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MIM

Macroview Investment Management Portfolio holdings

AUM $162M
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+11.27%
1 Year Est. Return
+22.52%
3 Year Est. Return
+67.16%
5 Year Est. Return
+71.1%
10 Year Est. Return
+169.1%
AUM
$162M
AUM Growth
+$18M
Cap. Flow
+$5.71M
Cap. Flow %
3.52%
Top 10 Hldgs %
42.15%
Holding
114
New
15
Increased
52
Reduced
30
Closed
8

Top Buys

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.5M
2
DDFY
Innovator Equity Dual Directional 15 Buffer ETF - May
DDFY
+$1.69M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$710K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$517K
5
HPP
Hudson Pacific Properties
HPP
+$499K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$2.54M
2
DDTD
Innovator Equity Dual Directional 10 Buffer ETF Dec
DDTD
+$1.14M
3
KLXE icon
KLX Energy Services
KLXE
+$454K
4
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$351K
5
BSMQ icon
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
+$334K

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.72%
2 Technology 6.83%
3 Consumer Discretionary 3.13%
4 Financials 1.85%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDS icon
76
GDS Holdings
GDS
$6.28B
$374K 0.23%
12,460
– –
HAP icon
77
VanEck Natural Resources ETF
HAP
$327M
$366K 0.23%
5,335
– –
VGK icon
78
Vanguard FTSE Europe ETF
VGK
$30.8B
$363K 0.22%
4,105
+44
+1% +$3.85K
XBI icon
79
State Street SPDR S&P Biotech ETF
XBI
$11.7B
$349K 0.22%
2,204
– –
UNP icon
80
Union Pacific
UNP
$172B
$345K 0.21%
1,270
-95
-7% -$24.9K
AMD icon
81
Advanced Micro Devices
AMD
$780B
$336K 0.21%
+579
New +$237K
JPM icon
82
JPMorgan Chase
JPM
$953B
$328K 0.2%
1,002
-148
-13% -$46K
IWM icon
83
iShares Russell 2000 ETF
IWM
$81.2B
$323K 0.2%
1,075
– –
VBK icon
84
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$322K 0.2%
882
-23
-3% -$7.83K
CIBR icon
85
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$322K 0.2%
3,587
– –
DYNF icon
86
BlackRock US Equity Factor Rotation ETF
DYNF
$41.6B
$317K 0.2%
4,660
+1,133
+32% +$73.7K
WCMI
87
First Trust WCM International Equity ETF
WCMI
$1.92B
$317K 0.2%
16,194
+1,770
+12% +$33.2K
AVGO icon
88
Broadcom
AVGO
$1.7T
$314K 0.19%
831
-23
-3% -$9.22K
SAIC icon
89
Saic
SAIC
$5.31B
$296K 0.18%
2,680
+533
+25% +$53.9K
NVR icon
90
NVR
NVR
$16.8B
$293K 0.18%
43
-1
-2% -$6.35K
ALL icon
91
Allstate
ALL
$65.6B
$288K 0.18%
1,212
-28
-2% -$6.08K
DRAM
92
Roundhill Memory ETF
DRAM
$28B
$248K 0.15%
+3,363
New +$175K
CSCO icon
93
Cisco
CSCO
$431B
$247K 0.15%
+2,100
New +$220K
CRWD icon
94
CrowdStrike
CRWD
$218B
$239K 0.15%
+1,252
New +$178K
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$238K 0.15%
+3,484
New +$228K
MCK icon
96
McKesson
MCK
$106B
$237K 0.15%
314
-13
-4% -$10.3K
BRK.B icon
97
Berkshire Hathaway Class B
BRK.B
$1.08T
$231K 0.14%
462
-34
-7% -$16.3K
INTC icon
98
Intel
INTC
$506B
$231K 0.14%
+1,653
New +$167K
TSLA icon
99
Tesla
TSLA
$1.4T
$227K 0.14%
539
-11
-2% -$4.38K
SNSR icon
100
Global X Internet of Things ETF
SNSR
$209M
$222K 0.14%
+4,435
New +$207K
1 2 3
4
5

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EAM
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CCA
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TA
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CFG
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CCM
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PWM
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Macroview Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Macroview Investment Management held 114 positions worth $162M, up 12% from $144M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Macroview Investment Management deployed $5.71M of net new capital in Q2 2026, opening 15 new positions and adding to 52 existing holdings. Its largest new stake was SPDR Gold MiniShares Trust: 28,020 shares worth $2.23M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 83% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was SPDR Gold Trust, an estimated $2.54M trimmed.

  • Macroview Investment Management's largest Q2 2026 buy was SPDR Gold MiniShares Trust: 28,020 shares worth $2.23M.
  • Macroview Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $710K increase.
  • Macroview Investment Management's biggest Q2 2026 reduction was SPDR Gold Trust, cutting an estimated $2.54M.
  • Macroview Investment Management fully exited Innovator Equity Dual Directional 10 Buffer ETF Dec in Q2 2026, selling an estimated $1.14M.
  • Macroview Investment Management's ten largest holdings make up 42% of its $162M portfolio in Q2 2026.
  • Macroview Investment Management opened 15 new positions and closed 8 in Q2 2026.
  • Macroview Investment Management's portfolio value rose 12% quarter-over-quarter to $162M.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.