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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
+4.92%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$160M
AUM Growth
+$8.08M
Cap. Flow
+$1.05M
Cap. Flow %
0.66%
Top 10 Hldgs %
81.41%
Holding
134
New
5
Increased
14
Reduced
28
Closed
9

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.32M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$963K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$813K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$220K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$194K

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.67M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$637K
3
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$328K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$288K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$200K

Sector Composition

Rank Sector Weight
1 Technology 1.41%
2 Communication Services 0.85%
3 Financials 0.7%
4 Industrials 0.51%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$236B
$92.3K 0.06%
1,619
– –
EMXF icon
52
iShares ESG Advanced MSCI EM ETF
EMXF
$164M
$87.6K 0.05%
2,044
– –
JPST icon
53
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$84K 0.05%
1,657
+20
+1% +$1.01K
HEQT icon
54
Simplify Hedged Equity ETF
HEQT
$304M
$78.3K 0.05%
2,606
-225
-8% -$6.53K
AVGO icon
55
Broadcom
AVGO
$2.01T
$68.9K 0.04%
250
– –
PLTR icon
56
Palantir
PLTR
$421B
$68.2K 0.04%
500
– –
LRCX icon
57
Lam Research
LRCX
$383B
$68.1K 0.04%
700
– –
CGW icon
58
Invesco S&P Global Water Index ETF
CGW
$1.07B
$66.9K 0.04%
1,070
– –
IJT icon
59
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$66.5K 0.04%
500
– –
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$195B
$66.4K 0.04%
795
– –
PH icon
61
Parker-Hannifin
PH
$134B
$66.4K 0.04%
95
– –
VTR icon
62
Ventas
VTR
$47.2B
$64.8K 0.04%
1,026
– –
EFA icon
63
iShares MSCI EAFE ETF
EFA
$79.8B
$64.3K 0.04%
719
– –
GS icon
64
Goldman Sachs
GS
$301B
$62.3K 0.04%
88
– –
AMD icon
65
Advanced Micro Devices
AMD
$767B
$58.9K 0.04%
415
– –
JEPQ icon
66
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$57.4K 0.04%
1,056
– –
YORW icon
67
York Water
YORW
$518M
$56.6K 0.04%
1,792
– –
IWD icon
68
iShares Russell 1000 Value ETF
IWD
$84.2B
$55.5K 0.03%
+286
New +$53K
CRWD icon
69
CrowdStrike
CRWD
$229B
$53.5K 0.03%
420
– –
RBA icon
70
RB Global
RBA
$17.4B
$52.8K 0.03%
497
– –
JOBY icon
71
Joby Aviation
JOBY
$8.71B
$52.8K 0.03%
5,000
– –
WMT icon
72
Walmart Inc
WMT
$897B
$50.7K 0.03%
519
– –
VTEB icon
73
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$50.7K 0.03%
+1,035
New +$50.6K
CRBN icon
74
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$50.4K 0.03%
238
– –
NOW icon
75
ServiceNow
NOW
$132B
$50.4K 0.03%
245
– –
1 2
3
4 5

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Longview Asset Management (California)'s Q2 2025 Portfolio in Review

As of Q2 2025, Longview Asset Management (California) held 134 positions worth $160M, up 5.3% from $152M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Longview Asset Management (California)'s Q2 2025 filing shows 5 new, 14 increased, 28 reduced and 9 closed positions. Its largest new stake was JPMorgan Ultra-Short Municipal Income ETF: 1,975 shares worth $101K. The largest sale was Vanguard Short-Term Corporate Bond ETF, an estimated $2.67M.

By sector, the portfolio is most concentrated in Technology at 1.4% of assets, down from 1.5% a quarter earlier, followed by Communication Services and Financials.

  • Longview Asset Management (California)'s largest Q2 2025 buy was JPMorgan Ultra-Short Municipal Income ETF: 1,975 shares worth $101K.
  • Longview Asset Management (California) added most to Vanguard Intermediate-Term Corporate Bond ETF in Q2 2025, an estimated $3.32M increase.
  • Longview Asset Management (California)'s biggest Q2 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $2.67M.
  • Longview Asset Management (California) fully exited JPMorgan Equity Premium Income ETF in Q2 2025, selling an estimated $80.3K.
  • Longview Asset Management (California)'s ten largest holdings make up 81% of its $160M portfolio in Q2 2025.
  • Longview Asset Management (California) opened 5 new positions and closed 9 in Q2 2025.
  • Longview Asset Management (California)'s portfolio value rose 5.3% quarter-over-quarter to $160M.

Based on Longview Asset Management (California)'s 13F filing for Q2 2025, filed 6 Aug 2025.