Longview Financial Advisors, Inc.
CIK
1786915
Location
HUNTSVILLE, AL
Portfolio Value
Micro
$7,369,592
Diversification
Highly concentrated
Filing Date
Global Rank
#283
/ 295
▲ 7861
Top Industry
Drug Manufacturers - General
47.7%
3Y Alpha vs SPY
-1.1%
Period ended 9 days ago
Filed Jul 6, 2026 · 3d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.9%
SPY
+54.1%
Annualised alpha
-1.0%
Max drawdown
−15.2%
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
9 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
45.4%
+15.2 pts
Top 5
86.4%
+29.8 pts
Top 10
100.0%
+30.8 pts
HHI
2,863
Highly concentrated+1,609
Portfolio Trend
11 quarters · across all stocks
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 reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| IAU | Ishares Gold Trust | 333 | $29,357 | |
| No positions match the current search. | ||||
9 positions ·
$7,369,592 total
· as of Jun 30, 2026
| 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% |