WestEnd Advisors, LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$4.3B

Holdings

390

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
301
MTCHMATCH GROUP INC NEW COM
7$00.00%
302
TDYTELEDYNE TECHNOLOGIES INC
1$00.00%
303
GEHCGE HEALTHCARE TECHNOLOGIES I
12$00.00%
304
ROPROPER INDS INC NEW
2$00.00%
305
RCLROYAL CARIBBEAN CRUISES LTD
3$00.00%
306
PODDINSULET CORP
2$00.00%
307
AIZASSURANT INC
2$00.00%
308
VRSNVERISIGN INC
1$00.00%
309
EIXEDISON INTL
16$00.00%
310
SMCISUPER MICRO COMPUTER INC COM N
8$00.00%
311
AFWALIGN TECHNOLOGY INC
2$00.00%
312
LVSLAS VEGAS SANDS CORP
3$00.00%
313
UHSUNIVERSAL HLTH SVCS INC
1$00.00%
314
CVNACARVANA CO
1$00.00%
315
7HPHP INC COM
15$00.00%
316
ZBRAZEBRA TECHNOLOGIES CORP
1$00.00%
317
GPCGENUINE PARTS CO
1$00.00%
318
CRLCHARLES RIV LABS INTL INC
2$00.00%
319
PG4PRINCIPAL FINANCIAL GROUP IN
6$00.00%
320
IVZINVESCO LTD
15$00.00%
321
KEYKEYCORP NEW
30$00.00%
322
RMERESMED INC
4$00.00%
323
MPWRMONOLITHIC PWR SYS INC
1$00.00%
324
ADSKAUTODESK INC
3$00.00%
325
MCXMCCORMICK AND CO INC
10$00.00%
326
ITGARTNER INC
1$00.00%
327
ABNBAIRBNB INC
4$00.00%
328
FOXAFOX CORP
7$00.00%
329
AESAES CORP
31$00.00%
330
LYVLIVE NATION ENTERTAINMENT INC
5$00.00%
331
OMCOMNICOM GROUP INC
9$00.00%
332
CHTRCHARTER COMMUNICATIONS INC NEW
3$00.00%
333
GDDYGODADDY INC CL A
2$00.00%
334
NKENIKE INC
12$00.00%
335
TERTERADYNE INC
3$00.00%
336
NXPINXP SEMICONDUCTORS N V
4$00.00%
337
DGXQUEST DIAGNOSTICS INC
3$00.00%
338
DC4DEXCOM INC
10$00.00%
339
IBKRINTERACTIVE BROKERS GROUP IN
15$00.00%
340
PSKYPARAMOUNT SKYDANCE CORP COM US
10$00.00%
341
MGMMGM MIRAGE
2$00.00%
342
HUMHUMANA INC
3$00.00%
343
DRIDARDEN RESTAURANTS INC
1$00.00%
344
TKOTKO GROUP HOLDINGS INC CL A
3$00.00%
345
YUMYUM BRANDS INC
3$00.00%
346
NCLHNORWEGIAN CRUISE LINE HLDGS
4$00.00%
347
CINFCINCINNATI FINL CORP
5$00.00%
348
CCLCARNIVAL CORP PAIRED CTF
12$00.00%
349
COOCOOPER COS INC COM
6$00.00%
350
HASHASBRO INC
1$00.00%
351
FTNTFORTINET INC
10$00.00%
352
HPEHEWLETT PACKARD ENTERPRISE C
21$00.00%
353
FEFIRSTENERGY CORP
22$00.00%
354
HBANHUNTINGTON BANCSHARES INC
50$00.00%
355
VTRSVIATRIS INC
31$00.00%
356
FSLRFIRST SOLAR INC
2$00.00%
357
DHID R HORTON INC
3$00.00%
358
WRBBERKLEY W R CORP
10$00.00%
359
GEGE AEROSPACE COM NEW
0$00.00%
360
PHMPULTE HOMES INC
2$00.00%
361
HLTHILTON WORLDWIDE HLDGS INC
3$00.00%
362
CMSCMS ENERGY CORP
13$00.00%
363
WTWWILLIS TOWERS WATSON PUB LTD
3$00.00%
364
CPAYCORPAY INC COM SHS
3$00.00%
365
APTVAPTIV PLC COM SHS
2$00.00%
366
MRNAMODERNA INC
27$00.00%
367
EPAMEPAM SYS INC
1$00.00%
368
CAGCONAGRA FOODS INC
20$00.00%
369
TRMBTRIMBLE NAVIGATION LTD
4$00.00%
370
TSNTYSON FOODS INC
12$00.00%
371
ORLYO REILLY AUTOMOTIVE INC NEW
9$00.00%
372
LHLABCORP HOLDINGS INC COM SHS
3$00.00%
373
CBOECBOE GLOBAL MARKETS INC
3$00.00%
374
TROWPRICE T ROWE GROUP INC
7$00.00%
375
TAPMOLSON COORS BREWING CO
7$00.00%
376
KHCKRAFT HEINZ CO
37$00.00%
377
KEYSKEYSIGHT TECHNOLOGIES INC
3$00.00%
378
ERIEERIE INDTY CO
1$00.00%
379
REEVEREST GROUP LTD COM
1$00.00%
380
TSCOTRACTOR SUPPLY CO
6$00.00%
381
BGBUNGE GLOBAL SA COM SHS
6$00.00%
382
EBAEBAY INC
4$00.00%
383
TECHBIO TECHNE CORP
7$00.00%
384
FDSFACTSET RESH SYS INC
1$00.00%
385
STZCONSTELLATION BRANDS INC
6$00.00%
386
ESC GCI LIBERTY INC SR
18$00.00%
387
CHDCHURCH AND DWIGHT INC
10$00.00%
388
FFIVF5 NETWORKS INC
1$00.00%
389
SNDKSANDISK CORP
3$00.00%
390
BROBROWN AND BROWN INC
9$00.00%
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