3,600 | US$387K | 0.19% |
| Oneok, Inc. | 4,100 | US$356K | 0.17% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Waste Connections, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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