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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 %
101.43%
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$24M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$19.8M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.3M
5
HELO icon
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
RWO icon
126
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$10.5K 0.01%
+245
New +$11.1K
CVX icon
127
Chevron
CVX
$386B
$9.85K 0.01%
+68
New +$10.4K
AMT icon
128
American Tower
AMT
$79B
$8.62K 0.01%
+47
New +$9.74K
PINS icon
129
Pinterest
PINS
$13.4B
$8.12K 0.01%
+280
New +$8.8K
AMTM
130
Amentum Holdings
AMTM
$5.48B
$3.93K ﹤0.01%
+187
New +$4.83K
CMF icon
131
iShares California Muni Bond ETF
CMF
$4.62B
$3.78K ﹤0.01%
+66
New +$3.79K
PLD icon
132
Prologis
PLD
$133B
$2.75K ﹤0.01%
+26
New +$2.99K
SPYV icon
133
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$2.56K ﹤0.01%
+50
New +$2.66K
UPRO icon
134
ProShares UltraPro S&P 500
UPRO
$5.7B
$1.24K ﹤0.01%
+14
New +$1.28K
2 3 4 5
6

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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.