BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

WestHill Financial Advisors, Inc.

· CIK 0001759641
13F Portfolio $587M AUM 82 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 11 Added 21 Reduced 3 Exited
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 929.0 $694K 0.12% +155.0 +20.0% $746.95 +2.5%
42 QQQ INVESCO QQQ TR Financial Services 915.0 $674K 0.12% -110.0 -10.7% $736.77 -3.2%
43 WAL WESTERN ALLIANCE BANCORP Financial Services 7,647.0 $629K 0.11% $82.20 -3.1%
44 GOOGL ALPHABET INC Communication Services 1,755.0 $627K 0.11% +33.0 +1.9% $357.30 -3.5%
45 CSCO CISCO SYS INC Technology 4,928.0 $579K 0.10% $117.46 -5.5%
46 AMD ADVANCED MICRO DEVICES INC Technology 943.0 $548K 0.09% -289.0 -23.5% $580.91 -18.5%
47 V VISA INC Financial Services 1,593.0 $547K 0.09% +53.0 +3.4% $343.09 +8.1%
48 ABBV ABBVIE INC Healthcare 2,151.0 $541K 0.09% $251.64 +5.3%
49 EFA ISHARES TR 5,054.0 $525K 0.09% -490.0 -8.8% $103.89 +4.2%
50 BANR BANNER CORP Financial Services 7,652.0 $508K 0.09% NEW $66.44 +7.1%
51 ACN ACCENTURE PLC IRELAND Technology 3,885.0 $483K 0.08% -110.0 -2.8% $124.44 +48.9%
52 UPS UNITED PARCEL SVCS INC Industrials 4,471.0 $481K 0.08% $107.50 -5.1%
53 PH PARKER-HANNIFIN CORP Industrials 477.0 $467K 0.08% $978.12 +2.4%
54 PG PROCTER & GAMBLE CO Consumer Defensive 2,887.0 $423K 0.07% +53.0 +1.9% $146.64 -1.3%
55 AVGO BROADCOM INC Technology 1,119.0 $423K 0.07% -10.0 -0.9% $377.75 -2.5%
56 PCG PG&E CORP Utilities 25,040.0 $421K 0.07% +504.0 +2.0% $16.82 +4.6%
57 GEV GE VERNOVA INC Utilities 357.0 $419K 0.07% $1174.86 -18.6%
58 META META PLATFORMS INC Communication Services 707.0 $398K 0.07% -54.0 -7.1% $563.29 -2.4%
59 INTC INTEL CORP Technology 2,697.0 $377K 0.06% NEW $139.63 -35.5%
60 IEI ISHARES TR 3,094.0 $363K 0.06% $117.45 -0.9%
Page 3 of 5  ·  82 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 41.1%
Financial Services 18.5%
Healthcare 15.6%
Consumer Cyclical 9.8%
Industrials 4.8%
Consumer Defensive 3.4%
Utilities 2.6%
Communication Services 2.3%
Energy 1.9%