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Portfolio (Quarterly) Guide ↗

Westview Management dba Westview Investment Advisors

· CIK 0002073768
13F Portfolio $204M AUM 67 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 15 Added 41 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOP SPDR SERIES TRUST 20,534 $3.7M 1.94% SOLD
2 META META PLATFORMS INC Communication Services 6,474 $3.7M 1.93% SOLD
3 WCN WASTE CONNECTIONS INC Industrials 17,658 $2.9M 1.49% SOLD
4 INTU INTUIT Technology 6,380 $2.8M 1.44% SOLD
5 TSCO TRACTOR SUPPLY CO Consumer Cyclical 45,466 $2.1M 1.07% SOLD
6 MELI MERCADOLIBRE INC Consumer Cyclical 1,130 $2.0M 1.02% SOLD
7 BKLN INVESCO EXCH TRADED FD TR II 13,295 $271K 0.14% SOLD
8 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,700 $117K 0.06% SOLD
Sector Allocation
Technology 32.6%
Financial Services 20.8%
Consumer Cyclical 18.3%
Healthcare 12.4%
Industrials 4.7%
Energy 3.0%
Utilities 2.6%
Consumer Defensive 2.5%
Basic Materials 2.1%
Communication Services 1.0%