Westview Management dba Westview Investment Advisors
Westview Management dba Westview Investment Advisors reported 67 positions worth $204.4M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VCIT (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VCIT | SH | $13.0M | 6.37% | 157,538 | — | — | |
| ▸ 2 | IEI | SH | $11.7M | 5.75% | 99,971 | — | — | |
| ▸ 3 | EMB | SH | $7.8M | 3.81% | 80,680 | — | — | |
| ▸ 4 | GLW | SH | $7.6M | 3.74% | 29,911 | — | — | |
| ▸ 5 | JAAA | SH | $7.3M | 3.56% | 144,078 | — | — | |
| ▸ 6 | FPEI | SH | $6.6M | 3.24% | 343,661 | — | — | |
| ▸ 7 | SRLN | SH | $6.4M | 3.11% | 157,912 | — | — | |
| ▸ 8 | GOOG | SH | $6.3M | 3.09% | 17,867 | — | — | |
| ▸ 9 | AMD | SH | $6.2M | 3.03% | 10,662 | — | — | |
| ▸ 10 | NVDA | SH | $6.0M | 2.96% | 30,181 | — | — |
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Frequently Asked Questions
What stocks does Westview Management dba Westview Investment Advisors hold as of Q2 2026?
Westview Management dba Westview Investment Advisors reported 67 positions worth $204.4M in its Q2 2026 13F filing. Largest positions: VCIT (6.4%), IEI (5.7%), EMB (3.8%), GLW (3.7%) and JAAA (3.6%).
What did Westview Management dba Westview Investment Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Westview Management dba Westview Investment Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.