Westchester Capital Management, Inc. Top Holdings and 13F Report (2025) About Westchester Capital Management, Inc.Investment ActivityWestchester Capital Management, Inc. has $424.97 million in total holdings as of June 30, 2025.Westchester Capital Management, Inc. owns shares of 39 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Westchester Capital Management, Inc. has purchased 39 new stocks and bought additional shares in 10 stocks.Westchester Capital Management, Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $35,928,422Apple $32,456,428Berkshire Hathaway $27,946,348Walmart $25,773,830JPMorgan Chase & Co. $25,165,638 Largest New Holdings this Quarter 79466L302 - Salesforce $12,150,521 Holding Largest Purchases this Quarter Salesforce 44,558 shares (about $12.15M)AbbVie 1,010 shares (about $187.48K)Exxon Mobil 1,405 shares (about $151.46K)Home Depot 339 shares (about $124.29K)Lockheed Martin 255 shares (about $118.10K) Largest Sales this Quarter JPMorgan Chase & Co. 1,289 shares (about $373.69K)Walt Disney 1,752 shares (about $217.27K)AT&T 6,090 shares (about $176.24K)Microsoft 242 shares (about $120.37K)Waste Management 425 shares (about $97.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestchester Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$35,928,422$120,373 ▼-0.3%72,2318.5%Computer and TechnologyAAPLApple$32,456,428$91,916 ▲0.3%158,1937.6%Computer and TechnologyBRK.BBerkshire Hathaway$27,946,348$66,065 ▼-0.2%57,5306.6%FinanceWMTWalmart$25,773,830$59,548 ▼-0.2%263,5906.1%Retail/WholesaleJPMJPMorgan Chase & Co.$25,165,638$373,694 ▼-1.5%86,8055.9%FinanceCATCaterpillar$24,669,193$43,091 ▲0.2%63,5465.8%IndustrialsWMWaste Management$20,305,258$97,249 ▼-0.5%88,7394.8%Business ServicesGOOGLAlphabet$19,661,100$35,951 ▲0.2%111,5654.6%Computer and TechnologyABBVAbbVie$19,451,120$187,476 ▲1.0%104,7904.6%MedicalCSCOCisco Systems$17,788,824$41,073 ▼-0.2%256,3974.2%Computer and TechnologyBKBank of New York Mellon$16,637,779$48,106 ▼-0.3%182,6123.9%FinanceMCDMcDonald's$15,139,957$57,850 ▼-0.4%51,8193.6%Retail/WholesaleLMTLockheed Martin$14,947,380$118,101 ▲0.8%32,2743.5%AerospaceHDHome Depot$14,173,936$124,291 ▲0.9%38,6593.3%Retail/WholesaleMCHPMicrochip Technology$13,396,055$12,807 ▼-0.1%190,3663.2%Computer and TechnologyXOMExxon Mobil$13,316,318$151,459 ▲1.2%123,5283.1%EnergyCRMSalesforce$12,150,521$12,150,521 ▲New Holding44,5582.9%Computer and TechnologyVLOValero Energy$11,566,438$13,711 ▼-0.1%86,0472.7%EnergyJNJJohnson & Johnson$9,483,484$9,318 ▼-0.1%62,0852.2%MedicalAMZNAmazon.com$8,767,263$21,281 ▲0.2%39,9622.1%Retail/WholesaleMDTMedtronic$8,625,820$43,585 ▲0.5%98,9542.0%MedicalBDXBecton, Dickinson and Company$8,177,052$25,321 ▼-0.3%47,4721.9%MedicalPFEPfizer$6,654,171$26,228 ▲0.4%274,5121.6%MedicalDISWalt Disney$5,794,987$217,266 ▼-3.6%46,7301.4%Consumer DiscretionaryINTCIntel$4,479,706$4,458 ▼-0.1%199,9871.1%Computer and TechnologyTAT&T$3,558,173$176,245 ▼-4.7%122,9500.8%Computer and TechnologyBABoeing$2,097,186$11,524 ▼-0.5%10,0090.5%AerospaceNVDANVIDIA$1,775,0180.0%11,2350.4%Computer and TechnologyPEPPepsiCo$1,512,122$22,447 ▼-1.5%11,4520.4%Consumer StaplesCAGConagra Brands$1,189,996$6,243 ▼-0.5%58,1340.3%Consumer StaplesLOWLowe's Companies$940,9510.0%4,2410.2%Retail/WholesaleVOOVanguard S&P 500 ETF$327,185$18,177 ▼-5.3%5760.1%ETFVZVerizon Communications$299,039$1,082 ▼-0.4%6,9110.1%Computer and TechnologyAXPAmerican Express$210,5270.0%6600.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$136,3430.0%1,7150.0%ETFVGSHVanguard Short-Term Treasury ETF$134,9000.0%2,2950.0%ETFCVXChevron$133,4530.0%9320.0%EnergyKOCocaCola$102,5170.0%1,4490.0%Consumer StaplesGOOGAlphabet$95,7910.0%5400.0%Computer and TechnologyCVSCVS Health$0$6,785,163 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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