Westview Management dba Westview Investment Advisors
Long book
$192.2M
Q1 2026
Positions
70
Top-10 weight
38%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsWestview Management dba Westview Investment Advisors is an institutional manager, running a $192.2M US long book across 70 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD INT-TERM CORPORATE, ISHARES 3-7 YEAR TREASURY BO, JANUS HENDERSON AAA CLO ETF, ISHARES JP MORGAN USD EMERGI, FIRST TRUST INSTITUTIONAL PR.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.3%
Q1 2026
+11.0%
Sector allocation
Technology 34%
Consumer discretionary 23%
Industrials 17%
Healthcare 9%
Financials 7%
Services media 6%
Utilities 4%
Long book by quarter
What does Westview Management own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 30.6K | $5.3M | 2.8% | -8.1% |
| GOOG ALPHABET INC-CL C | Technology | 18.5K | $5.3M | 2.8% | -11.8% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 6.4K | $4.7M | 2.4% | -26.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 20.0K | $4.2M | 2.2% | -5.9% |
| GLW CORNING INC | Industrials | 30.5K | $4.1M | 2.2% | -42.3% |
| MSFT MICROSOFT CORP | Technology | 10.7K | $4.0M | 2.1% | +1.3% |
| META META PLATFORMS INC-CLASS A | Technology | 6.5K | $3.7M | 1.9% | -7.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 23.0K | $3.7M | 1.9% | -10.6% |
| MA MASTERCARD INC - A | Services media | 6.9K | $3.5M | 1.8% | -8.0% |
| SN SHARKNINJA INC | Industrials | 32.7K | $3.5M | 1.8% | -10.8% |
| AZN ASTRAZENECA PLC | Healthcare | 17.0K | $3.4M | 1.7% | New |
| PANW PALO ALTO NETWORKS INC | Technology | 18.9K | $3.0M | 1.6% | +14.0% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 30.6K | $2.9M | 1.5% | -6.7% |
| WCN WASTE CONNECTIONS INC | Utilities | 17.7K | $2.9M | 1.5% | -5.9% |
| CRH CRH PLC | Industrials | 26.9K | $2.8M | 1.5% | -7.5% |
| JPM JPMORGAN CHASE & CO | Financials | 9.6K | $2.8M | 1.5% | -9.1% |
| INTU INTUIT INC | Technology | 6.4K | $2.8M | 1.4% | New |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 5.9K | $2.6M | 1.4% | -6.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.6K | $2.6M | 1.4% | +4.3% |
| AMD ADVANCED MICRO DEVICES | Technology | 11.9K | $2.4M | 1.3% | +7.0% |
| TSCO TRACTOR SUPPLY COMPANY | Consumer discretionary | 45.5K | $2.1M | 1.1% | -23.5% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 6.2K | $2.0M | 1.0% | -24.6% |
| SSD SIMPSON MANUFACTURING CO INC | Industrials | 11.5K | $2.0M | 1.0% | -10.7% |
| MELI MERCADOLIBRE INC | Services media | 1.1K | $2.0M | 1.0% | -29.4% |
| AVGO BROADCOM INC | Technology | 5.7K | $1.8M | 0.9% | New |
| AAON AAON INC | Industrials | 14.9K | $1.2M | 0.6% | -16.3% |
| VCYT VERACYTE INC | Healthcare | 30.6K | $986K | 0.5% | -6.4% |
| TGTX TG THERAPEUTICS INC | Healthcare | 29.3K | $972K | 0.5% | -8.6% |
| GOOGL ALPHABET INC-CL A | Technology | 3.1K | $884K | 0.5% | -2.2% |
| OKE ONEOK INC | Utilities | 4.1K | $371K | 0.2% | +5.1% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 3.4K | $334K | 0.2% | +30.8% |
13F filing history
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