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WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 36.85%
This Fund
S&P 500
This Quarter Est. Return
+3.75%
1 Year Est. Return
+36.85%
3 Year Est. Return
+116.96%
5 Year Est. Return
+149.25%
10 Year Est. Return
+504.41%
AUM
$549M
AUM Growth
+$8.65M
Cap. Flow
-$3.19M
Cap. Flow %
-0.58%
Top 10 Hldgs %
35.71%
Holding
239
New
22
Increased
43
Reduced
97
Closed
9

Top Buys

Rank Stock Value
1
SE icon
Sea Limited
SE
+$2.47M
2
CARG icon
CarGurus
CARG
+$1.8M
3
TILE icon
Interface
TILE
+$1.7M
4
LRN icon
Stride
LRN
+$1.55M
5
SUPN icon
Supernus Pharmaceuticals
SUPN
+$1.55M

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$3.36M
2
EHC icon
Encompass Health
EHC
+$3.3M
3
AXS icon
AXIS Capital
AXS
+$2.71M
4
TMUS icon
T-Mobile US
TMUS
+$2.15M
5
AVGO icon
Broadcom
AVGO
+$1.57M

Sector Composition

Rank Sector Weight
1 Technology 26.74%
2 Financials 10.42%
3 Communication Services 8.5%
4 Healthcare 6.9%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
76
Morgan Stanley
MS
$332B
$1.43M 0.26%
8,030
+500
+7% +$83.4K
VRT icon
77
Vertiv
VRT
$98.1B
$1.42M 0.26%
8,791
+1,187
+16% +$206K
KKR icon
78
KKR & Co
KKR
$92.3B
$1.42M 0.26%
11,130
– –
LRCX icon
79
Lam Research
LRCX
$363B
$1.37M 0.25%
8,000
– –
ICLR icon
80
Icon
ICLR
$12.2B
$1.36M 0.25%
7,439
-101
-1% -$18K
PLTR icon
81
Palantir
PLTR
$301B
$1.29M 0.23%
7,250
– –
MPWR icon
82
Monolithic Power Systems
MPWR
$64.8B
$1.27M 0.23%
1,405
-14
-1% -$13.5K
GLW icon
83
Corning
GLW
$124B
$1.27M 0.23%
14,460
– –
JNJ icon
84
Johnson & Johnson
JNJ
$609B
$1.25M 0.23%
6,016
– –
WCN
85
Waste Connections
WCN
$42.1B
$1.24M 0.23%
7,085
-161
-2% -$27.8K
HD icon
86
Home Depot
HD
$333B
$1.21M 0.22%
3,527
-5
-0.1% -$1.83K
DECK icon
87
Deckers Outdoor
DECK
$13.4B
$1.2M 0.22%
11,608
-166
-1% -$15.6K
CMI icon
88
Cummins
CMI
$89.1B
$1.2M 0.22%
2,357
-90
-4% -$42.1K
TSCO icon
89
Tractor Supply
TSCO
$16.7B
$1.2M 0.22%
24,050
– –
PEP icon
90
PepsiCo
PEP
$190B
$1.17M 0.21%
8,181
+4,630
+130% +$680K
EGP icon
91
EastGroup Properties
EGP
$11.2B
$1.16M 0.21%
6,510
-14
-0.2% -$2.49K
CAH icon
92
Cardinal Health
CAH
$54.4B
$1.12M 0.2%
5,466
+723
+15% +$136K
WM icon
93
Waste Management
WM
$90.3B
$1.12M 0.2%
5,084
-568
-10% -$121K
BX icon
94
Blackstone
BX
$104B
$1.08M 0.2%
6,996
– –
RY icon
95
Royal Bank of Canada
RY
$291B
$1.05M 0.19%
6,183
-30
-0.5% -$4.61K
RSI icon
96
Rush Street Interactive
RSI
$2.85B
$1.05M 0.19%
53,995
-459
-0.8% -$8.48K
ETN icon
97
Eaton
ETN
$167B
$1.02M 0.18%
3,188
-263
-8% -$93.2K
WFC icon
98
Wells Fargo
WFC
$262B
$955K 0.17%
10,247
– –
MPLX icon
99
MPLX
MPLX
$59.5B
$950K 0.17%
17,800
– –
MCD icon
100
McDonald's
MCD
$192B
$946K 0.17%
3,094
-10
-0.3% -$3.06K
2 3
4
5 6

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MAM
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BCB
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MCM
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BCM
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CIAM
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FMC
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Westover Capital Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Westover Capital Advisors held 239 positions worth $549M, up 1.6% from $541M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Westover Capital Advisors's Q4 2025 filing shows 22 new, 43 increased, 97 reduced and 9 closed positions. Its largest new stake was Sea Limited: 16,701 shares worth $2.13M. The largest sale was AutoZone, an estimated $3.36M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Financials and Communication Services.

  • Westover Capital Advisors's largest Q4 2025 buy was Sea Limited: 16,701 shares worth $2.13M.
  • Westover Capital Advisors added most to Stride in Q4 2025, an estimated $1.55M increase.
  • Westover Capital Advisors's biggest Q4 2025 reduction was AutoZone, cutting an estimated $3.36M.
  • Westover Capital Advisors fully exited AXIS Capital in Q4 2025, selling an estimated $2.71M.
  • Westover Capital Advisors's ten largest holdings make up 36% of its $549M portfolio in Q4 2025.
  • Westover Capital Advisors opened 22 new positions and closed 9 in Q4 2025.
  • Westover Capital Advisors's portfolio value rose 1.6% quarter-over-quarter to $549M.

Based on Westover Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.