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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
WMT icon
76
Walmart Inc
WMT
$897B
$60.4K 0.03%
542
+23
+4% +$2.47K
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$84.1B
$60.2K 0.03%
286
– –
TM icon
78
Toyota
TM
$224B
$59.9K 0.03%
280
– –
SPYV icon
79
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$58.2K 0.03%
1,024
– –
YORW icon
80
York Water
YORW
$527M
$57.1K 0.03%
1,792
– –
TJX icon
81
TJX Companies
TJX
$173B
$54.1K 0.03%
352
– –
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$52.1K 0.03%
1,035
– –
CRWD icon
83
CrowdStrike
CRWD
$224B
$52K 0.03%
444
+24
+6% +$3.06K
DEM icon
84
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.95B
$51.5K 0.03%
1,103
– –
RBA icon
85
RB Global
RBA
$16.8B
$51.1K 0.03%
497
– –
TDG icon
86
TransDigm Group
TDG
$68.8B
$50.5K 0.03%
38
+7
+23% +$9.18K
PHM icon
87
Pultegroup
PHM
$25.3B
$50K 0.03%
426
– –
V icon
88
Visa
V
$678B
$47.7K 0.03%
136
– –
KRE icon
89
State Street SPDR S&P Regional Banking ETF
KRE
$4.62B
$45.4K 0.03%
700
– –
JPST icon
90
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$44K 0.02%
870
-787
-47% -$39.9K
BLK icon
91
Blackrock
BLK
$177B
$43.9K 0.02%
41
– –
MINT icon
92
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$40.7K 0.02%
406
+8
+2% +$804
VIG icon
93
Vanguard Dividend Appreciation ETF
VIG
$114B
$38.5K 0.02%
175
– –
SPDW icon
94
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$37.7K 0.02%
850
– –
NOW icon
95
ServiceNow
NOW
$131B
$37.5K 0.02%
245
– –
SHW icon
96
Sherwin-Williams
SHW
$88.5B
$36.9K 0.02%
114
+16
+16% +$5.35K
PSX icon
97
Phillips 66
PSX
$89B
$36.9K 0.02%
286
– –
DLN icon
98
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$35.2K 0.02%
400
– –
RWT
99
Redwood Trust
RWT
$587M
$33.2K 0.02%
6,000
– –
MORN icon
100
Morningstar
MORN
$7.38B
$32.6K 0.02%
150
-5
-3% -$1.08K
2 3
4
5 6

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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.