Westend Capital Management, LLC Portfolio Holdings

Westend Capital Management, LLC

  • $325 Billion
  • Q2 2025

Westend Capital Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 Billion distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boeing CO with a value of $27.7B, Meta Platforms, Inc. with a value of $21.2B, Cameco Corp with a value of $20B, Netflix Inc with a value of $18.9B, and General Electric CO with a value of $17.7B.

Examining the 13F form we can see an increase of $61.6B in the current position value, from $263B to 325B.

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 $325 Billion
Industrials: $82 Billion
Technology: $58.6 Billion
Communication Services: $40.1 Billion
Energy: $35.7 Billion
Financial Services: $33.4 Billion
Healthcare: $24.6 Billion
Basic Materials: $17.4 Billion
Consumer Cyclical: $11.7 Billion
Other: $5.33 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $325 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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