Grandview Asset Management LLC
CIK 1766791
13F filing for Q2 2026・No. 4,467
- Holdings
- US$402.57M
- Quarter change
- +US$60.91M
- Entries
- 146
- Net bought (estimate)
- +US$6.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 5
- Cut 71
- Added 56
- Corporate actions 2
- Unchanged 5
Largest holdings
146 stocks worth US$402.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 368,103 | US$73.65M | 18.30% |
| QQQInvesco QQQUNIT SER 1 | Added | 30,038 | US$21.99M | 5.46% |
| AAPLAppleCOM | Cut | 68,935 | US$19.94M | 4.95% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 21,052 | US$15.72M | 3.90% |
| MSFTMicrosoftCOM | Cut | 37,614 | US$14.02M | 3.48% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Cut | 86,416 | US$13.68M | 3.40% |
| AVGOBroadcomCOM | Cut | 32,088 | US$12.03M | 2.99% |
| VANGUARD INDEX FDSVALUE ETF | Added | 54,413 | US$11.86M | 2.95% |
| GOOGALPHABET INCCAP STK CL C | Added | 32,689 | US$11.56M | 2.87% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Cut | 14,498 | US$11.05M | 2.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.