Westover Capital Advisors' Q2 2026 Portfolio Activity: Major Buys in KLAC, FTDR, TMUS
Based on disclosed holdings changes, Westover Capital Advisors significantly increased their positions in KLA Corp (KLAC), Schwab Strategic Trust ETFs (FTDR and SCHP) during Q2 2026. They also sold out of PJT Partners (PJT) and Waste Connections (WCN).
Westover Capital Advisors, Llc saw notable changes in its portfolio holdings during the second quarter of 2026, as reflected in the latest filing data available on InsiderSet. The firm engaged in both strategic additions and disposals across various sectors.
Among the most significant actions were new positions initiated with 100% increases. Notably, Westover Capital Advisors added substantial holdings of KLA Corp (KLAC), a Technology company, increasing its stake by an impressive 866.92%. This suggests strong confidence in the sector or this specific stock's prospects.
Additionally, the firm took on new ETF positions within the Consumer Cyclical space with Frontdoor Inc (FTDR), acquiring a position that represented an entirely new allocation of 0.53% to their portfolio.
Furthermore, there was significant buying activity in existing holdings categories. The firm notably increased its stake in KLA Corp (KLAC), adding 24,898 shares to boost the allocation from previous quarters.
Westover Capital Advisors also showed strong interest in Technology ETFs by increasing their position in KLA Corp (KLAC), and further adding to holdings of Schwab Strategic Trust ETFs (SCHP) by 15,168 shares during the quarter.
In contrast, the investor also demonstrated a clear exit strategy. They completely sold out of PJT Partners (PJT), reducing its allocation to 0%, and similarly exited entirely from Waste Connections Inc (WCN).
Additionally, the firm sold down existing positions like Jacobs Solutions Inc (J), decreasing its stake by 51.24%, and reduced holdings of Vaneck ETF Trusts (GDX) slightly, though not entirely.