Global View Capital Management LLC
CIK
1994495
Location
WAUKESHA, WI
Portfolio Value
Micro
$34,026,088
Diversification
Highly concentrated
Filing Date
Global Rank
#7,368
/ 8,517
▼ 329
Top Industry
Consumer Electronics
13.9%
3Y Alpha vs SPY
+4.9%
Period ended 46 days ago
Filed Jul 23, 2026 · 23d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–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.
Cloned portfolio
+35.1%
SPY
+27.3%
Annualised alpha
+4.8%
Max drawdown
−18.0%
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 7 quarters. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
58.9%
+9.1 pts
Top 5
71.4%
+0.3 pts
Top 10
79.7%
−1.7 pts
HHI
3,540
Highly concentrated+860
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.6% | $24,015,579 |
| Technology | 9.1% | $3,097,986 |
| Financial Services | 5.6% | $1,889,380 |
| Industrials | 3.8% | $1,280,089 |
| Healthcare | 3.1% | $1,070,124 |
| Consumer Cyclical | 1.8% | $626,595 |
| Energy | 1.7% | $580,451 |
| Basic Materials | 1.3% | $442,935 |
| Consumer Defensive | 1.2% | $424,206 |
| Communication Services | 1.0% | $350,151 |
| Real Estate | 0.7% | $248,592 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGQ | ProShares Trust II | +2,367 | 6,383 | $434,107 | |
| NVDA | Nvidia Corp | +643 | 3,010 | $602,270 | |
| AAPL | Apple Inc. | +454 | 4,823 | $1,395,583 | |
| PLTR | Palantir Technologies Inc. | +258 | 2,252 | $262,740 | |
| QQQ | Invesco Qqq Trust, Series 1 | +256 | 1,475 | $1,086,190 | |
| TSLA | Tesla, Inc. | +145 | 833 | $350,359 | |
| LLY | ELI LILLY & Co | +33 | 420 | $503,760 | |
| FDX | Fedex Corp | +4 | 718 | $224,827 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −135,529 | 524,023 | $20,033,399 | |
| PSLV | Sprott Physical Silver Trust | −2,579 | 12,933 | $244,045 | |
| SIVR | abrdn Silver ETF Trust | −1,796 | 12,569 | $706,629 | |
| L | Loews Corp | −1,225 | 4,536 | $513,520 | |
| OKE | Oneok Inc /New/ | −1,007 | 3,619 | $314,635 | |
| FNV | FRANCO NEVADA Corp | −617 | 2,125 | $442,935 | |
| GLD | Spdr Gold Trust | −521 | 2,540 | $935,685 | |
| BRK-B | Berkshire Hathaway Inc | −432 | 1,715 | $858,168 | |
| UL | Unilever PLC | −425 | 7,056 | $424,206 | |
| VZ | Verizon Communications Inc | −382 | 8,270 | $350,151 | |
| GLDM | World Gold Trust | −379 | 6,107 | $485,017 | |
| EOG | Eog Resources Inc | −377 | 2,049 | $265,816 | |
| EMR | Emerson Electric Co | −356 | 2,188 | $313,212 | |
| MDT | Medtronic plc | −250 | 4,253 | $332,712 | |
| RTX | RTX Corp | −117 | 1,320 | $250,443 | |
| JNJ | Johnson & Johnson | −11 | 920 | $233,652 | |
| JPM | Jpmorgan Chase & Co | −1 | 836 | $273,647 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 928 | $346,162 | |
| SPY | Spdr S&P 500 ETF Trust | 448 | $334,552 | |
| CAT | Caterpillar Inc | 272 | $289,652 | |
| AMZN | Amazon Com Inc | 1,159 | $276,236 | |
| AVGO | Broadcom Inc. | 681 | $257,247 | |
| RYN | Rayonier Inc | 11,682 | $248,592 | |
| TXN | Texas Instruments Inc | 785 | $233,984 | |
| HUBB | Hubbell Inc | 386 | $201,955 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABEQ | Absolute Select Value ETF | 175,988 | $6,643,547 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 26,409 | $2,645,917 | |
| USO | United States Oil Fund, LP | 13,483 | $1,715,711 | |
| SLV | iShares Silver Trust | 23,761 | $1,619,074 | |
| BDRY | Amplify Commodity Trust | 16,070 | $1,582,895 | |
| XLB | State Street Materials Select Sector SPDR ETF | 14,932 | $746,152 | |
| AKRE | Akre Focus ETF | 11,734 | $620,141 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 17,938 | $393,739 | |
| AEM | Agnico Eagle Mines Ltd | 1,692 | $343,442 | |
| HON | Honeywell International Inc | 1,208 | $273,044 | |
| TRV | Travelers Companies, Inc. | 801 | $233,635 | |
| GOOGL | Alphabet Inc. | 775 | $222,316 | |
| No positions match the current search. | ||||
33 tracked positions ·
$34,026,088 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 524,023 | $20,033,399 | 58.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,823 | $1,395,583 | 4.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,475 | $1,086,190 | 3.19% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,540 | $935,685 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,715 | $858,168 | 2.52% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 12,569 | $706,629 | 2.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,010 | $602,270 | 1.77% | |
| L |
Loews Corp
Financial Services
|
Reduced | 4,536 | $513,520 | 1.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 420 | $503,760 | 1.48% | |
| GLDM |
World Gold Trust
|
Reduced | 6,107 | $485,017 | 1.43% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 2,125 | $442,935 | 1.30% | |
| AGQ |
ProShares Trust II
|
Added | 6,383 | $434,107 | 1.28% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 7,056 | $424,206 | 1.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 833 | $350,359 | 1.03% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,270 | $350,151 | 1.03% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 928 | $346,162 | 1.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 448 | $334,552 | 0.98% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 4,253 | $332,712 | 0.98% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 3,619 | $314,635 | 0.92% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 2,188 | $313,212 | 0.92% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 272 | $289,652 | 0.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,159 | $276,236 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 836 | $273,647 | 0.80% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 2,049 | $265,816 | 0.78% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,252 | $262,740 | 0.77% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 681 | $257,247 | 0.76% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,320 | $250,443 | 0.74% | |
| RYN |
Rayonier Inc
Real Estate
|
NEW | 11,682 | $248,592 | 0.73% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 12,933 | $244,045 | 0.72% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 785 | $233,984 | 0.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 920 | $233,652 | 0.69% | |
| FDX |
Fedex Corp
Industrials
|
Added | 718 | $224,827 | 0.66% | |
| HUBB |
Hubbell Inc
Industrials
|
NEW | 386 | $201,955 | 0.59% |
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.