Westover Capital Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$543,406
Net value change ($000)
-5,976 (-1.1%)
New positions
29
Sold out positions
24
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PANW 4,254 160.0%
LOW 2,305 638.5%
YUMC 1,733 NEW
XOM 1,679 39.8%
TSM 1,404 22.7%
FNDF 1,282 10.2%
LLY 1,137 51.1%
COST 919 14.8%
AZN 880 NEW
JAAA 871 10.4%
Top Reduces (Value $000, Stocks/ETFs)
CYBR -5,853 -100.0%
MSFT -4,302 -22.5%
AVGO -3,485 -18.3%
SE -2,131 -100.0%
NVDA -2,072 -7.5%
LRN -2,053 -84.8%
CARG -1,912 -100.0%
GOOGL -1,891 -7.2%
TILE -1,744 -100.0%
JPM -1,455 -10.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type