Westover Capital Advisors, LLC — 13F Holdings & Portfolio
CIK 1483467 · latest 13F-HR filed 2026-05-05
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$543.4M
Long-equity book
Holdings
235
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+29 / −24 / ↑81 / ↓65
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$4.3M +160.0%
- LOWES COS INC$2.3M +638.5%
- EXXON MOBIL CORP$1.7M +39.8%
- TAIWAN SEMICONDUCTOR MANUFAC$1.4M +22.7%
- SCHWAB STRATEGIC TR$1.3M +10.2%
Top Trims
- MICROSOFT CORP-$4.3M -22.5%
- BROADCOM INC-$3.5M -18.3%
- NVIDIA CORPORATION-$2.1M -7.5%
- STRIDE INC-$2.1M -84.8%
- ALPHABET INC-$1.9M -7.2%
New Positions
- YUM CHINA HLDGS INC$1.7M
- ASTRAZENECA PLC$879.8K
- TEREX CORP NEW$792.2K
- BHP BILLITON LIMITED$454.0K
- SLB LIMITED$434.2K
Exited Positions
- CYBERARK SOFTWARE LTD$5.9M
- SEA LTD$2.1M
- CARGURUS INC$1.9M
- INTERFACE INC$1.7M
- REV GROUP INC$845.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $28.8M | 5.30% | 113,402 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $25.5M | 4.70% | 146,429 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $24.4M | 4.48% | 84,684 | SH |
| 4 | SPDR GOLD TR | GLD | 78463V107 | $19.6M | 3.60% | 45,512 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $15.5M | 2.85% | 50,107 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $15.4M | 2.83% | 73,849 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $14.9M | 2.73% | 40,138 | SH |
| 8 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $13.9M | 2.56% | 284,226 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $12.4M | 2.29% | 42,322 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $12.2M | 2.25% | 503,560 | SH |
| 11 | ISHARES TR | MBB | 464288588 | $11.4M | 2.09% | 119,668 | SH |
| 12 | ISHARES TR | USIG | 464288620 | $11.3M | 2.07% | 220,081 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $10.7M | 1.98% | 403,651 | SH |
| 14 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $10.3M | 1.89% | 12,171 | SH |
| 15 | CELESTICA INC | CLS | 15101Q207 | $9.9M | 1.83% | 35,297 | SH |
| 16 | JANUS DETROIT STR TR | JAAA | 47103U845 | $9.2M | 1.70% | 182,977 | SH |
| 17 | INVESCO EXCH TRADED FD TR II | VRP | 46138G870 | $9.2M | 1.69% | 382,846 | SH |
| 18 | NETFLIX INC. | NFLX | 64110L106 | $9.0M | 1.65% | 93,344 | SH |
| 19 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $7.6M | 1.40% | 22,431 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $7.1M | 1.31% | 7,157 | SH |
| 21 | VANECK ETF TRUST | GDX | 92189F106 | $7.0M | 1.28% | 75,790 | SH |
| 22 | PALO ALTO NETWORKS INC | PANW | 697435105 | $6.9M | 1.27% | 43,121 | SH |
| 23 | WALMART INC | WMT | 931142103 | $6.1M | 1.13% | 49,355 | SH |
| 24 | SCHWAB STRATEGIC TR | FNDE | 808524730 | $6.1M | 1.12% | 159,685 | SH |
| 25 | VISTRA CORP | VST | 92840M102 | $6.1M | 1.12% | 40,627 | SH |
| 26 | SPDR SERIES TRUST | SPSB | 78464A474 | $6.1M | 1.12% | 201,808 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $5.9M | 1.08% | 34,747 | SH |
| 28 | ISHARES GOLD TR | IAU | 464285204 | $5.5M | 1.01% | 62,005 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $5.1M | 0.95% | 8,985 | SH |
| 30 | EMCOR GROUP INC | EME | 29084Q100 | $5.1M | 0.93% | 6,854 | SH |
| 31 | WELLTOWER INC | WELL | 95040Q104 | $4.6M | 0.85% | 23,471 | SH |
| 32 | ENSIGN GROUP INC | ENSG | 29358P101 | $4.6M | 0.84% | 22,752 | SH |
| 33 | ISHARES TR | MUB | 464288414 | $4.6M | 0.84% | 42,995 | SH |
| 34 | GENERAL DYNAMICS CORP | GD | 369550108 | $4.5M | 0.84% | 13,223 | SH |
| 35 | CENCORA INC | COR | 03073E105 | $4.5M | 0.82% | 14,255 | SH |
| 36 | KLA CORP | KLAC | 482480100 | $4.2M | 0.78% | 2,872 | SH |
| 37 | EXELIXIS INC | EXEL | 30161Q104 | $3.8M | 0.70% | 89,009 | SH |
| 38 | HESS MIDSTREAM LP | HESM | 428103105 | $3.7M | 0.69% | 95,993 | SH |
| 39 | ASML HLDG NV | ASML | N07059210 | $3.6M | 0.66% | 2,699 | SH |
| 40 | ELI LILLY & CO | LLY | 532457108 | $3.4M | 0.62% | 3,656 | SH |
| 41 | CATERPILLAR INC | CAT | 149123101 | $3.3M | 0.61% | 4,676 | SH |
| 42 | DEERE & CO | DE | 244199105 | $3.3M | 0.60% | 5,817 | SH |
| 43 | INTERNATIONAL BANCSHARES COR | IBOC | 459044103 | $2.9M | 0.53% | 42,724 | SH |
| 44 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.8M | 0.52% | 37,191 | SH |
| 45 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.8M | 0.52% | 5,727 | SH |
| 46 | CASEYS GEN STORES INC | CASY | 147528103 | $2.8M | 0.52% | 3,857 | SH |
| 47 | LOWES COS INC | LOW | 548661107 | $2.7M | 0.49% | 11,283 | SH |
| 48 | QUANTA SVCS INC | PWR | 74762E102 | $2.6M | 0.48% | 4,711 | SH |
| 49 | US FOODS HLDG CORP | USFD | 912008109 | $2.5M | 0.46% | 26,927 | SH |
| 50 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 0.46% | 8,641 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $543.4M | 235 | 0001483467-26-000002 |
| 2025-12-31 | 2026-02-09 | $549.4M | 230 | 0001483467-26-000001 |