Longview Financial Advisors LLC reported 49 positions worth $7.47M for the quarter ended Jun 30, 2026, up 5.6% on the prior quarter. It opened 1 new position, added to 1, trimmed 10 and exited 13. Its largest holding is Apple Inc. at 22.7% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -387 | -34.0% | $412.12K | 10.7% |
| PLTR Palantir Technologies Inc. | -500 | -100.0% | $73.14K | Exited |
| COST Costco Wholesale Corp | -59 | -30.1% | $55.19K | 1.71% |
| JOBY Joby Aviation, Inc. | -5,000 | -100.0% | $41.30K | Exited |
| NVDA Nvidia Corp | -200 | -10.3% | $40.02K | 4.66% |
| NOW ServiceNow, Inc. | -245 | -100.0% | $25.62K | Exited |
| HON Honeywell International Inc | -49 | -100.0% | $22.15K | Exited |
| DHR Danaher Corp | -111 | -100.0% | $21.05K | Exited |
| JPM Jpmorgan Chase & Co | -48 | -3.6% | $15.71K | 5.61% |
| GE General Electric Co | -37 | -100.0% | $10.50K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +49 | $10.83K | 0.145% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | -500 | $73.14K | 1.03% |
| JOBY Joby Aviation, Inc. | -5,000 | $41.30K | 0.583% |
| NOW ServiceNow, Inc. | -245 | $25.62K | 0.362% |
| HON Honeywell International Inc | -49 | $22.15K | 0.313% |
| DHR Danaher Corp | -111 | $21.05K | 0.297% |
| GE General Electric Co | -37 | $10.50K | 0.148% |
| PGR Progressive Corp | -48 | $9.52K | 0.134% |
| CTAS Cintas Corp | -48 | $8.12K | 0.115% |
| LIN Linde Plc | -15 | $7.44K | 0.105% |
| INTU Intuit Inc. | -13 | $5.62K | 0.079% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 5,861 | $1.70M | 22.69% | 0 | 0.0% | Unchanged | 0% |
| 2 | CAT Caterpillar Inc | Industrials | 751 | $799.74K | 10.7% | -387 | -34.0% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 1,353 | $762.13K | 10.2% | -6 | -0.4% | Reduced | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 1,280 | $418.88K | 5.61% | -48 | -3.6% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1,642 | $391.36K | 5.24% | 0 | 0.0% | Unchanged | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 1,010 | $360.94K | 4.83% | 0 | 0.0% | Unchanged | 0% |
| 7 | NVDA Nvidia Corp | Technology | 1,740 | $348.16K | 4.66% | -200 | -10.3% | Reduced | 0% |
| 8 | LRCX Lam Research Corp | Technology | 700 | $303.33K | 4.06% | 0 | 0.0% | Unchanged | 0% |
| 9 | MS Morgan Stanley | Financial Services | 1,451 | $303.32K | 4.06% | 0 | 0.0% | Unchanged | 0% |
| 10 | MSFT Microsoft Corp | Technology | 649 | $242.09K | 3.24% | 0 | 0.0% | Unchanged | 0% |
| 11 | SCHW Schwab Charles Corp | Financial Services | 1,706 | $157.38K | 2.11% | +2 | +0.1% | Added | 0% |
| 12 | WFC Wells Fargo & Company | Financial Services | 1,653 | $136.60K | 1.83% | 0 | 0.0% | Unchanged | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 137 | $128.16K | 1.71% | -59 | -30.1% | Reduced | 0% |
| 14 | PH Parker-Hannifin Corp | Industrials | 111 | $108.57K | 1.45% | 0 | 0.0% | Unchanged | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 102 | $103.16K | 1.38% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Longview Financial Advisors.
As of its Q2 2026 13F filing, Longview Financial Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 22.7%, Caterpillar Inc (CAT) at 10.7%, Meta Platforms, Inc. (META) at 10.2%, Jpmorgan Chase & Co (JPM) at 5.6%, Amazon Com Inc (AMZN) at 5.2% of the reported portfolio.
Longview Financial Advisors LLC reported a 13F portfolio worth $7.47M across 49 positions for Q2 2026. That is up 5.6% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($10.83K), Schwab Charles Corp ($184.50). It opened 1 new positions.
Its largest sales by value were Caterpillar Inc ($412.12K), Palantir Technologies Inc. ($73.14K), Costco Wholesale Corp ($55.19K). It exited 13 positions entirely.
From the Form 13F-HR reports Longview Financial Advisors LLC 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.