Glenview Trust Co

Bank

CIK

1691827

Location

Louisville, KY

Portfolio Value

Mid $5,247,885,471

Diversification

Diversified

Filing Date

Global Rank

#719 / 8,700 ▼ 46

Top Industry

Semiconductors 20.0%

Period ended 2 months ago

Filed Aug 18, 2026 · 26d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

11.9%

−2.2 pts

Top 5

31.3%

−2.5 pts

Top 10

45.0%

−0.9 pts

HHI

320

Diversified−68

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.0%	$1,837,281,138	54
Financial Services	13.2%	$691,779,553	61
Healthcare	12.1%	$633,331,219	41
Industrials	9.9%	$520,557,826	67
Communication Services	8.1%	$426,147,373	10
Consumer Cyclical	7.5%	$395,096,286	34
Consumer Defensive	5.6%	$293,687,475	26
Unclassified	3.3%	$171,058,993	15
Energy	2.3%	$118,321,081	21
Basic Materials	1.6%	$86,299,881	14
Utilities	1.3%	$65,962,764	25
Real Estate	0.2%	$8,361,882	13

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
EMR	Emerson Electric Co	+103,596	161,869	$23,171,547
BSX	Boston Scientific Corp	+32,757	254,089	$10,844,518
HD	Home Depot, Inc.	+23,357	76,472	$26,970,144
MSFT	Microsoft Corp	+22,960	520,772	$194,258,370
CSCO	Cisco Systems, Inc.	+20,182	490,580	$57,623,526
AMZN	Amazon Com Inc	+19,547	693,311	$165,243,742
DAL	Delta Air Lines, Inc.	+15,427	289,552	$27,119,439
BKNG	Booking Holdings Inc.	+15,330	16,400	$2,923,136
BA	Boeing Co	+14,406	257,809	$55,807,914
ORCL	Oracle Corp	+12,044	305,415	$44,758,567
LOW	Lowes Companies Inc	+10,735	230,389	$50,798,470
AXP	American Express Co	+10,051	58,746	$19,870,834
IR	Ingersoll Rand Inc.	+9,496	347,049	$28,454,547
JPM	Jpmorgan Chase & Co	+8,746	402,882	$131,875,364
NEE	Nextera Energy Inc	+8,667	311,567	$27,346,234
AQN	Algonquin Power & Utilities Corp.	+8,632	23,457	$137,458
VEA	Vanguard FTSE Developed Markets ETF	+8,615	30,051	$2,141,133
ECL	Ecolab Inc.	+8,585	134,858	$37,572,787
PNC	Pnc Financial Services Group, Inc.	+8,387	66,555	$16,387,171
AVGO	Broadcom Inc.	+8,094	485,286	$183,316,785
SHW	Sherwin Williams Co	+7,819	91,724	$31,582,407
BRK-B	Berkshire Hathaway Inc	+7,716	135,513	$74,544,495
AMAT	Applied Materials Inc /De	+7,449	52,980	$38,304,540
AMD	Advanced Micro Devices Inc	+7,285	97,457	$56,613,745
WMT	Walmart Inc.	+7,223	887,496	$100,517,796
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	−544,663	3,802	$899,629
BF-B	Brown Forman Corp	−482,689	973,695	$26,306,342
VB	Vanguard Morningstar Small-Cap ETF	−349,451	87,170	$26,422,969
PG	PROCTER & GAMBLE Co	−98,131	362,346	$53,134,417
NOW	ServiceNow, Inc.	−19,790	84,816	$8,420,532
NVDA	Nvidia Corp	−16,700	3,110,295	$622,338,925
CSX	Csx Corp	−16,036	214,903	$10,214,338
SPGI	S&P Global Inc.	−13,688	14,048	$5,721,187
WFC	Wells Fargo & Company/Mn	−11,552	101,646	$8,400,025
CMG	Chipotle Mexican Grill Inc	−11,022	55,823	$1,897,982
EOG	Eog Resources Inc	−10,619	36,994	$4,799,230
PCG	PG&E Corp	−10,161	12,375	$208,147
TSCO	Tractor Supply Co /De/	−9,865	17,836	$563,795
OMC	Omnicom Group Inc.	−9,816	35,154	$2,560,265
HUM	Humana Inc	−9,728	43,688	$17,353,746
HPQ	Hp Inc	−9,417	15,877	$348,341
SYY	Sysco Corp	−9,145	52,985	$4,428,486
ACN	Accenture plc	−8,027	10,768	$1,339,969
WYNN	Wynn Resorts Ltd	−6,844	17,816	$1,729,755
CRM	Salesforce, Inc.	−6,577	22,379	$3,505,894
INTU	Intuit Inc.	−6,320	26,484	$6,912,324
CHDN	Churchill Downs Inc	−5,836	197,613	$17,714,028
DD	DuPont de Nemours, Inc.	−5,738	3,181	$431,470
VZ	Verizon Communications Inc	−5,714	83,585	$3,538,987
ADI	Analog Devices Inc	−5,711	65,957	$26,196,141
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	4,507	$680,557
AIPO	Defiance AI & Power Infrastructure ETF	19,304	$644,946
CASY	Caseys General Stores Inc	555	$441,107
GFL	GFL Environmental Inc.	10,085	$371,027
CNI	Canadian National Railway Co	3,011	$359,031
VVV	Valvoline Inc	8,157	$322,527
JCI	Johnson Controls International plc	2,053	$299,963
CCI	Crown Castle Inc.	3,903	$295,574
CRWV	CoreWeave, Inc.	2,660	$264,776
LH	Labcorp Holdings Inc.	917	$256,760
DY	Dycom Industries Inc	504	$254,817
CDNS	Cadence Design Systems Inc	675	$253,341
ABNB	Airbnb, Inc.	1,708	$244,414
SPCX	Space Exploration Technologies Corp	1,411	$241,083
TRGP	Targa Resources Corp.	830	$222,556
CRS	Carpenter Technology Corp	356	$219,595
LSTR	Landstar System Inc	1,042	$215,496
BKH	Black Hills Corp /Sd/	2,863	$213,007
ASH	Ashland Inc.	3,207	$211,308
FFBC	First Financial Bancorp /Oh/	6,181	$209,103
NVT	nVent Electric plc	1,216	$206,245
VMI	Valmont Industries Inc	349	$201,582
CBRE	Cbre Group, Inc.	1,490	$200,688
AEG	Aegon Ltd.	12,029	$101,524
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	11,313,808	$878,876,865
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	1,204,427	$146,982,928
ACSG	American Century Small Cap Growth Insights ETF	1,497,768	$141,607,587
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	2,104,618	$104,547,670
TACN	T. Rowe Price Active Core International Equity ETF	2,061,290	$91,067,791
AKRE	Akre Focus ETF	1,212,165	$37,225,586
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	339,452	$16,955,626
BNDW	Vanguard Total World Bond ETF	184,553	$14,605,172
BIV	Vanguard Intermediate-Term Bond ETF	138,168	$10,191,833
BKF	iShares MSCI BIC ETF	136,782	$9,704,152
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	77,620	$9,236,175
—		66,448	$8,682,467
VCRM	Vanguard Core Tax-Exempt Bond ETF	130,595	$6,515,384
VEU	Vanguard FTSE All-World Ex-US ETF	84,168	$4,549,279
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	35,431	$2,903,142
EDV	Vanguard World Funds Extended Duration ETF	23,410	$2,747,437
STT	State Street Corp	26,721	$1,319,215
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	11,557	$1,015,165
VIGI	Vanguard International Dividend Appreciation ETF	6,401	$947,988
FNDA	Schwab Fundamental U.S. Small Company ETF	24,847	$834,035
ABI	VictoryShares Pioneer Asset-Based Income ETF	4,084	$783,800
CVY	Invesco Zacks Multi-Asset Income ETF	10,258	$771,299
CGCB	Capital Group Core Bond ETF	18,984	$515,415
IDCC	InterDigital, Inc.	1,500	$453,000
BAI	iShares A.I. Innovation and Tech Active ETF	7,646	$444,844
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

381 tracked positions · $5,247,885,471 total · filing declares 809 positions · $7,230,764,348 · as of Jun 30, 2026

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

Showing 1–50 of 381 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	3,110,295	-16,700	$622,338,925	+14.1%	11.86%
AAPL	Apple Inc. Technology	Reduced	1,099,172	-2,103	$318,056,408	+13.8%	6.06%
GOOGL	Alphabet Inc. Communication Services	Added	792,475	+2,736	$282,726,327	+24.5%	5.39%
LLY	ELI LILLY & Co Healthcare	Added	188,484	+113	$226,073,382	+30.5%	4.31%
MSFT	Microsoft Corp Technology	Added	520,772	+22,960	$194,258,370	+5.4%	3.70%
AVGO	Broadcom Inc. Technology	Added	485,286	+8,094	$183,316,785	+24.1%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	693,311	+19,547	$165,243,742	+17.8%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	402,882	+8,746	$131,875,364	+13.7%	2.51%
SPY	Spdr S&P 500 ETF Trust	Reduced	160,908	-508	$120,161,266	+14.5%	2.29%
META	Meta Platforms, Inc. Communication Services	Added	207,453	+7,099	$116,856,200	+1.9%	2.23%
ABBV	AbbVie Inc. Healthcare	Added	422,207	+950	$106,244,168	+16.0%	2.02%
GS	Goldman Sachs Group Inc Financial Services	Added	100,054	+601	$101,191,613	+20.3%	1.93%
WMT	Walmart Inc. Consumer Defensive	Added	887,496	+7,223	$100,517,796	−8.1%	1.92%
MA	Mastercard Inc Financial Services	Added	180,527	+389	$92,718,666	+3.0%	1.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	135,513	+7,716	$74,544,495	+10.1%	1.42%
CAT	Caterpillar Inc Industrials	Reduced	67,529	-384	$71,911,631	+49.5%	1.37%
MRVL	Marvell Technology, Inc. Technology	Reduced	238,801	-1,075	$71,136,429	+199.4%	1.36%
CSCO	Cisco Systems, Inc. Technology	Added	490,580	+20,182	$57,623,526	+57.9%	1.10%
AMD	Advanced Micro Devices Inc Technology	Added	97,457	+7,285	$56,613,745	+208.6%	1.08%
BA	Boeing Co Industrials	Added	257,809	+14,406	$55,807,914	+15.2%	1.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	362,346	-98,131	$53,134,417	−20.1%	1.01%
LOW	Lowes Companies Inc Consumer Cyclical	Added	230,389	+10,735	$50,798,470	−2.1%	0.97%
ISRG	Intuitive Surgical Inc Healthcare	Added	126,929	+3,695	$50,477,124	−11.1%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	381,609	+4,717	$49,036,756	+8.2%	0.93%
ORCL	Oracle Corp Technology	Added	305,415	+12,044	$44,758,567	+3.7%	0.85%
LRCX	Lam Research Corp Technology	Added	100,253	+1,993	$43,442,631	+106.9%	0.83%
IBM	International Business Machines Corp Technology	Reduced	154,329	-1,888	$43,398,857	+14.6%	0.83%
CVX	Chevron Corp Energy	Added	249,324	+2,755	$41,327,946	−19.0%	0.79%
HON	Honeywell International Inc Industrials	Added	180,033	+3,169	$40,309,387	+0.8%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Added	291,839	+1,146	$39,900,227	−19.1%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	150,964	-1,591	$38,340,326	+2.8%	0.73%
AMAT	Applied Materials Inc /De Technology	Added	52,980	+7,449	$38,304,540	+146.1%	0.73%
ECL	Ecolab Inc. Basic Materials	Added	134,858	+8,585	$37,572,787	+11.9%	0.72%
KO	Coca Cola Co Consumer Defensive	Added	458,963	+537	$37,299,922	+7.0%	0.71%
C	Citigroup Inc Financial Services	Added	262,946	+3,844	$36,801,921	+25.2%	0.70%
UNP	Union Pacific Corp Industrials	Reduced	134,738	-1,530	$36,648,736	+10.9%	0.70%
ALL	Allstate Corp Financial Services	Reduced	141,710	-1,050	$33,718,476	+13.9%	0.64%
SHW	Sherwin Williams Co Basic Materials	Added	91,724	+7,819	$31,582,407	+17.4%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	113,110	+3,514	$30,574,763	−10.2%	0.58%
LMT	Lockheed Martin Corp Industrials	Added	59,220	+289	$30,170,220	−15.3%	0.57%
IR	Ingersoll Rand Inc. Industrials	Added	347,049	+9,496	$28,454,547	+5.2%	0.54%
V	Visa Inc. Financial Services	Reduced	81,697	-312	$28,029,423	+13.1%	0.53%
NXPI	NXP Semiconductors N.V. Technology	Added	99,492	+4,883	$27,960,235	+50.1%	0.53%
NEE	Nextera Energy Inc Utilities	Added	311,567	+8,667	$27,346,234	−2.8%	0.52%
DAL	Delta Air Lines, Inc. Industrials	Added	289,552	+15,427	$27,119,439	+48.8%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	76,472	+23,357	$26,970,144	+54.4%	0.51%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	87,170	-349,451	$26,422,969	−75.2%	0.50%
BF-B	Brown Forman Corp Consumer Defensive	Reduced	973,695	-482,689	$26,306,342	−32.0%	0.50%
ADI	Analog Devices Inc Technology	Reduced	65,957	-5,711	$26,196,141	+14.9%	0.50%
DE	Deere & Co Industrials	Reduced	39,497	-37	$25,054,131	+12.5%	0.48%

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.