LongView Wealth Management

LongView Wealth Management reported 227 holdings worth US$390M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

LongView Wealth Management reported 227 holdings worth US$390M as of Jun 30, 2026. Largest: Apple Inc, Home Depot, Inc. (the) and Genuine Parts Company. Filed Jul 17, 2026 (Form 13F).

Holdings
227
Value as reported
US$390M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc51,737US$15M3.8%
Home Depot, Inc. (the)32,815US$11.6M3.0%
Genuine Parts Company65,771US$7.76M2.0%
Nvidia Corporation17,767US$3.56M0.91%
Amazon.com, Inc.14,756US$3.52M0.90%
Aflac Incorporated29,044US$3.41M0.87%
Johnson & Johnson12,568US$3.19M0.82%
Microsoft Corp.7,648US$2.85M0.73%
Coca-cola Company (the)34,129US$2.77M0.71%
Alphabet Inc (google) Class C7,761US$2.77M0.71%
Berkshire Hathaway Inc.5,380US$2.69M0.69%
Southern Company (the)21,247US$2.03M0.52%
Walmart Inc.15,792US$1.79M0.46%
United Parcel Service, Inc.16,356US$1.76M0.45%
Abbvie Inc.6,802US$1.71M0.44%
Exxon Mobil Corporation9,342US$1.28M0.33%
Church & Dwight Company, Inc.11,266US$1.09M0.28%
Welltower Inc.4,539US$1.03M0.26%
Duke Energy Corporation (holding Company)7,828US$991K0.25%
Micron Technology, Inc.842US$972K0.25%
Procter & Gamble Company (the)6,274US$920K0.24%
American Express Company2,593US$877K0.23%
Costco Wholesale Corporation876US$820K0.21%
Digital Realty Trust, Inc.4,366US$784K0.20%
Tesla, Inc.1,835US$772K0.20%
Jp Morgan Chase & Co.2,276US$745K0.19%
Meta Platforms, Inc.1,312US$739K0.19%
Norfolk Southern Corporation2,192US$689K0.18%
Rio Tinto Plc7,013US$666K0.17%
Bluelinx Holdings Inc.9,967US$617K0.16%
Packaging Corporation Of America2,506US$597K0.15%
Fastenal Company12,401US$596K0.15%
Advanced Micro Devices Inc996US$579K0.15%
Mcdonald's Corporation1,995US$539K0.14%
Energy Transfer Lp27,528US$526K0.14%
Cisco Systems, Inc.4,398US$517K0.13%
Delta Air Lines, Inc.5,422US$508K0.13%
Intel Corporation3,612US$504K0.13%
Caterpillar, Inc.469US$499K0.13%
Valero Energy Corporation1,877US$489K0.13%
Visa Inc.1,126US$386K0.10%
Ge Aerospace1,027US$384K0.10%
Starbucks Corporation3,638US$372K0.10%
Abbott Laboratories3,903US$354K0.09%
Broadcom Inc.905US$342K0.09%
Enterprise Products Partners L.p.8,978US$330K0.08%
Palantir Technologies Inc.2,798US$326K0.08%
Altria Group, Inc.4,444US$320K0.08%
Pepsico, Inc.2,158US$292K0.07%
Sherwin-williams Company (the)830US$286K0.07%
Automatic Data Processing, Inc.1,274US$285K0.07%
Chevron Corporation1,711US$284K0.07%
At&t Inc.13,568US$281K0.07%
Oneok, Inc.3,171US$276K0.07%
Rtx Corporation1,451US$275K0.07%
Verizon Communications Inc.6,255US$265K0.07%
Truist Financial Corporation5,191US$259K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.533US$255K0.07%
National Grid Plc3,047US$253K0.06%
International Business Machines Corporation843US$237K0.06%
Lowe's Companies, Inc.1,071US$236K0.06%
Thermo Fisher Scientific Inc471US$236K0.06%
Conocophillips2,149US$223K0.06%
Realty Income Corporation3,576US$222K0.06%
Insmed Incorporated2,000US$213K0.05%
Eli Lilly And Company178US$213K0.05%
Ge Vernova Inc.179US$211K0.05%
Williams Companies, Inc. (the)2,812US$209K0.05%
Kla Corporation692US$209K0.05%
First Bancorp3,211US$205K0.05%
Mastercard Incorporated0US$00.00%
Regions Financial Corporation0US$00.00%
Strategy Inc0US$00.00%
Tractor Supply Company0US$00.00%
Bank Of America Corporation0US$00.00%
Bp Plc0US$00.00%
Brookfield Renewable Corporation0US$00.00%
Walt Disney Company (the)0US$00.00%
Arthur J. Gallagher & Co.0US$00.00%
Globus Medical, Inc.0US$00.00%
Lockheed Martin Corporation0US$00.00%

Source

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