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LAMNM

Longview Asset Management (New Mexico) Portfolio holdings

AUM $143M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
+18.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$143M
AUM Growth
-$1.44M
Cap. Flow
-$4.7M
Cap. Flow %
-3.28%
Top 10 Hldgs %
74.86%
Holding
57
New
4
Increased
15
Reduced
24
Closed
6

Top Buys

Rank Stock Value
1
ARB icon
AltShares Merger Arbitrage ETF
ARB
+$438K
2
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$391K
3
EMTL
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
+$304K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$300K
5
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$270K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.58M
2
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$1.34M
3
AAPL icon
Apple
AAPL
+$748K
4
DFSI
Dimensional International Sustainability Core 1 ETF
DFSI
+$698K
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$417K

Sector Composition

Rank Sector Weight
1 Technology 3.43%
2 Financials 1.65%
3 Communication Services 1.07%
4 Consumer Discretionary 0.63%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$5.42T
$651K 0.45%
3,490
-253
-7% -$47.1K
GLD icon
27
SPDR Gold Trust
GLD
$142B
$619K 0.43%
1,562
+217
+16% +$82.9K
FTAI icon
28
FTAI Aviation
FTAI
$22.2B
$492K 0.34%
2,500
– –
ADBE icon
29
Adobe
ADBE
$105B
$398K 0.28%
1,137
-11
-1% -$3.74K
EMNT icon
30
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$217M
$391K 0.27%
+3,963
New +$391K
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$114B
$376K 0.26%
1,709
– –
EMSF icon
32
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$46.1M
$359K 0.25%
12,673
-2,977
-19% -$88.9K
ABBV icon
33
AbbVie
ABBV
$435B
$352K 0.25%
1,541
+475
+45% +$108K
DSI icon
34
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$332K 0.23%
2,580
-1,897
-42% -$242K
CSCO icon
35
Cisco
CSCO
$479B
$309K 0.22%
4,013
+1,078
+37% +$80K
NULC icon
36
Nuveen ESG Large-Cap ETF
NULC
$72.8M
$304K 0.21%
6,361
+505
+9% +$26.1K
VUG icon
37
Vanguard Morningstar Growth ETF
VUG
$230B
$291K 0.2%
3,576
– –
ABT icon
38
Abbott
ABT
$187B
$287K 0.2%
2,290
+478
+26% +$60.9K
EFIV icon
39
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$268K 0.19%
4,050
-1,271
-24% -$82.7K
ERET icon
40
iShares Environmentally Aware Real Estate ETF
ERET
$14.2M
$255K 0.18%
9,566
-957
-9% -$26K
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$236K 0.16%
346
– –
AVGO icon
42
Broadcom
AVGO
$2.04T
$236K 0.16%
682
-17
-2% -$6.08K
DFAU icon
43
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$226K 0.16%
4,837
-307
-6% -$14.2K
SCHX icon
44
Schwab US Large- Cap ETF
SCHX
$74.6B
$218K 0.15%
+8,105
New +$216K
TOTL icon
45
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$216K 0.15%
5,361
+12
+0.2% +$486
VV icon
46
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$213K 0.15%
678
– –
VTI icon
47
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$211K 0.15%
630
– –
CMF icon
48
iShares California Muni Bond ETF
CMF
$4.62B
$207K 0.14%
+3,605
New +$207K
BNDX icon
49
Vanguard Total International Bond ETF
BNDX
$83.1B
$205K 0.14%
4,241
-3,506
-45% -$173K
SDY icon
50
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$202K 0.14%
1,451
– –
1
2
3

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Longview Asset Management (New Mexico)'s Q4 2025 Portfolio in Review

As of Q4 2025, Longview Asset Management (New Mexico) held 57 positions worth $143M, down 1% from $145M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Longview Asset Management (New Mexico) withdrew a net $4.7M in Q4 2025, closing 6 positions and reducing 24 holdings. Its most notable exit was Tesla, an estimated $239K position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 3.8% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Longview Asset Management (New Mexico) opened a new position in PIMCO Enhanced Short Maturity Active ESG ETF worth $391K.

  • Longview Asset Management (New Mexico)'s largest Q4 2025 buy was PIMCO Enhanced Short Maturity Active ESG ETF: 3,963 shares worth $391K.
  • Longview Asset Management (New Mexico) added most to AltShares Merger Arbitrage ETF in Q4 2025, an estimated $438K increase.
  • Longview Asset Management (New Mexico)'s biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $1.58M.
  • Longview Asset Management (New Mexico) fully exited Tesla in Q4 2025, selling an estimated $239K.
  • Longview Asset Management (New Mexico)'s ten largest holdings make up 75% of its $143M portfolio in Q4 2025.
  • Longview Asset Management (New Mexico) opened 4 new positions and closed 6 in Q4 2025.
  • Longview Asset Management (New Mexico)'s portfolio value fell 1% quarter-over-quarter to $143M.

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