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Portfolio (Quarterly) Guide ↗

Westend Capital Management, LLC

· CIK 0001331997
13F Portfolio $357M AUM 238 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 52 Added 21 Reduced 45 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 89.0 $7K 0.00% NEW $77.03 +54.4%
22 KMI KINDER MORGAN INC DEL COM Energy 195.0 $5K 0.00% NEW $27.49 +16.4%
23 KO COCA COLA CO COM Consumer Defensive 73.0 $5K 0.00% NEW $69.90 +15.1%
24 TXN TEXAS INSTRS INC COM Technology 29.0 $5K 0.00% NEW $173.48 +83.0%
25 TFC TRUIST FINL CORP COM Financial Services 100.0 $5K 0.00% NEW $49.21 -3.1%
26 CMCSA COMCAST CORP NEW CL A Communication Services 163.0 $5K 0.00% NEW $29.89 -16.3%
27 T AT&T INC COM Communication Services 139.0 $3K 0.00% NEW $24.84 -0.1%
28 SQQQ PROSHARES ULTRAPRO SHORT QQQ 29.0 $2K 0.00% NEW $68.52 -44.0%
29 AJG GALLAGHER ARTHUR J & CO COM Financial Services 7.0 $2K 0.00% NEW $258.86 -21.7%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 31.5%
Energy 14.6%
Financial Services 12.0%
Technology 9.6%
Healthcare 9.2%
Basic Materials 9.0%
Consumer Cyclical 7.5%
Communication Services 5.7%
Real Estate 0.7%
Consumer Defensive 0.3%