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.
Westview Management dba Westview Investment Advisors (CIK 2073768) reported $204.4M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($13.0M, 6.37%), IEI ($11.7M, 5.75%), EMB ($7.8M, 3.81%), GLW ($7.6M, 3.74%), JAAA ($7.3M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $13.0M | 6.37% | 157,538 | Added |
| 2 | IEI | ISHARES TR | $11.7M | 5.75% | 99,971 | Trimmed |
| 3 | EMB | ISHARES TR | $7.8M | 3.81% | 80,680 | Added |
| 4 | GLW | CORNING INC | $7.6M | 3.74% | 29,911 | Trimmed |
| 5 | JAAA | JANUS DETROIT STR TR | $7.3M | 3.56% | 144,078 | Trimmed |
| 6 | FPEI | FIRST TR EXCH TRADED FD III | $6.6M | 3.24% | 343,661 | Trimmed |
| 7 | SRLN | SSGA ACTIVE ETF TR | $6.4M | 3.11% | 157,912 | Added |
| 8 | GOOG | ALPHABET INC | $6.3M | 3.09% | 17,867 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $6.2M | 3.03% | 10,662 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $6.0M | 2.96% | 30,181 | Trimmed |
| 11 | EYLD | CAMBRIA ETF TR | $6.0M | 2.92% | 131,563 | Added |
| 12 | PANW | PALO ALTO NETWORKS INC | $5.8M | 2.86% | 17,119 | Trimmed |
| 13 | EUFN | ISHARES TR | $5.6M | 2.75% | 144,340 | Trimmed |
| 14 | CASY | CASEYS GEN STORES INC | $5.1M | 2.48% | 6,379 | Trimmed |
| 15 | FLJP | FRANKLIN TEMPLETON ETF TR | $4.9M | 2.42% | 124,364 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $4.7M | 2.31% | 19,780 | Trimmed |
| 17 | SN | SHARKNINJA INC | $4.7M | 2.31% | 31,060 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $4.1M | 2.03% | 11,122 | Added |
| 19 | SHV | ISHARES TR | $4.1M | 2.01% | 37,159 | Added |
| 20 | KRE | SPDR SERIES TRUST | $3.8M | 1.87% | 51,139 | Trimmed |
| 21 | ILF | ISHARES TR | $3.8M | 1.85% | 111,800 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $3.5M | 1.73% | 6,891 | Trimmed |
| 23 | TJX | TJX COS INC NEW | $3.5M | 1.69% | 22,774 | Trimmed |
| 24 | MMU | WESTERN ASSET MANAGED MUNS F | $3.1M | 1.50% | 294,741 | Trimmed |
| 25 | AZNCF | ASTRAZENECA PLC | $3.1M | 1.49% | 16,099 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30