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WCA

Westover Capital Advisors Portfolio holdings

AUM $602M
1-Year Est. Return 37.09%
This Fund
S&P 500
This Quarter Est. Return
+1.44%
1 Year Est. Return
+37.09%
3 Year Est. Return
+133.23%
5 Year Est. Return
+171.88%
10 Year Est. Return
+595.78%
AUM
$543M
AUM Growth
-$5.98M
Cap. Flow
-$2.65M
Cap. Flow %
-0.49%
Top 10 Hldgs %
33.6%
Holding
258
New
28
Increased
58
Reduced
85
Closed
23

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$4.82M
2
LOW icon
Lowe's Companies
LOW
+$2.55M
3
YUMC icon
Yum China
YUMC
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.61M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$909K

Top Sells

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$5.85M
2
LRN icon
Stride
LRN
+$2.69M
3
SE icon
Sea Limited
SE
+$2.13M
4
CARG icon
CarGurus
CARG
+$1.91M
5
TILE icon
Interface
TILE
+$1.74M

Sector Composition

Rank Sector Weight
1 Technology 24.69%
2 Financials 9.42%
3 Communication Services 8.01%
4 Industrials 7.32%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
76
Applovin
APP
$143B
$1.47M 0.27%
3,689
+1,524
+70% +$737K
MRK icon
77
Merck
MRK
$321B
$1.42M 0.26%
11,842
+6,192
+110% +$715K
EGP icon
78
EastGroup Properties
EGP
$10.9B
$1.33M 0.24%
7,160
+650
+10% +$121K
MS icon
79
Morgan Stanley
MS
$342B
$1.32M 0.24%
8,030
– –
CMI icon
80
Cummins
CMI
$90.6B
$1.26M 0.23%
2,350
-7
-0.3% -$3.96K
PEP icon
81
PepsiCo
PEP
$188B
$1.25M 0.23%
8,030
-151
-2% -$23.5K
PJT icon
82
PJT Partners
PJT
$4.4B
$1.24M 0.23%
8,908
-659
-7% -$104K
MPLX icon
83
MPLX
MPLX
$60.8B
$1.22M 0.22%
21,400
+3,600
+20% +$204K
HD icon
84
Home Depot
HD
$351B
$1.17M 0.22%
3,558
+31
+0.9% +$11.3K
WM icon
85
Waste Management
WM
$89B
$1.17M 0.22%
5,084
– –
DECK icon
86
Deckers Outdoor
DECK
$13.7B
$1.16M 0.21%
11,548
-60
-0.5% -$6.43K
ETN icon
87
Eaton
ETN
$175B
$1.14M 0.21%
3,188
– –
WCN
88
Waste Connections
WCN
$41.1B
$1.11M 0.2%
6,807
-278
-4% -$46.3K
LNG icon
89
Cheniere Energy
LNG
$53.4B
$1.1M 0.2%
3,863
-19
-0.5% -$4.39K
TPL icon
90
Texas Pacific Land
TPL
$26.5B
$1.09M 0.2%
2,295
– –
PLTR icon
91
Palantir
PLTR
$383B
$1.06M 0.2%
7,250
– –
KKR icon
92
KKR & Co
KKR
$94B
$1.03M 0.19%
11,130
– –
RY icon
93
Royal Bank of Canada
RY
$293B
$1.01M 0.19%
6,269
+86
+1% +$14.4K
GEV icon
94
GE Vernova
GEV
$274B
$1.01M 0.19%
1,161
– –
MCD icon
95
McDonald's
MCD
$195B
$1M 0.18%
3,227
+133
+4% +$42.4K
TSCO icon
96
Tractor Supply
TSCO
$17.4B
$978K 0.18%
21,600
-2,450
-10% -$125K
BAC icon
97
Bank of America
BAC
$442B
$968K 0.18%
19,851
+2,663
+15% +$137K
WMB icon
98
Williams Companies
WMB
$87.1B
$964K 0.18%
13,239
+3,000
+29% +$208K
RIO icon
99
Rio Tinto
RIO
$165B
$961K 0.18%
10,300
+7,100
+222% +$647K
STLD icon
100
Steel Dynamics
STLD
$38B
$917K 0.17%
5,095
– –
2 3
4
5 6

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Westover Capital Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Westover Capital Advisors held 258 positions worth $543M, down 1.1% from $549M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Westover Capital Advisors's Q1 2026 filing shows 28 new, 58 increased, 85 reduced and 23 closed positions. Its largest new stake was Yum China: 35,535 shares worth $1.73M. The largest sale was CyberArk, an estimated $5.85M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Communication Services.

  • Westover Capital Advisors's largest Q1 2026 buy was Yum China: 35,535 shares worth $1.73M.
  • Westover Capital Advisors added most to Palo Alto Networks in Q1 2026, an estimated $4.82M increase.
  • Westover Capital Advisors's biggest Q1 2026 reduction was Stride, cutting an estimated $2.69M.
  • Westover Capital Advisors fully exited CyberArk in Q1 2026, selling an estimated $5.85M.
  • Westover Capital Advisors's ten largest holdings make up 34% of its $543M portfolio in Q1 2026.
  • Westover Capital Advisors opened 28 new positions and closed 23 in Q1 2026.
  • Westover Capital Advisors's portfolio value fell 1.1% quarter-over-quarter to $543M.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.