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Home > Institutional Investor > Westchester Capital Management, Inc. > Profile

Instuitional Investor - Westchester Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Westchester Capital Management, Inc.
Portfolio Value $483,747,058
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 156,803 $42,628,424 8.81%
2.
Microsoft Corp
 MSFT 72,591 $35,106,459 7.26%
3.
Caterpillar Inc
 CAT 59,102 $33,857,763 7%
4.
Alphabet Inc.
 GOOGL 104,719 $32,777,047 6.78%
5.
Berkshire Hathaway Inc
 BRK.A 56,905 $28,603,298 5.91%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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