Glenview Trust Co
Filing Date
Global Rank
#683
/ 8,818
▼ 14
Top Industry
Semiconductors
20.0%
Period ended 4 months ago
Filed Aug 18, 2026 · 2mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 46.0%, 26.4 effective positions, active share 46.7% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.0% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.8 quarters (12+), a floor since 83.2% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 46.7%; sector active share 17.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
517 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.7%
+0.1 pts
Top 5
33.8%
+0.7 pts
Top 10
46.0%
+1.1 pts
HHI
379
Diversified+6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.8% | $2,153,583,081 |
| Technology | 25.4% | $1,834,676,186 |
| Financial Services | 9.6% | $693,116,799 |
| Healthcare | 8.8% | $633,331,219 |
| Industrials | 7.2% | $520,557,826 |
| Communication Services | 5.9% | $426,147,373 |
| Consumer Cyclical | 5.5% | $395,096,286 |
| Consumer Defensive | 4.1% | $293,687,475 |
| Energy | 1.6% | $116,823,699 |
| Basic Materials | 1.2% | $86,299,881 |
| Utilities | 0.9% | $66,089,184 |
| Real Estate | 0.1% | $8,361,882 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +260,458 | 348,997 | $28,118,688 | |
| TCHP | T. Rowe Price Blue Chip Growth ETF | +230,425 | 2,291,715 | $114,792,004 | |
| EMR | Emerson Electric Co | +103,596 | 161,869 | $23,171,547 | |
| IWR | iShares Russell Mid-Cap ETF | +57,387 | 1,408,028 | $155,333,648 | |
| AVLV | Avantis U.S. Large Cap Value ETF | +55,978 | 756,072 | $68,961,326 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +48,034 | 387,486 | $19,463,421 | |
| JFLX | JPMorgan Flexible Debt ETF | +42,929 | 2,137,759 | $107,743,053 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +42,178 | 172,773 | $8,738,858 | |
| CSMD | Congress SMid Growth ETF | +41,789 | 1,253,954 | $45,756,781 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +36,897 | 430,124 | $8,963,783 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +33,298 | 174,361 | $4,392,153 | |
| BSX | Boston Scientific Corp | +32,757 | 254,089 | $10,844,518 | |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | +26,784 | 57,888 | $1,490,326 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +25,508 | 506,320 | $11,037,776 | |
| VUG | VANGUARD GROWTH INDEX FUND | +24,141 | 28,569 | $2,460,933 | |
| HD | Home Depot, Inc. | +23,357 | 76,472 | $26,970,144 | |
| MSFT | Microsoft Corp | +22,960 | 520,772 | $194,258,370 | |
| SUB | iShares Short-Term National Muni Bond ETF | +22,768 | 285,927 | $30,442,647 | |
| IWF | iShares Russell 1000 Growth ETF | +22,284 | 29,644 | $3,680,894 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +20,415 | 564,978 | $54,480,828 | |
| CSCO | Cisco Systems, Inc. | +20,182 | 490,580 | $57,623,526 | |
| AMZN | Amazon Com Inc | +19,547 | 693,311 | $165,243,742 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | +18,129 | 729,084 | $17,665,704 | |
| FLOT | iShares Floating Rate Bond ETF | +15,849 | 3,145,977 | $160,602,125 | |
| DAL | Delta Air Lines, Inc. | +15,427 | 289,552 | $27,119,439 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | −98,131 | 362,346 | $53,134,417 | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | −27,258 | 57,652 | $17,658,807 | |
| 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 | −11,552 | 101,646 | $8,400,025 | |
| CMG | Chipotle Mexican Grill Inc | −11,022 | 55,823 | $1,897,982 | |
| IVW | iShares S&P 500 Growth ETF | −10,966 | 29,909 | $4,113,384 | |
| EOG | Eog Resources Inc | −10,619 | 36,994 | $4,799,230 | |
| EMLP | First Trust North American Energy Infrastructure Fund | −10,280 | 2,464,673 | $107,213,275 | |
| PCG | PG&E Corp | −10,161 | 12,375 | $208,147 | |
| TSCO | Tractor Supply Co | −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 | |
| BF-B | Brown Forman Corp | −5,858 | 470,354 | $12,534,933 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVMV | Avantis U.S. Mid Cap Value ETF | 49,076 | $3,952,335 | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 38,225 | $3,067,556 | |
| FDXF | FedEx Freight Holding Company, Inc. | 4,507 | $680,557 | |
| AIPO | Tidal Trust II | 19,304 | $644,946 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 9,969 | $522,475 | |
| 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 | |
| DFAS | Dimensional U.S. Small Cap ETF | 3,235 | $266,369 | |
| 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 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | 7,753 | $232,667 | |
| 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 | 2,863 | $213,007 | |
| ASH | Ashland Inc. | 3,207 | $211,308 | |
| FFBC | First Financial Bancorp | 6,181 | $209,103 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | 13,013 | $601,070 | |
| IDCC | InterDigital, Inc. | 1,500 | $453,000 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | 7,646 | $444,844 | |
| ZTS | Zoetis Inc. | 2,854 | $337,371 | |
| FIX | Comfort Systems USA Inc | 231 | $318,546 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 3,594 | $281,805 | |
| STRL | Sterling Infrastructure, Inc. | 653 | $265,947 | |
| SLV | iShares Silver Trust | 3,729 | $254,094 | |
| AJG | Arthur J. Gallagher & Co. | 1,148 | $248,633 | |
| YUMC | Yum China Holdings, Inc. | 4,694 | $228,973 | |
| TM | Toyota Motor Corp | 1,111 | $228,965 | |
| MBB | iShares MBS ETF | 2,263 | $214,871 | |
| VRT | Vertiv Holdings Co | 852 | $213,494 | |
| TLH | iShares 10-20 Year Treasury Bond ETF | 2,118 | $213,324 | |
| IAGG | iShares Core International Aggregate Bond ETF | 4,133 | $206,815 | |
| DNP | Dnp Select Income Fund Inc | 10,563 | $108,798 | |
| No positions match the current search. | ||||
517 tracked positions ·
$7,227,770,891 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 517 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,110,295 | $622,338,925 | 8.61% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,099,172 | $318,056,408 | 4.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 673,549 | $240,706,205 | 3.33% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 313,435 | $234,728,336 | 3.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 188,484 | $226,073,382 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 520,772 | $194,258,370 | 2.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 485,286 | $183,316,785 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 693,311 | $165,243,742 | 2.29% | |
| GSLC |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
Reduced | 1,151,589 | $163,398,962 | 2.26% | |
| FLOT |
iShares Floating Rate Bond ETF
|
Added | 3,145,977 | $160,602,125 | 2.22% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 1,408,028 | $155,333,648 | 2.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 402,882 | $131,875,364 | 1.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 160,908 | $120,161,266 | 1.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 207,453 | $116,856,200 | 1.62% | |
| TCHP |
T. Rowe Price Blue Chip Growth ETF
|
Added | 2,291,715 | $114,792,004 | 1.59% | |
| JFLX |
JPMorgan Flexible Debt ETF
|
Added | 2,137,759 | $107,743,053 | 1.49% | |
| EMLP |
First Trust North American Energy Infrastructure Fund
|
Reduced | 2,464,673 | $107,213,275 | 1.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 422,207 | $106,244,168 | 1.47% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 700,640 | $103,911,918 | 1.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 100,054 | $101,191,613 | 1.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 887,496 | $100,517,796 | 1.39% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 180,527 | $92,718,666 | 1.28% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 67,529 | $71,911,631 | 0.99% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 238,801 | $71,136,429 | 0.98% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Added | 756,072 | $68,961,326 | 0.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 135,504 | $67,804,845 | 0.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 490,580 | $57,623,526 | 0.80% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 97,457 | $56,613,745 | 0.78% | |
| BA |
Boeing Co
Industrials
|
Added | 257,809 | $55,807,914 | 0.77% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 564,978 | $54,480,828 | 0.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 362,346 | $53,134,417 | 0.74% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 230,389 | $50,798,470 | 0.70% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 126,929 | $50,477,124 | 0.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 381,609 | $49,036,756 | 0.68% | |
| AVUS |
Avantis U.S. Equity ETF
|
Added | 361,185 | $46,260,574 | 0.64% | |
| CSMD |
Congress SMid Growth ETF
|
Added | 1,253,954 | $45,756,781 | 0.63% | |
| ORCL |
Oracle Corp
Technology
|
Added | 305,415 | $44,758,567 | 0.62% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 100,253 | $43,442,631 | 0.60% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 154,329 | $43,398,857 | 0.60% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 337,905 | $42,157,026 | 0.58% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 118,926 | $42,020,122 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Added | 249,324 | $41,327,946 | 0.57% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 180,033 | $40,309,387 | 0.56% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 291,839 | $39,900,227 | 0.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 150,964 | $38,340,326 | 0.53% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 52,980 | $38,304,540 | 0.53% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 134,858 | $37,572,787 | 0.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 458,963 | $37,299,922 | 0.52% | |
| C |
Citigroup Inc
Financial Services
|
Added | 262,946 | $36,801,921 | 0.51% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 134,738 | $36,648,736 | 0.51% |
Showing the top 50 of 517 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.