StockDriftsStockDriftsTop 50 Westco Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 16.72% | 37.1K | $27.7M | -6.56%(-2.60K) | $674.05(+14.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.25% | 58.7K | $17.0M | -2.50%(-1.50K) | $263.24(+16.50%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 9.35% | 15.3K | $15.5M | -4.42%(-709) | $837.70(+23.84%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 5.76% | 29.2K | $9.5M | -3.99%(-1.21K) | $318.82(+13.38%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.63% | 8.0K | $7.7M | -4.34%(-361) | $255.73(+218.54%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.35% | 11.1K | $5.6M | -4.44%(-516) | $493.90(+2.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.98% | 13.2K | $4.9M | -9.22%(-1.34K) | $500.79(+0.39%) | 2026-06-30 | |
| CLS | CELESTICA INC | 2.43% | 11.0K | $4.0M | -5.00%(-581) | $270.99(+16.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.97% | 9.1K | $3.3M | -6.64%(-650) | $278.05(+26.40%) | 2026-06-30 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1.89% | 14.5K | $3.1M | -3.74%(-563) | $148.79(+43.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.91% |
Westco Advisory Services INC reports $165.69M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.7%), AAPL (10.3%) and GS (9.3%). The top 20 holdings account for 71.94% of reported assets. Its disclosed equity book has returned +9.33% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westco Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 946310). View Westco Advisory Services INC’s 13F filings on SEC