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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
XOM icon
126
ExxonMobil
XOM
$656B
$14.3K 0.01%
119
– –
SPGM icon
127
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$14.1K 0.01%
184
-15
-8% -$1.14K
NKE icon
128
Nike
NKE
$60.9B
$13.5K 0.01%
212
– –
GOOG icon
129
Alphabet (Google) Class C
GOOG
$4.21T
$12.6K 0.01%
+40
New +$11.5K
IWO icon
130
iShares Russell 2000 Growth ETF
IWO
$14.9B
$12.3K 0.01%
+38
New +$12.4K
BSV icon
131
Vanguard Short-Term Bond ETF
BSV
$45.6B
$11.8K 0.01%
150
– –
HOLA
132
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$288M
$11.8K 0.01%
226
-329
-59% -$17.2K
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$127B
$11.6K 0.01%
+175
New +$11.5K
GE icon
134
GE Aerospace
GE
$381B
$11.4K 0.01%
+37
New +$11.1K
AVUV icon
135
Avantis US Small Cap Value ETF
AVUV
$30.9B
$11.3K 0.01%
111
– –
PGR icon
136
Progressive
PGR
$124B
$10.9K 0.01%
+48
New +$10.8K
PYPL icon
137
PayPal
PYPL
$50.5B
$10.9K 0.01%
187
– –
RWO icon
138
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$9.32K 0.01%
207
– –
CTAS icon
139
Cintas
CTAS
$82.1B
$9.03K 0.01%
+48
New +$9.04K
RTX icon
140
RTX Corp
RTX
$302B
$8.62K ﹤0.01%
+47
New +$8.16K
INTU icon
141
Intuit
INTU
$91.4B
$8.61K ﹤0.01%
+13
New +$8.59K
AMT icon
142
American Tower
AMT
$79.1B
$8.25K ﹤0.01%
47
– –
MSD
143
Morgan Stanley Emerging Markets Debt Fund
MSD
$148M
$8.16K ﹤0.01%
1,104
-874
-44% -$6.43K
PINS icon
144
Pinterest
PINS
$13.4B
$7.25K ﹤0.01%
280
– –
LIN icon
145
Linde
LIN
$227B
$6.4K ﹤0.01%
+15
New +$6.43K
NEE icon
146
NextEra Energy
NEE
$178B
$5.78K ﹤0.01%
+72
New +$5.96K
MCD icon
147
McDonald's
MCD
$193B
$5.5K ﹤0.01%
+18
New +$5.51K
ABT icon
148
Abbott
ABT
$190B
$5.01K ﹤0.01%
+40
New +$5.1K
TMO icon
149
Thermo Fisher Scientific
TMO
$224B
$4.64K ﹤0.01%
+8
New +$4.52K
SBUX icon
150
Starbucks
SBUX
$121B
$4.63K ﹤0.01%
+55
New +$4.64K
3 4 5
6
7

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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.