2026 Q1 Portfolio Activity
In 2026 Q1, Westview Management dba Westview Investment Advisors maintained a portfolio of 84 distinct positions. The most significant new addition was ISHARES TR, now representing 2.10% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 41.2%. Conversely, Westview Management dba Westview Investment Advisors completely exited their position in ASTRAZENECA PLC.
Position History
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Total Positions
84
Quarter
2026 Q1
Top Holding
VCIT (6.4%)
Top 10 Concentration
37.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 84
Westview Management dba Westview Investment Advisors Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 6.38% | 6.48% |
#1
Prev: #1
|
5.1 |
—
|
-14,158 | -8.7% |
P
S
|
148,252 | $12,267,819 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEI
ISHARES TR
|
ETF | 6.21% | 5.96% |
#2
Prev: #2
|
4.5 |
—
|
-4,237 | -4.0% |
P
S
|
100,612 | $11,932,610 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 3.93% | 3.96% |
#3
Prev: #3
|
3.1 |
—
|
-14,423 | -8.8% |
P
S
|
150,019 | $7,556,442 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EMB
ISHARES TR
|
ETF | 3.57% | 3.61% |
#4
Prev: #4
|
2.4 |
—
|
-5,698 | -7.2% |
P
S
|
73,059 | $6,862,388 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FPEI
FIRST TR EXCH T...
|
Preferred | 3.51% | 3.56% |
#5
Prev: #5
|
2.4 |
—
|
-30,741 | -8.0% |
P
S
|
355,034 | $6,745,654 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 3.13% | 3.17% |
#6
Prev: #6
|
1.8 |
—
|
-11,141 | -6.9% |
P
S
|
150,006 | $6,021,224 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EYLD
CAMBRIA ETF TR
|
ETF | 2.80% | 2.40% |
#7
4
Prev: #11
|
1.6 |
—
|
-1,542 | -1.2% |
P
S
|
129,723 | $5,371,817 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.78% | 2.96% |
#8
Prev: #8
|
1.6 |
—
|
-2,710 | -8.1% |
P
S
|
30,611 | $5,338,512 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.77% | 3.14% |
#9
2
Prev: #7
|
1.6 |
—
|
-2,491 | -11.8% |
P
S
|
18,545 | $5,319,959 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EUFN
ISHARES TR
|
ETF | 2.64% | 2.76% |
#10
1
Prev: #9
|
1.6 |
—
|
-10,792 | -6.9% |
P
S
|
145,345 | $5,065,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 2.44% | 2.29% |
#11
2
Prev: #13
|
1.0 |
—
|
-2,261 | -26.0% |
P
S
|
6,436 | $4,684,169 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 2.37% | 2.21% |
#12
2
Prev: #14
|
1.4 |
—
|
-8,412 | -6.3% |
P
S
|
126,029 | $4,559,722 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.17% | 2.34% |
#13
1
Prev: #12
|
1.4 |
—
|
-1,268 | -5.9% |
P
S
|
20,047 | $4,175,197 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GLW
CORNING INC
|
Technology | 2.16% | 2.20% |
#14
1
Prev: #15
|
0.9 |
—
|
-22,332 | -42.3% |
P
S
|
30,520 | $4,149,758 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ILF
ISHARES TR
|
ETF | 2.10% | — |
#15
Prev: #—
|
4.3 |
—
|
113,671 | — |
NEW
|
113,671 | $4,037,594 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.07% | 2.44% |
#16
6
Prev: #10
|
1.3 |
—
|
139 | 1.3% |
P
S
|
10,735 | $3,973,863 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SHV
ISHARES TR
|
ETF | 1.98% | 1.88% |
#17
4
Prev: #21
|
1.3 |
—
|
-1,410 | -3.9% |
P
S
|
34,388 | $3,796,121 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOP
SPDR SERIES TRU...
|
Unknown | 1.94% | — |
#18
Prev: #—
|
4.3 |
—
|
20,534 | — |
NEW
|
20,534 | $3,733,724 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.93% | 2.19% |
#19
3
Prev: #16
|
1.3 |
—
|
-502 | -7.2% |
P
S
|
6,474 | $3,703,722 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.92% | 1.89% |
#20
Prev: #20
|
1.3 |
—
|
-2,746 | -10.6% |
P
S
|
23,046 | $3,680,486 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
KRE
SPDR SERIES TRU...
|
Unknown | 1.89% | 1.91% |
#21
2
Prev: #19
|
1.3 |
—
|
-6,182 | -10.0% |
P
S
|
55,717 | $3,629,939 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.80% | 2.05% |
#22
5
Prev: #17
|
1.2 |
—
|
-607 | -8.0% |
P
S
|
6,936 | $3,465,436 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 1.80% | 1.95% |
#23
5
Prev: #18
|
1.2 |
—
|
-3,948 | -10.8% |
P
S
|
32,708 | $3,463,777 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 1.75% | — |
#24
Prev: #—
|
4.2 |
—
|
17,007 | — |
NEW
|
17,007 | $3,354,097 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SHEL
SHELL PLC
|
Energy | 1.72% | 1.33% |
#25
8
Prev: #33
|
1.2 |
—
|
-2,543 | -6.7% |
P
S
|
35,503 | $3,301,793 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MMU
WESTERN ASSET M...
|
Financial Services | 1.59% | 1.48% |
#26
2
Prev: #28
|
1.1 |
—
|
-452 | -0.2% |
P
S
|
296,657 | $3,049,639 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.57% | 1.45% |
#27
2
Prev: #29
|
2.6 |
—
|
2,319 | 14.0% |
P
S
|
18,857 | $3,023,204 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.50% | 1.56% |
#28
2
Prev: #26
|
1.1 |
—
|
-2,181 | -6.7% |
P
S
|
30,612 | $2,876,878 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 1.49% | 1.57% |
#29
4
Prev: #25
|
1.1 |
—
|
-1,100 | -5.9% |
P
S
|
17,658 | $2,868,445 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CRH
CRH PLC
|
Basic Materials | 1.47% | 1.73% |
#30
8
Prev: #22
|
1.1 |
—
|
-2,170 | -7.5% |
P
S
|
26,872 | $2,824,785 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.46% | 1.61% |
#31
7
Prev: #24
|
1.1 |
—
|
-957 | -9.1% |
P
S
|
9,563 | $2,813,196 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
INTU
INTUIT
|
Technology | 1.44% | — |
#32
Prev: #—
|
4.1 |
—
|
6,380 | — |
NEW
|
6,380 | $2,758,584 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.36% | 1.36% |
#33
1
Prev: #32
|
1.0 |
—
|
-430 | -6.8% |
P
S
|
5,854 | $2,614,090 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.35% | 1.03% |
#34
6
Prev: #40
|
1.0 |
—
|
108 | 4.3% |
P
S
|
2,613 | $2,603,492 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.26% | 1.14% |
#35
Prev: #35
|
2.5 |
—
|
782 | 7.0% |
P
S
|
11,914 | $2,423,610 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 1.07% | 1.42% |
#36
5
Prev: #31
|
0.4 |
—
|
-13,979 | -23.5% |
P
S
|
45,466 | $2,059,629 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 1.03% | 1.26% |
#37
3
Prev: #34
|
0.4 |
—
|
-2,014 | -24.6% |
P
S
|
6,179 | $1,980,571 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SSD
SIMPSON MFG INC
|
Basic Materials | 1.02% | 0.99% |
#38
4
Prev: #42
|
0.9 |
—
|
-1,379 | -10.7% |
P
S
|
11,465 | $1,967,600 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.02% | 1.54% |
#39
12
Prev: #27
|
0.4 |
—
|
-470 | -29.4% |
P
S
|
1,130 | $1,954,104 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.92% | — |
#40
Prev: #—
|
3.9 |
—
|
5,722 | — |
NEW
|
5,722 | $1,771,026 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.90% | 0.93% |
#41
2
Prev: #43
|
0.4 |
—
|
-14,629 | -20.5% |
P
S
|
56,630 | $1,737,419 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.89% | 1.08% |
#42
3
Prev: #39
|
0.9 |
—
|
-3,015 | -16.2% |
P
S
|
15,609 | $1,712,203 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.85% | 0.93% |
#43
1
Prev: #44
|
0.8 |
—
|
-12,416 | -19.1% |
P
S
|
52,482 | $1,624,852 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.82% | 0.52% |
#44
6
Prev: #50
|
2.8 |
—
|
1,750 | 41.2% |
P
S
|
6,000 | $1,571,414 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VLUE
ISHARES TR
|
ETF | 0.77% | — |
#45
Prev: #—
|
3.8 |
—
|
10,399 | — |
NEW
|
10,399 | $1,478,691 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NZF
NUVEEN MUN CR I...
|
Bond/Debt | 0.74% | 0.71% |
#46
1
Prev: #45
|
0.8 |
—
|
-973 | -0.8% |
P
S
|
117,151 | $1,426,899 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MHD
BLACKROCK MUNIH...
|
Financial Services | 0.70% | — |
#47
Prev: #—
|
3.8 |
—
|
119,038 | — |
NEW
|
119,038 | $1,342,752 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ARGX
ARGENX SE
|
Healthcare | 0.66% | — |
#48
Prev: #—
|
3.8 |
—
|
1,736 | — |
NEW
|
1,736 | $1,267,714 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAON
AAON INC
|
Industrials | 0.64% | 0.65% |
#49
2
Prev: #47
|
0.8 |
—
|
-2,900 | -16.3% |
P
S
|
14,900 | $1,232,977 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IGSB
ISHARES TR
|
ETF | 0.63% | 0.58% |
#50
2
Prev: #48
|
1.3 |
—
|
no change | no change |
P
S
|
23,201 | $1,219,468 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 84 holdings