Westview Management dba Westview Investment Advisors reported 32 positions worth $99.35M for the quarter ended Jun 30, 2026, up 10.9% on the prior quarter. It opened 3 new positions, added to 6, trimmed 22 and exited 5. Its largest holding is Corning Inc at 7.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARES Ares Management Corp | +24.9K | – | $2.77M | 2.78% |
| CEG Constellation Energy Corp | +10.1K | – | $2.51M | 2.53% |
| NBIX Neurocrine Biosciences Inc | +6,883 | – | $1.16M | 1.17% |
| MSFT Microsoft Corp | +387 | +3.6% | $144.36K | 4.18% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +127 | +2.2% | $63.09K | 2.99% |
| AVGO Broadcom Inc. | +130 | +2.3% | $49.11K | 2.23% |
| COST Costco Wholesale Corp | +48 | +1.8% | $44.90K | 2.51% |
| AAON Aaon, Inc. | +191 | +1.3% | $24.23K | 1.93% |
| UPS United Parcel Service Inc | +200 | +5.9% | $21.50K | 0.39% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | -6,474 | -100.0% | $3.70M | Exited |
| WCN Waste Connections, Inc. | -17.7K | -100.0% | $2.87M | Exited |
| INTU Intuit Inc. | -6,380 | -100.0% | $2.76M | Exited |
| TSCO Tractor Supply Co | -45.5K | -100.0% | $2.06M | Exited |
| MELI Mercadolibre Inc | -1,130 | -100.0% | $1.95M | Exited |
| AMD Advanced Micro Devices Inc | -1,252 | -10.5% | $727.28K | 6.23% |
| PANW Palo Alto Networks Inc | -1,738 | -9.2% | $592.70K | 5.88% |
| SN SharkNinja, Inc. | -1,648 | -5.0% | $250.94K | 4.76% |
| GOOG Alphabet Inc. | -678 | -3.7% | $239.56K | 6.35% |
| SHEL Shell plc | -2,257 | -6.4% | $175.01K | 2.59% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLW Corning Inc | Basic Materials | 29.9K | $7.64M | 7.69% | -609 | -2.0% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 17.9K | $6.31M | 6.35% | -678 | -3.7% | Reduced | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 10.7K | $6.19M | 6.23% | -1,252 | -10.5% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 30.2K | $6.04M | 6.08% | -430 | -1.4% | Reduced | 0% |
| 5 | PANW Palo Alto Networks Inc | Technology | 17.1K | $5.84M | 5.88% | -1,738 | -9.2% | Reduced | 0% |
| 6 | CASY Caseys General Stores Inc | Consumer Staples | 6,379 | $5.07M | 5.1% | -57 | -0.9% | Reduced | 0.02% |
| 7 | SN SharkNinja, Inc. | Consumer Discretionary | 31.1K | $4.73M | 4.76% | -1,648 | -5.0% | Reduced | 0.02% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 19.8K | $4.71M | 4.75% | -267 | -1.3% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 11.1K | $4.15M | 4.18% | +387 | +3.6% | Added | 0% |
| 10 | MA Mastercard Inc | Financial Services | 6,891 | $3.54M | 3.56% | -45 | -0.6% | Reduced | 0% |
| 11 | TJX Tjx Companies Inc | Consumer Discretionary | 22.8K | $3.45M | 3.47% | -272 | -1.2% | Reduced | 0% |
| 12 | AZN Astrazeneca Plc | Healthcare | 16.1K | $3.05M | 3.07% | -908 | -5.3% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 9,261 | $3.03M | 3.05% | -302 | -3.2% | Reduced | 0% |
| 14 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 5,981 | $2.97M | 2.99% | +127 | +2.2% | Added | 0% |
| 15 | SCHW Schwab Charles Corp | Financial Services | 30.3K | $2.80M | 2.81% | -308 | -1.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Westview Management dba Westview Investment Advisors.
As of its Q2 2026 13F filing, Westview Management dba Westview Investment Advisors’s five largest positions were Corning Inc (GLW) at 7.7%, Alphabet Inc. (GOOG) at 6.4%, Advanced Micro Devices Inc (AMD) at 6.2%, Nvidia Corp (NVDA) at 6.1%, Palo Alto Networks Inc (PANW) at 5.9% of the reported portfolio.
Westview Management dba Westview Investment Advisors reported a 13F portfolio worth $99.35M across 32 positions for Q2 2026. That is up 10.9% from the previous quarter.
Its largest purchases by value were Ares Management Corp ($2.77M), Constellation Energy Corp ($2.51M), Neurocrine Biosciences Inc ($1.16M). It opened 3 new positions.
Its largest sales by value were Meta Platforms, Inc. ($3.70M), Waste Connections, Inc. ($2.87M), Intuit Inc. ($2.76M). It exited 5 positions entirely.
From the Form 13F-HR reports Westview Management dba Westview Investment Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.