WestEnd Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,784,481 shares of $IGM (~$224,755,382). This was an increase of ~inf% over their previous position.
- A decrease of -1,607,895 shares of $IGV (~$184,924,004). This was a decrease of ~99% from their previous position.
- An addition of 1,238,920 shares of $XLU (~$108,046,213). This was an increase of ~95596% over their previous position.
- A decrease of -347,255 shares of $XLK (~$97,877,294). This was a decrease of ~16% from their previous position.
- A decrease of -583,228 shares of $XLV (~$81,167,841). This was a decrease of ~22% from their previous position.
- An addition of 79,794 shares of $SPGI (~$38,836,538). This was an increase of ~1139914% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for WestEnd Advisors, LLC for more details.
