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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 4 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR SBI INT- 971.0 $52K 0.00% NEW $53.11 +16.9%
62 BERKSHIRE HATHAWAY INC DEL CL 88.0 $44K 0.00% NEW $500.39
63 ABBV ABBVIE INC Healthcare 159.0 $40K 0.00% NEW $251.64 +5.6%
64 GOOG ALPHABET INC CAP STK CL C 106.0 $37K 0.00% NEW $353.33
65 V VISA INC Financial Services 107.0 $37K 0.00% NEW $343.09 +12.0%
66 VCLT VANGUARD SCOTTSDALE FDS LG-TER 437.0 $33K 0.00% NEW $75.25 -3.4%
67 AVGO BROADCOM INC COM Technology 81.0 $31K 0.00% NEW $377.75 -5.6%
68 IGIB ISHARES TR ISHS 5-10YR INVT 562.0 $30K 0.00% NEW $53.17 -1.3%
69 LLY LILLY ELI AND CO Healthcare 24.0 $29K 0.00% NEW $1199.42 +2.8%
70 IAI ISHARES US BROKER-DEALER ETF 139.0 $24K 0.00% NEW $175.89 +11.9%
71 MU MICRON TECHNOLOGY INC Technology 21.0 $24K 0.00% NEW $1154.29 -19.2%
72 SPSB SPDR SERIES TRUST BARC CAPTL E 693.0 $21K NEW $30.01 -0.1%
73 HYG ISHARES TR HIGH YLD CORP 254.0 $20K NEW $79.97 -0.1%
74 EWW ISHARES INC MSCI MEXICO 253.0 $19K NEW $75.27 +3.4%
75 ET ENERGY TRANSFER LP Energy 958.0 $18K NEW $19.12 +9.9%
76 JNJ JOHNSON AND JOHNSON Healthcare 72.0 $18K NEW $253.97 +7.5%
77 AMGN AMGEN INC Healthcare 48.0 $17K NEW $362.12 +22.1%
78 AMD ADVANCED MICRO DEVICES INC Technology 28.0 $16K NEW $580.89 -17.5%
79 MBB ISHARES TR MBS FIXED BDFD 164.0 $16K NEW $94.52 -0.8%
80 VTI VANGUARD INDEX TR STK MRK VIPE 41.0 $15K NEW $370.05 +2.2%
Page 4 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%