§ 13F · FUND PROFILE
Westchester Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $425.0T (13F)Positions · 39Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 157K | $42.6T | 8.8% | ±0% |
| 2 | MSFT | Microsoft Corporation | 73K | $35.1T | 7.3% | +2% |
| 3 | CAT | Caterpillar, Inc. | 59K | $33.9T | 7.0% | −4% |
| 4 | GOOGL | Alphabet, Inc. Class A - Formerly Google A | 105K | $32.8T | 6.8% | −3% |
| 5 | BRK/B | Berkshire Hathaway Class B | 57K | $28.6T | 5.9% | ±0% |
| 6 | WMT | Wal-Mart, Inc. | 253K | $28.2T | 5.8% | −2% |
| 7 | JPM | JP Morgan Chase | 82K | $26.5T | 5.5% | −2% |
| 8 | ABBV | AbbVie, Inc. | 102K | $23.4T | 4.8% | −2% |
| 9 | BK | The Bank of New York Mellon Corporation | 173K | $20.0T | 4.1% | −3% |
| 10 | WM | Waste Management, Inc. | 90K | $19.9T | 4.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTCHESTER SIGNAL
AC read
Westchester Capital Management, Inc. is a Other fund managing $424970.2 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed