Westend Capital Management, LLC

CIK: 0001331997Latest portfolio: $356.9M · Q4 2025

Holdings

238

Total Value

$356.9M

New Positions

237

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
BABOEING CO COM
144,299$31.3M8.78%NEW
2
AAPLAPPLE INC
81,446$22.1M6.20%NEW
3
GEGE AEROSPACE COM NEW
70,148$21.6M6.05%NEW
4
CCOCAMECO CORP COM
226,299$20.7M5.80%NEW
5
LLYELI LILLY & CO COM
16,393$17.6M4.94%NEW
6
FCXFREEPORT MCMORAN COPPER
301,775$15.3M4.30%NEW
7
HWMHOWMET AEROSPACE INC COM
74,496$15.3M4.28%NEW
8
PWRQUANTA SVCS INC COM
35,623$15.0M4.21%NEW
9
CENXCENTURY ALUM CO COM
374,274$14.7M4.11%NEW
10
VIKVIKING HOLDINGS LTD ORD SHS
195,361$13.9M3.91%NEW
11
DBDEUTSCHE BANK A G NAMEN AKT
360,749$13.9M3.90%NEW
12
KGSKODIAK GAS SVCS INC COM
363,230$13.6M3.81%NEW
13
ETENERGY TRANSFER L P COM UT LTD PTN
799,308$13.2M3.69%NEW
14
AXPAMERICAN EXPRESS CO COM
34,579$12.8M3.58%NEW
15
AMZNAMAZON COM INC COM
54,863$12.7M3.55%NEW
16
GOOGLGOOGLE INC
38,984$12.2M3.42%NEW
17
WYNNWYNN RESORTS LTD COM
100,425$12.1M3.39%NEW
18
SCHWCHARLES SCHWAB CORP
117,669$11.8M3.29%NEW
19
MRKMERCK & CO INC
111,430$11.7M3.29%NEW
20
CATCATERPILLAR INC COM
19,249$11.0M3.09%NEW
21
ROKROCKWELL AUTOMATION INC COM
26,248$10.2M2.86%NEW
22
PATHUIPATH INC CL A
547,404$9.0M2.51%NEW
23
NFLXNETFLIX INC COM
72,085$6.8M1.89%NEW
24
AGNCAMERICAN CAPITAL AGENCY CORP.
141,620$1.5M0.43%NEW
25
XOMEXXON MOBIL CORP COM
11,014$1.3M0.37%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.391012792117566e+130T)
Industrials0.0% ($3.1330216071527314e+65T)
Technology0.0% ($2.2141897134115615e+50T)
Unknown0.0% ($7.5475456526024725e+34T)
Healthcare0.0% ($1.7617117297352785e+30T)
Energy0.0% ($1.3584131801325136e+25T)
Consumer Cyclical0.0% ($1.395012663120842e+24T)
Consumer Defensive0.0% ($488104827038.2T)
Communication Services0.0% ($207041220167.6T)
Basic Materials0.0% ($153271.5T)
Real Estate0.0% ($15184.2T)
Utilities0.0% ($9.7B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$356.9M238
Q3 2025Oct 17, 2025$343.2B0
Q2 2025Jul 14, 2025$324.6B228
Q1 2025Apr 24, 2025$263.0B232

Fund Information

CIK0001331997
Most Recent FilingJan 15, 2026
Number of Filings4

Westend Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $356.9M across 238 holdings. The largest position is BOEING CO COM (BA), representing 8.8% of the portfolio. Compared to the previous quarter, the fund opened 238 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.