Longview Financial Advisors LLC
Longview Financial Advisors LLC reported 150 holdings worth US$202M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Longview Financial Advisors LLC reported 150 holdings worth US$202M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Meta Platforms, Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 150
- Value as reported
- US$202M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 5,861 | US$1.7M | 0.84% |
| Caterpillar, Inc. | 751 | US$800K | 0.40% |
| Meta Platforms, Inc. | 1,353 | US$762K | 0.38% |
| Jp Morgan Chase & Co. | 1,280 | US$419K | 0.21% |
| Amazon.com, Inc. | 1,642 | US$391K | 0.19% |
| Alphabet Inc (google) Class C | 1,050 | US$375K | 0.19% |
| Nvidia Corporation | 1,740 | US$348K | 0.17% |
| Lam Research Corporation | 700 | US$303K | 0.15% |
| Morgan Stanley | 1,451 | US$303K | 0.15% |
| Microsoft Corp. | 649 | US$242K | 0.12% |
| Charles Schwab Corporation (the) | 1,706 | US$157K | 0.08% |
| Wells Fargo & Company | 1,653 | US$137K | 0.07% |
| Costco Wholesale Corporation | 137 | US$128K | 0.06% |
| Parker-hannifin Corporation | 111 | US$109K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 102 | US$103K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 210 | US$100K | 0.05% |
| Broadcom Inc. | 261 | US$98,593 | 0.05% |
| Ventas, Inc. | 1,026 | US$91,109 | 0.05% |
| Crowdstrike Holdings, Inc. | 105 | US$80,130 | 0.04% |
| Walmart Inc. | 519 | US$58,782 | 0.03% |
| Pultegroup, Inc. | 426 | US$58,452 | 0.03% |
| Rb Global, Inc. | 497 | US$57,876 | 0.03% |
| The York Water Company | 1,792 | US$54,925 | 0.03% |
| Tjx Companies, Inc. (the) | 352 | US$53,328 | 0.03% |
| Toyota Motor Corp. | 280 | US$47,158 | 0.02% |
| Transdigm Group Inc. | 31 | US$41,294 | 0.02% |
| Ge Vernova Inc. | 35 | US$41,121 | 0.02% |
| Blackrock, Inc. | 41 | US$39,424 | 0.02% |
| Sherwin-williams Company (the) | 98 | US$33,744 | 0.02% |
| Redwood Trust, Inc. | 6,000 | US$28,440 | 0.01% |
| Trico Bancshares | 511 | US$27,518 | 0.01% |
| Union Pacific Corporation | 100 | US$27,200 | 0.01% |
| Johnson & Johnson | 107 | US$27,175 | 0.01% |
| Eli Lilly And Company | 22 | US$26,388 | 0.01% |
| Stryker Corporation | 81 | US$25,503 | 0.01% |
| Home Depot, Inc. (the) | 68 | US$23,983 | 0.01% |
| Eog Resources, Inc. | 182 | US$23,611 | 0.01% |
| Jacobs Solutions Inc. | 187 | US$23,562 | 0.01% |
| Waste Management, Inc. | 100 | US$22,288 | 0.01% |
| Exxon Mobil Corporation | 119 | US$16,270 | <0.01% |
| Chevron Corporation | 68 | US$11,272 | <0.01% |
| Rtx Corporation | 47 | US$8,918 | <0.01% |
| American Tower Corporation (reit) | 47 | US$7,688 | <0.01% |
| Pinterest, Inc. | 280 | US$5,889 | <0.01% |
| Prologis, Inc. | 26 | US$3,523 | <0.01% |
| Solstice Advanced Materials Inc. | 24 | US$2,127 | <0.01% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Joby Aviation, Inc. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Cintas Corporation | 0 | US$0 | 0.00% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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