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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
TOL icon
151
Toll Brothers
TOL
$13.9B
$500K 0.09%
3,700
– –
AXGN icon
152
Axogen
AXGN
$2.47B
$500K 0.09%
+15,269
New +$376K
BA icon
153
Boeing
BA
$179B
$493K 0.09%
2,271
+71
+3% +$14.6K
TFC icon
154
Truist Financial
TFC
$62.8B
$493K 0.09%
10,018
– –
IVW icon
155
iShares S&P 500 Growth ETF
IVW
$75.2B
$483K 0.09%
3,920
– –
TM icon
156
Toyota
TM
$221B
$481K 0.09%
2,245
– –
C icon
157
Citigroup
C
$222B
$480K 0.09%
4,112
– –
ACGL icon
158
Arch Capital
ACGL
$34.4B
$477K 0.09%
4,975
-98
-2% -$8.97K
MTB icon
159
M&T Bank
MTB
$36B
$475K 0.09%
2,356
-250
-10% -$47.8K
BNS icon
160
Scotiabank
BNS
$107B
$472K 0.09%
6,400
– –
EPD icon
161
Enterprise Products Partners
EPD
$81.6B
$469K 0.09%
14,622
– –
BRK.B icon
162
Berkshire Hathaway Class B
BRK.B
$1.11T
$457K 0.08%
910
-190
-17% -$94.5K
FCX icon
163
Freeport-McMoran
FCX
$90.8B
$457K 0.08%
9,000
– –
VEA icon
164
Vanguard FTSE Developed Markets ETF
VEA
$229B
$452K 0.08%
+7,233
New +$443K
PH icon
165
Parker-Hannifin
PH
$124B
$444K 0.08%
505
+63
+14% +$51.6K
GCT icon
166
GigaCloud Technology
GCT
$1.63B
$437K 0.08%
+11,118
New +$368K
COF icon
167
Capital One
COF
$132B
$431K 0.08%
1,780
– –
EMR icon
168
Emerson Electric
EMR
$85.1B
$425K 0.08%
3,200
– –
GE icon
169
GE Aerospace
GE
$378B
$422K 0.08%
1,370
– –
HON icon
170
Honeywell
HON
$78.6B
$417K 0.08%
2,138
-130
-6% -$25.4K
PAA icon
171
Plains All American Pipeline
PAA
$17.1B
$413K 0.08%
23,000
– –
BABA icon
172
Alibaba
BABA
$308B
$410K 0.07%
2,800
– –
IWM icon
173
iShares Russell 2000 ETF
IWM
$81.4B
$402K 0.07%
1,632
+3
+0.2% +$738
QRVO icon
174
Qorvo
QRVO
$7.88B
$387K 0.07%
4,574
-150
-3% -$13.2K
NXPI icon
175
NXP Semiconductors
NXPI
$56.3B
$385K 0.07%
1,775
-103
-5% -$22.1K
5 6
7
8 9

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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.