WestEnd Advisors, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$4.1B
Holdings
390
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XLK
SELECT SECTOR SPDR TR SBI INT-
Q1 2026: Exited (was 3.17M shares)
10.3%
02
$XLF
SELECT SECTOR SPDR TR SBI INT-
Q1 2026: Sold 99.9% (7.96M → 9.0k shares)
9.3%
03
$XLC
SELECT SECTOR SPDR TR COMMUNIC
Q1 2026: Exited (was 2.79M shares)
7.6%
04
$VEU
VANGUARD INTL EQUITY INDEX F A
Q1 2026: Exited (was 3.74M shares)
6.9%
05
$XLV
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 1.85M shares)
6.6%
06
$IEUR
ISHARES TR CORE MSCI EURO
Q1 2026: Exited (was 796.8k shares)
6.5%
07
$XLP
SELECT SECTOR SPDR TR SBI CONS
Q1 2026: Exited (was 2.76M shares)
5.6%
08
$IEI
ISHARES TR LEHMAN 3-7 YR
Q1 2026: Exited (was 1.17M shares)
3.5%
09
$IJR
ISHARES TR SANDP SMLCAP 600
Q1 2026: Exited (was 915.3k shares)
2.8%
10
$VCSH
VANGUARD SCOTTSDALE FDS SHRT-T
Q1 2026: Exited (was 1.42M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:40 UTC.