MACROVIEW INVESTMENT MANAGEMENT LLC

CIK

1551727

Location

BETHESDA, MD

Portfolio Value

Small $157,622,587

Diversification

Diversified

Filing Date

Global Rank

#7,240 / 8,793 ▲ 333 · as of Jun 2026

Top Industry

Asset Management 19.0%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

25.1%

+16.1 pts

Top 5

48.8%

+11.4 pts

Top 10

65.4%

+7.6 pts

HHI

865

Diversified+445

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.5%	$125,290,339	37
Technology	7.0%	$11,069,464	13
Financial Services	5.7%	$8,960,347	9
Consumer Cyclical	3.2%	$5,072,277	4
Communication Services	1.6%	$2,477,285	3
Industrials	0.8%	$1,240,051	2
Consumer Defensive	0.7%	$1,178,200	2
Healthcare	0.6%	$919,077	3
Energy	0.5%	$723,795	1
Real Estate	0.4%	$691,752	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+30,666	261,313	$6,048,646
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+22,875	305,939	$39,598,443
—		+21,320	40,356	$2,266,392
FNDA	Schwab Fundamental U.S. Small Company ETF	+19,358	347,653	$11,401,480
JA	Janus Henderson AA-A CLO ETF	+4,553	153,318	$7,357,011
CWI	State Street SPDR MSCI ACWI ex-US ETF	+3,177	15,570	$855,647
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+2,579	46,293	$2,325,297
VEA	Vanguard FTSE Developed Markets ETF	+2,181	20,270	$1,444,237
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+1,770	16,194	$316,916
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,669	10,970	$2,334,086
BILZ	PIMCO Ultra Short Government Active ETF	+1,320	32,531	$3,212,334
BAI	iShares A.I. Innovation and Tech Active ETF	+1,133	4,660	$316,926
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+1,101	13,576	$434,296
SPY	Spdr S&P 500 ETF Trust	+979	14,277	$10,661,635
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+757	10,244	$1,453,521
SAIC	Science Applications International Corp	+533	2,680	$295,898
IAU	Ishares Gold Trust	+507	22,514	$1,700,032
VEU	Vanguard FTSE All-World Ex-US ETF	+486	15,652	$1,460,215
QQQ	Invesco Qqq Trust, Series 1	+453	8,499	$6,258,663
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+313	13,683	$540,068
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
VXUS	Vanguard Total International Stock ETF	+53	14,995	$1,281,922
ORCL	Oracle Corp	+52	5,481	$803,240
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	−8,011	55,029	$1,370,662
GLD	Spdr Gold Trust	−6,134	4,905	$1,806,903
PHYS	Sprott Physical Gold Trust	−1,965	197,437	$5,956,674
AKRE	Akre Focus ETF	−1,549	25,951	$1,380,333
NVDA	Nvidia Corp	−384	5,063	$1,013,055
BNDW	Vanguard Total World Bond ETF	−362	14,650	$1,557,441
MU	Micron Technology Inc	−357	362	$417,852
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−251	9,808	$1,556,137
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
BAPR	Innovator U.S. Equity Buffer ETF - April	−125	138,327	$7,971,370
MSFT	Microsoft Corp	−100	6,622	$2,470,138
UNP	Union Pacific Corp	−95	1,270	$345,440
GOOGL	Alphabet Inc.	−77	5,285	$1,878,490
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
—		−6	1,077	$220,828
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 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
BKF	iShares MSCI BIC ETF	3,484	$238,340
INTC	Intel Corp	1,653	$230,808
AGNG	Global X Funds Global X Aging Population ETF	4,435	$221,616
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

6 positions

Ticker	Company	Shares	Value
KLXE	KLX Energy Services Holdings, Inc.	174,696	$454,209
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	14,141	$334,081
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

75 tracked positions · $157,622,587 total · filing declares 106 positions · $162,007,520 · as of Jun 30, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	305,939	+22,875	$39,598,443	—	25.12%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	347,653	+19,358	$11,401,480	+19.2%	7.23%
SPY	Spdr S&P 500 ETF Trust	Added	14,277	+979	$10,661,635	+23.3%	6.76%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	138,327	-125	$7,971,370	+9.7%	5.06%
JA	Janus Henderson AA-A CLO ETF	Added	153,318	+4,553	$7,357,011	+3.1%	4.67%
QQQ	Invesco Qqq Trust, Series 1	Added	8,499	+453	$6,258,663	+34.8%	3.97%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	261,313	+30,666	$6,048,646	+18.2%	3.84%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	197,437	-1,965	$5,956,674	−15.7%	3.78%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,163	+49	$3,936,966	+7.7%	2.50%
AAPL	Apple Inc. Technology	Reduced	13,197	-137	$3,818,683	+12.8%	2.42%
BILZ	PIMCO Ultra Short Government Active ETF	Added	32,531	+1,320	$3,212,334	+4.4%	2.04%
MSFT	Microsoft Corp Technology	Reduced	6,622	-100	$2,470,138	−0.7%	1.57%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	10,970	+1,669	$2,334,086	+30.8%	1.48%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	46,293	+2,579	$2,325,297	+6.5%	1.48%
		Added	40,356	+21,320	$2,266,392	+124.6%	1.44%
GLDM	World Gold Trust	NEW	28,020	NEW	$2,225,348	NEW	1.41%
VB	Vanguard Morningstar Small-Cap ETF	Added	5,473	+49	$2,021,400	+17.3%	1.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,285	-77	$1,878,490	+22.0%	1.19%
GLD	Spdr Gold Trust	Reduced	4,905	-6,134	$1,806,903	−62.0%	1.15%
IAU	Ishares Gold Trust	Added	22,514	+507	$1,700,032	−12.4%	1.08%
BNDW	Vanguard Total World Bond ETF	Reduced	14,650	-362	$1,557,441	+10.7%	0.99%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	9,808	-251	$1,556,137	+5.5%	0.99%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	15,652	+486	$1,460,215	+13.5%	0.93%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	10,244	+757	$1,453,521	+22.4%	0.92%
VEA	Vanguard FTSE Developed Markets ETF	Added	20,270	+2,181	$1,444,237	+24.6%	0.92%
AKRE	Akre Focus ETF	Reduced	25,951	-1,549	$1,380,333	−5.0%	0.88%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	55,029	-8,011	$1,370,662	−17.2%	0.87%
VXUS	Vanguard Total International Stock ETF	Added	14,995	+53	$1,281,922	+11.3%	0.81%
NVDA	Nvidia Corp Technology	Reduced	5,063	-384	$1,013,055	+6.6%	0.64%
LMT	Lockheed Martin Corp Industrials	Reduced	1,756	-4	$894,611	−15.9%	0.57%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	15,570	+3,177	$855,647	+47.2%	0.54%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	7,607	0	$823,598	+18.5%	0.52%
ORCL	Oracle Corp Technology	Added	5,481	+52	$803,240	+0.6%	0.51%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	4,188	-142	$799,572	−3.7%	0.51%
AXP	American Express Co Financial Services	Added	2,186	+71	$739,414	+15.6%	0.47%
XOM	ExxonMobil Holdings Corp Energy	Added	5,294	+114	$723,795	−17.6%	0.46%
VIG	Vanguard Dividend Appreciation ETF	Added	2,951	+10	$698,265	+10.4%	0.44%
HPP	Hudson Pacific Properties, Inc. Real Estate	NEW	45,540	NEW	$691,752	NEW	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,583	-63	$615,632	+11.7%	0.39%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Held	3,941	0	$542,045	+19.8%	0.34%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	13,683	+313	$540,068	+1.7%	0.34%
TACN	T. Rowe Price Active Core International Equity ETF	Added	12,833	+49	$527,436	+15.9%	0.33%
IBM	International Business Machines Corp Technology	Added	1,813	+215	$509,833	+31.6%	0.32%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,151	-69	$478,390	+44.9%	0.30%
MS	Morgan Stanley Financial Services	Added	2,180	+6	$455,707	+27.4%	0.29%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	13,576	+1,101	$434,296	+9.0%	0.28%
MU	Micron Technology Inc Technology	Reduced	362	-357	$417,852	+72.0%	0.27%
		Added	7,886	+4	$393,353	−4.1%	0.25%
GS	Goldman Sachs Group Inc Financial Services	Reduced	377	-1	$381,286	+19.2%	0.24%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,343	-39	$378,628	−9.9%	0.24%

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.