Westview Management dba Westview Investment Advisors
•CIK: 2073768•Filing: Q4 2025
Westview Management, operating as Westview Investment Advisors, manages $210M across a diversified portfolio of 75 positions. The fund exhibits a notable allocation toward fixed income, with top holdings including VCIT at $13.6M and IEI at $12.5M. Technology exposure is evident through significant positions in GOOG ($6.6M) and NVDA ($6.2M). This structure suggests a tactical blend of credit duration plays and large-cap growth equity exposure.
Total AUM
$209.9M
QoQ Performance
N/A
Positions
63
Top 10 Concentration
38.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
IEI
VCIT6.5%
IEI6.0%
JAAA4.0%
EMB3.6%
FPEI3.6%
SRLN3.2%
GOOG3.1%
NVDA3.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other75.9%
Technology12.3%
Financial5.2%
Consumer3.4%
Materials3.0%
Industrial0.1%