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Cindy L Christensen

Westchester Capital Management, Inc.

Assets Managed
$496.531M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
2.65%(2Q avg: 3.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westchester Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Westchester Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 496.531M in assets, with a quarterly growth rate of 2.65% and a 2-quarter average growth rate of 3.32%. The portfolio is managed by Cindy L Christensen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAT
Caterpillar Inc
Recent Activity
Decreased -0.4%
8.4%
$41.701M
58,862 shares@ $708.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.07%
8.01%
$39.767M
156,692 shares@ $253.79 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.59%
6.3%
$31.242M
251,380 shares@ $124.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.08%
6%
$29.785M
103,578 shares@ $287.57 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.7%
5.53%
$27.458M
57,299 shares@ $479.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.5%
5.5%
$27.273M
73,677 shares@ $370.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.24%
4.95%
$24.537M
83,413 shares@ $294.16 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.35%
4.54%
$22.541M
103,643 shares@ $217.49 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Increased 7%
4.42%
$21.913M
184,721 shares@ $118.63 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -0.21%
4.27%
$21.168M
85,673 shares@ $247.09 avg price

1-10 of 45