Westview Management dba Westview Investment Advisors
Net seller this quarter
$204M
41
-$8.02M
26.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLW | $7.64M | 3.74% | 0.00% | -2.0% | Q4 2025 |
 GOOG | $6.31M | 3.09% | Not reported | -3.7% | Q4 2025 |
 AMD | $6.19M | 3.03% | 0.00% | -10.5% | Q4 2025 |
 NVDA | $6.04M | 2.96% | 0.00% | -1.4% | Q4 2025 |
 PANW | $5.84M | 2.86% | 0.00% | -9.2% | Q4 2025 |
 CASY | $5.07M | 2.48% | 0.02% | -0.9% | Q4 2025 |
 SN | $4.73M | 2.31% | 0.02% | -5.0% | Q4 2025 |
 AMZN | $4.71M | 2.31% | 0.00% | -1.3% | Q4 2025 |
 MSFT | $4.15M | 2.03% | 0.00% | +3.6% | Q4 2025 |
 MA | $3.54M | 1.73% | 0.00% | -0.7% | Q4 2025 |
 TJX | $3.45M | 1.69% | 0.00% | -1.2% | Q4 2025 |
 MMU | $3.07M | 1.50% | Not reported | -0.7% | Q4 2025 |
 AZN | $3.05M | 1.49% | Not reported | -5.3% | Q4 2025 |
 JPM | $3.03M | 1.48% | 0.00% | -3.2% | Q4 2025 |
 VRTX | $2.97M | 1.45% | 0.00% | +2.2% | Q4 2025 |
 SCHW | $2.8M | 1.37% | 0.00% | -1.0% | Q4 2025 |
 CRH | $2.78M | 1.36% | 0.00% | -3.4% | Q4 2025 |
 ARES | $2.77M | 1.35% | 0.01% | New | Q2 2026 |
 SHEL | $2.58M | 1.26% | 0.00% | -6.4% | Q4 2025 |
 CEG | $2.51M | 1.23% | 0.00% | New | Q2 2026 |
 COST | $2.49M | 1.22% | 0.00% | +1.8% | Q4 2025 |
 SSD | $2.36M | 1.16% | 0.03% | -1.6% | Q4 2025 |
 AVGO | $2.21M | 1.08% | 0.00% | +2.3% | Q1 2026 |
 SHW | $2.05M | 1.00% | 0.00% | -3.8% | Q4 2025 |
 VLUE | $2.01M | 0.99% | Not reported | -3.1% | Q1 2026 |
 AAON | $1.91M | 0.94% | 0.02% | +1.3% | Q4 2025 |
 VCYT | $1.79M | 0.88% | 0.04% | -0.1% | Q4 2025 |
 TGTX | $1.61M | 0.79% | 0.02% | -0.1% | Q4 2025 |
 ARGX | $1.58M | 0.77% | 0.00% | -1.7% | Q1 2026 |
 MHD | $1.46M | 0.71% | Not reported | +2.8% | Q1 2026 |
| MYI | $1.28M | 0.63% | Not reported | +479.2% | Q4 2025 |
 NBIX | $1.16M | 0.57% | 0.01% | New | Q2 2026 |
| GOOGL | $1.01M | 0.49% | 0.00% | -8.3% | Q4 2025 |
 NZF | $949K | 0.46% | Not reported | -36.1% | Q4 2025 |
| BBN | $566K | 0.28% | Not reported | -1.9% | Q4 2025 |
| NAD | $434K | 0.21% | Not reported | -33.3% | Q4 2025 |
 UPS | $387K | 0.19% | 0.00% | +5.9% | Q4 2025 |
 OKE | $356K | 0.17% | 0.00% | Not reported | Q4 2025 |
 GLD | $267K | 0.13% | 0.00% | -19.4% | Q4 2025 |
 PMO | $161K | 0.08% | Not reported | Not reported | Q4 2025 |
 EVN | $153K | 0.08% | Not reported | -58.6% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $5.34M | 2.78% | 0.00% | -8.1% | Q4 2025 |
| GOOG | $5.32M | 2.77% | Not reported | -11.8% | Q4 2025 |
| CASY | $4.68M | 2.44% | 0.02% | -26.0% | Q4 2025 |
| AMZN | $4.18M | 2.17% | 0.00% | -6.0% | Q4 2025 |
| GLW | $4.15M | 2.16% | 0.00% | -42.3% | Q4 2025 |
| MSFT | $3.97M | 2.07% | 0.00% | +1.3% | Q4 2025 |
 META | $3.7M | 1.93% | Not reported | -7.2% | Q4 2025 |
| TJX | $3.68M | 1.92% | 0.00% | -10.7% | Q4 2025 |
| MA | $3.47M | 1.80% | 0.00% | -8.1% | Q4 2025 |
| SN | $3.46M | 1.80% | 0.02% | -10.8% | Q4 2025 |
| AZN | $3.35M | 1.75% | Not reported | -13.1% | Q4 2025 |
| SHEL | $3.3M | 1.72% | 0.00% | -6.7% | Q4 2025 |
| MMU | $3.05M | 1.59% | Not reported | -0.2% | Q4 2025 |
| PANW | $3.02M | 1.57% | 0.00% | +14.0% | Q4 2025 |
| SCHW | $2.88M | 1.50% | 0.00% | -6.7% | Q4 2025 |
 WCN | $2.87M | 1.49% | 0.01% | -5.9% | Q4 2025 |
| CRH | $2.82M | 1.47% | 0.00% | -7.5% | Q4 2025 |
| JPM | $2.81M | 1.46% | 0.00% | -9.1% | Q4 2025 |
 INTU | $2.76M | 1.44% | 0.00% | New | Q1 2026 |
| VRTX | $2.61M | 1.36% | 0.00% | -6.8% | Q4 2025 |
| COST | $2.6M | 1.35% | 0.00% | +4.3% | Q4 2025 |
| AMD | $2.42M | 1.26% | 0.00% | +7.0% | Q4 2025 |
 TSCO | $2.06M | 1.07% | 0.01% | -23.5% | Q4 2025 |
| SHW | $1.98M | 1.03% | 0.00% | -24.6% | Q4 2025 |
| SSD | $1.97M | 1.02% | 0.03% | -10.7% | Q4 2025 |
 MELI | $1.95M | 1.02% | 0.00% | -29.4% | Q4 2025 |
| AVGO | $1.77M | 0.92% | 0.00% | New | Q1 2026 |
| VLUE | $1.48M | 0.77% | Not reported | New | Q1 2026 |
| NZF | $1.43M | 0.74% | Not reported | -0.8% | Q4 2025 |
| MHD | $1.34M | 0.70% | Not reported | New | Q1 2026 |
| ARGX | $1.27M | 0.66% | 0.00% | New | Q1 2026 |
| AAON | $1.23M | 0.64% | 0.02% | -16.3% | Q4 2025 |
| VCYT | $986K | 0.51% | 0.04% | -6.4% | Q4 2025 |
| TGTX | $972K | 0.51% | 0.02% | -8.6% | Q4 2025 |
| GOOGL | $884K | 0.46% | 0.00% | -2.2% | Q4 2025 |
| NAD | $618K | 0.32% | Not reported | Not reported | Q4 2025 |
| BBN | $577K | 0.30% | Not reported | -18.6% | Q4 2025 |
| GLD | $387K | 0.20% | 0.00% | -18.2% | Q4 2025 |
| OKE | $371K | 0.19% | 0.00% | +5.1% | Q4 2025 |
| EVN | $342K | 0.18% | Not reported | -13.2% | Q4 2025 |
| UPS | $334K | 0.17% | 0.00% | +30.8% | Q4 2025 |
| MYI | $209K | 0.11% | Not reported | +1.5% | Q4 2025 |
| PMO | $158K | 0.08% | Not reported | Not reported | Q4 2025 |
| MQY | $117K | 0.06% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| GOOG | $6.6M | 3.14% | Not reported | New | Q4 2025 |
| NVDA | $6.21M | 2.96% | 0.00% | New | Q4 2025 |
| MSFT | $5.12M | 2.44% | 0.00% | New | Q4 2025 |
| AMZN | $4.92M | 2.34% | 0.00% | New | Q4 2025 |
| CASY | $4.81M | 2.29% | 0.02% | New | Q4 2025 |
| GLW | $4.63M | 2.20% | 0.01% | New | Q4 2025 |
| META | $4.61M | 2.19% | Not reported | New | Q4 2025 |
| MA | $4.31M | 2.05% | 0.00% | New | Q4 2025 |
| SN | $4.1M | 1.95% | 0.03% | New | Q4 2025 |
| TJX | $3.96M | 1.89% | 0.00% | New | Q4 2025 |
| CRH | $3.62M | 1.73% | 0.00% | New | Q4 2025 |
| AZN | $3.6M | 1.71% | Not reported | New | Q4 2025 |
| JPM | $3.39M | 1.61% | 0.00% | New | Q4 2025 |
| WCN | $3.29M | 1.57% | 0.01% | New | Q4 2025 |
| SCHW | $3.28M | 1.56% | 0.00% | New | Q4 2025 |
| MELI | $3.22M | 1.54% | 0.00% | New | Q4 2025 |
| MMU | $3.1M | 1.48% | Not reported | New | Q4 2025 |
| PANW | $3.05M | 1.45% | 0.00% | New | Q4 2025 |
 AES | $2.98M | 1.42% | 0.03% | New | Q4 2025 |
| TSCO | $2.97M | 1.42% | 0.01% | New | Q4 2025 |
| VRTX | $2.85M | 1.36% | 0.00% | New | Q4 2025 |
| SHEL | $2.8M | 1.33% | 0.00% | New | Q4 2025 |
| SHW | $2.65M | 1.26% | 0.00% | New | Q4 2025 |
| AMD | $2.38M | 1.14% | 0.00% | New | Q4 2025 |
 BSX | $2.36M | 1.13% | 0.00% | New | Q4 2025 |
 ADSK | $2.32M | 1.11% | 0.00% | New | Q4 2025 |
| COST | $2.16M | 1.03% | 0.00% | New | Q4 2025 |
 RYAN | $2.08M | 0.99% | 0.04% | New | Q4 2025 |
| SSD | $2.07M | 0.99% | 0.03% | New | Q4 2025 |
| NZF | $1.49M | 0.71% | Not reported | New | Q4 2025 |
| VCYT | $1.38M | 0.66% | 0.04% | New | Q4 2025 |
| AAON | $1.36M | 0.65% | 0.02% | New | Q4 2025 |
| BFK | $1.22M | 0.58% | Not reported | New | Q4 2025 |
| GOOGL | $984K | 0.47% | 0.00% | New | Q4 2025 |
| TGTX | $955K | 0.45% | 0.02% | New | Q4 2025 |
| BBN | $716K | 0.34% | Not reported | New | Q4 2025 |
| NAD | $646K | 0.31% | Not reported | New | Q4 2025 |
| GLD | $436K | 0.21% | 0.00% | New | Q4 2025 |
| EVN | $408K | 0.19% | Not reported | New | Q4 2025 |
 FLTB | $399K | 0.19% | 0.29% | New | Q4 2025 |
| IAU | $365K | 0.17% | 0.00% | New | Q4 2025 |
| OKE | $287K | 0.14% | 0.00% | New | Q4 2025 |
| UPS | $258K | 0.12% | 0.00% | New | Q4 2025 |
| MYI | $213K | 0.10% | Not reported | New | Q4 2025 |
| BLE | $208K | 0.10% | Not reported | New | Q4 2025 |
| PMO | $164K | 0.08% | Not reported | New | Q4 2025 |
| MQY | $121K | 0.06% | Not reported | New | Q4 2025 |
 TROX | $41.7K | 0.02% | 0.01% | New | Q4 2025 |