MACROVIEW INVESTMENT MANAGEMENT LLC

CIK

1551727

Location

BETHESDA, MD

Portfolio Value

Micro $54,091,965

Diversification

Diversified

Filing Date

Global Rank

#6,864 / 8,517 ▲ 276

Top Industry

Asset Management 19.6%

3Y Alpha vs SPY

+11.2%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.8%

SPY

+75.3%

Annualised alpha

+10.2%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

+4.1 pts

Top 5

56.6%

+4.6 pts

Top 10

73.7%

+2.1 pts

HHI

835

Diversified+122

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.9%	$22,652,581	5
Technology	20.5%	$11,069,464	13
Financial Services	16.6%	$8,960,347	9
Consumer Cyclical	9.4%	$5,072,277	4
Communication Services	2.9%	$1,584,421	3
Industrials	2.3%	$1,240,051	2
Consumer Defensive	2.2%	$1,178,200	2
Healthcare	1.7%	$919,077	3
Energy	1.3%	$723,795	1
Real Estate	1.3%	$691,752	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+979	14,277	$10,661,635
SAIC	Science Applications International Corp	+533	2,680	$295,898
IAU	Ishares Gold Trust	+507	22,514	$1,700,032
QQQ	Invesco Qqq Trust, Series 1	+453	8,499	$6,258,663
IBM	International Business Machines Corp	+215	1,813	$509,833
XOM	ExxonMobil Holdings Corp	+114	5,294	$723,795
AXP	American Express Co	+71	2,186	$739,414
ORCL	Oracle Corp	+52	5,481	$803,240
HD	Home Depot, Inc.	+49	11,163	$3,936,966
MS	Morgan Stanley	+6	2,180	$455,707
META	Meta Platforms, Inc.	+5	671	$377,967
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−6,134	4,905	$1,806,903
GOOGL	Alphabet Inc.	−2,604	2,758	$985,626
PHYS	Sprott Physical Gold Trust	−1,965	197,437	$5,956,674
NVDA	Nvidia Corp	−384	5,063	$1,013,055
MU	Micron Technology Inc	−357	362	$417,852
JPM	Jpmorgan Chase & Co	−148	1,002	$327,984
COKE	Coca-Cola Consolidated, Inc.	−142	4,188	$799,572
AAPL	Apple Inc.	−137	13,197	$3,818,683
MSFT	Microsoft Corp	−100	6,622	$2,470,138
UNP	Union Pacific Corp	−95	1,270	$345,440
UNH	Unitedhealth Group Inc	−69	1,151	$478,390
AMZN	Amazon Com Inc	−63	2,583	$615,632
WMT	Walmart Inc.	−39	3,343	$378,628
BRK-B	Berkshire Hathaway Inc	−34	462	$231,180
ALL	Allstate Corp	−28	1,212	$288,383
BNY	Bank of New York Mellon Corp	−28	2,613	$377,865
AVGO	Broadcom Inc.	−23	831	$313,910
MCK	Mckesson Corp	−13	314	$237,258
TSLA	Tesla, Inc.	−11	539	$226,703
EA	Electronic Arts Inc.	−6	1,077	$220,828
LMT	Lockheed Martin Corp	−4	1,756	$894,611
GS	Goldman Sachs Group Inc	−1	377	$381,286
NVR	Nvr Inc	−1	43	$292,976
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	28,020	$2,225,348
HPP	Hudson Pacific Properties, Inc.	45,540	$691,752
AMD	Advanced Micro Devices Inc	579	$336,346
CSCO	Cisco Systems, Inc.	2,100	$246,666
CRWD	CrowdStrike Holdings, Inc.	313	$238,862
INTC	Intel Corp	1,653	$230,808
JNJ	Johnson & Johnson	801	$203,429
AMP	Ameriprise Financial Inc	440	$201,854
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	27,500	$1,453,375
VEA	Vanguard FTSE Developed Markets ETF	18,089	$1,159,143
VXUS	Vanguard Total International Stock ETF	14,942	$1,152,177
VIG	Vanguard Dividend Appreciation ETF	2,941	$632,491
KLXE	KLX Energy Services Holdings, Inc.	174,696	$454,209
EOSE	Eos Energy Enterprises, Inc.	46,056	$228,437
UAA	Under Armour, Inc.	38,703	$224,090
CVX	Chevron Corp	1,026	$212,279
SBET	Sharplink, Inc.	12,500	$80,625
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $54,091,965 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	14,277	+979	$10,661,635	+23.3%	19.71%
QQQ	Invesco Qqq Trust, Series 1	Added	8,499	+453	$6,258,663	+34.8%	11.57%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	197,437	-1,965	$5,956,674	−15.7%	11.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,163	+49	$3,936,966	+7.7%	7.28%
AAPL	Apple Inc. Technology	Reduced	13,197	-137	$3,818,683	+12.8%	7.06%
MSFT	Microsoft Corp Technology	Reduced	6,622	-100	$2,470,138	−0.7%	4.57%
GLDM	World Gold Trust	NEW	28,020	NEW	$2,225,348	NEW	4.11%
GLD	Spdr Gold Trust	Reduced	4,905	-6,134	$1,806,903	−62.0%	3.34%
IAU	Ishares Gold Trust	Added	22,514	+507	$1,700,032	−12.4%	3.14%
NVDA	Nvidia Corp Technology	Reduced	5,063	-384	$1,013,055	+6.6%	1.87%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,758	-2,604	$985,626	−36.0%	1.82%
LMT	Lockheed Martin Corp Industrials	Reduced	1,756	-4	$894,611	−15.9%	1.65%
ORCL	Oracle Corp Technology	Added	5,481	+52	$803,240	+0.6%	1.48%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	4,188	-142	$799,572	−3.7%	1.48%
AXP	American Express Co Financial Services	Added	2,186	+71	$739,414	+15.6%	1.37%
XOM	ExxonMobil Holdings Corp Energy	Added	5,294	+114	$723,795	−17.6%	1.34%
HPP	Hudson Pacific Properties, Inc. Real Estate	NEW	45,540	NEW	$691,752	NEW	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,583	-63	$615,632	+11.7%	1.14%
IBM	International Business Machines Corp Technology	Added	1,813	+215	$509,833	+31.6%	0.94%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,151	-69	$478,390	+44.9%	0.88%
MS	Morgan Stanley Financial Services	Added	2,180	+6	$455,707	+27.4%	0.84%
MU	Micron Technology Inc Technology	Reduced	362	-357	$417,852	+72.0%	0.77%
GS	Goldman Sachs Group Inc Financial Services	Reduced	377	-1	$381,286	+19.2%	0.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,343	-39	$378,628	−9.9%	0.70%
META	Meta Platforms, Inc. Communication Services	Added	671	+5	$377,967	−0.8%	0.70%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	2,613	-28	$377,865	+20.6%	0.70%
GDS	GDS Holdings Ltd Technology	Held	12,460	0	$374,173	−25.5%	0.69%
UNP	Union Pacific Corp Industrials	Reduced	1,270	-95	$345,440	+4.3%	0.64%
AMD	Advanced Micro Devices Inc Technology	NEW	579	NEW	$336,346	NEW	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,002	-148	$327,984	−3.0%	0.61%
AVGO	Broadcom Inc. Technology	Reduced	831	-23	$313,910	+18.8%	0.58%
SAIC	Science Applications International Corp Technology	Added	2,680	+533	$295,898	+45.2%	0.55%
NVR	Nvr Inc Consumer Cyclical	Reduced	43	-1	$292,976	+1.0%	0.54%
ALL	Allstate Corp Financial Services	Reduced	1,212	-28	$288,383	+12.2%	0.53%
CSCO	Cisco Systems, Inc. Technology	NEW	2,100	NEW	$246,666	NEW	0.46%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	313	NEW	$238,862	NEW	0.44%
MCK	Mckesson Corp Healthcare	Reduced	314	-13	$237,258	−16.2%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	462	-34	$231,180	−2.7%	0.43%
INTC	Intel Corp Technology	NEW	1,653	NEW	$230,808	NEW	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	539	-11	$226,703	+10.9%	0.42%
EA	Electronic Arts Inc. Communication Services	Reduced	1,077	-6	$220,828	+0.0%	0.41%
JNJ	Johnson & Johnson Healthcare	NEW	801	NEW	$203,429	NEW	0.38%
AMP	Ameriprise Financial Inc Financial Services	NEW	440	NEW	$201,854	NEW	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.