Westend Capital Management, LLC — 13F holdings

Westend Capital Management, LLC reported 242 holdings worth $437M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. BA BOEING CO — $36.9M (8.4%)
  2. KGS KODIAK GAS SVCS INC — $27.6M (6.3%)
  3. PWR QUANTA SVCS INC — $25.3M (5.8%)
  4. CCJ CAMECO CORP — $23.1M (5.3%)
  5. CAT CATERPILLAR INC — $20.9M (4.8%)
  6. LLY ELI LILLY & CO — $20.8M (4.8%)
  7. FCX FREEPORT-MCMORAN INC — $19.2M (4.4%)
  8. ET ENERGY TRANSFER L P — $15.4M (3.5%)
  9. ASML ASML Holding N V — $15.2M (3.5%)
  10. RH RH — $15.2M (3.5%)