Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Westchester Capital Management, Inc.

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001104659-23-012224

Total Value
$339.8M
Positions
47
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (47)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple, Inc.AAPL191,871$24.9M7.34%
2Microsoft CorporationMSFT84,259$20.2M5.95%
3Berkshire Hathaway Class BBRK-A61,364$19.0M5.58%
4Caterpillar, Inc.CAT73,352$17.6M5.17%
5AbbVie, Inc.ABBV106,329$17.2M5.06%
6Lockheed Martin CorporationLMT32,870$16.0M4.71%
7Waste Management, Inc.94106L10997,415$15.3M4.50%
8Microchip Technology, Inc.MCHPP209,469$14.7M4.33%
9Pfizer, Inc.PFE281,113$14.4M4.24%
10Wal-Mart, Inc.WMT101,078$14.3M4.22%
11McDonald's CorporationMCD53,870$14.2M4.18%
12Exxon Mobil CorporationXOM123,589$13.6M4.01%
13JP Morgan ChaseVYLD96,638$13.0M3.81%
14Valero Energy CorporationVLO98,167$12.5M3.67%
15Home Depot, Inc.HD38,627$12.2M3.59%
16Cisco Systems, Inc.CSCO253,082$12.1M3.55%
17CVS Health CorporationCVS128,269$12.0M3.52%
18Johnson & JohnsonJNJ66,215$11.7M3.44%
19Becton Dickinson & CompanyBDX44,864$11.4M3.36%
20Alphabet, Inc. Class A - Formerly Google AGOOG117,740$10.4M3.06%
21The Bank of New York Mellon Corporation064058100199,062$9.1M2.67%
22Medtronic PLCMDT86,773$6.7M1.98%
23Walt Disney Company25468710675,671$6.6M1.93%
24Intel CorporationINTC226,568$6.0M1.76%
25AT&TT-PC155,727$2.9M0.84%
26Conagra Brands Inc.CAG64,467$2.5M0.73%
27Amazon.Com, Inc.AMZN27,485$2.3M0.68%
28Boeing CompanyBA-PA11,428$2.2M0.64%
29General Electric Company36960430123,528$2.0M0.58%
30Pepsico, Inc.PEP5,075$916,8500.27%
31Lowe's Companies, Inc.5486611074,155$827,8420.24%
32Verizon CommunicationsVZ7,154$281,8680.08%
33Procter & Gamble7427181091,570$237,9490.07%
34Chevron CorporationCVX1,062$190,6180.06%
35Vanguard Short Term Treasury Index ETF92206C1022,295$132,6970.04%
36Vanguard Short Term Corp Bond Index ETF92206C4091,715$128,9510.04%
37Vanguard S&P 500 ETF922908363340$119,4560.04%
38Coca Cola CompanyKO1,405$89,3720.03%
39American Express CompanyAXP560$82,7400.02%
40Nvidia CorporationNVDA176$25,7210.01%
41Alphabet, Inc. Class C - Formerly Google CGOOG260$23,0700.01%
42The Sherwin-Williams CompanySHW45$10,6800.00%
43Cummins IncCMI40$9,6920.00%
44Bristol-Myers SquibbCELG-RI75$5,3960.00%
45Citigroup Inc.C-PR73$3,3100.00%
46Viatris, Inc.VTRS143$1,5920.00%
47Embecta CorporationEMBC33$8350.00%