Longview Financial Advisors LLC
Filing Date
Global Rank
#7,863
/ 8,232
▲ 182
Top Industry
Consumer Electronics
21.0%
3Y Alpha vs SPY
+1.5%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+25.6%
SPY
+23.4%
Annualised alpha
+1.5%
Max drawdown
−23.1%
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
62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.7%
+0.3 pts
Top 5
50.3%
+2.2 pts
Top 10
69.5%
+2.2 pts
HHI
765
Diversified+39
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $2,515,061 |
| Industrials | 16.0% | $1,207,526 |
| Financial Services | 14.3% | $1,082,696 |
| Communication Services | 14.2% | $1,073,094 |
| Consumer Cyclical | 7.1% | $538,890 |
| Unclassified | 6.5% | $493,218 |
| Consumer Defensive | 3.5% | $262,659 |
| Real Estate | 1.7% | $129,113 |
| Healthcare | 1.3% | $97,981 |
| Energy | 0.8% | $60,569 |
| Utilities | 0.7% | $54,566 |
| Basic Materials | 0.6% | $45,805 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | +313 | 1,328 | $390,644 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHW | Schwab Charles Corp | −597 | 1,704 | $160,141 | |
| META | Meta Platforms, Inc. | −100 | 1,359 | $777,524 | |
| AMZN | Amazon Com Inc | −75 | 1,642 | $341,979 | |
| CVX | Chevron Corp | −27 | 68 | $14,069 | |
| EOG | Eog Resources Inc | −25 | 182 | $26,311 | |
| HON | Honeywell International Inc | −24 | 98 | $22,150 | |
| DHR | Danaher Corp /De/ | −17 | 111 | $21,045 | |
| JNJ | Johnson & Johnson | −9 | 107 | $26,155 | |
| AAPL | Apple Inc. | −8 | 5,861 | $1,487,463 | |
| SOLS | Solstice Advanced Materials Inc. | −6 | 24 | $1,827 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 415 | $88,876 | |
| V | Visa Inc. | 136 | $47,696 | |
| PSX | Phillips 66 | 286 | $36,905 | |
| MORN | Morningstar, Inc. | 150 | $32,596 | |
| ELV | Elevance Health, Inc. | 66 | $23,136 | |
| NKE | NIKE, Inc. | 212 | $13,506 | |
| PYPL | PayPal Holdings, Inc. | 187 | $10,917 | |
| MSD | Morgan Stanley Emerging Markets Debt Fund Inc | 1,104 | $8,158 | |
| NEE | Nextera Energy Inc | 72 | $5,780 | |
| ABT | Abbott Laboratories | 40 | $5,011 | |
| SBUX | Starbucks Corp | 55 | $4,631 | |
| PG | PROCTER & GAMBLE Co | 30 | $4,299 | |
| ZTS | Zoetis Inc. | 25 | $3,145 | |
| COF | Capital One Financial Corp | 4 | $969 | |
| ORCL | Oracle Corp | 3 | $584 | |
| No positions match the current search. | ||||
62 positions ·
$7,561,178 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 62 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,861 | $1,487,463 | 19.67% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,138 | $806,227 | 10.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,359 | $777,524 | 10.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,328 | $390,644 | 5.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 527 | $342,729 | 4.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,642 | $341,979 | 4.52% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,940 | $338,336 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,010 | $290,435 | 3.84% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 649 | $240,240 | 3.18% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,451 | $238,791 | 3.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 196 | $195,300 | 2.58% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 1,704 | $160,141 | 2.12% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 244 | $150,489 | 1.99% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 700 | $149,562 | 1.98% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 1,653 | $131,595 | 1.74% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 111 | $99,371 | 1.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 102 | $86,290 | 1.14% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 1,026 | $83,906 | 1.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 261 | $80,782 | 1.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 500 | $73,140 | 0.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 210 | $70,969 | 0.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 542 | $67,359 | 0.89% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Held | 280 | $57,705 | 0.76% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 352 | $56,214 | 0.74% | |
| YORW |
York Water Co
Utilities
|
Held | 1,792 | $54,566 | 0.72% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Held | 426 | $50,101 | 0.66% | |
| RBA |
Rb Global Inc.
Industrials
|
Held | 497 | $47,637 | 0.63% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 38 | $44,040 | 0.58% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 111 | $43,335 | 0.57% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
Held | 5,000 | $41,300 | 0.55% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 41 | $39,430 | 0.52% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 114 | $36,542 | 0.48% | |
| RWT |
Redwood Trust Inc
Real Estate
|
Held | 6,000 | $33,660 | 0.45% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 35 | $30,551 | 0.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 83 | $27,297 | 0.36% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 81 | $26,615 | 0.35% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 182 | $26,311 | 0.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 107 | $26,155 | 0.35% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 245 | $25,614 | 0.34% | |
| TCBK |
Trico Bancshares /
Financial Services
|
Held | 511 | $24,292 | 0.32% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 100 | $24,262 | 0.32% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 187 | $23,801 | 0.31% | |
| WM |
Waste Management Inc
Industrials
|
Held | 100 | $22,979 | 0.30% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 98 | $22,150 | 0.29% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 111 | $21,045 | 0.28% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 22 | $20,234 | 0.27% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 119 | $20,189 | 0.27% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 49 | $17,525 | 0.23% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 68 | $14,069 | 0.19% | |
| GE |
General Electric Co
Industrials
|
Held | 37 | $10,499 | 0.14% |