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CIK: 0001766791
Total reported value
$402.6M
$402.6M
135 檔
30.8%
In Q2 2025, Grandview Asset Management LLC's U.S. equity holdings reached a combined market value of $402.6M, distributed across 135 disclosed stock positions.
In Q2 2025, Grandview Asset Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 19.43% | -1.03% | -1.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.72% | +0.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.75% | -0.28% | -2.25% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.65% | +0.63% | +0.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.63% | -0.20% | -1.46% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.76% | -0.46% | +1.79% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | -0.31% | -1.85% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.87% | +0.07% | -1.60% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.02% | +1.55% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.27% | +0.73% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.20% | +1.07% | +1.05% | |
| 12 | PPL | Ppl CORP | Stock-Utilities | 1.80% | -0.49% | +0.11% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | +0.09% | +0.19% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.27% | +9.66% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.48% | -0.12% | -2.44% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.06% | -0.49% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.35% | +0.02% | +13.52% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.34% | -0.31% | +1.33% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.28% | — | +13.72% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.21% | -0.23% | +2.62% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | -0.06% | -3.66% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | -0.05% | +0.58% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.17% | +0.59% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.29% | +3.82% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.04% | +2.40% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.03% | +4.79% | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.84% | +0.02% | +1.14% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.04% | +5.03% | |
| 29 | BX | Blackstone Inc | Stock-Financials | 0.75% | +0.02% | +3.64% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.30% | -0.22% | |
| 31 | MRVL | Marvell Technology Inc | Stock-Tech | 0.61% | +1.07% | -2.48% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.61% | -0.12% | -0.24% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | -0.63% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.58% | -0.03% | -2.48% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | -0.02% | +7.86% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.03% | +0.14% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.11% | +0.65% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.46% | -0.02% | +8.86% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.18% | +0.13% | |
| 40 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.45% | +0.48% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.20% | -22.33% | |
| 42 | BUG | Global X Cybersecurity ETF | ETF-Other | 0.41% | — | +90.31% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +1.06% | +9.45% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.41% | +0.13% | +12.01% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.02% | +436.70% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.36% | -0.05% | -14.47% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.35% | -0.06% | +5.06% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.10% | +3.36% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.34% | -0.03% | +0.37% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.05% | +1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.4% | -1.66% | Trim |
| 2 | AVGO | Broadcom Inc | +0.8% | -1.60% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | +0.60% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +1.05% | Add |
| 5 | SOXX | Ishares Semiconductor ETF | +0.3% | NEW | New buy |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.3% | +436.70% | Add |
| 7 | NET | Cloudflare Inc - Class A | +0.3% | +1.14% | Add |
| 8 | NFLX | Netflix Inc | +0.3% | +1.33% | Add |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.2% | +13.72% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +0.73% | Add |
| 11 | BUG | Global X Cybersecurity ETF | +0.2% | +90.31% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.2% | +13.52% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +12.01% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +119.89% | Add |
| 15 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 16 | TECL | Dire Dai Tec Bull 3x Etf-usd | +0.1% | — | Unchanged |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | +0.1% | +9.45% | Add |
| 19 | SNOW | Snowflake Inc | +0.1% | +37.46% | Add |
| 20 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 23 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +9.66% | Add |
| 25 | TSLA | Tesla Inc | +0.1% | +4.79% | Add |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 27 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | 0% | +7.86% | Add |
| 29 | MRVL | Marvell Technology Inc | 0% | -2.48% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.61% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +2.40% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -0.49% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | +1.55% | Add |
| 34 | WMT | Walmart Inc | 0% | +3.82% | Add |
| 35 | BX | Blackstone Inc | -0.1% | +3.64% | Add |
| 36 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 38 | ADBE | Adobe Inc | -0.2% | -25.89% | Trim |
| 39 | NSC | Norfolk Southern CORP | -0.2% | -46.88% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | -21.11% | Trim |
| 41 | VO | Vanguard Mid-cap ETF | -0.2% | -2.44% | Trim |
| 42 | CVX | Chevron CORP | -0.3% | -0.22% | Trim |
| 43 | PEP | Pepsico Inc | -0.3% | -22.33% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.3% | -56.98% | Trim |
| 45 | ABBV | Abbvie Inc | -0.4% | +0.58% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -1.46% | Trim |
| 47 | PPL | Ppl CORP | -0.5% | +0.11% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.5% | +1.79% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -1.85% | Trim |
| 50 | AAPL | Apple Inc | -1.5% | -2.25% | Trim |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $402.6M across 135 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 30.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
SOXX
市值: $1.1M
Top Position Liquidated / Trimmed
PFE
前期市值: $232.0K
During Q2 2025, Grandview Asset Management LLC's top holdings by market value included NVDA (19.4%)、MSFT (6.3%)、AAPL (4.8%). The largest single position, NVDA, represented 19.4% of total portfolio value.
In Q2 2025, Grandview Asset Management LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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