LongView Asset Management LLC

CIK

2053960

Location

SANTA FE, NM

Portfolio Value

Small $139,761,470

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,324 / 8,855 ▼ 375 · as of Dec 2025

Top Industry

Consumer Electronics 22.0%

Period ended 10 months ago

Filed Feb 9, 2026 · 9mo

5 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.2% of the book (60%+)

Turnover

Low turnover

18.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 4.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.5%; sector active share 79.0% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

50 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

43.9%

+0.2 pts

Top 5

82.3%

+1.0 pts

Top 10

91.2%

−0.5 pts

HHI

2,394

Moderately concentrated+45

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	91.5%	$127,845,566	34
Technology	3.5%	$4,915,931	6
Financial Services	1.9%	$2,724,847	3
Communication Services	1.1%	$1,537,422	2
Consumer Cyclical	0.6%	$907,353	1
Consumer Defensive	0.5%	$699,209	1
Healthcare	0.5%	$639,017	2
Industrials	0.4%	$492,125	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
—		+15,082	356,455	$10,362,146
CVIE	Calvert International Responsible Index ETF	+4,286	134,821	$9,612,737
CVLC	Calvert US Large-Cap Core Responsible Index ETF	+3,240	94,828	$7,988,310
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+1,214	293,983	$12,194,414
CSCO	Cisco Systems, Inc.	+1,078	4,013	$309,121
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	+969	100,879	$6,469,370
NULC	Nuveen ESG Large-Cap ETF	+505	6,361	$304,373
ABT	Abbott Laboratories	+478	2,290	$286,914
ABBV	AbbVie Inc.	+475	1,541	$352,103
—		+441	32,302	$2,951,756
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
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+12	5,361	$215,780
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
DFSU	Dimensional US Sustainability Core 1 ETF	−31,120	708,054	$30,750,785
DFSI	Dimensional International Sustainability Core 1 ETF	−16,776	423,719	$18,154,240
AVSU	Avantis Responsible U.S. Equity ETF	−5,576	38,669	$2,950,444
VGSR	Vert Global Sustainable Real Estate ETF	−5,351	347,874	$3,617,889
AVSD	Avantis Responsible International Equity ETF	−5,121	55,229	$4,101,305
AVSE	Avantis Responsible Emerging Markets Equity ETF	−4,874	38,844	$2,523,733
BNDX	Vanguard Total International Bond ETF	−3,506	4,241	$204,925
EMSF	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
NULV	Nuveen ESG Large-Cap Value ETF	−2,526	51,829	$2,334,896
NUSC	Nuveen ESG Small-Cap ETF	−2,144	91,374	$4,079,849
DSI	iShares ESG MSCI KLD 400 ETF	−1,897	2,580	$332,381
—		−1,271	4,050	$267,907
ERET	iShares Environmentally Aware Real Estate ETF	−957	9,566	$255,469
AMZN	Amazon Com Inc	−517	3,931	$907,353
DFAU	Dimensional US Core Equity Market ETF	−307	4,837	$226,371
GOOG	Alphabet Inc.	−290	4,262	$1,337,415
NVDA	Nvidia Corp	−253	3,490	$650,885
JPM	Jpmorgan Chase & Co	−33	2,656	$855,816
AVGO	Broadcom Inc.	−17	682	$236,040
NUDM	Nuveen ESG International Developed Markets Equity ETF	−14	80,947	$2,931,090
ADBE	Adobe Inc.	−11	1,137	$397,938
IVV	iShares Core S&P 500 ETF	−4	971	$665,076
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
EMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund	3,963	$390,652
SCHX	Schwab U.S. Large-Cap ETF	8,105	$218,105
CMF	iShares California Muni Bond ETF	3,605	$207,143
GOOGL	Alphabet Inc.	639	$200,007
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	538	$239,259
ESGD	iShares ESG Aware MSCI EAFE ETF	2,542	$236,355
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	9,284	$208,472
KEEL	Keel Infrastructure Corp.	16,700	$47,094
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $139,761,470 total · filing declares 51 positions · $143,403,488 · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	708,054	-31,120	$30,750,785	−2.1%	5	before history	22.00%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	423,719	-16,776	$18,154,240	+0.6%	5	before history	12.99%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	293,983	+1,214	$12,194,414	+1.4%	5	before history	8.73%
		Added	356,455	+15,082	$10,362,146	+4.7%	5	before history	7.41%
CVIE	Calvert International Responsible Index ETF	Added	134,821	+4,286	$9,612,737	+7.9%	5	before history	6.88%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	Added	94,828	+3,240	$7,988,310	+6.5%	5	before history	5.72%
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	Added	100,879	+969	$6,469,370	+2.0%	5	before history	4.63%
AVSD	Avantis Responsible International Equity ETF	Reduced	55,229	-5,121	$4,101,305	−5.0%	5	before history	2.93%
NUSC	Nuveen ESG Small-Cap ETF	Reduced	91,374	-2,144	$4,079,849	−1.1%	5	before history	2.92%
VGSR	Vert Global Sustainable Real Estate ETF	Reduced	347,874	-5,351	$3,617,889	−3.8%	5	before history	2.59%
		Added	32,302	+441	$2,951,756	+1.0%	5	before history	2.11%
AVSU	Avantis Responsible U.S. Equity ETF	Reduced	38,669	-5,576	$2,950,444	−9.4%	5	before history	2.11%
NUDM	Nuveen ESG International Developed Markets Equity ETF	Reduced	80,947	-14	$2,931,090	−3.8%	5	before history	2.10%
AAPL	Apple Inc. Technology	Reduced	9,647	-2,788	$2,622,633	−17.2%	5	before history	1.88%
AVSE	Avantis Responsible Emerging Markets Equity ETF	Reduced	38,844	-4,874	$2,523,733	−9.2%	5	before history	1.81%
NULV	Nuveen ESG Large-Cap Value ETF	Reduced	51,829	-2,526	$2,334,896	−2.0%	5	before history	1.67%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,509,600	+0.1%	4	$729,330.80	1.08%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,257	-2,568	$1,386,497	−52.1%	5	before history	0.99%
GOOG	Alphabet Inc. Communication Services	Reduced	4,262	-290	$1,337,415	+20.6%	5	before history	0.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,931	-517	$907,353	−7.1%	5	before history	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,656	-33	$855,816	+0.9%	5	before history	0.61%
MSFT	Microsoft Corp Technology	Added	1,446	+53	$699,314	−3.1%	5	before history	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,879	+279	$699,209	−1.1%	5	before history	0.50%
IVV	iShares Core S&P 500 ETF	Reduced	971	-4	$665,076	+1.9%	5	before history	0.48%
NVDA	Nvidia Corp Technology	Reduced	3,490	-253	$650,885	−6.8%	5	before history	0.47%
GLD	Spdr Gold Trust	Added	1,562	+217	$619,036	+29.5%	5	before history	0.44%
FTAI	FTAI Aviation Ltd. Industrials	Held	2,500	0	$492,125	+18.0%	3	$111.85	0.35%
ADBE	Adobe Inc. Technology	Reduced	1,137	-11	$397,938	−1.7%	5	before history	0.28%
EMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund	NEW	3,963	NEW	$390,652	NEW	1	$98.70	0.28%
VIG	Vanguard Specialized Funds	Held	1,709	0	$375,604	+1.8%	5	before history	0.27%
EMSF	MedWellAI, Inc. Financial Services	Reduced	12,673	-2,977	$359,431	−21.5%	5	before history	0.26%
ABBV	AbbVie Inc. Healthcare	Added	1,541	+475	$352,103	+42.7%	4	$204.54	0.25%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	2,580	-1,897	$332,381	−41.1%	5	before history	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	4,013	+1,078	$309,121	+53.9%	2	$69.79	0.22%
NULC	Nuveen ESG Large-Cap ETF	Added	6,361	+505	$304,373	−0.2%	5	before history	0.22%
VUG	VANGUARD GROWTH INDEX FUND	Held	596	0	$290,764	+1.7%	5	before history	0.21%
ABT	Abbott Laboratories Healthcare	Added	2,290	+478	$286,914	+18.2%	4	$127.30	0.21%
		Reduced	4,050	-1,271	$267,907	−20.8%	5	before history	0.19%
ERET	iShares Environmentally Aware Real Estate ETF	Reduced	9,566	-957	$255,469	−11.9%	5	before history	0.18%
AVGO	Broadcom Inc. Technology	Reduced	682	-17	$236,040	+2.4%	3	$217.15	0.17%
SPY	Spdr S&P 500 ETF Trust	Held	346	0	$235,944	+2.4%	5	before history	0.17%
DFAU	Dimensional US Core Equity Market ETF	Reduced	4,837	-307	$226,371	−3.8%	5	before history	0.16%
SCHX	Schwab U.S. Large-Cap ETF	NEW	8,105	NEW	$218,105	NEW	1	$26.71	0.16%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	5,361	+12	$215,780	−0.6%	4	$39.79	0.15%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	678	0	$213,434	+2.3%	2	unpriced	0.15%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	630	0	$211,220	+2.2%	5	before history	0.15%
CMF	iShares California Muni Bond ETF	NEW	3,605	NEW	$207,143	NEW	1	unpriced	0.15%
BNDX	Vanguard Total International Bond ETF	Reduced	4,241	-3,506	$204,925	−46.5%	5	before history	0.15%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Held	1,451	0	$201,921	−0.6%	2	$139.49	0.14%
GOOGL	Alphabet Inc. Communication Services	NEW	639	NEW	$200,007	NEW	1	$285.73	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.