Longview Financial Advisors, Inc. reported 8 positions worth $3.97M for the quarter ended Sep 30, 2026, down 1.2% on the prior quarter. It opened 2 new positions, added to 1, trimmed 2 and exited 2. Its largest holding is ELI LILLY & Co at 46.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 1,598 | $1.85M | 46.54% | 0 | 0.0% | Unchanged | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 820 | $408.35K | 10.28% | +820 | – | New | 0% |
| 3 | AJG Arthur J. Gallagher & Co. | Financial Services | 1,562 | $356.31K | 8.97% | +60 | +4.0% | Added | 0% |
| 4 | PM Philip Morris International Inc. | Consumer Staples | 1,600 | $305.31K | 7.69% | 0 | 0.0% | Unchanged | 0% |
| 5 | D Dominion Energy, Inc | Utilities | 4,996 | $302.36K | 7.61% | 0 | 0.0% | Unchanged | 0% |
| 6 | SO Southern Co | Utilities | 3,278 | $271.78K | 6.84% | -1,048 | -24.2% | Reduced | 0% |
| 7 | WMT Walmart Inc. | Consumer Staples | 2,414 | $250.94K | 6.32% | -176 | -6.8% | Reduced | 0% |
| 8 | ADP Automatic Data Processing Inc | Technology | 886 | $228.64K | 5.76% | +886 | – | New | 0% |
Tip. Select a row to see that position’s full history at Longview Financial Advisors.
As of its Q3 2026 13F filing, Longview Financial Advisors, Inc.’s five largest positions were ELI LILLY & Co (LLY) at 46.5%, Berkshire Hathaway Inc (BRK-B) at 10.3%, Arthur J. Gallagher & Co. (AJG) at 9.0%, Philip Morris International Inc. (PM) at 7.7%, Dominion Energy, Inc (D) at 7.6% of the reported portfolio.
Longview Financial Advisors, Inc. reported a 13F portfolio worth $3.97M across 8 positions for Q3 2026. That is down 1.2% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($408.35K), Automatic Data Processing Inc ($228.64K), Arthur J. Gallagher & Co. ($13.69K). It opened 2 new positions.
Its largest sales by value were Lockheed Martin Corp ($217.59K), Xcel Energy Inc ($204.77K), Southern Co ($86.89K). It exited 2 positions entirely.
From the Form 13F-HR reports Longview Financial Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.