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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
BSV icon
126
Vanguard Short-Term Bond ETF
BSV
$45.6B
$11.8K 0.01%
150
– –
GOOG icon
127
Alphabet (Google) Class C
GOOG
$4.19T
$11.5K 0.01%
40
– –
GE icon
128
GE Aerospace
GE
$382B
$10.5K 0.01%
37
– –
PGR icon
129
Progressive
PGR
$123B
$9.52K 0.01%
48
– –
RTX icon
130
RTX Corp
RTX
$302B
$9.07K ﹤0.01%
47
– –
CTAS icon
131
Cintas
CTAS
$82.1B
$8.12K ﹤0.01%
48
– –
AMT icon
132
American Tower
AMT
$79B
$8.11K ﹤0.01%
47
– –
LIN icon
133
Linde
LIN
$226B
$7.44K ﹤0.01%
15
– –
INTU icon
134
Intuit
INTU
$92B
$5.62K ﹤0.01%
13
– –
MCD icon
135
McDonald's
MCD
$194B
$5.59K ﹤0.01%
18
– –
PINS icon
136
Pinterest
PINS
$13.4B
$5.14K ﹤0.01%
280
– –
IWN icon
137
iShares Russell 2000 Value ETF
IWN
$14.6B
$4.17K ﹤0.01%
22
– –
TMO icon
138
Thermo Fisher Scientific
TMO
$224B
$3.93K ﹤0.01%
8
– –
RWO icon
139
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$3.71K ﹤0.01%
81
-126
-61% -$5.96K
MGK icon
140
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$3.67K ﹤0.01%
50
– –
PLD icon
141
Prologis
PLD
$133B
$3.44K ﹤0.01%
26
– –
DFAW icon
142
Dimensional World Equity ETF
DFAW
$1.64B
$2.88K ﹤0.01%
39
+1
+3% +$76
XLY icon
143
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$2.62K ﹤0.01%
24
– –
CMF icon
144
iShares California Muni Bond ETF
CMF
$4.62B
$2.56K ﹤0.01%
45
– –
MA icon
145
Mastercard
MA
$492B
$2K ﹤0.01%
4
– –
SOLS
146
Solstice Advanced Materials
SOLS
$9.71B
$1.83K ﹤0.01%
24
-6
-20% -$411
MUB icon
147
iShares National Muni Bond ETF
MUB
$45.9B
$1.38K ﹤0.01%
13
– –
UPRO icon
148
ProShares UltraPro S&P 500
UPRO
$5.7B
$970 ﹤0.01%
10
– –
TFI icon
149
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$953 ﹤0.01%
21
– –
VOE icon
150
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$922 ﹤0.01%
5
– –
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.