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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
+3.96%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$173M
AUM Growth
+$13.9M
Cap. Flow
+$7.72M
Cap. Flow %
4.45%
Top 10 Hldgs %
80.31%
Holding
143
New
18
Increased
18
Reduced
21
Closed
2

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.58M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.29M
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$985K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$940K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$602K

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.19M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$401K
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$223K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$53K
5
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$50.4K

Sector Composition

Rank Sector Weight
1 Technology 1.55%
2 Communication Services 0.81%
3 Financials 0.65%
4 Industrials 0.55%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
51
iShares S&P Small-Cap 600 Value ETF
IJS
$8.35B
$130K 0.07%
1,173
– –
HMOP icon
52
Hartford Municipal Opportunities ETF
HMOP
$795M
$118K 0.07%
3,030
– –
JMUB icon
53
JPMorgan Municipal ETF
JMUB
$8.5B
$116K 0.07%
2,300
– –
SPMD icon
54
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$115K 0.07%
+2,007
New +$113K
JMST icon
55
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$101K 0.06%
1,975
– –
VSGX icon
56
Vanguard ESG International Stock ETF
VSGX
$6.75B
$97.4K 0.06%
1,404
-15
-1% -$1.01K
LRCX icon
57
Lam Research
LRCX
$389B
$93.7K 0.05%
700
– –
PLTR icon
58
Palantir
PLTR
$421B
$91.2K 0.05%
500
– –
EMXF icon
59
iShares ESG Advanced MSCI EM ETF
EMXF
$163M
$90.1K 0.05%
1,991
-53
-3% -$2.33K
IUSG icon
60
iShares Core S&P US Growth ETF
IUSG
$33.7B
$84.7K 0.05%
+515
New +$80.9K
JPST icon
61
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$84.1K 0.05%
1,657
– –
AVGO icon
62
Broadcom
AVGO
$1.99T
$82.5K 0.05%
250
– –
JOBY icon
63
Joby Aviation
JOBY
$8.29B
$80.7K 0.05%
5,000
– –
SCHG icon
64
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$80.1K 0.05%
+2,509
New +$76.5K
HEQT icon
65
Simplify Hedged Equity ETF
HEQT
$303M
$76.4K 0.04%
2,446
-160
-6% -$4.9K
PH icon
66
Parker-Hannifin
PH
$135B
$72K 0.04%
95
– –
VTR icon
67
Ventas
VTR
$45.4B
$71.8K 0.04%
1,026
– –
IJT icon
68
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$70.8K 0.04%
500
– –
GS icon
69
Goldman Sachs
GS
$302B
$70.1K 0.04%
88
– –
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$69.9K 0.04%
+480
New +$67.3K
CGW icon
71
Invesco S&P Global Water Index ETF
CGW
$1.07B
$68.7K 0.04%
1,070
– –
EFA icon
72
iShares MSCI EAFE ETF
EFA
$80B
$67.2K 0.04%
719
– –
AMD icon
73
Advanced Micro Devices
AMD
$762B
$67.1K 0.04%
415
– –
JQUA icon
74
JPMorgan US Quality Factor ETF
JQUA
$8.57B
$66.3K 0.04%
+1,054
New +$64.7K
JEPQ icon
75
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$60.7K 0.04%
1,056
– –
1 2
3
4 5

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Longview Asset Management (California)'s Q3 2025 Portfolio in Review

As of Q3 2025, Longview Asset Management (California) held 143 positions worth $173M, up 8.7% from $160M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Longview Asset Management (California) deployed $7.72M of net new capital in Q3 2025, opening 18 new positions and adding to 18 existing holdings. Its largest new stake was iShares MSCI USA Quality Factor ETF: 1,347 shares worth $262K.

By sector, the portfolio is most concentrated in Technology at 1.6% of assets, up from 1.4% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $3.19M trimmed.

  • Longview Asset Management (California)'s largest Q3 2025 buy was iShares MSCI USA Quality Factor ETF: 1,347 shares worth $262K.
  • Longview Asset Management (California) added most to Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025, an estimated $4.58M increase.
  • Longview Asset Management (California)'s biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $3.19M.
  • Longview Asset Management (California) fully exited iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025, selling an estimated $50.4K.
  • Longview Asset Management (California)'s ten largest holdings make up 80% of its $173M portfolio in Q3 2025.
  • Longview Asset Management (California) opened 18 new positions and closed 2 in Q3 2025.
  • Longview Asset Management (California)'s portfolio value rose 8.7% quarter-over-quarter to $173M.

Based on Longview Asset Management (California)'s 13F filing for Q3 2025, filed 10 Nov 2025.