Top Institutional Investors

Westview Management dba Westview Investment Advisors — 13F Holdings & Portfolio

CIK 2073768 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Westview Management dba Westview Investment Advisors manages $204.4M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VCIT (6.37%), IEI (5.75%), EMB (3.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 8, added to 33, and trimmed 12.

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.

Filer Information
Address
118 PINE ST
BURLINGTON, VT 05401
Phone
(802) 489-5342
Filing Manager
Westview Management dba Westview Investment Advisors
BURLINGTON, VT
Signatory
Louise Gibbs
Chief Compliance Officer
Loading holdings…
AUM

$204.4M

Long-equity book

Holdings

67

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+5 / −8 / ↑33 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$3.8M +155.5%
  • CORNING INC$3.5M +84.1%
  • PALO ALTO NETWORKS INC$2.8M +93.1%
  • SHARKNINJA INC$1.3M +36.5%
  • BLACKROCK MUNIYIELD QUALITY$1.1M +512.2%
Show all 33 →

Top Trims

  • SHELL PLC-$723.9K -21.9%
  • NUVEEN MUN CR INCOME FD-$477.9K -33.5%
  • ASTRAZENECA PLC-$301.4K -9.0%
  • VANGUARD WHITEHALL FDS-$296.6K -34.6%
  • ISHARES TR-$264.3K -6.5%
Show all 12 →

New Positions

  • ARES MANAGEMENT CORPORATION$2.8M
  • CONSTELLATION ENERGY CORP$2.5M
  • FIDELITY COVINGTON TRUST$1.7M
  • NEUROCRINE BIOSCIENCES INC$1.2M
  • MORGAN STANLEY ETF TRUST$206.8K
Show all 5 →

Exited Positions

  • SPDR SERIES TRUST$3.7M
  • META PLATFORMS INC$3.7M
  • WASTE CONNECTIONS INC$2.9M
  • INTUIT$2.8M
  • TRACTOR SUPPLY CO$2.1M
Show all 8 →
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 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $13.0M 6.37% 157,538 SH
2 ISHARES TR IEI 464288661 $11.7M 5.75% 99,971 SH
3 ISHARES TR EMB 464288281 $7.8M 3.81% 80,680 SH
4 CORNING INC GLW 219350105 $7.6M 3.74% 29,911 SH
5 JANUS DETROIT STR TR JAAA 47103U845 $7.3M 3.56% 144,078 SH
6 FIRST TR EXCH TRADED FD III FPEI 33739P855 $6.6M 3.24% 343,661 SH
7 SSGA ACTIVE ETF TR SRLN 78467V608 $6.4M 3.11% 157,912 SH
8 ALPHABET INC GOOG 02079K107 $6.3M 3.09% 17,867 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $6.2M 3.03% 10,662 SH
10 NVIDIA CORPORATION NVDA 67066G104 $6.0M 2.96% 30,181 SH
11 CAMBRIA ETF TR EYLD 132061706 $6.0M 2.92% 131,563 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $5.8M 2.86% 17,119 SH
13 ISHARES TR EUFN 464289180 $5.6M 2.75% 144,340 SH
14 CASEYS GEN STORES INC CASY 147528103 $5.1M 2.48% 6,379 SH
15 FRANKLIN TEMPLETON ETF TR FLJP 35473P744 $4.9M 2.42% 124,364 SH
16 SHARKNINJA INC SN G8068L108 $4.7M 2.31% 31,060 SH
17 AMAZON COM INC AMZN 023135106 $4.7M 2.31% 19,780 SH
18 MICROSOFT CORP MSFT 594918104 $4.1M 2.03% 11,122 SH
19 ISHARES TR SHV 464288679 $4.1M 2.01% 37,159 SH
20 SPDR SERIES TRUST KRE 78464A698 $3.8M 1.87% 51,139 SH
21 ISHARES TR ILF 464287390 $3.8M 1.85% 111,800 SH
22 MASTERCARD INCORPORATED MA 57636Q104 $3.5M 1.73% 6,891 SH
23 TJX COS INC NEW TJX 872540109 $3.5M 1.69% 22,774 SH
24 WESTERN ASSET MANAGED MUNS F MMU 95766M105 $3.1M 1.50% 294,741 SH
25 ASTRAZENECA PLC AZN G0593M107 $3.1M 1.49% 16,099 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $3.0M 1.48% 9,261 SH
27 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $3.0M 1.45% 5,981 SH
28 SCHWAB CHARLES CORP SCHW 808513105 $2.8M 1.37% 30,304 SH
29 CRH PLC CRH G25508105 $2.8M 1.36% 25,956 SH
30 ARES MANAGEMENT CORPORATION ARES 03990B101 $2.8M 1.35% 24,851 SH
31 SHELL PLC SHEL 780259305 $2.6M 1.26% 33,246 SH
32 CONSTELLATION ENERGY CORP CEG 21037T109 $2.5M 1.23% 10,123 SH
33 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.5M 1.22% 2,661 SH
34 SIMPSON MFG INC SSD 829073105 $2.4M 1.16% 11,286 SH
35 BROADCOM INC AVGO 11135F101 $2.2M 1.08% 5,852 SH
36 SHERWIN WILLIAMS CO SHW 824348106 $2.0M 1.00% 5,947 SH
37 ISHARES TR VLUE 46432F388 $2.0M 0.99% 10,081 SH
38 VANGUARD SCOTTSDALE FDS VONG 92206C680 $2.0M 0.98% 15,613 SH
39 VANGUARD INDEX FDS VB 922908751 $1.9M 0.95% 6,407 SH
40 SCHWAB STRATEGIC TR SCHM 808524508 $1.9M 0.94% 52,225 SH
41 AAON INC AAON 000360206 $1.9M 0.94% 15,091 SH
42 SCHWAB STRATEGIC TR SCHD 808524797 $1.8M 0.89% 57,186 SH
43 VERACYTE INC VCYT 92337F107 $1.8M 0.88% 30,563 SH
44 FIDELITY COVINGTON TRUST FRNW 316092253 $1.7M 0.85% 71,395 SH
45 TG THERAPEUTICS INC TGTX 88322Q108 $1.6M 0.79% 29,224 SH
46 ARGENX SE ARGX 04016X101 $1.6M 0.77% 1,707 SH
47 BLACKROCK MUNIHOLDINGS FD IN MHD 09253N104 $1.5M 0.71% 122,349 SH
48 BLACKROCK MUNIYIELD QUALITY MYI 09254E103 $1.3M 0.63% 115,250 SH
49 NEUROCRINE BIOSCIENCES INC NBIX 64125C109 $1.2M 0.57% 6,883 SH
50 ISHARES TR IGSB 464288646 $1.0M 0.51% 19,731 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $204.4M 67 0002073768-26-000003
2026-03-31 2026-05-08 $192.2M 70 0002073768-26-000002
2025-12-31 2026-01-09 $209.9M 75 0002073768-26-000001