MACROVIEW INVESTMENT MANAGEMENT LLC
Filing Date
Global Rank
#6,476
/ 8,232
▲ 230
Top Industry
Asset Management
23.6%
3Y Alpha vs SPY
+0.9%
Period ended 2 months ago
Filed May 8, 2026 · 37d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.8%
SPY
+76.3%
Annualised alpha
+0.8%
Max drawdown
−15.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.3%
+0.3 pts
Top 5
57.6%
+0.4 pts
Top 10
77.3%
−0.6 pts
HHI
847
Diversified+5
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.0% | $19,982,319 |
| Financial Services | 19.2% | $9,611,104 |
| Technology | 18.5% | $9,221,305 |
| Consumer Cyclical | 9.4% | $4,700,779 |
| Industrials | 3.3% | $1,623,339 |
| Energy | 3.1% | $1,545,326 |
| Communication Services | 2.8% | $1,398,657 |
| Consumer Defensive | 2.5% | $1,250,548 |
| Healthcare | 1.2% | $613,091 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLXE | KLX Energy Services Holdings, Inc. | +130,574 | 174,696 | $454,209 | |
| IAU | Ishares Gold Trust | +910 | 22,007 | $1,940,137 | |
| SPY | Spdr S&P 500 ETF Trust | +681 | 13,298 | $8,648,221 | |
| XOM | Exxon Mobil Corp | +410 | 5,180 | $878,838 | |
| NVDA | Nvidia Corp | +301 | 5,447 | $949,956 | |
| MSFT | Microsoft Corp | +248 | 6,722 | $2,488,282 | |
| AMZN | Amazon Com Inc | +198 | 2,646 | $551,082 | |
| WMT | Walmart Inc. | +173 | 3,382 | $420,314 | |
| GOOGL | Alphabet Inc. | +154 | 2,771 | $796,828 | |
| ORCL | Oracle Corp | +95 | 5,429 | $798,660 | |
| AAPL | Apple Inc. | +73 | 13,334 | $3,384,035 | |
| META | Meta Platforms, Inc. | +66 | 666 | $381,038 | |
| UNH | Unitedhealth Group Inc | +59 | 1,220 | $330,119 | |
| AVGO | Broadcom Inc. | +58 | 854 | $264,321 | |
| EOSE | Eos Energy Enterprises, Inc. | +56 | 46,056 | $228,437 | |
| ALL | Allstate Corp | +53 | 1,240 | $257,101 | |
| LMT | Lockheed Martin Corp | +41 | 1,760 | $1,063,726 | |
| BRK-B | Berkshire Hathaway Inc | +23 | 496 | $237,683 | |
| MS | Morgan Stanley | +21 | 2,174 | $357,775 | |
| EA | Electronic Arts Inc. | +18 | 1,083 | $220,791 | |
| UNP | Union Pacific Corp | +16 | 1,365 | $331,176 | |
| BNY | Bank of New York Mellon Corp | +16 | 2,641 | $313,301 | |
| MCK | Mckesson Corp | +5 | 327 | $282,972 | |
| HD | Home Depot, Inc. | +5 | 11,114 | $3,655,283 | |
| TSLA | Tesla, Inc. | +3 | 550 | $204,462 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | −4,195 | 199,402 | $7,066,806 | |
| QQQ | Invesco Qqq Trust, Series 1 | −421 | 8,046 | $4,643,990 | |
| GLD | Spdr Gold Trust | −313 | 11,039 | $4,749,971 | |
| MU | Micron Technology Inc | −305 | 719 | $242,906 | |
| IBM | International Business Machines Corp | −62 | 1,598 | $387,339 | |
| AXP | American Express Co | −56 | 2,115 | $639,745 | |
| JPM | Jpmorgan Chase & Co | −12 | 1,150 | $338,284 | |
| GS | Goldman Sachs Group Inc | −6 | 378 | $319,784 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMP | Ameriprise Financial Inc | 420 | $205,942 | |
| No positions match the current search. | ||||
39 positions ·
$49,946,468 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 13,298 | $8,648,221 | 17.31% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 199,402 | $7,066,806 | 14.15% | |
| GLD |
Spdr Gold Trust
|
Reduced | 11,039 | $4,749,971 | 9.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,046 | $4,643,990 | 9.30% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 11,114 | $3,655,283 | 7.32% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,334 | $3,384,035 | 6.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,722 | $2,488,282 | 4.98% | |
| IAU |
Ishares Gold Trust
|
Added | 22,007 | $1,940,137 | 3.88% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,760 | $1,063,726 | 2.13% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,447 | $949,956 | 1.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,180 | $878,838 | 1.76% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 4,330 | $830,234 | 1.66% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,429 | $798,660 | 1.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,771 | $796,828 | 1.60% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 2,115 | $639,745 | 1.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,646 | $551,082 | 1.10% | |
| GDS |
GDS Holdings Ltd
Technology
|
Held | 12,460 | $502,013 | 1.01% | |
| KLXE |
KLX Energy Services Holdings, Inc.
Energy
|
Added | 174,696 | $454,209 | 0.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,382 | $420,314 | 0.84% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,598 | $387,339 | 0.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 666 | $381,038 | 0.76% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,174 | $357,775 | 0.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,150 | $338,284 | 0.68% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,365 | $331,176 | 0.66% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,220 | $330,119 | 0.66% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 378 | $319,784 | 0.64% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 2,641 | $313,301 | 0.63% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Added | 44 | $289,952 | 0.58% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 327 | $282,972 | 0.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 854 | $264,321 | 0.53% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 1,240 | $257,101 | 0.51% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 719 | $242,906 | 0.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 496 | $237,683 | 0.48% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
Added | 46,056 | $228,437 | 0.46% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Added | 1,083 | $220,791 | 0.44% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,026 | $212,279 | 0.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 550 | $204,462 | 0.41% | |
| SAIC |
Science Applications International Corp
Technology
|
Held | 2,147 | $203,793 | 0.41% | |
| SBET |
Sharplink, Inc.
Financial Services
|
NEW | 12,500 | $80,625 | 0.16% |