Universe · entity
Westchester Capital Management, Inc.
Institutional manager (13F) · CIK 1390063
13F holdings · as of 2026-03-31 · top 45 · reported portfolio $497M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Caterpillar, Inc. | $42M | 58,862 |
| 2 | Apple, Inc. | $40M | 156,692 |
| 3 | Wal-Mart, Inc. | $31M | 251,380 |
| 4 | Alphabet, Inc. Class A - Formerly Google A | $30M | 103,578 |
| 5 | Berkshire Hathaway Class B | $27M | 57,299 |
| 6 | Microsoft Corporation | $27M | 73,677 |
| 7 | JP Morgan Chase | $25M | 83,413 |
| 8 | AbbVie, Inc. | $23M | 103,643 |
| 9 | The Bank of New York Mellon Corporation | $22M | 184,721 |
| 10 | Valero Energy Corporation | $21M | 85,673 |
| 11 | Waste Management, Inc. | $21M | 90,325 |
| 12 | Exxon Mobil Corporation | $20M | 120,573 |
| 13 | Cisco Systems, Inc. | $20M | 251,486 |
| 14 | Lockheed Martin Corporation | $19M | 32,191 |
| 15 | McDonald's Corporation | $16M | 51,608 |
| 16 | Johnson & Johnson | $15M | 60,653 |
| 17 | Microchip Technology, Inc. | $13M | 201,060 |
| 18 | Home Depot, Inc. | $13M | 39,087 |
| 19 | Amazon.Com, Inc. | $9M | 42,390 |
| 20 | Medtronic PLC | $9M | 101,322 |
| 21 | Salesforce.com Inc | $9M | 46,204 |
| 22 | Intel Corporation | $8M | 189,530 |
| 23 | Pfizer, Inc. | $8M | 281,628 |
| 24 | Becton Dickinson & Company | $7M | 47,300 |
| 25 | Walt Disney Company | $4M | 46,138 |
| 26 | AT&T | $4M | 121,848 |
| 27 | Pepsico, Inc. | $2M | 14,572 |
| 28 | Boeing Company | $2M | 10,353 |
| 29 | Nvidia Corporation | $2M | 11,235 |
| 30 | iShares Core S&P 500 ETF | $2M | 2,896 |
| 31 | Waters Corporation | $2M | 6,184 |
| 32 | Lowe's Companies, Inc. | $935k | 3,958 |
| 33 | Conagra Brands Inc. | $840k | 53,416 |
| 34 | Meta Platforms, Inc. | $421k | 735 |
| 35 | Verizon Communications | $347k | 6,911 |
| 36 | Vanguard S&P 500 ETF | $324k | 543 |
| 37 | iShares Total US Stock Market ETF | $272k | 1,912 |
| 38 | Vanguard Total Bond Market ETF | $220k | 2,988 |
| 39 | Chevron Corporation | $208k | 1,005 |
| 40 | American Express Company | $200k | 660 |
| 41 | Alphabet, Inc. Class C - Formerly Google C | $155k | 540 |
| 42 | Vanguard Short Term Corp Bond Index ETF | $136k | 1,715 |
| 43 | Vanguard Short Term Treasury Index ETF | $134k | 2,295 |
| 44 | Coca Cola Company | $110k | 1,449 |
| 45 | Bank of America Corp. | $15k | 300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.