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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
+1.54%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
+$7.88M
Cap. Flow
+$5.33M
Cap. Flow %
2.94%
Top 10 Hldgs %
80.92%
Holding
175
New
34
Increased
37
Reduced
30
Closed
–

Top Buys

Rank Stock Value
1
JPIE icon
JPMorgan Income ETF
JPIE
+$1.68M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.37M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.37M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$674K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$395K

Top Sells

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$263K
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$201K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$128K
4
META icon
Meta Platforms (Facebook)
META
+$89.5K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$82.7K

Sector Composition

Rank Sector Weight
1 Technology 1.56%
2 Communication Services 0.72%
3 Financials 0.68%
4 Industrials 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
26
Caterpillar
CAT
$385B
$652K 0.36%
1,138
-52
-4% -$28.9K
XLK icon
27
State Street Technology Select Sector SPDR ETF
XLK
$122B
$637K 0.35%
4,426
+314
+8% +$45.3K
REET icon
28
iShares Global REIT ETF
REET
$5.04B
$630K 0.35%
25,238
-65
-0.3% -$1.64K
DFAE icon
29
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
$531K 0.29%
16,311
-39
-0.2% -$1.25K
AMZN icon
30
Amazon
AMZN
$3T
$396K 0.22%
1,717
– –
NVDA icon
31
NVIDIA
NVDA
$5.27T
$362K 0.2%
1,940
– –
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$359K 0.2%
527
– –
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$195B
$331K 0.18%
3,701
– –
JPM icon
34
JPMorgan Chase
JPM
$956B
$327K 0.18%
1,015
– –
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$236B
$320K 0.18%
5,118
+100
+2% +$6.13K
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$318K 0.18%
5,920
+21
+0.4% +$1.14K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.37T
$316K 0.17%
1,010
+48
+5% +$13.7K
MSFT icon
38
Microsoft
MSFT
$3.76T
$314K 0.17%
649
– –
SUB icon
39
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$300K 0.17%
2,811
-1,883
-40% -$201K
QUAL icon
40
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$268K 0.15%
1,347
– –
MS icon
41
Morgan Stanley
MS
$338B
$258K 0.14%
1,451
+68
+5% +$11.3K
SCHW
42
Charles Schwab
SCHW
$188B
$230K 0.13%
2,301
+8
+0.3% +$759
VTV icon
43
Vanguard Morningstar Value ETF
VTV
$192B
$207K 0.11%
1,082
+18
+2% +$3.39K
SPTM icon
44
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$185K 0.1%
2,239
– –
SUSA icon
45
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$182K 0.1%
1,304
-35
-3% -$4.83K
AOA icon
46
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$178K 0.1%
1,991
-390
-16% -$34.7K
COST icon
47
Costco
COST
$423B
$169K 0.09%
196
+13
+7% +$11.8K
SCZ icon
48
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$158K 0.09%
2,036
– –
WFC icon
49
Wells Fargo
WFC
$265B
$154K 0.08%
1,653
– –
MDY icon
50
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$147K 0.08%
244
– –
1
2
3 4 5

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Longview Asset Management (California)'s Q4 2025 Portfolio in Review

As of Q4 2025, Longview Asset Management (California) held 175 positions worth $181M, up 4.5% from $173M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Longview Asset Management (California)'s Q4 2025 filing shows 34 new, 37 increased and 30 reduced positions. Its largest new stake was GE Vernova: 35 shares worth $22.9K. The largest sale was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $263K.

By sector, the portfolio is most concentrated in Technology at 1.6% of assets, up from 1.6% a quarter earlier, followed by Communication Services and Financials.

  • Longview Asset Management (California)'s largest Q4 2025 buy was GE Vernova: 35 shares worth $22.9K.
  • Longview Asset Management (California) added most to JPMorgan Income ETF in Q4 2025, an estimated $1.68M increase.
  • Longview Asset Management (California)'s biggest Q4 2025 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $263K.
  • Longview Asset Management (California)'s ten largest holdings make up 81% of its $181M portfolio in Q4 2025.
  • Longview Asset Management (California) opened 34 new positions and closed 0 in Q4 2025.
  • Longview Asset Management (California)'s portfolio value rose 4.5% quarter-over-quarter to $181M.

Based on Longview Asset Management (California)'s 13F filing for Q4 2025, filed 14 Jan 2026.