Fund Holdings

Westend Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASML HLDG NV N Y REGISTRY SHS117,603+7,59211,76810,042,2703.01%+10,030,502
EQT CORP COM(EQT)0146,408+146,40809,317,4052.80%+9,317,405
ARM HOLDINGS PLC SPONSORED ADS053,699+53,69908,123,5852.44%+8,123,585
KODIAK GAS SVCS INC COM(KGS)363,230369,535+6,30513,584,80221,551,2816.47%+7,966,479
CENTURY ALUM CO COM(CENX)374,274378,073+3,79914,664,05522,189,1046.66%+7,525,049
QUANTA SVCS INC COM035,510+35,510019,495,7015.85%+19,495,701
FLUOR CORP(FLR)090,282+90,28204,211,6551.26%+4,211,655
CAMECO CORP COM(CCJ)226,299228,075+1,77620,704,09624,771,2267.44%+4,067,130
CATERPILLAR INC COM(CAT)19,24919,684+43511,027,17513,945,3274.19%+2,918,152
FREEPORT MCMORAN COPPER(FCX)301,775306,231+4,45615,327,15218,000,2585.40%+2,673,106
ENERGY TRANSFER L P COM UT LTD PTN(ET)799,308810,229+10,92113,180,59515,637,4184.69%+2,456,823
MERCK & CO INC(MRK)111,430112,368+93811,729,12213,516,7474.06%+1,787,625
EXXON MOBIL CORP COM(XOM)11,01411,01401,325,4421,868,6600.56%+543,218
REALTY INCOME CORP(O)05,591+5,5910342,0570.10%+342,057
DYNEX CAPITAL INC(DX)3,78222,312+18,53052,986284,7010.09%+231,715
ARES CAPITAL CORP COM(ARCC)08,165+8,1650147,1330.04%+147,133
STARWOOD PPTY TR INC COM(STWD)08,391+8,3910144,4930.04%+144,493
TUTOR PERINI CORP COM(TPC)08,096+8,0960624,9300.19%+624,930
PENNANTPARK FLOATING RATE CAP COM017,118+17,1180137,6290.04%+137,629
VALERO ENERGY CORP(VLO)0552+5520136,3880.04%+136,388
ISHARES MSCI SOUTH KOREA ETF0890+8900109,4790.03%+109,479
JOHNSON & JOHNSON COM(JNJ)1,2931,538+245267,586375,9490.11%+108,363
KINETIK HOLDINGS INC COM NEW CL A(KNTK)01,907+1,907092,3180.03%+92,318
COSTCO WHOLESALE CORP(COST)566572+6488,084569,9580.17%+81,874
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF0409+409070,2010.02%+70,201
YIELDMAX NVDA OPTION INCOME STRATEGY ETF047,888+47,8880621,5860.19%+621,586
VALE S A SPONSORED ADS03,363+3,363053,5050.02%+53,505
KIMBELL RTY PARTNERS LP UNIT(KRP)03,456+3,456050,0080.02%+50,008
VANGUARD SMALL CAP VALUE ETF0175+175038,0190.01%+38,019
GILEAD SCIENCES INC COM(GILD)2,2712,2710278,743316,5090.10%+37,766
SANDISK CORP COM(SNDK)059+59037,4850.01%+37,485
VANGUARD TOTAL STOCK MARKET ETF0477+4770153,0260.05%+153,026
374WATER INC COM013,000+13,000036,9200.01%+36,920
VANGUARD EXTENDED MARKET ETF0173+173035,6030.01%+35,603
YIELDMAX AMZN OPTION INCOME STRATEGY ETF020,922+20,9220230,5600.07%+230,560
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF0579+579031,7290.01%+31,729
GE VERNOVA INC COM(GEV)036+36031,4240.01%+31,424
ROYAL DUTCH SHELL PLC-ADR(SHEL)01,805+1,8050167,8970.05%+167,897
CHEVRON CORPORATION COM(CVX)551551083,978114,0020.03%+30,024
CONOCOPHILLIPS COM(COP)660660061,78387,1200.03%+25,337
CAL MAINE FOODS INC COM NEW(CALM)0257+257020,3420.01%+20,342
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF0213+213018,4540.01%+18,454
META PLATFORMS INC CL A(META)032+32018,3080.01%+18,308
MKS INC. COM(MKSI)075+75017,2360.01%+17,236
TEREX CORP NEW COM(TEX)02,710+2,7100160,1610.05%+160,161
GRANITE CONSTR INC COM(GVA)3,2673,2670376,848391,6480.12%+14,800
NEXTERA ENERGY INC COM(NEE)1,2091,200-997,059111,4560.03%+14,397
WILLIAMS COS INC COM(WMB)0979+979071,2520.02%+71,252
ISHARES DJ SELECT DIVIDEND1,1801,1800166,545178,6640.05%+12,119
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF0235+235011,0240.00%+11,024
AMCOR PLC COM NEW0267+267010,6130.00%+10,613
NVIDIA CORPORATION COM(NVDA)840954+114156,675166,3910.05%+9,716
LAM RESEARCH CORP COM NEW(LRCX)230225-539,37148,0740.01%+8,703
WALMART INC COM(WMT)0627+627077,9240.02%+77,924
BAKER HUGHES INC(BKR)440440020,03826,8620.01%+6,824
PEPSICO INC COM(PEP)574574082,38089,1360.03%+6,756
EATON CORP PLC SHS(ETN)166166052,87359,3730.02%+6,500
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)0128+128043,2580.01%+43,258
KROGER CO COM(KR)612612038,23844,2840.01%+6,046
PFIZER INC COM(PFE)0199+19905,5880.00%+5,588
PHILIP MORRIS INTL INC(PM)1,5451,531-14247,818253,1360.08%+5,318
RTX CORPORATION COM(RTX)0534+5340103,0090.03%+103,009
PALANTIR TECHNOLOGIES INC CL A(PLTR)032+3204,6810.00%+4,681
STERLING INFRASTRUCTURE INC COM(STRL)044+44017,9200.01%+17,920
FABRINET SHS(FN)6363028,68332,8560.01%+4,173
LOCKHEED MARTIN CORP(LMT)3938-118,86322,9670.01%+4,104
BLACKROCK INC(BLK)813+58,56312,5020.00%+3,939
ADVANCED MICRO DEVICES INC COM(AMD)019+1903,8650.00%+3,865
PHILLIPS 66(PSX)8681-511,09714,7570.00%+3,660
DEERE & CO COM(DE)3636016,76120,2790.01%+3,518
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)025+2503,1370.00%+3,137
SNOWFLAKE INC COM SHS(SNOW)019+1902,8660.00%+2,866
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)040+4002,8470.00%+2,847
DIREXION DAILY FINANCIAL BEAR 3X SHARES21521508,26210,9090.00%+2,647
COCA COLA CONS INC COM(COKE)606009,19811,5040.00%+2,306
INTUITIVE SURGICAL INC COM NEW05+502,3050.00%+2,305
RESTORATION HARDWARE(RH)016+1602,2370.00%+2,237
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF0998+998045,4290.01%+45,429
DOW HLDGS INC COM(DOW)11111102,5954,6230.00%+2,028
NXP SEMICONDUCTORS N V COM010+1001,9690.00%+1,969
COLGATE PALMOLIVE CO COM(CL)266266021,01922,6710.01%+1,652
DIREXION DAILY S&P 500 BEAR 3X ETF313313011,10212,6730.00%+1,571
NOVARTIS AG ADR(NVS)100100013,78715,2750.00%+1,488
MARVELL TECHNOLOGY INC COM(MRVL)015+1501,4860.00%+1,486
KINDER MORGAN INC DEL COM(KMI)19519505,3616,5380.00%+1,177
BAIDU COM ADR010+1001,1140.00%+1,114
MOTOROLA SOLUTIONS INC COM NEW(MSI)212108,0509,1130.00%+1,063
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)379379024,37325,4200.01%+1,047
BRISTOL-MYERS SQUIBB CO COM(BMY)668611-5736,03237,0570.01%+1,025
ROKU INC COM CL A(ROKU)08+807570.00%+757
VANECK URANIUM AND NUCLEAR ETF05+506660.00%+666
STRIVE NATURAL RESOURCES AND SECURITY ETF014+1406360.00%+636
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)020+2006000.00%+600
TEXAS INSTRS INC COM(TXN)029+2905,6300.00%+5,630
ISHARES CORE MSCI EMERGING MARKETS ETF233233015,66216,2520.00%+590
BLOOM ENERGY CORP COM CL A121201,0431,6260.00%+583
VANECK OIL REFINERS ETF011+1105430.00%+543
BLOCK INC CL A(XYZ)09+905420.00%+542
GITLAB INC CLASS A COM(GTLB)025+2505410.00%+541
ISHARES CORE MSCI EAFE ETF489489043,74644,2690.01%+523
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