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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
-1.77%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
101.43%
Top 10 Holdings %
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$32M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$24M |
| 3 |
JPMorgan Income ETF
JPIE
|
+$19.8M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$14.3M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$11.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.8% |
| 2 | Communication Services | 0.82% |
| 3 | Financials | 0.69% |
| 4 | Industrials | 0.69% |
| 5 | Consumer Discretionary | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$179B
| $25.6K | 0.02% |
+230
| New | +$24.2K |
|
102
Danaher
DHR
$145B
| $25.5K | 0.02% |
+111
| New | +$27.3K |
|
103
Constellation Brands
STZ
$22.6B
| $25.2K | 0.02% |
+114
| New | +$27.1K |
|
104
Jacobs Solutions
J
$17.2B
| $25K | 0.02% |
+189
| New | +$26K |
|
105
Elevance Health
ELV
$85.1B
| $24.3K | 0.02% |
+66
| New | +$27.6K |
|
106
State Street SPDR S&P Dividend ETF
SDY
$22.1B
| $24K | 0.02% |
+182
| New | +$25.4K |
|
107
Eli Lilly
LLY
$1.09T
| $23.2K | 0.02% |
+30
| New | +$24.8K |
|
108
Union Pacific
UNP
$173B
| $22.8K | 0.02% |
+100
| New | +$23.7K |
|
109
Vanguard Real Estate ETF
VNQ
$38.4B
| $22.6K | 0.02% |
+254
| New | +$24K |
|
110
TriCo Bancshares
TCBK
$1.83B
| $22.3K | 0.02% |
+511
| New | +$23.3K |
|
111
EOG Resources
EOG
$74.9B
| $22.3K | 0.02% |
+182
| New | +$23.3K |
|
112
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
| $21.9K | 0.01% |
+346
| New | +$22.4K |
|
113
Amgen
AMGN
$224B
| $21.6K | 0.01% |
+83
| New | +$24.6K |
|
114
Ball Corp
BALL
$16.7B
| $20.7K | 0.01% |
+375
| New | +$23K |
|
115
Intuit
INTU
$91.3B
| $17K | 0.01% |
+27
| New | +$17.3K |
|
116
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $16.9K | 0.01% |
+222
| New | +$17.7K |
|
117
Nike
NKE
$60.9B
| $16K | 0.01% |
+212
| New | +$16.7K |
|
118
PayPal
PYPL
$50.4B
| $16K | 0.01% |
+187
| New | +$15.7K |
|
119
Johnson & Johnson
JNJ
$625B
| $15.5K | 0.01% |
+107
| New | +$16.6K |
|
120
ProShares UltraPro QQQ
TQQQ
$36.8B
| $14.9K | 0.01% |
+376
| New | +$14.8K |
|
121
iShares MSCI Emerging Markets ETF
EEM
$29.9B
| $13.8K | 0.01% |
+331
| New | +$14.7K |
|
122
iShares Core S&P 500 ETF
IVV
$903B
| $13K | 0.01% |
+22
| New | +$13K |
|
123
ExxonMobil
XOM
$663B
| $12.8K | 0.01% |
+119
| New | +$13.9K |
|
124
JPMorgan BetaBuilders Canada ETF
BBCA
$11.3B
| $11.7K | 0.01% |
+166
| New | +$12.1K |
|
125
Vertex Pharmaceuticals
VRTX
$135B
| $10.9K | 0.01% |
+27
| New | +$12.5K |
|
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Longview Asset Management (California)'s Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Longview Asset Management (California), which disclosed 134 positions worth $149M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Communication Services and Financials.
- Longview Asset Management (California)'s largest Q4 2024 buy was Vanguard Short-Term Corporate Bond ETF: 408,193 shares worth $31.8M.
- Longview Asset Management (California)'s ten largest holdings make up 82% of its $149M portfolio in Q4 2024.
- Longview Asset Management (California) disclosed 134 positions in Q4 2024, its first 13F filing on record.
Based on Longview Asset Management (California)'s 13F filing for Q4 2024, filed 6 Aug 2025.