LongView Asset Management LLC
Clone Performance
Feb 2025–Jul 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.
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. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.LongView Asset Management LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.5% | $127,603,262 |
| Technology | 3.5% | $4,915,931 |
| Financial Services | 2.0% | $2,724,847 |
| Communication Services | 1.1% | $1,537,422 |
| Consumer Cyclical | 0.7% | $907,353 |
| Consumer Defensive | 0.5% | $699,209 |
| Healthcare | 0.5% | $639,017 |
| Industrials | 0.4% | $492,125 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARB | AltShares Merger Arbitrage ETF | +15,082 | 356,455 | $10,362,146 | |
| CDEI | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF | +8,495 | 330,528 | $24,070,417 | |
| CSCO | Cisco Systems, Inc. | +1,078 | 4,013 | $309,121 | |
| ABT | Abbott Laboratories | +478 | 2,290 | $286,914 | |
| ABBV | AbbVie Inc. | +475 | 1,541 | $352,103 | |
| GOOGL | Alphabet Inc. | +349 | 4,901 | $1,537,422 | |
| PG | PROCTER & GAMBLE Co | +279 | 4,879 | $699,209 | |
| GLD | Spdr Gold Trust | +217 | 1,562 | $619,036 | |
| MSFT | Microsoft Corp | +53 | 1,446 | $699,314 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | +12 | 5,361 | $215,780 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | −46,989 | 1,430,593 | $61,325,810 | |
| ACSG | American Century Small Cap Growth Insights ETF | −15,571 | 132,742 | $9,575,482 | |
| NCLO | Nuveen AA-BBB CLO ETF | −13,463 | 230,511 | $9,650,208 | |
| SJCP | SanJac Alpha Core Plus Bond ETF | −5,351 | 347,874 | $3,617,889 | |
| BNDX | Vanguard Total International Bond ETF | −3,506 | 4,241 | $204,925 | |
| MWAI | MedWellAI, Inc. | −2,977 | 12,673 | $359,431 | |
| AAPL | Apple Inc. | −2,788 | 9,647 | $2,622,633 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,568 | 2,257 | $1,386,497 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −1,795 | 16,722 | $1,460,069 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −830 | 36,352 | $3,219,663 | |
| AMZN | Amazon Com Inc | −517 | 3,931 | $907,353 | |
| NVDA | Nvidia Corp | −253 | 3,490 | $650,885 | |
| JPM | Jpmorgan Chase & Co | −33 | 2,656 | $855,816 | |
| AVGO | Broadcom Inc. | −17 | 682 | $236,040 | |
| ADBE | Adobe Inc. | −11 | 1,137 | $397,938 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Reduced | 1,430,593 | $61,325,810 | 43.96% | |
| CDEI |
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
Added | 330,528 | $24,070,417 | 17.25% | |
| ARB |
AltShares Merger Arbitrage ETF
|
Added | 356,455 | $10,362,146 | 7.43% | |
| NCLO |
Nuveen AA-BBB CLO ETF
|
Reduced | 230,511 | $9,650,208 | 6.92% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Reduced | 132,742 | $9,575,482 | 6.86% | |
| SJCP |
SanJac Alpha Core Plus Bond ETF
|
Reduced | 347,874 | $3,617,889 | 2.59% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Reduced | 36,352 | $3,219,663 | 2.31% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,647 | $2,622,633 | 1.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,901 | $1,537,422 | 1.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,509,600 | 1.08% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 16,722 | $1,460,069 | 1.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,257 | $1,386,497 | 0.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,931 | $907,353 | 0.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,656 | $855,816 | 0.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,446 | $699,314 | 0.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,879 | $699,209 | 0.50% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,490 | $650,885 | 0.47% | |
| GLD |
Spdr Gold Trust
|
Added | 1,562 | $619,036 | 0.44% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Held | 2,500 | $492,125 | 0.35% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Held | 1,904 | $473,114 | 0.34% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,137 | $397,938 | 0.29% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
NEW | 3,963 | $390,652 | 0.28% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Held | 1,709 | $375,604 | 0.27% | |
| MWAI |
MedWellAI, Inc.
Financial Services
|
Reduced | 12,673 | $359,431 | 0.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,541 | $352,103 | 0.25% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,013 | $309,121 | 0.22% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 2,290 | $286,914 | 0.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 682 | $236,040 | 0.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 346 | $235,944 | 0.17% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
NEW | 8,105 | $218,105 | 0.16% | |
| ALLW |
SSGA Active Trust State Street Bridgewater All Weather ETF
|
Added | 5,361 | $215,780 | 0.15% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 4,241 | $204,925 | 0.15% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Held | 1,451 | $201,921 | 0.14% |
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.