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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
JNJ icon
101
Johnson & Johnson
JNJ
$627B
$26.2K 0.01%
107
-9
-8% -$2.1K
VBR icon
102
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$26.1K 0.01%
120
– –
NOW icon
103
ServiceNow
NOW
$131B
$25.6K 0.01%
245
– –
TCBK icon
104
TriCo Bancshares
TCBK
$1.84B
$24.3K 0.01%
511
– –
UNP icon
105
Union Pacific
UNP
$174B
$24.3K 0.01%
100
– –
J icon
106
Jacobs Solutions
J
$17.3B
$23.8K 0.01%
187
– –
WM icon
107
Waste Management
WM
$91.2B
$23K 0.01%
100
– –
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$38.4B
$22.5K 0.01%
254
– –
HON icon
109
Honeywell
HON
$73.6B
$22.2K 0.01%
98
-24
-20% -$5.48K
ESGD icon
110
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$21.2K 0.01%
222
– –
DHR icon
111
Danaher
DHR
$146B
$21K 0.01%
111
-17
-13% -$3.62K
LLY icon
112
Eli Lilly
LLY
$1.09T
$20.2K 0.01%
22
– –
XOM icon
113
ExxonMobil
XOM
$657B
$20.2K 0.01%
119
– –
EEM icon
114
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$18.8K 0.01%
331
– –
ETN icon
115
Eaton
ETN
$178B
$17.5K 0.01%
49
– –
SPEM icon
116
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$17.5K 0.01%
372
– –
TQQQ icon
117
ProShares UltraPro QQQ
TQQQ
$36.3B
$15.7K 0.01%
376
– –
BBCA icon
118
JPMorgan BetaBuilders Canada ETF
BBCA
$11.3B
$15.6K 0.01%
166
– –
IVV icon
119
iShares Core S&P 500 ETF
IVV
$901B
$14.4K 0.01%
22
– –
CVX icon
120
Chevron
CVX
$385B
$14.1K 0.01%
68
-27
-28% -$4.92K
SPGM icon
121
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$13.9K 0.01%
183
-1
-0.5% -$78
AVUV icon
122
Avantis US Small Cap Value ETF
AVUV
$30.9B
$12.3K 0.01%
111
– –
IWO icon
123
iShares Russell 2000 Growth ETF
IWO
$14.9B
$11.9K 0.01%
38
– –
HOLA
124
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$288M
$11.9K 0.01%
226
– –
IJH icon
125
iShares Core S&P Mid-Cap ETF
IJH
$127B
$11.8K 0.01%
175
– –
3 4
5
6 7

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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.