LAMNM
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Longview Asset Management (New Mexico)’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Longview Asset Management (New Mexico)’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$7.99M Buy
94,828
+3,240
+4% +$270K 5.57% 6
2025
Q3 		$7.5M Buy
91,588
+19,547
+27% +$1.55M 5.18% 6
2025
Q2 		$5.51M Buy
72,041
+30,662
+74% +$2.17M 4.17% 6
2025
Q1 		$2.85M Buy
41,379
+10,993
+36% +$805K 2.45% 13
2024
Q4 		$2.23M Buy
+30,386
New +$2.24M 1.94% 15

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Longview Asset Management (New Mexico)'s CVLC Position: Q4 2025 in Review

Longview Asset Management (New Mexico) increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 3.5% in Q4 2025, buying an estimated $270K and bringing the position to 94,828 shares worth $7.99M. The position accounts for 5.57% of the portfolio, ranked #6.

Longview Asset Management (New Mexico) first reported a position in CVLC in Q4 2024 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold CVLC as of Q4 2025.

  • Longview Asset Management (New Mexico) held 94,828 shares of Calvert US Large-Cap Core Responsible Index ETF worth $7.99M as of Q4 2025.
  • Longview Asset Management (New Mexico) bought 3,240 Calvert US Large-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $270K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 5.57% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #6 holding.
  • Longview Asset Management (New Mexico) first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.