Longview Financial Advisors, Inc.
Filing Date
Global Rank
#8,124
/ 8,586
▲ 176
Top Industry
Drug Manufacturers - General
24.9%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.9%
SPY
+55.8%
Annualised alpha
-2.7%
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
90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.2%
−9.2 pts
Top 5
56.5%
−23.1 pts
Top 10
69.2%
−28.1 pts
HHI
1,254
Diversified−972
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.4% | $3,030,135 |
| Healthcare | 17.1% | $1,648,913 |
| Utilities | 14.2% | $1,371,966 |
| Consumer Defensive | 11.6% | $1,120,117 |
| Energy | 6.0% | $579,656 |
| Consumer Cyclical | 4.6% | $444,341 |
| Technology | 4.3% | $415,650 |
| Industrials | 4.3% | $411,075 |
| Financial Services | 3.9% | $379,216 |
| Communication Services | 2.0% | $191,382 |
| Basic Materials | 0.5% | $47,018 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SO | Southern Co | +3 | 4,321 | $417,062 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XEL | Xcel Energy Inc | 2,550 | $202,572 | |
| DUK | Duke Energy CORP | 1,466 | $191,958 | |
| MCD | Mcdonalds Corp | 600 | $186,474 | |
| 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 | |
| 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 | |
| ADUR | Aduro Clean Technologies Inc. | 2,623 | $27,515 | |
| NVDA | Nvidia Corp | 153 | $26,683 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
90 positions ·
$9,639,469 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 90 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 2 | $170 | 0.00% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
NEW | 10 | $198 | 0.00% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 40 | $524 | 0.01% | |
| VLTO |
Veralto Corp
Industrials
|
NEW | 6 | $530 | 0.01% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
NEW | 20 | $599 | 0.01% | |
| CB |
Chubb Ltd
Financial Services
|
NEW | 5 | $1,629 | 0.02% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 25 | $1,904 | 0.02% | |
| AVNS |
Avanos Medical, Inc.
Healthcare
|
NEW | 145 | $2,031 | 0.02% | |
| TTE |
TotalEnergies SE
Energy
|
NEW | 27 | $2,456 | 0.03% | |
| HCI |
HCI Group, Inc.
Financial Services
|
NEW | 17 | $2,628 | 0.03% | |
| DIS |
Walt Disney Co
Communication Services
|
NEW | 30 | $2,891 | 0.03% | |
| CARG |
CarGurus, Inc.
Consumer Cyclical
|
NEW | 87 | $2,962 | 0.03% | |
| NMM |
Navios Maritime Partners L.P.
Industrials
|
NEW | 45 | $3,036 | 0.03% | |
| MCO |
Moodys Corp /De/
Financial Services
|
NEW | 7 | $3,053 | 0.03% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
NEW | 2,200 | $3,080 | 0.03% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 19 | $3,126 | 0.03% | |
| DHT |
DHT Holdings, Inc.
Energy
|
NEW | 180 | $3,288 | 0.03% | |
| LAC |
Lithium Americas Corp.
Basic Materials
|
NEW | 845 | $3,337 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 8 | $3,997 | 0.04% | |
| GLNG |
Golar Lng Ltd
Energy
|
NEW | 75 | $4,058 | 0.04% | |
| VTRS |
Viatris Inc
Healthcare
|
NEW | 301 | $4,066 | 0.04% | |
| TMQ |
Trilogy Metals Inc.
Basic Materials
|
NEW | 1,329 | $4,771 | 0.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 11 | $5,271 | 0.05% | |
| IDR |
Idaho Strategic Resources, Inc.
Basic Materials
|
NEW | 187 | $6,006 | 0.06% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
NEW | 139 | $6,175 | 0.06% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
NEW | 32 | $6,495 | 0.07% | |
| SAIC |
Science Applications International Corp
Technology
|
NEW | 69 | $6,549 | 0.07% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 5 | $6,604 | 0.07% | |
| ARLP |
Alliance Resource Partners LP
Energy
|
NEW | 250 | $6,912 | 0.07% | |
| ATI |
Ati Inc
Industrials
|
NEW | 48 | $6,982 | 0.07% | |
| LUMN |
Lumen Technologies, Inc.
Communication Services
|
NEW | 1,050 | $7,297 | 0.08% | |
| PPTA |
Perpetua Resources Corp.
Basic Materials
|
NEW | 268 | $7,536 | 0.08% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
NEW | 411 | $7,714 | 0.08% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 44 | $8,026 | 0.08% | |
| NRP |
Natural Resource Partners LP
Energy
|
NEW | 75 | $9,075 | 0.09% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
NEW | 1,333 | $11,170 | 0.12% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
NEW | 138 | $11,361 | 0.12% | |
| AVT |
Avnet Inc
Technology
|
NEW | 212 | $13,063 | 0.14% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
NEW | 47 | $13,336 | 0.14% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
NEW | 1,140 | $15,013 | 0.16% | |
| INSW |
International Seaways, Inc.
Energy
|
NEW | 208 | $15,159 | 0.16% | |
| TNK |
Teekay Tankers Ltd.
Energy
|
NEW | 239 | $17,523 | 0.18% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
NEW | 373 | $18,176 | 0.19% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
NEW | 689 | $18,919 | 0.20% | |
| EC |
Ecopetrol S.A.
Energy
|
NEW | 1,340 | $20,086 | 0.21% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
NEW | 6 | $20,266 | 0.21% | |
| UROY |
Uranium Royalty Corp.
Energy
|
NEW | 5,600 | $20,440 | 0.21% | |
| IMO |
Imperial Oil Ltd
Energy
|
NEW | 158 | $20,669 | 0.21% | |
| STNG |
Scorpio Tankers Inc.
Energy
|
NEW | 278 | $20,755 | 0.22% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 100 | $22,603 | 0.23% |