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Portfolio (Quarterly) Guide ↗

Westview Management dba Westview Investment Advisors

· CIK 0002073768
13F Portfolio $192M AUM 70 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 12 Added 42 Reduced 14 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 900.0 $387K 0.20% -200.0 -18.2% $430.29 -3.8%
42 EVN EATON VANCE MUN INCOME TR Financial Services 32,874.0 $342K 0.18% -5K -13.2% $10.41 +1.9%
Page 3 of 3  ·  42 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 24.8%
Consumer Cyclical 21.2%
Financial Services 18.4%
Communication Services 10.5%
Healthcare 9.7%
Industrials 6.8%
Energy 3.9%
Consumer Defensive 2.8%
Basic Materials 2.1%