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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
-0.53%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$2.66M
Cap. Flow
+$3.92M
Cap. Flow %
2.13%
Top 10 Hldgs %
81.53%
Holding
175
New
–
Increased
16
Reduced
27
Closed
18

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.37M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.06M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$604K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$405K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$397K

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$274K
3
AMD icon
Advanced Micro Devices
AMD
+$88.9K
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$75.7K
5
META icon
Meta Platforms (Facebook)
META
+$64.1K

Sector Composition

Rank Sector Weight
1 Technology 1.37%
2 Industrials 0.66%
3 Communication Services 0.59%
4 Financials 0.59%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$266B
$132K 0.07%
1,653
– –
SPMD icon
52
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$119K 0.06%
2,009
– –
HMOP icon
53
Hartford Municipal Opportunities ETF
HMOP
$795M
$117K 0.06%
3,030
– –
JMUB icon
54
JPMorgan Municipal ETF
JMUB
$8.5B
$115K 0.06%
2,300
– –
JMST icon
55
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$101K 0.05%
1,975
– –
PH icon
56
Parker-Hannifin
PH
$135B
$99.4K 0.05%
111
– –
VSGX icon
57
Vanguard ESG International Stock ETF
VSGX
$6.75B
$99.3K 0.05%
1,384
– –
EMXF icon
58
iShares ESG Advanced MSCI EM ETF
EMXF
$163M
$91.4K 0.05%
1,911
-22
-1% -$1.09K
GS icon
59
Goldman Sachs
GS
$302B
$86.3K 0.05%
102
– –
VTR icon
60
Ventas
VTR
$45.4B
$83.9K 0.05%
1,026
– –
AVGO icon
61
Broadcom
AVGO
$1.99T
$80.8K 0.04%
261
– –
IUSG icon
62
iShares Core S&P US Growth ETF
IUSG
$33.7B
$79.9K 0.04%
515
– –
HEQT icon
63
Simplify Hedged Equity ETF
HEQT
$303M
$76.3K 0.04%
2,421
– –
PLTR icon
64
Palantir
PLTR
$420B
$73.1K 0.04%
500
– –
SCHG icon
65
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$73.1K 0.04%
2,509
– –
IJT icon
66
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$72.4K 0.04%
500
– –
TSM icon
67
TSMC
TSM
$2.19T
$71K 0.04%
210
– –
EFA icon
68
iShares MSCI EAFE ETF
EFA
$79.9B
$70.7K 0.04%
728
-260
-26% -$26K
CGW icon
69
Invesco S&P Global Water Index ETF
CGW
$1.07B
$68.4K 0.04%
1,070
– –
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$68.4K 0.04%
480
– –
WMT icon
71
Walmart Inc
WMT
$895B
$67.4K 0.04%
542
– –
JQUA icon
72
JPMorgan US Quality Factor ETF
JQUA
$8.57B
$64.6K 0.04%
1,054
– –
IWD icon
73
iShares Russell 1000 Value ETF
IWD
$84.1B
$61.1K 0.03%
286
– –
JEPQ icon
74
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$58.6K 0.03%
1,056
– –
SPYV icon
75
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$57.9K 0.03%
1,024
– –
1 2
3
4 5

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Longview Asset Management (California)'s Q1 2026 Portfolio in Review

As of Q1 2026, Longview Asset Management (California) held 175 positions worth $184M, up 1.5% from $181M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Longview Asset Management (California)'s Q1 2026 filing shows 16 increased, 27 reduced and 18 closed positions. The largest sale was Vanguard Short-Term Corporate Bond ETF, an estimated $1.29M.

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

  • Longview Asset Management (California) added most to Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026, an estimated $2.37M increase.
  • Longview Asset Management (California)'s biggest Q1 2026 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $1.29M.
  • Longview Asset Management (California) fully exited Advanced Micro Devices in Q1 2026, selling an estimated $88.9K.
  • Longview Asset Management (California)'s ten largest holdings make up 82% of its $184M portfolio in Q1 2026.
  • Longview Asset Management (California) opened 0 new positions and closed 18 in Q1 2026.
  • Longview Asset Management (California)'s portfolio value rose 1.5% quarter-over-quarter to $184M.

Based on Longview Asset Management (California)'s 13F filing for Q1 2026, filed 20 Apr 2026.