Westover Capital Advisors, LLC
•CIK: 1483467•Filing: Q4 2025
**Westover Capital Advisors, LLC** manages $549M across a diversified portfolio of 230 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $30.0M in AAPL, $27.6M in NVDA, and $26.2M in GOOGL. Further concentration is evident in MSFT ($19.2M), GQ9 ($19.2M), and AVGO ($19.0M). This allocation profile suggests a conviction-driven, large-cap growth mandate.
Total AUM
$549.4M
QoQ Performance
+1.6%
Positions
212
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL5.5%
NVDA5.0%
GOOGL4.8%
MSFT3.5%
GQ93.5%
AVGO3.5%
AMZN3.0%
JPM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.0%
Technology24.8%
Consumer6.3%
Financial6.1%
Healthcare2.5%
Industrial1.9%
Communication1.9%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW13 new positions
↑47 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023