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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  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 16.0 $4K 0.00% -6.0 -27.3% $268.31 -33.5%
Page 2 of 2  ·  21 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%