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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 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BWXT BABCOCK COMMON STOCK Industrials 3.0 $553.0 NEW $184.33 +8.1%
242 XLU UTILITIES SELECT SECTOR SPDR FUND 5.0 $436.0 NEW $87.20 -48.4%
243 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 8.0 $250.0 NEW $31.25 -10.7%
244 RIG TRANSOCEAN Energy 78.0 $243.0 NEW $3.12 +99.3%
245 SOLZ SOLANA ETF 9.0 $199.0 NEW $22.11 -63.1%
246 WFC WELLS FARGO CO NEW COM Financial Services 2.0 $192.0 NEW $96.00 -21.0%
247 CBRE CBRE GROUP INC CL A Real Estate 1.0 $158.0 NEW $158.00 -20.2%
248 FANG DIAMONDBACK ENERGY INC COM Energy 1.0 $156.0 NEW $156.00 +24.2%
249 DIS DISNEY WALT CO COM Communication Services 1.0 $115.0 NEW $115.00 -9.7%
250 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 2.0 $90.0 NEW $45.00 -2.9%
251 CCL CARNIVAL CORP Consumer Cyclical 2.0 $58.0 NEW $29.00 -3.1%
252 DAL DELTA AIR LINES INC DEL COM NEW Industrials 1.0 $58.0 NEW $58.00 +41.1%
253 OXY OCCIDENTAL PETE CORP COM Energy 1.0 $48.0 NEW $48.00 +19.7%
254 SUNNOVA ENERGY INTL INC. COM 15.0 NEW
Page 13 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%