MACROVIEW INVESTMENT MANAGEMENT LLC

CIK

1551727

Location

BETHESDA, MD

Portfolio Value

Micro $1,250,548

Diversification

Diversified

Filing Date

Global Rank

#6,824 / 8,586 ▲ 112

Top Industry

Asset Management 23.6%

3Y Alpha vs SPY

+0.5%

Period ended 3 months ago

Filed May 8, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.4%

SPY

+78.1%

Annualised alpha

+0.5%

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, 2025

Top 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	Positions
Unclassified	40.0%	$19,982,319	4
Financial Services	19.2%	$9,611,104	9
Technology	18.5%	$9,221,305	9
Consumer Cyclical	9.4%	$4,700,779	4
Industrials	3.3%	$1,623,339	3
Energy	3.1%	$1,545,326	3
Communication Services	2.8%	$1,398,657	3
Consumer Defensive	2.5%	$1,250,548	2
Healthcare	1.2%	$613,091	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
BNY	Bank of New York Mellon Corp	+16	2,641	$313,301
UNP	Union Pacific Corp	+16	1,365	$331,176
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,026	$212,279
SBET	Sharplink, Inc.	12,500	$80,625
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.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $1,250,548 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Held	4,330	0	$830,234	+25.1%	66.39%
WMT	Walmart Inc. Consumer Defensive	Added	3,382	+173	$420,314	+17.6%	33.61%