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Latest Westover Capital Advisors, LLC Stock Portfolio

$543Million– No. of Holdings #234

Westover Capital Advisors, LLC Performance:
2026 Q1: -0.63%YTD: -0.63%2025: 20.01%
Performance for 2026 Q1 is -0.63%, and YTD is -0.63%, and 2025 is 20.01%.

About Westover Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Westover Capital Advisors, LLC is a hedge fund based in Wilmington, DE. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Westover Capital Advisors, LLC reported an equity portfolio of $543.4 Millions as of 31 Mar, 2026.

The top stock holdings of Westover Capital Advisors, LLC are AAPL, NVDA, GOOG. The fund has invested 5.3% of it's portfolio in APPLE INC and 4.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), SEA LTD (SE) and CARGURUS INC (CARG) stocks. They significantly reduced their stock positions in STRIDE INC (LRN), VISA INC (V) and RUSH STREET INTERACTIVE INC (RSI). Westover Capital Advisors, LLC opened new stock positions in YUM CHINA HLDGS INC (YUMC), ASTRAZENECA PLC and TEREX CORP NEW (TEX). The fund showed a lot of confidence in some stocks as they added substantially to LOWES COS INC (LOW), RIO TINTO PLC (RIO) and PALO ALTO NETWORKS INC (PANW).
Westover Capital Advisors, LLC Equity Portfolio Value
Last Reported on: 05 May, 2026

Westover Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Westover Capital Advisors, LLC made a return of -0.63% in the last quarter. In trailing 12 months, it's portfolio return was 24.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
yum china hldgs inc1,733,400
astrazeneca plc879,798
terex corp new792,176
bhp billiton limited454,043
slb limited434,245
advanced micro devices inc365,360
vanguard index fds330,400
johnson controls internation316,375
New stocks bought by Westover Capital Advisors, LLC

Additions

Ticker% Inc.
lowes cos inc653
rio tinto plc221
palo alto networks inc198
merck & co inc109
us bancorp87.5
eli lilly & co76.53
applovin corp70.39
western midstream partners l64.94
Additions to existing portfolio by Westover Capital Advisors, LLC

Reductions

Ticker% Reduced
stride inc-88.8
visa inc-57.03
rush street interactive inc-52.41
marathon pete corp-50.00
texas instrs inc-50.00
mastercard incorporated-36.87
t-mobile us inc-28.16
crowdstrike hldgs inc-23.15
Westover Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
interface inc-1,744,390
cargurus inc-1,912,050
corcept therapeutics inc-655,458
sea ltd-2,130,550
rev group inc-845,745
cyberark software ltd-5,853,200
kyndryl hldgs inc-296,463
gigacloud technology inc-436,715
Westover Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Westover Capital Advisors, LLC has about 31.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Utilities
  • Real Estate
Sector%
Others31.6
Technology21.4
Financial Services8.8
Communication Services7.8
Industrials7.3
Consumer Cyclical6.2
Healthcare5.9
Energy4.1
Consumer Defensive3.4
Utilities1.8
Real Estate1.2

Market Cap. Distribution

Westover Capital Advisors, LLC has about 66.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP40.3
UNALLOCATED30.8
LARGE-CAP25.8
MID-CAP2.7

Stocks belong to which Index?

About 60.1% of the stocks held by Westover Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50056.6
Others39.9
RUSSELL 20003.5
Top 5 Winners (%)%
LWLG
lightwave logic inc
117.0 %
AGX
argan inc
73.1 %
TPL
texas pacific land corporati
65.2 %
GLW
corning inc
55.3 %
VRT
vertiv holdings co
54.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.7 M
GLD
spdr gold tr
1.6 M
FNDA
schwab strategic tr
1.0 M
COST
costco wholesale corporation
1.0 M
EME
emcor group inc
0.9 M
Top 5 Losers (%)%
ICLR
icon plc
-37.1 %
APP
applovin corp
-35.5 %
BSX
boston scientific corp
-34.0 %
NOW
servicenow inc
-30.7 %
KKR
kkr & co inc
-27.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.5 M
GOOG
alphabet inc
-2.1 M
AAPL
apple inc
-2.0 M
AVGO
broadcom inc
-1.9 M
NVDA
nvidia corporation
-1.8 M

Westover Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Westover Capital Advisors, LLC

Westover Capital Advisors, LLC has 234 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Westover Capital Advisors, LLC last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions