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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
TM icon
76
Toyota
TM
$225B
$57.7K 0.03%
280
– –
TJX icon
77
TJX Companies
TJX
$172B
$56.2K 0.03%
352
– –
YORW icon
78
York Water
YORW
$528M
$54.6K 0.03%
1,792
– –
VTEB icon
79
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$51.6K 0.03%
1,035
– –
PHM icon
80
Pultegroup
PHM
$25.2B
$50.1K 0.03%
426
– –
RBA icon
81
RB Global
RBA
$16.6B
$47.6K 0.03%
497
– –
KRE icon
82
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$45.6K 0.02%
700
– –
TDG icon
83
TransDigm Group
TDG
$68.6B
$44K 0.02%
38
– –
CRWD icon
84
CrowdStrike
CRWD
$226B
$43.3K 0.02%
444
– –
JOBY icon
85
Joby Aviation
JOBY
$8.32B
$41.3K 0.02%
5,000
– –
MINT icon
86
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$40.8K 0.02%
406
– –
BLK icon
87
Blackrock
BLK
$178B
$39.4K 0.02%
41
– –
SPDW icon
88
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$38.8K 0.02%
850
– –
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$114B
$37.6K 0.02%
175
– –
SHW icon
90
Sherwin-Williams
SHW
$88.5B
$36.5K 0.02%
114
– –
RWT
91
Redwood Trust
RWT
$590M
$33.7K 0.02%
6,000
– –
DLN icon
92
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$31.1K 0.02%
348
-52
-13% -$4.73K
GEV icon
93
GE Vernova
GEV
$269B
$30.6K 0.02%
35
– –
ISTB icon
94
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$30K 0.02%
619
– –
DEM icon
95
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.95B
$27.6K 0.02%
555
-548
-50% -$27.2K
HD icon
96
Home Depot
HD
$354B
$27.3K 0.01%
83
– –
SUB icon
97
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$26.6K 0.01%
250
-2,561
-91% -$274K
SYK icon
98
Stryker
SYK
$133B
$26.6K 0.01%
81
– –
SDY icon
99
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$26.6K 0.01%
182
– –
EOG icon
100
EOG Resources
EOG
$75.2B
$26.3K 0.01%
182
-25
-12% -$3.03K
2 3
4
5 6

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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.