Westchester Capital Management, Inc. - Portfolio overview

Westchester Capital Management, Inc. has 45 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CAT - Caterpillar, Inc., 8.40%
2. AAPL - Apple, Inc., 8.01%
3. WMT - Wal-Mart, Inc., 6.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.