Westover Capital Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Westover Capital Advisors, LLC reported 235 stock positions worth $543.4 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Alphabet Class A (GOOGL, 4.5%). Compared with Q4 2025, it opened 28 new positions, sold out of 23, added to 58 and reduced 85. The biggest buy was Palo Alto Networks (PANW, shares +199%) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).
- Most Recent 13F
- Q2 2026
- Location
- WILMINGTON, DE
- CIK
- 0001483467
- Portfolio Value
- $543.4M (Q1 2026)
- SEC Filing
- 0001483467-26-000002 ↗ filed May 5, 2026
Holdings Value
Holdings 235 stocks · $543.4M
| AAPL Apple Inc. | 5.30% | 113,402 | $28.8M | Add +2.7% |
| NVDA Nvidia Corp. | 4.70% | 146,429 | $25.5M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 4.48% | 84,684 | $24.4M | Add +1.0% |
| GLD SPDR Gold Shares | 3.60% | 45,512 | $19.6M | Reduce -5.8% |
| AVGO Broadcom Inc. | 2.85% | 50,107 | $15.5M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 2.83% | 73,849 | $15.4M | Add +2.9% |
| MSFT Microsoft Corp. | 2.73% | 40,138 | $14.9M | Add +1.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.56% | 284,226 | $13.9M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 2.29% | 42,322 | $12.4M | Reduce -1.9% |
| SCHO Schwab Short-Term US Treas | 2.25% | 503,560 | $12.2M | Add +3.0% |
| MBB iShares MBS ETF | 2.09% | 119,668 | $11.4M | Add +0.7% |
| USIG iShares Broad Usd Investment | 2.07% | 220,081 | $11.3M | Reduce -0.2% |
| SCHP Schwab U.S. Tips ETF | 1.98% | 403,651 | $10.7M | Add +3.1% |
| GS Goldman Sachs Group Inc. | 1.89% | 12,171 | $10.3M | Reduce -0.0% |
| CLS Celestica Inc. | 1.83% | 35,297 | $9.9M | Reduce -3.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.70% | 182,977 | $9.2M | Add +10.9% |
| VRP Invesco Variable Rate Prefer | 1.69% | 382,846 | $9.2M | Add +2.6% |
| NFLX Netflix Inc. | 1.65% | 93,344 | $9.0M | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.40% | 22,431 | $7.6M | Add +10.4% |
| COST Costco Wholesale Corp. | 1.31% | 7,157 | $7.1M | Reduce -0.7% |
| GDX Vaneck Gold Miners ETF | 1.28% | 75,790 | $7.0M | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 1.27% | 43,121 | $6.9M | Add +198.8% |
| WMT Walmart Inc. | 1.13% | 49,355 | $6.1M | Reduce -1.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.12% | 159,685 | $6.1M | Add +4.0% |
| VST Vistra Corp. | 1.12% | 40,627 | $6.1M | Add +0.3% |
| SPSB SS SPDR P St C Corp. ETF | 1.12% | 201,808 | $6.1M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 1.08% | 34,747 | $5.9M | Reduce -0.8% |
| IAU iShares Gold Trust | 1.01% | 62,005 | $5.5M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.95% | 8,985 | $5.1M | Reduce -1.1% |
| EME Emcor Group Inc. | 0.93% | 6,854 | $5.1M | Reduce -3.9% |
| WELL Welltower Inc. | 0.85% | 23,471 | $4.6M | Reduce -0.9% |
| ENSG The Ensign Group Inc. | 0.84% | 22,752 | $4.6M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.84% | 42,995 | $4.6M | Reduce -0.7% |
| GD General Dynamics Corp. | 0.84% | 13,223 | $4.5M | Reduce -0.7% |
| COR Cencora Inc. | 0.82% | 14,255 | $4.5M | Reduce -0.6% |
| KLAC KLA Corp. | 0.78% | 2,872 | $4.2M | Reduce -2.9% |
| EXEL Exelixis Inc. | 0.70% | 89,009 | $3.8M | Add +3.0% |
| HESM Hess Midstream LP Class A | 0.69% | 95,993 | $3.7M | Add +0.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.66% | 2,699 | $3.6M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.62% | 3,656 | $3.4M | Add +76.5% |
| CAT Caterpillar Inc. | 0.61% | 4,676 | $3.3M | No change |
| DE Deere & Co. | 0.60% | 5,817 | $3.3M | No change |
| IBOC International Bancshares CRP | 0.53% | 42,724 | $2.9M | Reduce -1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.52% | 37,191 | $2.8M | Reduce -11.8% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 5,727 | $2.8M | Reduce -2.8% |
| CASY Casey's General Stores Inc. | 0.52% | 3,857 | $2.8M | Add +2.7% |
| LOW Lowe's Cos Inc. | 0.49% | 11,283 | $2.7M | Add +653.7% |
| PWR Quanta Services Inc. | 0.48% | 4,711 | $2.6M | Reduce -2.7% |
| USFD US Foods Holding Corp. | 0.46% | 26,927 | $2.5M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.46% | 8,641 | $2.5M | No change |
| SCHW Schwab (charles) Corp. | 0.45% | 25,827 | $2.4M | Add +20.5% |
| CVX Chevron Corp. | 0.44% | 11,629 | $2.4M | No change |
| HIG Hartford Insurance Group Inc. | 0.44% | 17,553 | $2.4M | Add +4.3% |
| FDX FedEx Corp. | 0.42% | 6,471 | $2.3M | No change |
| EOG EOG Resources Inc. | 0.42% | 15,841 | $2.3M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.42% | 6,668 | $2.3M | Add +9.0% |
| GILD Gilead Sciences Inc. | 0.42% | 16,272 | $2.3M | Add +8.6% |
| VRT Vertiv Holdings Co. Class A | 0.40% | 8,691 | $2.2M | Reduce -1.1% |
| FSLR First Solar Inc. | 0.39% | 10,865 | $2.1M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.38% | 19,955 | $2.1M | Reduce -6.7% |
| GLW Corning Inc. | 0.36% | 14,460 | $2.0M | No change |
| ABBV Abbvie Inc. | 0.34% | 8,560 | $1.9M | Reduce -2.5% |
| NDAQ Nasdaq Inc. | 0.34% | 21,475 | $1.8M | Reduce -17.3% |
| J Jacobs Solutions Inc. | 0.32% | 13,793 | $1.8M | Reduce -5.4% |
| YUMC Yum China Holdings Inc. | 0.32% | 35,535 | $1.7M | New |
| LRCX Lam Research Corp. | 0.31% | 8,000 | $1.7M | No change |
| MPWR Monolithic Power Systems Inc. | 0.31% | 1,558 | $1.7M | Add +10.9% |
| RTX RTX Corp. | 0.31% | 8,733 | $1.7M | Reduce -1.5% |
| SUPN Supernus Pharmaceuticals Inc. | 0.30% | 31,998 | $1.7M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 6,205 | $1.6M | Reduce -0.1% |
| MLI Mueller Industries Inc. | 0.30% | 14,613 | $1.6M | Reduce -2.7% |
| MEDP Medpace Holdings Inc. | 0.28% | 3,189 | $1.5M | Reduce -0.1% |
| CAH Cardinal Health Inc. | 0.28% | 7,201 | $1.5M | Add +31.7% |
| SMLF iShares US Smallcap Equity F | 0.28% | 19,885 | $1.5M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.27% | 6,016 | $1.5M | No change |
| APP AppLovin Corp. Class A | 0.27% | 3,689 | $1.5M | Add +70.4% |
| MRK Merck & Co. Inc. | 0.26% | 11,842 | $1.4M | Add +109.6% |
| EGP Eastgroup Properties Inc. | 0.24% | 7,160 | $1.3M | Add +10.0% |
| MS Morgan Stanley | 0.24% | 8,030 | $1.3M | No change |
| CMI Cummins Inc. | 0.23% | 2,350 | $1.3M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.23% | 8,030 | $1.2M | Reduce -1.9% |
| PJT PJT Partners Inc. Class A | 0.23% | 8,908 | $1.2M | Reduce -6.9% |
| MPLX MPLX LP | 0.22% | 21,400 | $1.2M | Add +20.2% |
| HD Home Depot Inc. | 0.22% | 3,558 | $1.2M | Add +0.9% |
| WM Waste Management Inc. | 0.21% | 5,084 | $1.2M | No change |
| DECK Deckers Outdoor Corp. | 0.21% | 11,548 | $1.2M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.21% | 3,188 | $1.1M | No change |
| WCN Waste Connections Inc. | 0.20% | 6,807 | $1.1M | Reduce -3.9% |
| LNG Cheniere Energy Inc. | 0.20% | 3,863 | $1.1M | Reduce -0.5% |
| TPL Texas Pacific Land Corp. | 0.20% | 2,295 | $1.1M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 7,250 | $1.1M | No change |
| KKR KKR & Co. Inc. | 0.19% | 11,130 | $1.0M | No change |
| RY Royal Bank of Canada | 0.19% | 6,269 | $1.0M | Add +1.4% |
| GEV GE Vernova Inc. | 0.19% | 1,161 | $1.0M | No change |
| MCD McDonald's Corp. | 0.18% | 3,227 | $1.0M | Add +4.3% |
| TSCO Tractor Supply Company | 0.18% | 21,600 | $978K | Reduce -10.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 19,851 | $968K | Add +15.5% |
| WMB Williams Cos Inc. | 0.18% | 13,239 | $964K | Add +29.3% |
| RIO Rio Tinto PLC-Spon ADR | 0.18% | 10,300 | $961K | Add +221.9% |
| STLD Steel Dynamics Inc. | 0.17% | 5,095 | $917K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.07 |
| AVGO Broadcom Inc. | Reduce -8.7% | 2.85% | −0.60 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.39 |
| LRN Stride Inc. | Reduce -88.8% | 0.07% | −0.37 |
| CARG Cargurus Inc. | Sold out | 0.00% | −0.35 |
| NVDA Nvidia Corp. | Reduce -1.1% | 4.70% | −0.33 |
| TILE Interface Inc. | Sold out | 0.00% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 2.29% | −0.24 |
| V Visa Inc. Class A | Reduce -57.0% | 0.13% | −0.21 |
| NOW ServiceNow Inc. | Reduce -6.7% | 0.38% | −0.21 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.95% | −0.15 |
| CLS Celestica Inc. | Reduce -3.0% | 1.83% | −0.13 |
| FSLR First Solar Inc. | Reduce -1.1% | 0.39% | −0.13 |
| NDAQ Nasdaq Inc. | Reduce -17.3% | 0.34% | −0.12 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.12 |
| ICLR Icon PLC | Reduce -10.9% | 0.14% | −0.11 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.8% | 0.52% | −0.10 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.10 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -11.8% | 0.52% | −0.09 |
| RSI Rush Street Interactive Inc. | Reduce -52.4% | 0.10% | −0.09 |
| GCT Gigacloud Technology Inc. Class A | Sold out | 0.00% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -36.9% | 0.09% | −0.07 |
| PJT PJT Partners Inc. Class A | Reduce -6.9% | 0.23% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| COR Cencora Inc. | Reduce -0.6% | 0.82% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -23.1% | 0.10% | −0.05 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -0.0% | 1.89% | −0.05 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| BX Blackstone Inc. | Reduce -0.7% | 0.15% | −0.05 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| MEDP Medpace Holdings Inc. | Reduce -0.1% | 0.28% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -50.0% | 0.05% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| TPG TPG Inc. | Sold out | 0.00% | −0.04 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.04 |
| TSCO Tractor Supply Company | Reduce -10.2% | 0.18% | −0.04 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.04 |
| ACAD Acadia Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -28.2% | 0.11% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.6% | 0.10% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -5.4% | 0.32% | −0.03 |
| COF Capital One Financial Corp. | Reduce -8.4% | 0.05% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| PANW Palo Alto Networks Inc. | Add +198.8% | 1.27% | +0.79 |
| LOW Lowe's Cos Inc. | Add +653.7% | 0.49% | +0.42 |
| YUMC Yum China Holdings Inc. | New | 0.32% | +0.32 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.4% | 1.40% | +0.27 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1.8% | 2.56% | +0.26 |
| LLY Eli Lilly & Co. | Add +76.5% | 0.62% | +0.21 |
| JAAA Janus Henderson Aaa Clo ETF | Add +10.9% | 1.70% | +0.18 |
| MRK Merck & Co. Inc. | Add +109.6% | 0.26% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.9% | 0.66% | +0.15 |
| TEX Terex Corp. | New | 0.15% | +0.15 |
| CASY Casey's General Stores Inc. | Add +2.7% | 0.52% | +0.14 |
| AMAT Applied Materials Inc. | Add +9.0% | 0.42% | +0.13 |
| RIO Rio Tinto PLC-Spon ADR | Add +221.9% | 0.18% | +0.13 |
| EOG EOG Resources Inc. | Add +2.1% | 0.42% | +0.12 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +4.0% | 1.12% | +0.12 |
| USFD US Foods Holding Corp. | Add +6.8% | 0.46% | +0.11 |
| SCHP Schwab U.S. Tips ETF | Add +3.1% | 1.98% | +0.09 |
| HESM Hess Midstream LP Class A | Add +0.7% | 0.69% | +0.09 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.08% | +0.08 |
| GILD Gilead Sciences Inc. | Add +8.6% | 0.42% | +0.08 |
| MPWR Monolithic Power Systems Inc. | Add +10.9% | 0.31% | +0.08 |
| SCHO Schwab Short-Term US Treas | Add +3.0% | 2.25% | +0.08 |
| SLB SLB Ltd. | New | 0.08% | +0.08 |
| CAH Cardinal Health Inc. | Add +31.7% | 0.28% | +0.08 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| WMB Williams Cos Inc. | Add +29.3% | 0.18% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.06% | +0.06 |
| JCI Johnson Controls Internation | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +20.5% | 0.45% | +0.06 |
| FIX Comfort Systems USA Inc. | Add +5.8% | 0.15% | +0.05 |
| MPLX MPLX LP | Add +20.2% | 0.22% | +0.05 |
| TSN Tyson Foods Inc. Class A | New | 0.05% | +0.05 |
| ARM Arm Holdings PLC-ADR | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| CNQ Canadian Natural Resources | New | 0.05% | +0.05 |
| AXGN Axogen Inc. | Add +48.8% | 0.14% | +0.05 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.05% | +0.05 |
| OXY Occidental Petroleum Corp. | New | 0.05% | +0.05 |
| SHEL Shell PLC-ADR | New | 0.05% | +0.05 |
| BP BP PLC-Spons ADR | New | 0.05% | +0.05 |
| FANG Diamondback Energy Inc. | New | 0.05% | +0.05 |
| SO The Southern Co. | New | 0.04% | +0.04 |
| ALB Albemarle Corp. | New | 0.04% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| WES Western Midstream Partners L | Add +64.9% | 0.10% | +0.04 |
| XMVM Invesco S&P Midcap Value Wit | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.04% | +0.04 |
| SBUX Starbucks Corp. | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 240 | $601.9M | AAPL, GOOGL, NVDA, AVGO, AMZN |
| Q1 2026 | 235 | $543.4M | AAPL, NVDA, GOOGL, GLD, AVGO |
| Q4 2025 | 230 | $549.4M | AAPL, NVDA, GOOGL, MSFT, GLD |
| Q3 2025 | 217 | $540.7M | AAPL, NVDA, GOOGL, MSFT, AVGO |
| Q2 2025 | 224 | $500.3M | NVDA, AAPL, MSFT, AVGO, GLD |
| Q1 2025 | 232 | $450.2M | AAPL, NVDA, GLD, GOOGL, MSFT |
| Q4 2024 | 237 | $454.4M | AAPL, GOOGL, NVDA, MSFT, AVGO |
| Q3 2024 | 243 | $520.3M | AAPL, PFF, USIG, MBB, SPTL |
| Q2 2024 | 213 | $388.2M | AAPL, GOOGL, MSFT, NVDA, GLD |
| Q1 2024 | 183 | $341.7M | AAPL, MSFT, GOOGL, GLD, AMZN |