1y return+14.7%S&P 500 +20.9%
3y return+43.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $143 against $168 in the S&P 500.2
WestEnd Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XLKSelect Sector Spdr Tr Sbi Int- | $640.2M | 14.3% | +4.2% |
| XLFSelect Sector Spdr Tr Sbi Int- | $464.4M | 10.4% | +11.6% |
| IEURIshares Tr Core Msci Euro | $364.0M | 8.1% | +26.0% |
| XLVSelect Sector Spdr Tr | $309.4M | 6.9% | +3.8% |
| VEUVanguard Intl Equity Index F A | $301.1M | 6.7% | −5.3% |
| XLCSelect Sector Spdr Tr Communic | $236.0M | 5.3% | −22.4% |
| VCSHVanguard Scottsdale Fds Shrt-t | $153.6M | 3.4% | +33.4% |
| TLTIshares Tr 20 Yr Trs Bd | $149.3M | 3.3% | +83.1% |
| IEIIshares Tr Lehman 3-7 Yr | $129.2M | 2.9% | −8.8% |
| IJRIshares Tr Sandp Smlcap 600 | $125.7M | 2.8% | −9.6% |
| IBBIshares Tr Ishares Biotech | $124.7M | 2.8% | +1.2% |
| XLYSelect Sector Spdr Tr Sbi Cons | $120.3M | 2.7% | +9.6% |
| IYTIshares Tr Us Trsprtion | $120.0M | 2.7% | New |
| XLUSelect Sector Spdr Tr Sbi Int- | $117.5M | 2.6% | +7.4% |
| IGMIshares Tr Gldm Sachs Tec | $116.9M | 2.6% | −14.5% |
| XLBSelect Sector Spdr Tr Sbi Mate | $113.3M | 2.5% | +429542.4% |
| IEFIshares Tr 7-10 Yr Trs Bd | $80.6M | 1.8% | +9.4% |
| VPLVanguard Intl Equity Index F P | $60.3M | 1.3% | −9.3% |
| NVDANvidia Corp | $58.4M | 1.3% | −11.0% |
| TXNTexas Instrs Inc | $53.8M | 1.2% | −10.4% |
| AAPLApple Inc Com | $48.7M | 1.1% | −9.8% |
| GOOGLAlphabet Inc Cap Stk Cl A | $44.6M | 1.0% | −10.1% |
| AMZNAmazon Com Inc | $41.7M | 0.9% | −10.3% |
| UPSUnited Parcel Service Inc | $40.8M | 0.9% | New |
| JPMJ P Morgan Chase And Co | $39.7M | 0.9% | −10.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2023 | +373.0% | $58.4M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2023 | +198.6% | $44.6M |
| JPMJ P Morgan Chase And Co | September 30, 2023 | +125.7% | $39.7M |
| XLKSelect Sector Spdr Tr Sbi Int- | June 30, 2023 | +119.2% | $640.2M |
| METAMeta Platforms Inc Cl A | June 30, 2023 | +96.3% | $31.5M |
| TXNTexas Instrs Inc | September 30, 2023 | +87.5% | $53.8M |
| AMZNAmazon Com Inc | June 30, 2023 | +82.8% | $41.7M |
| TJXTjx Cos Inc | June 30, 2023 | +78.7% | $34.2M |
| SPYState Str Spdr Snp 500 Etf Tr | June 30, 2023 | +68.5% | $22.6M |
| VPLVanguard Intl Equity Index F P | June 30, 2023 | +65.9% | $60.3M |
Sold off last quarter
- DBPInvesco Db Mlti Sectr Cmmty Pr was $112K
- EWZIshares Inc Msci Brazil was $69K
- IOOIshares Global 100 Etf was $48K
- COSTCostco Whsl Corp was $19K
- PGProcter And Gamble Co was $14K
- KOCoca Cola Co was $12K
- PMPhilip Morris Intl Inc was $11K
- MOAltria Group Inc was $4,751
- MDLZMondelez Intl Inc was $3,113
- CLColgate Palmolive Co was $2,898
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WestEnd Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1351731&type=13F-HR&dateb=&owner=include&count=40CIK 1351731
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1351731/000139834426012446/Filed July 22, 2026 · accession 0001398344-26-012446