Fund HoldingsWestEnd Advisors, LLC

Total Portfolio Value
$4.49B
Total Bought
$854.32M
Total Sold
$660.14M
Net Transaction
+$194.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR SBI INT-
ST STR TECHN ETF
03,360,440+3,360,4400640,23614.27%+640,236
ISHARES TR US TRSPRTION01,383,695+1,383,6950120,0392.68%+120,039
SELECT SECTOR SPDR TR SBI MATE
ST STR MATER ETF
5192,229,844+2,229,32526113,3452.53%+113,319
ISHARES TR CORE MSCI EURO
CORE MSCI EURO
3,843,8294,841,845+998,016270,107363,9628.11%+93,855
SELECT SECTOR SPDR TR SBI INT-
ST STR FINL ETF
08,662,021+8,662,0210464,37110.35%+464,371
ISHARES TR 20 YR TRS BD943,3661,727,307+783,94181,781149,2743.33%+67,493
UNITED PARCEL SERVICE INC(UPS)0379,569+379,569040,8040.91%+40,804
VANGUARD SCOTTSDALE FDS SHRT-T
SHRT TRM CORP BD
1,456,5491,942,950+486,401115,461153,5523.42%+38,091
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,949,867+1,949,8670309,3716.90%+309,371
SELECT SECTOR SPDR TR SBI CONS
ST STR DISCR ETF
01,025,999+1,025,9990120,3342.68%+120,334
ISHARES TR GLDM SACHS TEC0714,852+714,8520116,9422.61%+116,942
VANGUARD INTL EQUITY INDEX F A3,796,6833,595,668-201,015285,132301,1386.71%+16,006
ISHARES TR ISHARES BIOTECH648,103655,852+7,749109,440124,7452.78%+15,305
TEXAS INSTRS INC(TXN)0180,372+180,372053,7641.20%+53,764
ISHARES TR SANDP SMLCAP 600937,250847,232-90,018116,513125,6572.80%+9,144
SELECT SECTOR SPDR TR SBI INT-
ST STR UTIL ETF
2,413,4282,591,111+177,683110,754117,4822.62%+6,728
ISHARES TR 7-10 YR TRS BD779,648852,633+72,98574,41180,6351.80%+6,224
STATE STR SPDR SNP 500 ETF TR(SPY)030,214+30,214022,5640.50%+22,564
ALPHABET INC CAP STK CL A(GOOG)0124,662+124,662044,5510.99%+44,551
QUALCOMM INC(QCOM)0115,407+115,407021,3270.48%+21,327
VANGUARD INTL EQUITY INDEX F P0521,280+521,280060,3101.34%+60,310
APPLE INC COM(AAPL)0168,345+168,345048,7131.09%+48,713
NVIDIA CORP(NVDA)0291,918+291,918058,4101.30%+58,410
AMAZON COM INC(AMZN)0174,758+174,758041,6520.93%+41,652
ISHARES CORE S&P 500 ETF2801,050+7701837860.02%+603
SELECT SECTOR SPDR TR SBI INT-
ST STR INDL ETF
0837+83701550.00%+155
INVESCO DB MLTI SECTR CMMTY EN(DBE)04,023+4,02301050.00%+105
ISHARES RUSSELL 1000 ETF01,045+1,04504280.01%+428
UNITEDHEALTH GROUP INC(UNH)0156+1560650.00%+65
SPDR SERIES TRUST BARC CAPTL E
ST SHOR CORP ETF
0693+6930210.00%+21
VISA INC(V)0107+1070370.00%+37
ISHARES TR HIGH YLD CORP0254+2540200.00%+20
ISHARES INC MSCI MEXICO0253+2530190.00%+19
ENERGY TRANSFER LP(ET)0958+9580180.00%+18
MICRON TECHNOLOGY INC(MU)1821+36240.00%+18
BERKSHIRE HATHAWAY INC DEL CL088+880440.00%+44
ADVANCED ENERGY IND INC036+360140.00%+14
UNION PAC CORP(UNP)048+480130.00%+13
LINDE PLC SHS(LIN)025+250130.00%+13
CHENIERE ENERGY INC(LNG)050+500120.00%+12
UBER TECHNOLOGIES INC COM(UBER)0159+1590110.00%+11
ADVANCED MICRO DEVICES INC(AMD)028+280160.00%+16
ABBVIE INC(ABBV)0159+1590400.00%+40
LILLY ELI AND CO(LLY)024+240290.00%+29
INTEL CORP(INTC)7282+103110.00%+8
CASEY'S GENERAL STORES INC(CASY)09+9070.00%+7
CSX CORP(CSX)0150+150070.00%+7
BROADCOM INC COM(AVGO)081+810310.00%+31
ISHARES N AMERICAN TECH SOFT0117+1170110.00%+11
DELTA AIR LINES INC DEL(DAL)063+63060.00%+6
APPLIED MATLS INC1314+14100.00%+6
NORFOLK SOUTHERN CORP(NSC)018+18060.00%+6
NEWMONT MINING CORP(NEM)059+59060.00%+6
LAM RESEARCH CORP COM NEW(LRCX)2122+14100.00%+5
FREEPORT-MCMORAN COPPER AND GO(FCX)079+79050.00%+5
SANDISK CORP(SNDK)330270.00%+5
SHERWIN WILLIAMS CO(SHW)013+13040.00%+4
MARVELL TECHNOLOGY GROUP LTD C(MRVL)015+15040.00%+4
UNITED CONTL HLDGS INC(UAL)032+32040.00%+4
ECOLAB INC(ECL)015+15040.00%+4
FEDEX CORP(FDX)013+13040.00%+4
CRH PLC ORD
ORD
038+38040.00%+4
KLA-TENCOR CORP(KLAC)223+21370.00%+4
AIR PRODS AND CHEMS INC012+12040.00%+4
PALO ALTO NETWORKS INC(PANW)015+15050.00%+5
OLD DOMINION FGHT LINES INC(ODFL)015+15030.00%+3
CORTEVA INC(CTVA)037+37030.00%+3
CISCO SYS INC(CSCO)068+68080.00%+8
AMGEN INC(AMGN)4148+714170.00%+3
NUCOR CORP(NUE)013+13030.00%+3
SEAGATE TECHNOLOGY HLDNGS PLC
ORD SHS
34+1140.00%+3
VERTEX PHARMACEUTICALS INC(VRTX)022+220110.00%+11
SOUTHWEST AIRLS CO(LUV)047+47020.00%+2
JOHNSON AND JOHNSON(JNJ)6572+716180.00%+2
MORGAN STANLEY(MS)042+42090.00%+9
VANGUARD INDEX TR STK MRK VIPE041+410150.00%+15
TESLA MTRS INC(TSLA)031+310130.00%+13
BANK OF AMERICA CORPORATION0229+2290130.00%+13
WESTERN DIGITAL CORP(WDC)660240.00%+2
VULCAN MATLS CO(VMC)07+7020.00%+2
CORNING INC(GLW)1315+2240.00%+2
VANGUARD SCOTTSDALE FDS LG-TER
LG-TERM COR BD
413437+2431330.00%+2
ISHARES TR ISHS 5-10YR INVT527562+3528300.00%+2
HUNT J B TRANS SVCS INC(JBHT)06+6020.00%+2
MARTIN MARIETTA MATLS INC(MLM)03+3020.00%+2
STEEL DYNAMICS INC(STLD)07+7020.00%+2
BOOKING HLDGS INC COM(BKNG)09+9020.00%+2
CITIGROUP INC(C)060+60080.00%+8
ISHARES GLOBAL HEALTHCARE ETF016+16020.00%+2
PPG INDS INC(PPG)013+13020.00%+2
CROWDSTRIKE HLDGS INC CL A(CRWD)04+4030.00%+3
CVS HEALTH CORP COM(CVS)038+38040.00%+4
ISHARES US BROKER-DEALER ETF0139+1390240.00%+24
FEDEX FGHT HLDG CO INC09+9010.00%+1
AMPHENOL CORP NEW022+22040.00%+4
SMURFIT WESTROCK PLC SHS(SW)029+29010.00%+1
MERCK N CO INC NEW(MRK)073+73090.00%+9
C H ROBINSON WORLDWIDE INC(CHRW)07+7010.00%+1
SELECT SECTOR SPDR TR SBI INT-
ST STR ENERG ETF
821971+15050520.00%+1
PACKAGING CORP AMER(PKG)05+5010.00%+1
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