Westchester Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Westchester Capital Management, Inc. held in its portfolio 43 assets valued at $483,747,058 (i.e. $483.75M).

The most valuable assets in the portfolio included: Apple, Inc. ($42.63M), Microsoft Corporation ($35.11M), and Caterpillar, Inc. ($33.86M).

The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Westchester Capital Management, Inc. Portfolio

Apple, Inc.

Microsoft Corporation

Caterpillar, Inc.

Alphabet, Inc. Class A - Formerly Google A

Berkshire Hathaway Class B

Wal-Mart, Inc.

JP Morgan Chase

AbbVie, Inc.

The Bank of New York Mellon Corporation

Waste Management, Inc.

Westchester Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Apple, Inc.	156803	42628424	common stock
Microsoft Corporation	72591	35106459	common stock
Caterpillar, Inc.	59102	33857763	common stock
Alphabet, Inc. Class A - Formerly Google A	104719	32777047	common stock
Berkshire Hathaway Class B	56905	28603298	common stock
Wal-Mart, Inc.	252891	28174586	common stock
JP Morgan Chase	82392	26548350	common stock
AbbVie, Inc.	102271	23367901	common stock
The Bank of New York Mellon Corporation	172649	20042822	common stock
Waste Management, Inc.	90425	19867277	common stock
Cisco Systems, Inc.	251711	19389298	common stock
McDonald's Corporation	51662	15789457	common stock
Lockheed Martin Corporation	32279	15612384	common stock
Exxon Mobil Corporation	121688	14643934	common stock
Valero Energy Corporation	85858	13976824	common stock
Home Depot, Inc.	38562	13269184	common stock
Microchip Technology, Inc.	198351	12638926	common stock
Johnson & Johnson	60783	12579042	common stock
Salesforce.com Inc	45261	11990092	common stock
Amazon.Com, Inc.	41495	9577876	common stock
Medtronic PLC	99457	9553839	common stock
Becton Dickinson & Company	47365	9192126	common stock
Pfizer, Inc.	281883	7018887	common stock
Intel Corporation	190105	7014869	common stock
Walt Disney Company	46143	5249689	common stock
AT&T	122293	3037758	common stock
Boeing Company	10353	2247843	common stock
Nvidia Corporation	11235	2095328	common stock
iShares Core S&P 500 ETF	2896	1983586	common stock
Pepsico, Inc.	13312	1910538	common stock
Lowe's Companies, Inc.	3993	962952	common stock
Conagra Brands Inc.	53591	927655	common stock
Vanguard S&P 500 ETF	576	361227	common stock
iShares Total US Stock Market ETF	1912	284295	common stock
Verizon Communications	6911	281485	common stock
American Express Company	660	244167	common stock
Vanguard Total Bond Market ETF	2988	221321	common stock
Alphabet, Inc. Class C - Formerly Google C	540	169452	common stock
Chevron Corporation	1005	153172	common stock
Vanguard Short Term Corp Bond Index ETF	1715	136737	common stock
Vanguard Short Term Treasury Index ETF	2295	134785	common stock
Coca Cola Company	1449	101300	common stock
Meta Platforms, Inc.	35	23103	common stock