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Home > Institutional Investor > Westover Capital Advisors, Llc > Profile

Instuitional Investor - Westover Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Westover Capital Advisors, Llc
Portfolio Value $615,651,264
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 114,760 $38,217,373 6.21%
2.
Nvidia Corp
 NVDA 150,167 $34,295,141 5.57%
3.
Alphabet Inc.
 GOOGL 88,151 $30,330,982 4.93%
4.
Microsoft Corp
 MSFT 39,275 $20,144,195 3.27%
5.
Amazon Com Inc
 AMZN 79,362 $19,773,042 3.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.