Longview Financial Advisors, Inc.
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.4% | $3,347,769 |
| Healthcare | 26.0% | $1,916,689 |
| Utilities | 13.0% | $959,982 |
| Consumer Defensive | 7.9% | $582,799 |
| Financial Services | 4.7% | $344,814 |
| Industrials | 3.0% | $217,539 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AKRE | Akre Focus ETF | 25,812 | $1,364,164 | |
| DUK | Duke Energy CORP | 1,466 | $191,958 | |
| MCD | Mcdonalds Corp | 600 | $186,474 | |
| ADP | Automatic Data Processing Inc | 861 | $174,937 | |
| CEG | Constellation Energy Corp | 590 | $164,757 | |
| KO | Coca Cola Co | 2,116 | $160,921 | |
| CVX | Chevron Corp | 730 | $151,037 | |
| GPC | Genuine Parts Co | 1,320 | $139,590 | |
| SYY | Sysco Corp | 1,900 | $135,527 | |
| PG | PROCTER & GAMBLE Co | 870 | $125,662 | |
| PAYX | Paychex Inc | 1,230 | $113,307 | |
| KMB | Kimberly Clark Corp | 1,160 | $111,905 | |
| VAL | Valaris Ltd | 1,066 | $104,510 | |
| HD | Home Depot, Inc. | 289 | $95,049 | |
| BMY | Bristol Myers Squibb Co | 1,450 | $87,942 | |
| EXC | Exelon Corp | 1,770 | $86,765 | |
| T | At&T Inc. | 2,950 | $85,520 | |
| PFE | Pfizer Inc | 3,030 | $85,082 | |
| VZ | Verizon Communications Inc | 1,529 | $76,755 | |
| CRS | Carpenter Technology Corp | 139 | $54,786 | |
| TDW | Tidewater Inc | 650 | $54,307 | |
| UEC | Uranium Energy Corp | 3,831 | $51,718 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | 230 | $50,305 | |
| IBM | International Business Machines Corp | 200 | $48,478 | |
| GLD | Spdr Gold Trust | 81 | $34,853 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,483 | $3,347,769 | 45.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,598 | $1,916,689 | 26.01% | |
| SO |
Southern Co
Utilities
|
Added | 4,326 | $414,041 | 5.62% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 1,502 | $344,814 | 4.68% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 4,996 | $341,176 | 4.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,590 | $293,343 | 3.98% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,600 | $289,456 | 3.93% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 427 | $217,539 | 2.95% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 2,550 | $204,765 | 2.78% |
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.