Long-term investor
Westover Capital Advisors, LLC @westovercapitaladvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001483467).
Record
- Tracked since 2025-06-30 (434 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months +9.8% · 1 year +19.8% · all +19.8%
- Max drawdown -0.7% · Sharpe 1.42 · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.5% · long · since 2025-06-30
- GOOGL · 5.0% · long · since 2025-06-30
- NVDA · 4.9% · long · since 2025-06-30
- AVGO · 3.1% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- GLD · 2.7% · long · since 2025-06-30
- FNDF · 2.5% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- PANW · 2.3% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- CLS · 2.0% · long · since 2025-06-30
- SCHO · 2.0% · long · since 2025-06-30