Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VCITVanguard Scottsdale Fds | $13.0M | 6.4% | +6.3% |
| IEIIshares Tr | $11.7M | 5.7% | |
| EMBIshares Tr | $7.8M | 3.8% | +10.4% |
| GLWCorning Inc | $7.6M | 3.7% | −2.0% |
| JAAAJanus Detroit Str Tr | $7.3M | 3.6% | −4.0% |
| FPEIFirst Tr Exch Traded Fd III | $6.6M | 3.2% | −3.2% |
| SRLNSsga Active Etf Tr | $6.4M | 3.1% | +5.3% |
| GOOGAlphabet Inc | $6.3M | 3.1% | −3.7% |
| AMDAdvanced Micro Devices Inc | $6.2M | 3.0% | −10.5% |
| NVDANvidia Corporation | $6.0M | 3.0% | −1.4% |
| EYLDCambria Etf Tr | $6.0M | 2.9% | +1.4% |
| PANWPalo Alto Networks Inc | $5.8M | 2.9% | −9.2% |
| EUFNIshares Tr | $5.6M | 2.8% | |
| CASYCaseys Gen Stores Inc | $5.1M | 2.5% | |
| FLJPFranklin Templeton Etf Tr | $4.9M | 2.4% | −1.3% |
| Sharkninja IncCUSIP G8068L108 | $4.7M | 2.3% | −5.0% |
| AMZNAmazon Com Inc | $4.7M | 2.3% | −1.3% |
| MSFTMicrosoft Corp | $4.1M | 2.0% | +3.6% |
| SHVIshares Tr | $4.1M | 2.0% | +8.1% |
| KRESpdr Series Trust | $3.8M | 1.9% | −8.2% |
| ILFIshares Tr | $3.8M | 1.8% | −1.6% |
| MAMastercard Incorporated | $3.5M | 1.7% | |
| TJXTjx Cos Inc New | $3.5M | 1.7% | −1.2% |
| MMUWestern Asset Managed Muns F | $3.1M | 1.5% | |
| Astrazeneca PLCCUSIP G0593M107 | $3.1M | 1.5% | −5.3% |
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 |
|---|---|---|---|
| GLWCorning Inc | December 31, 2025 | +191.7% | $7.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $6.2M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $5.8M |
| CASYCaseys Gen Stores Inc | December 31, 2025 | +43.8% | $5.1M |
| VLUEIshares Tr | March 31, 2026 | +40.5% | $2.0M |
| Sharkninja IncCUSIP G8068L108 | December 31, 2025 | +36.1% | $4.7M |
| SSDSimpson Mfg Inc | December 31, 2025 | +29.7% | $2.4M |
| SCHMSchwab Strategic Tr | December 31, 2025 | +22.6% | $1.9M |
| AVGOBroadcom Inc | March 31, 2026 | +22.0% | $2.2M |
| EYLDCambria Etf Tr | December 31, 2025 | +18.5% | $6.0M |
Sold off last quarter
- XOPSpdr Series Trust was $3.7M
- METAMeta Platforms Inc was $3.7M
- WCNWaste Connections Inc was $2.9M
- INTUIntuit was $2.8M
- TSCOTractor Supply Co was $2.1M
- MELIMercadolibre Inc was $2.0M
- BKLNInvesco Exch Traded Fd Tr II was $271K
- MQYBlackrock Muniyild Qult Fd I was $117K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westview Management dba Westview Investment Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2073768&type=13F-HR&dateb=&owner=include&count=40CIK 2073768
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2073768/000207376826000003/Filed July 31, 2026 · accession 0002073768-26-000003