Institutions / Westend Capital Management, LLC

Westend Capital Management, LLC

CIK 1331997 · Institution · as of Jun 30, 2026
Portfolio value
$437.15M
Positions
242
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$437.15M+31.2%
$437.15M$385.15M$333.15MQ4 '25Q1 '26Q2 '26

Positions

242-4.7%
254246238Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 242 →
CompanyClassValueShares% of portfolio
The Boeing Company$36.86M170,2598.4%
Kodiak Gas Services, Inc.$27.57M366,9726.3%
Quanta Services Inc$25.34M35,1865.8%
Cameco Corp Com$23.09M226,6755.3%
Caterpillar Inc$20.91M19,6314.8%
ELI LILLY & Co$20.83M17,3664.8%
Freeport-McMoran Inc$19.21M305,4654.4%
Energy Transfer LPETMLP$15.43M806,8613.5%
Asml Hldg NV N Y Registry Shs$15.21M7,6433.5%
Rh$15.16M92,0303.5%
Apple Inc.$14.76M51,0233.4%
Viking Holdings Ltd Ord Shs$14.76M141,0403.4%
Merck & Co., Inc.$14.43M112,2973.3%
Amazon.com Inc$14.42M60,5193.3%
Alphabet Inc.$14.24M39,8543.3%
Rockwell Automation Inc$13.26M26,7863.0%
Howmet Aerospace Inc.$12.60M46,8502.9%
General Electric Co$12.51M33,4792.9%
Deutsche Bk AG Namen Akt$12.46M369,1192.9%
American Express Co$11.96M35,3582.7%
WaterBridge Infrastructure LLC$11.43M333,6602.6%
Snowflake Inc.$10.26M40,3242.3%
Nucor Corp$10.05M45,1292.3%
Target Corp$9.70M74,2902.2%
BHP Group LtdBHPADR$8.92M107,0372.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
AddThe Boeing Company$19.32M+89K
+110.21%
170,259
8.43% of portfolio
medium
Q2 2026
as of
TrimCentury Aluminum Co$-17.39M-378K
-100.00%
2
<0.01% of portfolio
medium
Q2 2026
as of
AddRh$15.16M+92K
+575087.50%
92,030
3.47% of portfolio
medium
Q1 2026
as of
TrimThe Boeing Company$-12.60M-63K
-43.87%
80,994
3.69% of portfolio
medium
Q1 2026
as of
ExitWynn Resorts, Limited$-12.08M-100K
-100.00%
medium
Q2 2026
as of
NewWaterBridge Infrastructure LLC$11.43M+334K
333,660
2.62% of portfolio
medium
Q2 2026
as of
ExitSchwab Charles Corp$-11.31M-120K
-100.00%
medium
Q2 2026
as of
AddELI LILLY & Co$10.89M+9K
+109.58%
17,366
4.76% of portfolio
medium
Q1 2026
as of
TrimGeneral Electric Co$-10.40M-37K
-52.26%
33,492
2.17% of portfolio
medium
Q2 2026
as of
AddSnowflake Inc.$10.26M+40K
+212131.58%
40,324
2.35% of portfolio
medium