Global View Capital Management LLC
CIK
1994495
Location
WAUKESHA, WI
Portfolio Value
Micro
$46,191,270
Diversification
Highly concentrated
Filing Date
Global Rank
#6,950
/ 8,605
▲ 601
· as of Mar 2026
Top Industry
Consumer Electronics
11.9%
3Y Alpha vs SPY
+0.2%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.8%
SPY
+24.4%
Annualised alpha
-0.4%
Max drawdown
−21.6%
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
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
63.7%
+51.2 pts
Top 5
76.2%
+34.2 pts
Top 10
85.0%
+26.1 pts
HHI
4,127
Highly concentrated+3,594
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 79.9% | $36,894,510 |
| Financial Services | 5.4% | $2,501,954 |
| Technology | 3.9% | $1,813,294 |
| Industrials | 2.4% | $1,101,796 |
| Basic Materials | 2.2% | $1,020,853 |
| Healthcare | 2.1% | $973,707 |
| Energy | 1.7% | $768,870 |
| Communication Services | 0.9% | $434,330 |
| Consumer Defensive | 0.9% | $426,192 |
| Consumer Cyclical | 0.6% | $255,764 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −30,366 | 23,761 | $1,619,074 | |
| SIVR | abrdn Silver ETF Trust | −15,068 | 14,365 | $1,028,677 | |
| PSLV | Sprott Physical Silver Trust | −7,064 | 15,512 | $378,337 | |
| UL | Unilever PLC | −3,453 | 7,481 | $426,192 | |
| AEM | Agnico Eagle Mines Ltd | −3,043 | 1,692 | $343,442 | |
| L | Loews Corp | −3,034 | 5,761 | $614,929 | |
| MDT | Medtronic plc | −2,133 | 4,503 | $390,184 | |
| OKE | Oneok Inc /New/ | −2,038 | 4,626 | $418,144 | |
| FNV | FRANCO NEVADA Corp | −1,274 | 2,742 | $677,411 | |
| VZ | Verizon Communications Inc | −1,241 | 8,652 | $434,330 | |
| BRK-B | Berkshire Hathaway Inc | −825 | 2,147 | $1,028,842 | |
| EMR | Emerson Electric Co | −801 | 2,544 | $333,314 | |
| TRV | Travelers Companies, Inc. | −722 | 801 | $233,635 | |
| EOG | Eog Resources Inc | −566 | 2,426 | $350,726 | |
| HON | Honeywell International Inc | −530 | 1,208 | $286,360 | |
| QQQ | Invesco Qqq Trust, Series 1 | −419 | 1,219 | $703,582 | |
| RTX | RTX Corp | −290 | 1,437 | $277,197 | |
| PLTR | Palantir Technologies Inc. | −255 | 1,994 | $291,682 | |
| NVDA | Nvidia Corp | −254 | 2,367 | $412,804 | |
| LLY | ELI LILLY & Co | −216 | 387 | $355,950 | |
| GLD | Spdr Gold Trust | −142 | 3,061 | $1,317,117 | |
| TSLA | Tesla, Inc. | −95 | 688 | $255,764 | |
| JNJ | Johnson & Johnson | −74 | 931 | $227,573 | |
| JPM | Jpmorgan Chase & Co | −23 | 837 | $246,211 | |
| FDX | Fedex Corp | −19 | 714 | $204,925 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ENB | Enbridge Inc | 10,076 | $481,935 | |
| AMZN | Amazon Com Inc | 1,908 | $440,404 | |
| HSY | Hershey Co | 2,112 | $384,341 | |
| SSNC | SS&C Technologies Holdings Inc | 4,061 | $355,012 | |
| GEHC | GE HealthCare Technologies Inc. | 3,967 | $325,373 | |
| CTVA | Corteva, Inc. | 4,740 | $317,722 | |
| SYY | Sysco Corp | 3,797 | $279,800 | |
| BITB | Bitwise Bitcoin ETF | 5,843 | $277,893 | |
| MSFT | Microsoft Corp | 554 | $267,925 | |
| V | Visa Inc. | 697 | $244,444 | |
| AVGO | Broadcom Inc. | 617 | $213,543 | |
| LUMN | Lumen Technologies, Inc. | 17,956 | $139,518 | |
| PPLT | abrdn Platinum ETF Trust | 5,519 | $102,890 | |
| No positions match the current search. | ||||
30 positions ·
$46,191,270 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Added | 659,552 | $29,429,210 | 63.71% | |
| USO |
United States Oil Fund, LP
|
NEW | 13,483 | $1,715,711 | 3.71% | |
| SLV |
iShares Silver Trust
|
Reduced | 23,761 | $1,619,074 | 3.51% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,061 | $1,317,117 | 2.85% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,369 | $1,108,808 | 2.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,147 | $1,028,842 | 2.23% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 14,365 | $1,028,677 | 2.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,219 | $703,582 | 1.52% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 2,742 | $677,411 | 1.47% | |
| L |
Loews Corp
Financial Services
|
Reduced | 5,761 | $614,929 | 1.33% | |
| GLDM |
World Gold Trust
|
Added | 6,486 | $601,187 | 1.30% | |
| AGQ |
ProShares Trust II
|
NEW | 4,016 | $479,952 | 1.04% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,652 | $434,330 | 0.94% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 7,481 | $426,192 | 0.92% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 4,626 | $418,144 | 0.91% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,367 | $412,804 | 0.89% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 4,503 | $390,184 | 0.84% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 15,512 | $378,337 | 0.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 387 | $355,950 | 0.77% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 2,426 | $350,726 | 0.76% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 1,692 | $343,442 | 0.74% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 2,544 | $333,314 | 0.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,994 | $291,682 | 0.63% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,208 | $286,360 | 0.62% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,437 | $277,197 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 688 | $255,764 | 0.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 837 | $246,211 | 0.53% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 801 | $233,635 | 0.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 931 | $227,573 | 0.49% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 714 | $204,925 | 0.44% |