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Portfolio (Quarterly) Guide ↗

Westchester Capital Management, Inc.

· CIK 0001390063
13F Portfolio $555M AUM 46 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 5 Added 26 Reduced
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG Alphabet, Inc. Class C - Formerly Google C 540.0 $191K 0.03% $353.33
42 CVX Chevron Corporation Energy 1,005.0 $167K 0.03% $165.76 +23.8%
43 VCSH Vanguard Short Term Corp Bond Index ETF 1,715.0 $136K 0.02% $79.03 -0.6%
44 VGSH Vanguard Short Term Treasury Index ETF 2,295.0 $134K 0.02% $58.20 -0.1%
45 KO Coca Cola Company Consumer Defensive 1,449.0 $118K 0.02% $81.27 +12.1%
46 BAC Bank of America Corp. Financial Services 300.0 $17K 0.00% $56.98 +8.3%
Page 3 of 3  ·  46 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 29.1%
Industrials 18.6%
Healthcare 12.3%
Financial Services 10.1%
Communication Services 9.0%
Consumer Cyclical 7.6%
Energy 7.3%
Consumer Defensive 5.9%