Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WESTCO ADVISORY SERVICES INC /ADV (CIK 946310) reported $165.7M across 99 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($27.7M, 16.72%), AAPL ($17.0M, 10.25%), GS ($15.5M, 9.35%), JPM ($9.5M, 5.76%), STX ($7.7M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.7M | 16.72% | 37,092 | Trimmed |
| 2 | AAPL | APPLE INC | $17.0M | 10.25% | 58,715 | Trimmed |
| 3 | GS | GOLDMAN SACHS GROUP INC | $15.5M | 9.35% | 15,318 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $9.5M | 5.76% | 29,166 | Trimmed |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.7M | 4.63% | 7,950 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 3.35% | 11,104 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $4.9M | 2.98% | 13,231 | Trimmed |
| 8 | CLS | CELESTICA INC | $4.0M | 2.43% | 11,047 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $3.3M | 1.97% | 9,145 | Trimmed |
| 10 | ODFL | OLD DOMINION FREIGHT LINE IN | $3.1M | 1.89% | 14,490 | Trimmed |
| 11 | FIX | COMFORT SYS USA INC | $2.8M | 1.66% | 1,390 | Trimmed |
| 12 | AVGO | BROADCOM INC | $2.3M | 1.41% | 6,203 | Added |
| 13 | OUT | OUTFRONT MEDIA INC | $2.3M | 1.40% | 70,630 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $2.2M | 1.33% | 1,841 | Trimmed |
| 15 | V | VISA INC | $2.1M | 1.26% | 6,082 | Trimmed |
| 16 | HOOD | ROBINHOOD MKTS INC | $2.1M | 1.24% | 20,525 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 1.11% | 9,197 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $1.8M | 1.10% | 4,937 | Trimmed |
| 19 | BK | BANK OF NY MELLON CORP | $1.8M | 1.08% | 12,335 | Added |
| 20 | LAMR | LAMAR ADVERTISING CO | $1.7M | 1.02% | 10,858 | Trimmed |
| 21 | MS | MORGAN STANLEY | $1.7M | 1.00% | 7,920 | Added |
| 22 | CTAS | CINTAS CORP | $1.6M | 0.98% | 9,516 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 0.96% | 1,706 | Trimmed |
| 24 | MRK | MERCK & CO INC | $1.4M | 0.82% | 10,558 | Trimmed |
| 25 | BLK | BLACKROCK INC | $1.3M | 0.80% | 1,376 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30