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Portfolio (Quarterly) Guide ↗

WestEnd Advisors, LLC

· CIK 0001351731
13F Portfolio $4.5B AUM 408 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 408 New
Page 12 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WAT WATERS CORP Healthcare 4.0 $2K NEW $375.00 +10.4%
222 WBD WARNER BROS DISCOVERY INC COM Communication Services 56.0 $1K NEW $26.66 +7.8%
223 CIEN CIENA CORP Technology 3.0 $1K NEW $490.67 -17.7%
224 AEE AMEREN CORP Utilities 13.0 $1K NEW $113.08 -4.7%
225 NRG NRG ENERGY INC Utilities 10.0 $1K NEW $146.10 -20.5%
226 TER TERADYNE INC Technology 3.0 $1K NEW $484.00 -25.0%
227 ADBE ADOBE SYS INC Technology 7.0 $1K NEW $205.00 +33.4%
228 AIG AMERICAN INTL GROUP INC Financial Services 19.0 $1K NEW $74.53 +3.3%
229 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 16.0 $1K NEW $87.06 +11.4%
230 MPWR MONOLITHIC PWR SYS INC Technology 1.0 $1K NEW $1382.00 -5.7%
231 AMP AMERIPRISE FINL INC Financial Services 3.0 $1K NEW $458.67 +22.2%
232 BLOCK INC CL A 18.0 $1K NEW $76.00
233 CNP CENTERPOINT ENERGY INC Utilities 31.0 $1K NEW $44.03 -10.1%
234 BDX BECTON DICKINSON AND CO Healthcare 9.0 $1K NEW $151.33 +25.7%
235 FEDEX FGHT HLDG CO INC 9.0 $1K NEW $151.00
236 IQVIA HLDGS INC COM 7.0 $1K NEW $193.29
237 VV VANGUARD LARGE CAP ETF 4.0 $1K NEW $337.00 +4.7%
238 SMURFIT WESTROCK PLC SHS 29.0 $1K NEW $46.28
239 EIX EDISON INTL Utilities 18.0 $1K NEW $74.44 +0.1%
240 PYPL PAYPAL HLDGS INC Financial Services 31.0 $1K NEW $43.19 +43.1%
Page 12 of 21  ·  408 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
Technology 35.1%
Financial Services 21.9%
Communication Services 12.9%
Healthcare 10.4%
Consumer Cyclical 10.1%
Industrials 5.5%
Consumer Defensive 4.1%
Utilities 0.0%
Basic Materials 0.0%
Energy 0.0%