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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 900.0 $387K 0.20% -200.0 -18.2% $430.29 -3.9%
62 OKE ONEOK INC NEW Energy 4,100.0 $371K 0.19% +200.0 +5.1% $90.39 +1.0%
63 EVN EATON VANCE MUN INCOME TR Financial Services 32,874.0 $342K 0.18% -5K -13.2% $10.41 +1.6%
64 UPS UNITED PARCEL SVCS INC Industrials 3,400.0 $334K 0.17% +800.0 +30.8% $98.38 +3.7%
65 BKLN INVESCO EXCH TRADED FD TR II 13,295.0 $271K 0.14% $20.41 +0.4%
66 RSP INVESCO EXCHANGE TRADED FD T 1,362.0 $261K 0.14% +108.0 +8.6% $191.85 +8.2%
67 NUSC NUSHARES ETF TR 5,400.0 $243K 0.13% NEW $45.06 +10.8%
68 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 19,900.0 $209K 0.11% +300.0 +1.5% $10.51 +2.7%
69 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 15,300.0 $158K 0.08% $10.30 +0.2%
70 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,700.0 $117K 0.06% $10.98 +3.0%
Page 4 of 4  ·  70 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%