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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
-1.9%
1 Year Est. Return
+18.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow %
101.88%
Top 10 Hldgs %
64.96%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$24M
2
DFSI
Dimensional International Sustainability Core 1 ETF
DFSI
+$13.4M
3
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$6.46M
4
AAPL icon
Apple
AAPL
+$5.89M
5
ARB icon
AltShares Merger Arbitrage ETF
ARB
+$5.27M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 6.85%
2 Consumer Discretionary 1.32%
3 Communication Services 0.89%
4 Consumer Staples 0.76%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
51
Johnson & Johnson
JNJ
$631B
$217K 0.19%
+1,499
New +$232K
DFAU icon
52
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$212K 0.18%
+5,239
New +$214K
1 2
3

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Longview Asset Management (New Mexico)'s Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Longview Asset Management (New Mexico), which disclosed 52 positions worth $115M. Its ten largest holdings account for 65% of the portfolio.

Its largest position is Dimensional US Sustainability Core 1 ETF: 626,158 shares worth $23.7M.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, followed by Consumer Discretionary and Communication Services.

  • Longview Asset Management (New Mexico)'s largest Q4 2024 buy was Dimensional US Sustainability Core 1 ETF: 626,158 shares worth $23.7M.
  • Longview Asset Management (New Mexico)'s ten largest holdings make up 65% of its $115M portfolio in Q4 2024.
  • Longview Asset Management (New Mexico) disclosed 52 positions in Q4 2024, its first 13F filing on record.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2024, filed 4 Feb 2025.