Westover Capital Advisors, LLC
Sector Allocation
- Technology37.3%$229.7M
- Other17.1%$105.3M
- Financials14.4%$88.6M
- Industrials7.1%$43.7M
- Healthcare6.1%$37.3M
- Consumer Discretionary5.8%$36.0M
- Energy3.7%$23.0M
- Consumer Staples3.1%$19.0M
- Utilities1.5%$9.1M
- Communication Services1.4%$8.9M
AUM History
13fpro.ai/research/fund/westover-capital-advisors-llc-1483467
Conviction and streaks
Concentrating · top 10 = 36.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$38.2MNVDA
$34.3MGOOGL
$30.3MMSFT
$20.1MAMZN
$19.8MAVGO
$17.6MGLD
$16.6M- SCHWAB$15.8M
PANW
$15.7MJPM
$14.2MCLS
$11.9MTSM
$11.9M- VANGUARD$11.6M
GS
$11.1M- ISHARES$10.8M
- JANUS$10.5M
- SCHWAB$10.4M
- VANGUARD$10.1M
IVZ
$9.9M- SCHWAB$7.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/westover-capital-advisors-llc-1483467
Westover Capital Advisors, LLC 13F holdings — Q3 2026
$615.7M portfolio (+2.3% QoQ) · 244 holdings · Q3 2026 13F · top 10 are 36% of the stock portfolio
$38.2M
6.2% of stocks
+0.1%This quarter0.0%Since filed4+ qtrsHeld$34.3M
5.6% of stocks
+2%This quarter0.0%Since filed4+ qtrsHeld$30.3M
4.9% of stocks
+4%This quarter0.0%Since filed4+ qtrsHeld$20.1M
3.3% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeld$19.8M
3.2% of stocks
+5%This quarter0.0%Since filed4+ qtrsHeld$17.6M
2.9% of stocks
+0.2%This quarter0.0%Since filed4+ qtrsHeld$16.6M
2.7% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 8
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$15.8M
2.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $15.7M
2.5% of stocks
-3%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.2M
2.3% of stocks
+5%This quarter0.0%Since filed4+ qtrsHeld
All holdings — Westover Capital Advisors, LLC (Q3 2026)
244 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CELESTICA INC | Technology | $11.9M | 1.9% | 33K | -2% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $11.9M | 1.9% | 26K | +8% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $11.6M | 1.9% | 202K | New | — | — | 13F |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $11.1M | 1.8% | 12K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - MBS ETFetf/fund | — | $10.8M | 1.8% | 121K | -1% | — | — | 13F |
| 16 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $10.5M | 1.7% | 208K | +9% | — | — | 13F |
| 17 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $10.4M | 1.7% | 413K | -1% | — | — | 13F |
| 18 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $10.1M | 1.6% | 130K | New | — | — | 13F |
| 19 | Invesco Ltd.preferred | Financials | $9.9M | 1.6% | 416K | +8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $7.5M | 1.2% | 178K | +8% | — | — | 13F |
| 21 | Meta Platforms, Inc. | Technology | $7.0M | 1.1% | 9,640 | +8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.6M | 1.1% | 7,291 | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $6.4M | 1.1% | 7,953 | +70% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $6.1M | 1.0% | 38K | +9% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NETFLIX INC | Communication Services | $6.1M | 1.0% | 87K | -4% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LLY | ELI LILLY & Co | Healthcare | $6.0M | 1.0% | 5,147 | +38% | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.5M | 0.9% | 71K | New | |||
| 28 | $VST | Vistra Corp. | Utilities | $5.4M | 0.9% | 39K | -0.6% | |||
| 29 | $EXEL | EXELIXIS, INC. | Healthcare | $5.3M | 0.9% | 91K | -0.0% | |||
| 30 | $WELL | WELLTOWER INC. | Real Estate | $5.2M | 0.8% | 22K | -4% | |||
| 31 | $ASML | ASML HOLDING NV | Technology | $5.2M | 0.8% | 2,853 | +3% | |||
| 32 | $KLAC | KLA CORP | Technology | $5.1M | 0.8% | 26K | -5% | |||
| 33 | $GD | GENERAL DYNAMICS CORP | Industrials | $5.1M | 0.8% | 15K | +6% | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $5.0M | 0.8% | 49K | -3% | |||
| 35 | $IAU | ISHARES GOLD TRUST | Financials | $4.9M | 0.8% | 63K | +0.1% | |||
| 36 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.5M | 0.7% | 96K | New | |||
| 37 | $DE | DEERE & CO | Industrials | $4.0M | 0.7% | 5,924 | +2% | |||
| 38 | $EME | EMCOR Group, Inc. | Industrials | $3.9M | 0.6% | 5,190 | -21% | |||
| 39 | $FTDR | Frontdoor, Inc. | Industrials | $3.8M | 0.6% | 52K | +29% | |||
| 40 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.8M | 0.6% | 5,605 | -0.9% | |||
| 41 | $ENSG | ENSIGN GROUP, INC | Healthcare | $3.7M | 0.6% | 22K | -2% | |||
| 42 | $HESM | Hess Midstream LP | Energy | $3.6M | 0.6% | 96K | -1% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.5M | 0.6% | 6,823 | +2% | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $3.2M | 0.5% | 9,291 | -0.7% | |||
| 45 | $LRCX | LAM RESEARCH CORP | Technology | $3.1M | 0.5% | 9,371 | +14% | |||
| 46 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.0M | 0.5% | 31K | +22% | |||
| 47 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.0M | 0.5% | 33K | -4% | |||
| 48 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $2.9M | 0.5% | 32K | +9% | |||
| 49 | $COR | Cencora, Inc. | Consumer Staples | $2.9M | 0.5% | 9,605 | -29% | |||
| 50 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.9M | 0.5% | 4,452 | -1% | |||
| 51 | $IBOC | INTERNATIONAL BANCSHARES CORP | Financials | $2.8M | 0.5% | 41K | -1% | |||
| 52 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $2.7M | 0.4% | 12K | +54% | |||
| 53 | $NOW | ServiceNow, Inc. | Technology | $2.6M | 0.4% | 20K | -0.5% | |||
| 54 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.5M | 0.4% | 4,118 | +8% | |||
| 55 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.4% | 12K | +2% | |||
| 56 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.3M | 0.4% | 16K | -2% | |||
| 57 | $JCI | Johnson Controls International plc | Industrials | $2.3M | 0.4% | 15K | +349% | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $2.3M | 0.4% | 8,759 | +2% | |||
| 59 | $GLW | CORNING INC /NY | Materials | $2.2M | 0.4% | 14K | -0.2% | |||
| 60 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $2.2M | 0.4% | 18K | -2% | |||
| 61 | $EOG | EOG RESOURCES INC | Energy | $2.1M | 0.3% | 15K | +3% | |||
| 62 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.1M | 0.3% | 1,540 | — | |||
| 63 | $ETN | Eaton Corp plc | Industrials | $2.0M | 0.3% | 4,736 | +49% | |||
| 64 | $VRT | Vertiv Holdings Co | Technology | $2.0M | 0.3% | 8,361 | -8% | |||
| 65 | $TMUS | T-Mobile US, Inc. | Communication Services | $2.0M | 0.3% | 12K | +10% | |||
| 66 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $2.0M | 0.3% | 7,010 | +13% | |||
| 67 | $MEDP | Medpace Holdings, Inc. | Healthcare | $2.0M | 0.3% | 3,165 | -0.8% | |||
| 68 | $NDAQ | NASDAQ, INC. | Financials | $1.9M | 0.3% | 20K | -0.7% | |||
| 69 | — | ISHARES TR - US SML CAP EQT | — | $1.9M | 0.3% | 22K | +12% | |||
| 70 | $MRK | Merck & Co., Inc. | Healthcare | $1.9M | 0.3% | 13K | +9% | |||
| 71 | $FDX | FEDEX CORP | Industrials | $1.8M | 0.3% | 6,436 | — | |||
| 72 | $FSLR | FIRST SOLAR, INC. | Technology | $1.8M | 0.3% | 10K | -0.7% | |||
| 73 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $1.7M | 0.3% | 8,853 | +18% | |||
| 74 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.7M | 0.3% | 20K | -73% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.7M | 0.3% | 6,242 | +4% | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.3% | 2,694 | -0.1% | |||
| 77 | $MS | MORGAN STANLEY | Financials | $1.6M | 0.3% | 8,710 | — | |||
| 78 | $RTX | RTX Corp | Industrials | $1.6M | 0.3% | 8,796 | +5% | |||
| 79 | $MLI | MUELLER INDUSTRIES INC | Materials | $1.5M | 0.3% | 25K | +76% | |||
| 80 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.2% | 7,646 | +6% | |||
| 81 | $MPLX | MPLX LP | Energy | $1.4M | 0.2% | 25K | — | |||
| 82 | $CMI | CUMMINS INC | Industrials | $1.4M | 0.2% | 2,707 | +16% | |||
| 83 | $MCRI | MONARCH CASINO & RESORT INC | Consumer Discretionary | $1.4M | 0.2% | 12K | +60% | |||
| 84 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.4M | 0.2% | 25K | +17% | |||
| 85 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.2% | 1,822 | New | |||
| 86 | $RY | ROYAL BANK OF CANADA | Financials | $1.3M | 0.2% | 6,410 | +4% | |||
| 87 | $GEV | GE Vernova Inc. | Industrials | $1.2M | 0.2% | 1,260 | +8% | |||
| 88 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.2M | 0.2% | 719 | +9% | |||
| 89 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.2M | 0.2% | 4,353 | +258% | |||
| 90 | $KRYS | Krystal Biotech, Inc. | Healthcare | $1.1M | 0.2% | 3,332 | New | |||
| 91 | $STLD | STEEL DYNAMICS INC | Materials | $1.1M | 0.2% | 4,975 | -2% | |||
| 92 | $APP | AppLovin Corp | Technology | $1.1M | 0.2% | 3,754 | -4% | |||
| 93 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.2% | 3,762 | +11% | |||
| 94 | — | ISHARES TR - U.S. TECH ETF | — | $1.1M | 0.2% | 4,000 | — | |||
| 95 | $EBAY | EBAY INC | Consumer Discretionary | $1.0M | 0.2% | 9,862 | -0.5% | |||
| 96 | $LNG | Cheniere Energy, Inc. | Energy | $1.0M | 0.2% | 3,801 | — | |||
| 97 | $RIO | RIO TINTO PLC | Materials | $1.0M | 0.2% | 11K | +4% | |||
| 98 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.2% | 2,374 | -0.0% | |||
| 99 | $ANET | Arista Networks, Inc. | Technology | $982K | 0.2% | 4,823 | New | |||
| 100 | $HSBC | HSBC HOLDINGS PLC | Financials | $971K | 0.2% | 9,776 | +5% | |||
| 101 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $965K | 0.2% | 2,712 | -1.0% | |||
| 102 | $ETR | ENTERGY CORP /DE/ | Utilities | $943K | 0.1% | 9,500 | +58% | |||
| 103 | $WM | WASTE MANAGEMENT INC | Utilities | $935K | 0.1% | 4,583 | +3% | |||
| 104 | $AXGN | Axogen, Inc. | Healthcare | $929K | 0.1% | 22K | -0.9% | |||
| 105 | $ICLR | ICON PLC | Healthcare | $914K | 0.1% | 5,378 | -0.1% | |||
| 106 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $900K | 0.1% | 13K | — | |||
| 107 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $896K | 0.1% | 5,938 | New | |||
| 108 | $J | JACOBS SOLUTIONS INC. | Industrials | $893K | 0.1% | 6,600 | -2% | |||
| 109 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $886K | 0.1% | 11K | -0.2% | |||
| 110 | $STT | STATE STREET CORP | Financials | $863K | 0.1% | 4,944 | -1% | |||
| 111 | — | ISHARES TR - SHRT NAT MUN ETF | — | $856K | 0.1% | 8,187 | +3% | |||
| 112 | $FBP | FIRST BANCORP /PR/ | Financials | $846K | 0.1% | 32K | -2% | |||
| 113 | $C | CITIGROUP INC | Financials | $841K | 0.1% | 6,497 | +13% | |||
| 114 | $V | VISA INC. | Financials | $836K | 0.1% | 2,327 | +15% | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $820K | 0.1% | 10K | — | |||
| 116 | $BNS | BANK OF NOVA SCOTIA | Financials | $763K | 0.1% | 8,400 | +31% | |||
| 117 | $TPL | Texas Pacific Land Corp | Financials | $748K | 0.1% | 2,295 | — | |||
| 118 | $BTSG | BrightSpring Health Services, Inc. | Healthcare | $745K | 0.1% | 13K | -28% | |||
| 119 | $ABT | ABBOTT LABORATORIES | Healthcare | $741K | 0.1% | 7,500 | — | |||
| 120 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $741K | 0.1% | 3,333 | +19% | |||
| 121 | $KKR | KKR & Co. Inc. | Financials | $736K | 0.1% | 8,065 | — | |||
| 122 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $736K | 0.1% | 31K | -94% | |||
| 123 | $MCD | MCDONALDS CORP | Consumer Discretionary | $733K | 0.1% | 3,176 | -1% | |||
| 124 | $DUK | Duke Energy CORP | Utilities | $719K | 0.1% | 6,308 | +111% | |||
| 125 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $701K | 0.1% | 1,910 | -2% | |||
| 126 | $INTC | INTEL CORP | Technology | $690K | 0.1% | 5,738 | +77% | |||
| 127 | $OKE | ONEOK INC /NEW/ | Energy | $688K | 0.1% | 8,069 | — | |||
| 128 | $APO | Apollo Global Management, Inc. | Financials | $683K | 0.1% | 5,883 | -7% | |||
| 129 | $FCX | FREEPORT-MCMORAN INC | Materials | $679K | 0.1% | 9,700 | +8% | |||
| 130 | $TOL | Toll Brothers, Inc. | Industrials | $660K | 0.1% | 4,900 | — | |||
| 131 | $TFC | TRUIST FINANCIAL CORP | Financials | $640K | 0.1% | 14K | — | |||
| 132 | $AFL | AFLAC INC | Financials | $615K | 0.1% | 5,500 | — | |||
| 133 | $MPC | Marathon Petroleum Corp | Energy | $613K | 0.1% | 1,550 | — | |||
| 134 | $TD | TORONTO DOMINION BANK | Financials | $604K | 0.1% | 5,140 | — | |||
| 135 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $602K | 0.1% | 3,000 | — | |||
| 136 | $BX | Blackstone Inc. | Financials | $602K | 0.1% | 5,373 | — | |||
| 137 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $588K | 0.1% | 5,894 | +4% | |||
| 138 | $BHP | BHP Group Ltd | Materials | $576K | 0.1% | 6,785 | +9% | |||
| 139 | $WES | Western Midstream Partners, LP | Energy | $563K | 0.1% | 13K | — | |||
| 140 | — | ISHARES TR - S&P 500 GRWT ETF | — | $558K | 0.1% | 3,920 | — | |||
| 141 | $CSCO | CISCO SYSTEMS, INC. | Technology | $555K | 0.1% | 5,157 | +24% | |||
| 142 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $546K | 0.1% | 23K | — | |||
| 143 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $545K | 0.1% | 1,457 | +0.1% | |||
| 144 | $MTB | M&T BANK CORP | Financials | $540K | 0.1% | 2,481 | +5% | |||
| 145 | $ARM | ARM HOLDINGS PLC /UK | Technology | $521K | 0.1% | 1,800 | — | |||
| 146 | $SNPS | SYNOPSYS INC | Technology | $521K | 0.1% | 1,198 | -4% | |||
| 147 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $521K | 0.1% | 15K | — | |||
| 148 | $QRVO | Qorvo, Inc. | Technology | $520K | 0.1% | 4,544 | — | |||
| 149 | $GE | GENERAL ELECTRIC CO | Industrials | $516K | 0.1% | 1,652 | +20% | |||
| 150 | $RSI | Rush Street Interactive, Inc. | Communication Services | $511K | 0.1% | 25K | -0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 24 new, 78 added to, 77 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$11.6M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP$10.1M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$5.5M
first bought this quarter
- VANGUARD MUN BD FDS - TAX EXEMPT BD$4.5M
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$1.3M
first bought this quarter
$KRYSKrystal Biotech, Inc.$1.1M
first bought this quarter
+18 more in the Excel export
Added to (78)
$CATCATERPILLAR INC+70%
now $6.4M · held 4+ qtrs
$JCIJohnson Controls International plc+349%
now $2.3M · held 3 qtrs, 3 adds in a row
$LLYELI LILLY & Co+38%
now $6.0M · held 4+ qtrs, 3 adds in a row
now $30.3M · held 4+ qtrs
now $19.8M · held 4+ qtrs, 3 adds in a row
$CAHCARDINAL HEALTH INC+54%
now $2.7M · held 4+ qtrs, 3 adds in a row
+72 more in the Excel export
Trimmed (77)
- SCHWAB STRATEGIC TR - SHT TM US TRES-94%
now $736K
- ISHARES TR - USD INV GRDE ETF-97%
now $301K
- VANECK ETF TRUST - GOLD MINERS ETF-73%
now $1.7M
- ISHARES TR - NATIONAL MUN ETF-94%
now $274K
$CORCencora, Inc.-29%
now $2.9M · held 4+ qtrs, 2 trims in a row
$EMEEMCOR Group, Inc.-21%
now $3.9M · held 4+ qtrs, 3 trims in a row
+71 more in the Excel export
Holdings by quarter
Every 13F Westover Capital Advisors, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Westover Capital Advisors?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Westover Capital Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Westover Capital Advisors, LLC disclosed 244 positions worth $615.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.2% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 24 new positions and exited 20. The portfolio is most concentrated in Technology (37.3% of disclosed assets). All figures are sourced directly from Westover Capital Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1483467.
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AI-Powered Hedge Fund Analysis: Westover Capital Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Westover Capital Advisors, LLC (SEC CIK: 1483467), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Westover Capital Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.