UNIONVIEW, LLC
Filing Date
Global Rank
#6,347
/ 8,036
▼ 376
Top Industry
Software - Infrastructure
27.9%
3Y Alpha vs SPY
-5.3%
Period ended 1 year ago
Filed Feb 3, 2025 · 1y
13 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.2%
SPY
+76.3%
Annualised alpha
-5.3%
Max drawdown
−19.3%
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
41 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Top Position
20.1%
−1.3 pts
Top 5
63.3%
+2.8 pts
Top 10
75.9%
+1.9 pts
HHI
977
Diversified+21
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.5% | $21,773,986 |
| Unclassified | 24.7% | $13,611,851 |
| Consumer Cyclical | 9.6% | $5,321,126 |
| Consumer Defensive | 6.7% | $3,699,655 |
| Financial Services | 6.3% | $3,502,993 |
| Healthcare | 5.9% | $3,256,994 |
| Communication Services | 3.4% | $1,890,583 |
| Energy | 1.8% | $996,804 |
| Industrials | 1.7% | $913,865 |
| Utilities | 0.4% | $206,623 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +9,435 | 30,231 | $7,570,447 | |
| AWF | Alliancebernstein Global High Income Fund Inc | +261 | 14,551 | $156,132 | |
| FBIN | Fortune Brands Innovations, Inc. | +108 | 3,308 | $226,035 | |
| BAC | Bank Of America Corp /De/ | +85 | 24,487 | $1,076,203 | |
| META | Meta Platforms, Inc. | +77 | 1,089 | $637,620 | |
| CVX | Chevron Corp | +70 | 2,149 | $311,261 | |
| CSCO | Cisco Systems, Inc. | +54 | 5,532 | $327,494 | |
| KO | Coca Cola Co | +20 | 4,908 | $305,572 | |
| JNJ | Johnson & Johnson | +13 | 3,045 | $440,367 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +4 | 937 | $398,693 | |
| JPM | Jpmorgan Chase & Co | +2 | 3,224 | $772,825 | |
| SO | Southern Co | +2 | 2,510 | $206,623 | |
| MRK | Merck & Co., Inc. | +1 | 4,565 | $454,126 | |
| UNH | Unitedhealth Group Inc | +1 | 1,038 | $525,082 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −3,818 | 13,495 | $270,574 | |
| NVDA | Nvidia Corp | −300 | 7,079 | $950,638 | |
| CMCSA | Comcast Corp | −264 | 5,767 | $202,844 | |
| SAP | Sap SE | −224 | 924 | $227,498 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −188 | 13,534 | $7,708,695 | |
| AMZN | Amazon Com Inc | −130 | 13,770 | $3,021,000 | |
| ORCL | Oracle Corp | −105 | 2,926 | $487,588 | |
| BA | Boeing Co | −76 | 2,457 | $434,889 | |
| SPY | Spdr S&P 500 ETF Trust | −61 | 9,392 | $5,504,463 | |
| SBUX | Starbucks Corp | −52 | 12,910 | $1,178,037 | |
| XOM | Exxon Mobil Corp | −48 | 6,373 | $685,543 | |
| AVGO | Broadcom Inc. | −40 | 1,658 | $384,390 | |
| GOOGL | Alphabet Inc. | −36 | 5,384 | $1,019,191 | |
| V | Visa Inc. | −35 | 2,261 | $714,566 | |
| MSFT | Microsoft Corp | −23 | 26,362 | $11,111,583 | |
| BRK-B | Berkshire Hathaway Inc | −18 | 1,728 | $783,267 | |
| HD | Home Depot, Inc. | −12 | 1,943 | $755,807 | |
| COST | Costco Wholesale Corp /New | −12 | 2,032 | $1,861,860 | |
| NFLX | Netflix Inc | −9 | 347 | $30,928 | |
| AMGN | Amgen Inc | −2 | 874 | $227,799 | |
| No positions match the current search. | |||||
4 positions ·
$5,321,126 total
· Consumer Cyclical only
· as of Dec 31, 2024
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,770 | $3,021,000 | 56.77% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 12,910 | $1,178,037 | 22.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,943 | $755,807 | 14.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 907 | $366,282 | 6.88% |