Longview Financial Advisors, Inc.
Filing Date
Global Rank
#7,772
/ 8,232
▲ 297
Top Industry
Drug Manufacturers - General
24.9%
3Y Alpha vs SPY
-2.0%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
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
+47.1%
SPY
+52.9%
Annualised alpha
-2.0%
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
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.
9 positions ·
$415,650 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 861 | $174,937 | 42.09% | |
| PAYX |
Paychex Inc
Technology
|
NEW | 1,230 | $113,307 | 27.26% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 200 | $48,478 | 11.66% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 153 | $26,683 | 6.42% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
NEW | 164 | $25,505 | 6.14% | |
| AVT |
Avnet Inc
Technology
|
NEW | 212 | $13,063 | 3.14% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 5 | $6,604 | 1.59% | |
| SAIC |
Science Applications International Corp
Technology
|
NEW | 69 | $6,549 | 1.58% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 40 | $524 | 0.13% |