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Portfolio (Quarterly) Guide ↗

Westend Capital Management, LLC

· CIK 0001331997
13F Portfolio $343M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 254 New
Page 12 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHLD GLOBAL X DEFENSE TECH ETF 34.0 $2K 0.00% NEW $70.24 -3.3%
222 PROSHARES ULTRAPRO SHORT QQQ 148.0 $2K 0.00% NEW $15.23
223 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 76.0 $2K 0.00% NEW $26.07 -9.5%
224 FLIN FRANKLIN FTSE INDIA ETF 50.0 $2K 0.00% NEW $37.30 -6.5%
225 XLK TECHNOLOGY SELECT SECTOR SPDR 5.0 $1K NEW $281.80 -33.6%
226 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 8.0 $1K NEW $154.25 +12.9%
227 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 4.0 $1K NEW $305.50 +2.8%
228 KHC KRAFT HEINZ CO COM Consumer Defensive 46.0 $1K NEW $26.04 -5.8%
229 OUNZ VANECK MERK GOLD ETF Financial Services 30.0 $1K NEW $37.20 +16.4%
230 TEL TE CONNECTIVITY PLC ORD SHS Technology 5.0 $1K NEW $219.60 -3.6%
231 HON HONEYWELL INTL INC Industrials 5.0 $1K NEW $210.60 +10.6%
232 TQQQ PROSHARES ULTRAPRO QQQ 10.0 $1K NEW $103.40 -18.9%
233 FXI ISHARES FTSE CHINA ETF 25.0 $1K NEW $41.16 -15.0%
234 BE BLOOM ENERGY CORP COM CL A Industrials 12.0 $1K NEW $84.58 +257.6%
235 STABLEX TECHNOLOGIES INC COM 195.0 $977.0 NEW $5.01
236 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 26.0 $972.0 NEW $37.38 -33.6%
237 BLUE OWL CAPITAL CORPORATION COM 70.0 $894.0 NEW $12.77
238 CNNE CANNAE HLDGS INC COM Consumer Cyclical 38.0 $696.0 NEW $18.32 -19.3%
239 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 30.0 $689.0 NEW $22.97 +39.5%
240 PYPL PAYPAL HLDGS INC COM Financial Services 10.0 $671.0 NEW $67.10 -33.7%
Page 12 of 13  ·  254 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 28.7%
Technology 20.7%
Communication Services 16.8%
Financial Services 11.4%
Consumer Cyclical 10.6%
Energy 10.6%
Real Estate 0.5%
Healthcare 0.3%
Consumer Defensive 0.2%
Basic Materials 0.0%