Westend Capital Management, LLC Portfolio Holdings

Westend Capital Management, LLC

  • $357 Billion
  • Q4 2025

Westend Capital Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $357 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boeing CO with a value of $31.3B, Apple Inc. with a value of $22.1B, General Electric CO with a value of $21.6B, Cameco Corp with a value of $20.7B, and Eli Lilly & CO with a value of $17.6B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $343B to 357B.

Westend Capital Management, LLC is based out at Sausalito, CA

Below you can find more details about Westend Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $357 Billion
Industrials: $106 Billion
Financial Services: $41 Billion
Energy: $35.6 Billion
Technology: $32.3 Billion
Basic Materials: $30.1 Billion
Healthcare: $30.1 Billion
Consumer Cyclical: $25.1 Billion
Communication Services: $19.2 Billion
Other: $7.15 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.63B
$14.7 Billion 4.11% of portfolio
374,274
Q4 2025 New
$6.55B
$8.97 Billion 2.51% of portfolio
547,404
Q4 2025 New
$5.6B
$1.52 Billion 0.43% of portfolio
141,620
Q4 2025 Reduced 1.29%
$3.03B
$484 Million 0.14% of portfolio
7,218
Q4 2025 Reduced 50.45%
$6.89B
$416 Million 0.12% of portfolio
11,329
Q4 2025 New
$4.48B
$377 Million 0.11% of portfolio
3,267
Q4 2025 Reduced 5.08%
$3.1B
$145 Million 0.04% of portfolio
2,710
Q4 2025 Reduced 5.21%
$6.99B
$120 Million 0.03% of portfolio
2,698
Q3 2025 Added 4.49%
$2.7B
$44.6 Million 0.01% of portfolio
750
Q3 2025 New
$6B
$24.4 Million 0.01% of portfolio
379
Q4 2025 New
$8.26B
$7.27 Million 0.0% of portfolio
38
Q1 2024 New
$5.27B
$870,000 0.0% of portfolio
70
Q3 2025 Reduced 98.65%
$3B
$322,000 0.0% of portfolio
78
Q1 2024 New
$4.41B
$2 Million 0.0% of portfolio
76
Q3 2025 Reduced 97.37%
$9.4B
$10.1 Million 0.0% of portfolio
224
Q3 2025 New
$8.94B
$7.14 Million 0.0% of portfolio
41
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $357 Billion
  • Prior Value $343 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 29 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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