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LAMC

Longview Asset Management (California) Portfolio holdings

AUM $202M
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
-1.77%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow %
101.43%
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$24M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$19.8M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.8%
2 Communication Services 0.82%
3 Financials 0.69%
4 Industrials 0.69%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
26
Caterpillar
CAT
$385B
$560K 0.38%
+1,545
New +$599K
DFAE icon
27
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
$500K 0.34%
+19,705
New +$521K
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$122B
$479K 0.32%
+4,118
New +$479K
VTI icon
29
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$406K 0.27%
+1,401
New +$409K
NVDA icon
30
NVIDIA
NVDA
$5.27T
$395K 0.27%
+2,940
New +$405K
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$309K 0.21%
+527
New +$310K
MSFT icon
32
Microsoft
MSFT
$3.76T
$295K 0.2%
+699
New +$298K
AMZN icon
33
Amazon
AMZN
$3T
$269K 0.18%
+1,228
New +$251K
JPM icon
34
JPMorgan Chase
JPM
$956B
$261K 0.18%
+1,090
New +$254K
ISTB icon
35
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$234K 0.16%
+4,897
New +$235K
HEQT icon
36
Simplify Hedged Equity ETF
HEQT
$304M
$220K 0.15%
+7,462
New +$220K
SCHW
37
Charles Schwab
SCHW
$188B
$205K 0.14%
+2,764
New +$207K
VWO icon
38
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$194K 0.13%
+4,399
New +$204K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.37T
$193K 0.13%
+1,019
New +$178K
MS icon
40
Morgan Stanley
MS
$338B
$174K 0.12%
+1,383
New +$170K
AOA icon
41
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$173K 0.12%
+2,263
New +$177K
COST icon
42
Costco
COST
$423B
$169K 0.11%
+184
New +$171K
SUSA icon
43
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$168K 0.11%
+1,384
New +$170K
MDY icon
44
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$139K 0.09%
+244
New +$143K
IJS icon
45
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$127K 0.09%
+1,173
New +$130K
SCZ icon
46
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$124K 0.08%
+2,036
New +$130K
HMOP icon
47
Hartford Municipal Opportunities ETF
HMOP
$796M
$117K 0.08%
+3,030
New +$118K
WFC icon
48
Wells Fargo
WFC
$265B
$116K 0.08%
+1,653
New +$113K
JMUB icon
49
JPMorgan Municipal ETF
JMUB
$8.49B
$115K 0.08%
+2,300
New +$116K
ETN icon
50
Eaton
ETN
$173B
$82.6K 0.06%
+249
New +$87.4K
1
2
3 4 5

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Longview Asset Management (California)'s Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Longview Asset Management (California), which disclosed 134 positions worth $149M. Its ten largest holdings account for 82% of the portfolio.

Its largest position is Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Communication Services and Financials.

  • Longview Asset Management (California)'s largest Q4 2024 buy was Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
  • Longview Asset Management (California)'s ten largest holdings make up 82% of its $149M portfolio in Q4 2024.
  • Longview Asset Management (California) disclosed 134 positions in Q4 2024, its first 13F filing on record.

Based on Longview Asset Management (California)'s 13F filing for Q4 2024, filed 6 Aug 2025.