Westshore Wealth, LLC

13F filer · CIK 0001806366

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$322MU.S. long equity reported on 13F

Positions657 new · 5 closed

Net flow last quarter+$657KBuys minus sells

Top 10 positions weight39.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202665 positions
SPYSPDR S&P 500 ETF Trust	$68.5M	21.26%	Not reported	-0.7%	Q4 2019
AMRXAmneal Pharmaceuticals, Inc.	$23.7M	7.34%	0.43%	-0.6%	Q3 2025
UPSUnited Parcel Service Inc	$9.8M	3.04%	0.01%	+0.1%	Q4 2019
NVDANvidia Corp	$8.51M	2.64%	0.00%	+1.4%	Q4 2019
AAPLApple Inc.	$5.58M	1.73%	0.00%	+2.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.13M	0.97%	Not reported	+0.4%	Q4 2019
GOOGLAlphabet Inc.	$2.18M	0.68%	0.00%	+7.1%	Q3 2025
MSFTMicrosoft Corp	$2.14M	0.67%	0.00%	+4.3%	Q4 2019
AMZNAmazon Com Inc	$2.07M	0.64%	0.00%	+1.9%	Q4 2019
NOWServiceNow, Inc.	$1.56M	0.48%	0.00%	-3.5%	Q1 2024
METAMeta Platforms, Inc.	$1.54M	0.48%	Not reported	+0.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.41M	0.44%	0.00%	+0.6%	Q4 2019
CATCaterpillar Inc	$1.25M	0.39%	0.00%	-0.3%	Q1 2021
AVGOBroadcom Inc.	$1.04M	0.32%	0.00%	+6.9%	Q1 2021
AMDAdvanced Micro Devices Inc	$990K	0.31%	0.00%	+4.0%	Q1 2026
GOOGAlphabet Inc.	$960K	0.30%	Not reported	-6.5%	Q4 2019
PMPhilip Morris International Inc.	$767K	0.24%	0.00%	+2.0%	Q4 2019
PANWPalo Alto Networks Inc	$752K	0.23%	0.00%	+1.7%	Q1 2021
AMATApplied Materials Inc	$717K	0.22%	0.00%	-2.3%	Q3 2022
SMHMarket Vectors ETF Trust	$695K	0.22%	Not reported	Not reported	Q2 2023
JNJJohnson & Johnson	$663K	0.21%	0.00%	+3.9%	Q4 2019
JPMJPMorgan Chase & Co	$658K	0.20%	0.00%	+1.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$574K	0.18%	Not reported	-5.7%	Q4 2022
KLACKla Corp	$533K	0.17%	0.00%	-1.4%	Q4 2025
HCAHCA Healthcare, Inc.	$513K	0.16%	0.00%	+1.5%	Q1 2021
GLDSPDR Gold Trust	$472K	0.15%	0.00%	-3.0%	Q4 2019
BACBank of America Corp	$462K	0.14%	0.00%	+3.0%	Q1 2021
MRKMerck & Co., Inc.	$462K	0.14%	0.00%	+2.9%	Q1 2021
BMYBristol Myers Squibb Co	$454K	0.14%	0.00%	+0.3%	Q1 2021
MARMarriott International Inc	$453K	0.14%	0.00%	+0.9%	Q1 2021
VVisa Inc.	$447K	0.14%	0.00%	+14.5%	Q1 2021
RKLBRocket Lab Corp	$445K	0.14%	0.00%	-12.4%	Q3 2025
TSLATesla, Inc.	$420K	0.13%	0.00%	+13.0%	Q4 2019
MCKMckesson Corp	$398K	0.12%	0.00%	+0.8%	Q3 2022
LYVLive Nation Entertainment, Inc.	$394K	0.12%	0.00%	+0.1%	Q2 2023
SBUXStarbucks Corp	$385K	0.12%	0.00%	-11.2%	Q4 2019
COSTCostco Wholesale Corp	$383K	0.12%	0.00%	-5.3%	Q1 2021
HDHome Depot, Inc.	$377K	0.12%	0.00%	+8.3%	Q1 2021
IBMInternational Business Machines Corp	$350K	0.11%	0.00%	+3.7%	Q4 2019
UNHUnitedhealth Group Inc	$324K	0.10%	0.00%	+5.1%	Q1 2021
MCDMcdonalds Corp	$312K	0.10%	0.00%	+2.2%	Q2 2021
SCHWSchwab Charles Corp	$308K	0.10%	0.00%	+1.8%	Q1 2021
BXBlackstone Inc.	$303K	0.09%	0.00%	+1.7%	Q4 2021
CVXChevron Corp	$297K	0.09%	0.00%	+3.9%	Q4 2019
LLYELI LILLY & Co	$291K	0.09%	0.00%	Not reported	Q1 2021
MPCMarathon Petroleum Corp	$285K	0.09%	0.00%	+1.4%	Q1 2024
KNXKnight-Swift Transportation Holdings Inc.	$278K	0.09%	0.00%	Not reported	Q1 2021
DGXQuest Diagnostics Inc	$276K	0.09%	0.00%	Not reported	Q1 2021
WMTWalmart Inc.	$257K	0.08%	0.00%	+7.7%	Q1 2021
PGPROCTER & GAMBLE Co	$257K	0.08%	0.00%	+6.7%	Q1 2021

Q1 2026Reported May 27, 202662 positions
SPYSPDR S&P 500 ETF Trust	$60.1M	21.07%	Not reported	-7.1%	Q4 2019
AMRXAmneal Pharmaceuticals, Inc.	$17.1M	5.99%	0.44%	-0.6%	Q3 2025
UPSUnited Parcel Service Inc	$8.96M	3.14%	0.01%	0.0%	Q4 2019
NVDANvidia Corp	$7.31M	2.57%	0.00%	-8.8%	Q4 2019
AAPLApple Inc.	$4.79M	1.68%	0.00%	-31.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.98M	1.05%	Not reported	-15.9%	Q4 2019
MSFTMicrosoft Corp	$2.04M	0.72%	0.00%	-10.7%	Q4 2019
AMZNAmazon Com Inc	$1.78M	0.62%	0.00%	+6.0%	Q4 2019
NOWServiceNow, Inc.	$1.7M	0.60%	0.00%	+0.8%	Q1 2024
GOOGLAlphabet Inc.	$1.64M	0.57%	0.00%	-27.2%	Q3 2025
METAMeta Platforms, Inc.	$1.56M	0.55%	Not reported	-15.2%	Q4 2019
CSCOCisco Systems, Inc.	$926K	0.32%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$834K	0.29%	Not reported	-41.2%	Q4 2019
CATCaterpillar Inc	$832K	0.29%	0.00%	-3.0%	Q1 2021
AVGOBroadcom Inc.	$794K	0.28%	0.00%	-3.1%	Q1 2021
PMPhilip Morris International Inc.	$688K	0.24%	0.00%	+5.6%	Q4 2019
JNJJohnson & Johnson	$614K	0.22%	0.00%	-3.1%	Q4 2019
HCAHCA Healthcare, Inc.	$613K	0.22%	0.00%	-11.5%	Q1 2021
JPMJPMorgan Chase & Co	$584K	0.20%	0.00%	+3.2%	Q4 2019
GLDSPDR Gold Trust	$568K	0.20%	0.00%	-62.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$477K	0.17%	Not reported	+2.7%	Q4 2022
BMYBristol Myers Squibb Co	$477K	0.17%	0.00%	Not reported	Q1 2021
MCKMckesson Corp	$453K	0.16%	0.00%	Not reported	Q3 2022
COSTCostco Wholesale Corp	$430K	0.15%	0.00%	-4.2%	Q1 2021
MRKMerck & Co., Inc.	$420K	0.15%	0.00%	Not reported	Q1 2021
SMHMarket Vectors ETF Trust	$406K	0.14%	Not reported	Not reported	Q2 2023
MARMarriott International Inc	$396K	0.14%	0.00%	Not reported	Q1 2021
ICFICF International, Inc.	$395K	0.14%	Not reported	Not reported	Q4 2019
BACBank of America Corp	$384K	0.13%	0.00%	-14.2%	Q1 2021
SBUXStarbucks Corp	$380K	0.13%	0.00%	+37.9%	Q4 2019
CVXChevron Corp	$357K	0.13%	0.00%	+11.3%	Q4 2019
MCDMcdonalds Corp	$351K	0.12%	0.00%	-7.8%	Q2 2021
PANWPalo Alto Networks Inc	$348K	0.12%	0.00%	-11.6%	Q1 2021
AMATApplied Materials Inc	$347K	0.12%	0.00%	+10.9%	Q3 2022
VVisa Inc.	$344K	0.12%	0.00%	-2.6%	Q1 2021
AMDAdvanced Micro Devices Inc	$333K	0.12%	0.00%	New	Q1 2026
TSLATesla, Inc.	$328K	0.12%	0.00%	+9.2%	Q4 2019
LYVLive Nation Entertainment, Inc.	$328K	0.11%	0.00%	Not reported	Q2 2023
HDHome Depot, Inc.	$325K	0.11%	0.00%	-5.4%	Q1 2021
RKLBRocket Lab Corp	$321K	0.11%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$310K	0.11%	0.00%	-5.2%	Q4 2019
SCHWSchwab Charles Corp	$309K	0.11%	0.00%	-2.2%	Q1 2021
COINCoinbase Global, Inc.	$296K	0.10%	0.00%	Not reported	Q2 2021
BXBlackstone Inc.	$292K	0.10%	0.00%	+2.0%	Q4 2021
IBMInternational Business Machines Corp	$291K	0.10%	0.00%	-7.7%	Q4 2019
MPCMarathon Petroleum Corp	$269K	0.09%	0.00%	Not reported	Q1 2024
KLACKla Corp	$264K	0.09%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$262K	0.09%	0.00%	-1.6%	Q1 2021
DGXQuest Diagnostics Inc	$255K	0.09%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$237K	0.08%	0.00%	+0.2%	Q1 2021

Q4 2025Reported Feb 25, 202665 positions
SPYSPDR S&P 500 ETF Trust	$67.8M	22.42%	Not reported	-2.0%	Q4 2019
AMRXAmneal Pharmaceuticals, Inc.	$17.4M	5.76%	0.44%	Not reported	Q3 2025
UPSUnited Parcel Service Inc	$9.04M	2.99%	0.01%	0.0%	Q4 2019
NVDANvidia Corp	$8.58M	2.84%	0.00%	-4.4%	Q4 2019
AAPLApple Inc.	$7.49M	2.48%	0.00%	-3.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.72M	1.23%	Not reported	-1.5%	Q4 2019
MSFTMicrosoft Corp	$2.99M	0.99%	0.00%	-8.8%	Q4 2019
NOWServiceNow, Inc.	$2.47M	0.82%	0.00%	-19.8%	Q1 2024
GOOGLAlphabet Inc.	$2.45M	0.81%	0.00%	-12.3%	Q3 2025
METAMeta Platforms, Inc.	$2.13M	0.70%	Not reported	-12.6%	Q4 2019
AMZNAmazon Com Inc	$1.86M	0.62%	0.00%	-7.0%	Q4 2019
GOOGAlphabet Inc.	$1.55M	0.51%	Not reported	-15.2%	Q4 2019
GLDSPDR Gold Trust	$1.4M	0.46%	0.00%	-0.4%	Q4 2019
CSCOCisco Systems, Inc.	$919K	0.30%	0.00%	-4.3%	Q4 2019
AVGOBroadcom Inc.	$916K	0.30%	0.00%	-6.5%	Q1 2021
CATCaterpillar Inc	$693K	0.23%	0.00%	-6.1%	Q1 2021
HCAHCA Healthcare, Inc.	$683K	0.23%	0.00%	-1.5%	Q1 2021
PMPhilip Morris International Inc.	$632K	0.21%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$619K	0.20%	0.00%	-16.1%	Q4 2019
JNJJohnson & Johnson	$537K	0.18%	0.00%	+0.6%	Q4 2019
BACBank of America Corp	$504K	0.17%	0.00%	+2.0%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$494K	0.16%	Not reported	-20.6%	Q4 2022
PANWPalo Alto Networks Inc	$452K	0.15%	0.00%	-9.9%	Q1 2021
MCKMckesson Corp	$429K	0.14%	0.00%	Not reported	Q3 2022
VVisa Inc.	$410K	0.14%	0.00%	-16.7%	Q1 2021
COSTCostco Wholesale Corp	$389K	0.13%	0.00%	-5.1%	Q1 2021
IBMInternational Business Machines Corp	$385K	0.13%	0.00%	-13.3%	Q4 2019
BXBlackstone Inc.	$383K	0.13%	0.00%	-6.2%	Q4 2021
COINCoinbase Global, Inc.	$383K	0.13%	0.00%	Not reported	Q2 2021
SMHMarket Vectors ETF Trust	$382K	0.13%	Not reported	Not reported	Q2 2023
ICFICF International, Inc.	$380K	0.13%	Not reported	+1.0%	Q4 2019
MARMarriott International Inc	$376K	0.12%	0.00%	-2.2%	Q1 2021
MCDMcdonalds Corp	$374K	0.12%	0.00%	-14.0%	Q2 2021
MRKMerck & Co., Inc.	$367K	0.12%	0.00%	-15.3%	Q1 2021
TSLATesla, Inc.	$364K	0.12%	0.00%	-8.7%	Q4 2019
HDHome Depot, Inc.	$359K	0.12%	0.00%	-4.1%	Q1 2021
RKLBRocket Lab Corp	$349K	0.12%	0.00%	Not reported	Q3 2025
SCHWSchwab Charles Corp	$335K	0.11%	0.00%	-4.8%	Q1 2021
LYVLive Nation Entertainment, Inc.	$306K	0.10%	0.00%	Not reported	Q2 2023
SBUXStarbucks Corp	$259K	0.09%	0.00%	-24.3%	Q4 2019
ADPAutomatic Data Processing Inc	$252K	0.08%	0.00%	Not reported	Q2 2023
CORCencora, Inc.	$246K	0.08%	0.00%	+0.1%	Q1 2025
PWRQuanta Services, Inc.	$246K	0.08%	0.00%	+0.5%	Q2 2025
WMTWalmart Inc.	$239K	0.08%	0.00%	-18.2%	Q1 2021
SPOTSpotify Technology S.A.	$238K	0.08%	0.00%	+1.7%	Q1 2025
CVXChevron Corp	$236K	0.08%	0.00%	-3.4%	Q4 2019
AMATApplied Materials Inc	$235K	0.08%	0.00%	-11.9%	Q3 2022
PGPROCTER & GAMBLE Co	$235K	0.08%	0.00%	-42.0%	Q1 2021
DHRDanaher Corp	$233K	0.08%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$232K	0.08%	0.00%	-2.8%	Q4 2019

Q3 2025Reported Nov 17, 202563 positions
SPYSPDR S&P 500 ETF Trust	$67.5M	23.07%	Not reported	-3.5%	Q4 2019
AMRXAmneal Pharmaceuticals, Inc.	$13.8M	4.73%	0.44%	New	Q3 2025
NVDANvidia Corp	$8.97M	3.07%	0.00%	-0.1%	Q4 2019
UPSUnited Parcel Service Inc	$7.61M	2.60%	0.01%	-0.2%	Q4 2019
AAPLApple Inc.	$7.23M	2.47%	0.00%	+2.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.78M	1.29%	Not reported	Not reported	Q4 2019
NOWServiceNow, Inc.	$3.69M	1.26%	0.00%	-2.4%	Q1 2024
MSFTMicrosoft Corp	$3.5M	1.20%	0.00%	0.0%	Q4 2019
METAMeta Platforms, Inc.	$2.71M	0.93%	Not reported	-2.8%	Q4 2019
GOOGLAlphabet Inc.	$2.17M	0.74%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$1.9M	0.65%	0.00%	-0.3%	Q4 2019
GOOGAlphabet Inc.	$1.42M	0.48%	Not reported	-60.4%	Q4 2019
GLDSPDR Gold Trust	$1.26M	0.43%	0.00%	-1.0%	Q4 2019
AVGOBroadcom Inc.	$935K	0.32%	0.00%	-5.8%	Q1 2021
CSCOCisco Systems, Inc.	$854K	0.29%	0.00%	0.0%	Q4 2019
JPMJPMorgan Chase & Co	$722K	0.25%	0.00%	-2.5%	Q4 2019
PMPhilip Morris International Inc.	$639K	0.22%	0.00%	Not reported	Q4 2019
HCAHCA Healthcare, Inc.	$633K	0.22%	0.00%	-1.7%	Q1 2021
CATCaterpillar Inc	$614K	0.21%	0.00%	-2.1%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$608K	0.21%	Not reported	-0.3%	Q4 2022
COINCoinbase Global, Inc.	$572K	0.20%	0.00%	-0.6%	Q2 2021
PANWPalo Alto Networks Inc	$554K	0.19%	0.00%	-3.5%	Q1 2021
VVisa Inc.	$479K	0.16%	0.00%	+0.1%	Q1 2021
JNJJohnson & Johnson	$478K	0.16%	0.00%	-0.9%	Q4 2019
BACBank of America Corp	$464K	0.16%	0.00%	+7.8%	Q1 2021
BXBlackstone Inc.	$453K	0.15%	0.00%	-3.1%	Q4 2021
HDHome Depot, Inc.	$441K	0.15%	0.00%	-1.6%	Q1 2021
COSTCostco Wholesale Corp	$440K	0.15%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$433K	0.15%	0.00%	+0.1%	Q1 2021
MCDMcdonalds Corp	$433K	0.15%	0.00%	Not reported	Q2 2021
IBMInternational Business Machines Corp	$423K	0.14%	0.00%	-11.8%	Q4 2019
MCKMckesson Corp	$404K	0.14%	0.00%	-5.6%	Q3 2022
TSLATesla, Inc.	$394K	0.13%	0.00%	Not reported	Q4 2019
ICFICF International, Inc.	$389K	0.13%	Not reported	-22.2%	Q4 2019
LYVLive Nation Entertainment, Inc.	$351K	0.12%	0.00%	-2.1%	Q2 2023
SMHMarket Vectors ETF Trust	$346K	0.12%	Not reported	Not reported	Q2 2023
MRKMerck & Co., Inc.	$346K	0.12%	0.00%	-3.6%	Q1 2021
SBUXStarbucks Corp	$343K	0.12%	0.00%	-1.3%	Q4 2019
SCHWSchwab Charles Corp	$337K	0.12%	0.00%	-6.0%	Q1 2021
MARMarriott International Inc	$322K	0.11%	0.00%	-7.7%	Q1 2021
ADPAutomatic Data Processing Inc	$288K	0.10%	0.00%	Not reported	Q2 2023
SPOTSpotify Technology S.A.	$281K	0.10%	0.00%	Not reported	Q1 2025
AJGArthur J. Gallagher & Co.	$279K	0.10%	0.00%	Not reported	Q3 2022
WMTWalmart Inc.	$270K	0.09%	0.00%	+0.4%	Q1 2021
BLKBlackRock, Inc.	$253K	0.09%	0.00%	-2.7%	Q1 2021
CVXChevron Corp	$249K	0.09%	0.00%	Not reported	Q4 2019
DGXQuest Diagnostics Inc	$248K	0.08%	0.00%	-3.3%	Q1 2021
PWRQuanta Services, Inc.	$240K	0.08%	0.00%	Not reported	Q2 2025
RKLBRocket Lab Corp	$240K	0.08%	0.00%	New	Q3 2025
UNHUnitedhealth Group Inc	$237K	0.08%	0.00%	-7.4%	Q1 2021

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