StockDriftsStockDriftsTop 45 Westchester Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | Caterpillar, Inc. | 8.4% | 58.9K | $41.7M | -0.41%(-240) | $492.29(+95.72%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 8.01% | 156.7K | $39.8M | -0.07%(-111) | $56.84(+442.94%) | 2026-03-31 | |
| WMT | Wal-Mart, Inc. | 6.29% | 251.4K | $31.2M | -0.60%(-1.51K) | $208.88(-46.46%) | 2026-03-31 | |
| GOOGL | Alphabet, Inc. Class A - Formerly Google A | 6% | 103.6K | $29.8M | -1.09%(-1.14K) | $62.74(+473.61%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Class B | 5.53% | 57.3K | $27.5M | +0.69%(+394) | $279.05(+81.97%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 5.49% | 73.7K | $27.3M | +1.50%(+1.09K) | $218.89(+78.39%) | 2026-03-31 | |
| JPM | JP Morgan Chase | 4.94% | 83.4K | $24.5M | +1.24%(+1.02K) | $116.16(+187.93%) | 2026-03-31 | |
| ABBV | AbbVie, Inc. | 4.54% | 103.6K | $22.5M | +1.34%(+1.37K) | $65.55(+298.27%) | 2026-03-31 | |
| BK | The Bank of New York Mellon Corporation | 4.41% | 184.7K | $21.9M | +6.99%(+12.07K) | $312.65(-54.01%) | 2026-03-31 | |
| VLO | Valero Energy Corporation | 4.26% | 85.7K | $21.2M | -0.22%(-185) | $605.61(-55.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.89% | +55.63% |
| Top 20 Holdings Unweighted | +15.17% | +52.75% |
Sign up free to track Westchester Capital Management, Inc., compare funds side by side, and get alerts the moment positions change.