Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

WestEnd Advisors, LLC

•CIK: 1351731•Filing: Q4 2025

WestEnd Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its concentrated tech and financial sector focus, with top holdings in XLK and XLF. Recently, the fund has made notable shifts by adding AOR and SPY significantly, while cutting ORCL by 99% and IGV by 55%, reflecting a strategic pivot towards growth and stability amidst market volatility.

Total AUM

$4.3B

QoQ Performance

+0.4%

Positions

382

Top 10 Concentration

59.8%

Latest Filing

Q4 2025

Top Holdings Allocation

XLK

XLF

XLC

XLV

VEU

XLK10.6%

XLF10.2%

XLC7.6%

XLV6.7%

VEU6.4%

XLP5.0%

VPL3.8%

EEMA3.7%

📈 Biggest Buys

SELECT SECTOR SPDR TR SBI INT-

+75.4%

10.6% of portfolio

ISHARES TR SANDP SMLCAP 600

NEW

2.6% of portfolio

ISHARES TR ISHARES BIOTECH

NEW

2.5% of portfolio

SELECT SECTOR SPDR TR SBI INT-

+29.6%

10.2% of portfolio

SELECT SECTOR SPDR TR SBI INT-

+90.2%

2.3% of portfolio

📉 Biggest Sells

ISHARES TR GLDM SACHS TEC

-53.8%

2.5% of portfolio

ORACLE CORP COM

-99.0%

0.0% of portfolio

SELECT SECTOR SPDR TR

-9.5%

6.7% of portfolio

SELECT SECTOR SPDR TR COMMUNIC

-4.6%

7.6% of portfolio

ISHARES INC EMKTS ASIA IDX

-7.8%

3.7% of portfolio

Sector Breakdown

Other81.2%

Technology9.3%

Financial3.2%

Healthcare2.2%

Consumer2.2%

Consumer Staples0.8%

Communication0.7%

ETF0.5%

🚪 Exited Positionssold since Q3 2025

INVESCO DB MLTI SECTR CMMTY AG

SOLD

$104.3K

SELECT SECTOR SPDR TR SBI INT-

SOLD

$97.2K

ISHARES INC MSCI MEXICO

SOLD

$12.5K

IDEXX LABS INC

SOLD

$1.9K

DOORDASH INC - A

SOLD

$1.9K

+190 more exited positions

Changes from Q3 2025

NEW6 new positions

↑84 increased

↓87 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SELECT SECTOR SPDR TR SBI INT-

SELECT SECTOR SPDR TR SBI INT-

SELECT SECTOR SPDR TR COMMUNIC

SELECT SECTOR SPDR TR

VANGUARD INTL EQUITY INDEX F A

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