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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
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OKE ONEOK INC NEW Energy 4,100.0 $356K 0.17% $86.94 +10.1%
62 GLD SPDR GOLD TR Financial Services 725.0 $267K 0.13% -175.0 -19.4% $368.38 +7.7%
63 NUSC NUSHARES ETF TR 4,638.0 $242K 0.12% -762.0 -14.1% $52.12 -2.7%
64 RSP INVESCO EXCHANGE TRADED FD T 1,129.0 $240K 0.12% -233.0 -17.1% $212.77 +2.3%
65 CVIE MORGAN STANLEY ETF TRUST 2,432.0 $207K 0.10% NEW $85.01 -0.6%
66 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 15,300.0 $161K 0.08% $10.54 -3.5%
67 EVN EATON VANCE MUN INCOME TR Financial Services 13,624.0 $153K 0.07% -19K -58.6% $11.26 -5.8%
Page 4 of 4  ·  67 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 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%