Long-term investor
Westco Advisory Services Inc. /Adv @westcoadvisoryservicesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000946310).
Record
- Tracked since 2026-03-31 (182 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year n/a · all +6.1%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 16.7% · long · since 2026-03-31
- AAPL · 10.3% · long · since 2026-03-31
- GS · 9.4% · long · since 2026-03-31
- JPM · 5.8% · long · since 2026-03-31
- STX · 4.6% · long · since 2026-03-31
- BRK-B · 3.4% · long · since 2026-03-31
- MSFT · 3.0% · long · since 2026-03-31
- CLS · 2.4% · long · since 2026-03-31
- GOOGL · 2.0% · long · since 2026-03-31
- ODFL · 1.9% · long · since 2026-03-31
- FIX · 1.7% · long · since 2026-03-31
- AVGO · 1.4% · long · since 2026-03-31