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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
IJS icon
51
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$133K 0.07%
1,173
– –
LRCX icon
52
Lam Research
LRCX
$388B
$120K 0.07%
700
– –
HMOP icon
53
Hartford Municipal Opportunities ETF
HMOP
$795M
$119K 0.07%
3,030
– –
SPMD icon
54
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$116K 0.06%
2,009
+2
+0.1% +$115
JMUB icon
55
JPMorgan Municipal ETF
JMUB
$8.5B
$116K 0.06%
2,300
– –
JMST icon
56
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$101K 0.06%
1,975
– –
VSGX icon
57
Vanguard ESG International Stock ETF
VSGX
$6.75B
$99.1K 0.05%
1,384
-20
-1% -$1.41K
PH icon
58
Parker-Hannifin
PH
$135B
$97.6K 0.05%
111
+16
+17% +$13.1K
EFA icon
59
iShares MSCI EAFE ETF
EFA
$79.9B
$94.9K 0.05%
988
+269
+37% +$25.5K
AVGO icon
60
Broadcom
AVGO
$1.99T
$90.3K 0.05%
261
+11
+4% +$3.93K
EMXF icon
61
iShares ESG Advanced MSCI EM ETF
EMXF
$163M
$89.9K 0.05%
1,933
-58
-3% -$2.69K
GS icon
62
Goldman Sachs
GS
$302B
$89.7K 0.05%
102
+14
+16% +$11.4K
AMD icon
63
Advanced Micro Devices
AMD
$761B
$88.9K 0.05%
415
– –
PLTR icon
64
Palantir
PLTR
$419B
$88.9K 0.05%
500
– –
IUSG icon
65
iShares Core S&P US Growth ETF
IUSG
$33.7B
$86.5K 0.05%
515
– –
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$81.8K 0.05%
2,509
– –
VTR icon
67
Ventas
VTR
$45.4B
$79.4K 0.04%
1,026
– –
HEQT icon
68
Simplify Hedged Equity ETF
HEQT
$303M
$77.6K 0.04%
2,421
-25
-1% -$792
ITOT icon
69
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$71.4K 0.04%
480
– –
IJT icon
70
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$70.6K 0.04%
500
– –
CGW icon
71
Invesco S&P Global Water Index ETF
CGW
$1.07B
$67.4K 0.04%
1,070
– –
JQUA icon
72
JPMorgan US Quality Factor ETF
JQUA
$8.57B
$66.6K 0.04%
1,054
– –
JOBY icon
73
Joby Aviation
JOBY
$8.26B
$66K 0.04%
5,000
– –
TSM icon
74
TSMC
TSM
$2.18T
$63.8K 0.04%
210
– –
JEPQ icon
75
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$61.4K 0.03%
1,056
– –
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.