Grandview Asset Management LLC

13F filer · CIK 0001766791

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$403MU.S. long equity reported on 13F

Positions1039 new · 3 closed

Net flow last quarter+$545KBuys minus sells

Top 10 positions weight50.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026103 positions
NVDANvidia Corp	$73.7M	18.30%	0.00%	-2.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$22M	5.46%	Not reported	+5.7%	Q4 2018
AAPLApple Inc.	$19.9M	4.95%	0.00%	-2.0%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$15.7M	3.90%	Not reported	-2.4%	Q1 2019
MSFTMicrosoft Corp	$14M	3.48%	0.00%	-2.9%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.7M	3.40%	Not reported	-2.6%	Q3 2019
AVGOBroadcom Inc.	$12M	2.99%	0.00%	-0.6%	Q1 2019
GOOGAlphabet Inc.	$11.6M	2.87%	Not reported	+5.7%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$11.1M	2.75%	0.01%	-1.2%	Q2 2020
AMZNAmazon Com Inc	$8.24M	2.05%	0.00%	+1.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.22M	2.04%	Not reported	-2.2%	Q4 2018
AMDAdvanced Micro Devices Inc	$7.1M	1.76%	0.00%	+3.4%	Q2 2020
MRVLMarvell Technology, Inc.	$6.95M	1.73%	0.00%	+2.2%	Q3 2019
JPMJPMorgan Chase & Co	$5.74M	1.43%	0.00%	+1.4%	Q4 2018
PPLPPL Corp	$5.37M	1.33%	0.02%	-9.4%	Q4 2018
METAMeta Platforms, Inc.	$5.33M	1.32%	Not reported	-0.5%	Q4 2018
GOOGLAlphabet Inc.	$5.08M	1.26%	0.00%	-2.2%	Q4 2018
ABBVAbbVie Inc.	$4.53M	1.12%	0.00%	-2.0%	Q2 2020
TSLATesla, Inc.	$3.96M	0.98%	0.00%	+1.8%	Q3 2020
WMTWalmart Inc.	$3.87M	0.96%	0.00%	+1.6%	Q2 2020
WMWaste Management Inc	$3.55M	0.88%	0.00%	-3.3%	Q4 2018
GEVGE Vernova Inc.	$3.46M	0.86%	0.00%	+4.4%	Q4 2024
NETCloudflare, Inc.	$3.28M	0.82%	Not reported	+1.2%	Q2 2020
CATCaterpillar Inc	$3.06M	0.76%	0.00%	+1.5%	Q2 2021
CVXChevron Corp	$2.77M	0.69%	0.00%	+2.8%	Q4 2018
COSTCostco Wholesale Corp	$2.61M	0.65%	0.00%	-0.9%	Q2 2020
BXBlackstone Inc.	$2.5M	0.62%	0.00%	+20.4%	Q4 2020
LLYELI LILLY & Co	$2.39M	0.59%	0.00%	+9.4%	Q4 2023
VVisa Inc.	$2.34M	0.58%	0.00%	-2.5%	Q4 2018
RTXRTX Corp	$2.07M	0.52%	0.00%	+14.4%	Q2 2020
NFLXNetflix Inc	$2.06M	0.51%	0.00%	-0.6%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.01M	0.50%	Not reported	-0.6%	Q2 2020
CASYCaseys General Stores Inc	$1.85M	0.46%	0.01%	+5.3%	Q4 2024
DUKDuke Energy CORP	$1.83M	0.46%	0.00%	-2.6%	Q2 2021
GLDSPDR Gold Trust	$1.76M	0.44%	0.00%	0.0%	Q4 2018
GSGoldman Sachs Group Inc	$1.68M	0.42%	0.00%	+7.6%	Q3 2021
IBMInternational Business Machines Corp	$1.61M	0.40%	0.00%	-3.5%	Q4 2018
CCitigroup Inc	$1.6M	0.40%	0.00%	+0.1%	Q4 2018
XOMExxonMobil Holdings Corp	$1.59M	0.40%	0.00%	-1.3%	Q4 2021
MSMorgan Stanley	$1.48M	0.37%	0.00%	+8.5%	Q1 2022
JNJJohnson & Johnson	$1.42M	0.35%	0.00%	+0.5%	Q4 2018
PNCPNC Financial Services Group, Inc.	$1.17M	0.29%	0.00%	-2.3%	Q3 2023
VRTVertiv Holdings Co	$1.09M	0.27%	0.00%	0.0%	Q4 2024
SPCXSpace Exploration Technologies Corp	$953K	0.24%	Not reported	New	Q2 2026
BACBank of America Corp	$944K	0.23%	0.00%	-4.5%	Q4 2018
UNHUnitedhealth Group Inc	$909K	0.23%	0.00%	+11.3%	Q4 2019
GEGeneral Electric Co	$811K	0.20%	0.00%	+24.2%	Q3 2025
SLViShares Silver Trust	$786K	0.20%	0.00%	+0.4%	Q2 2020
PEPPepsico Inc	$743K	0.18%	0.00%	-36.1%	Q4 2018
XPOXPO, Inc.	$740K	0.18%	0.00%	+5.6%	Q4 2020

Q1 2026Reported May 7, 202696 positions
NVDANvidia Corp	$66M	19.33%	0.00%	-0.4%	Q4 2018
AAPLApple Inc.	$17.9M	5.23%	0.00%	-5.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$16.5M	4.83%	Not reported	-9.0%	Q4 2018
MSFTMicrosoft Corp	$14.3M	4.20%	0.00%	-4.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$14M	4.10%	Not reported	-9.6%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.2M	3.86%	Not reported	-4.4%	Q3 2019
AVGOBroadcom Inc.	$9.99M	2.92%	0.00%	-0.5%	Q1 2019
GOOGAlphabet Inc.	$8.9M	2.60%	Not reported	+0.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.05M	2.35%	Not reported	-3.7%	Q4 2018
AMZNAmazon Com Inc	$7.07M	2.07%	0.00%	-1.7%	Q4 2018
PPLPPL Corp	$6.23M	1.82%	0.02%	-1.8%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$5.74M	1.68%	0.01%	-3.4%	Q2 2020
METAMeta Platforms, Inc.	$5.44M	1.59%	Not reported	-2.2%	Q4 2018
JPMJPMorgan Chase & Co	$5.1M	1.49%	0.00%	+4.9%	Q4 2018
WMTWalmart Inc.	$4.28M	1.25%	0.00%	+0.7%	Q2 2020
GOOGLAlphabet Inc.	$4.18M	1.22%	0.00%	-5.5%	Q4 2018
ABBVAbbVie Inc.	$3.99M	1.17%	0.00%	-1.9%	Q2 2020
WMWaste Management Inc	$3.78M	1.11%	0.00%	-0.3%	Q4 2018
TSLATesla, Inc.	$3.45M	1.01%	0.00%	-1.9%	Q3 2020
CVXChevron Corp	$3.37M	0.99%	0.00%	+4.3%	Q4 2018
COSTCostco Wholesale Corp	$2.81M	0.82%	0.00%	+0.1%	Q2 2020
NFLXNetflix Inc	$2.79M	0.82%	0.00%	-4.9%	Q4 2018
NETCloudflare, Inc.	$2.73M	0.80%	Not reported	-0.6%	Q2 2020
GEVGE Vernova Inc.	$2.51M	0.73%	0.00%	+8.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.4M	0.70%	0.00%	-2.5%	Q2 2020
MRVLMarvell Technology, Inc.	$2.26M	0.66%	0.00%	-3.9%	Q3 2019
GLDSPDR Gold Trust	$2.12M	0.62%	0.00%	-0.6%	Q4 2018
VVisa Inc.	$2.12M	0.62%	0.00%	-2.5%	Q4 2018
CATCaterpillar Inc	$2.06M	0.60%	0.00%	-0.7%	Q2 2021
BXBlackstone Inc.	$2.03M	0.60%	0.00%	-15.5%	Q4 2020
XOMExxonMobil Holdings Corp	$2M	0.59%	0.00%	+22.9%	Q4 2021
DUKDuke Energy CORP	$1.95M	0.57%	0.00%	+0.4%	Q2 2021
RTXRTX Corp	$1.9M	0.56%	0.00%	+0.9%	Q2 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$1.79M	0.52%	Not reported	-5.9%	Q2 2020
LLYELI LILLY & Co	$1.66M	0.49%	0.00%	+16.5%	Q4 2023
CASYCaseys General Stores Inc	$1.59M	0.47%	0.01%	+12.5%	Q4 2024
IBMInternational Business Machines Corp	$1.43M	0.42%	0.00%	-1.6%	Q4 2018
JNJJohnson & Johnson	$1.36M	0.40%	0.00%	-4.2%	Q4 2018
GSGoldman Sachs Group Inc	$1.35M	0.40%	0.00%	+1.4%	Q3 2021
PEPPepsico Inc	$1.3M	0.38%	0.00%	-4.9%	Q4 2018
CCitigroup Inc	$1.3M	0.38%	0.00%	+1.3%	Q4 2018
MSMorgan Stanley	$1.06M	0.31%	0.00%	+10.0%	Q1 2022
PNCPNC Financial Services Group, Inc.	$1.01M	0.30%	0.00%	-7.5%	Q3 2023
SLViShares Silver Trust	$998K	0.29%	0.00%	Not reported	Q2 2020
HONHoneywell International Inc	$853K	0.25%	0.00%	-3.1%	Q4 2018
BACBank of America Corp	$846K	0.25%	0.00%	-0.5%	Q4 2018
SHOPShopify Inc.	$820K	0.24%	0.00%	-2.9%	Q2 2020
VRTVertiv Holdings Co	$818K	0.24%	0.00%	-5.4%	Q4 2024
HSYHershey Co	$778K	0.23%	0.00%	-1.6%	Q1 2022
TMToyota Motor Corp/	$755K	0.22%	0.00%	Not reported	Q4 2024

Q4 2025Reported Jan 26, 202698 positions
NVDANvidia Corp	$70.8M	19.42%	0.00%	-1.0%	Q4 2018
AAPLApple Inc.	$20.2M	5.55%	0.00%	+0.3%	Q4 2018
MSFTMicrosoft Corp	$19.7M	5.40%	0.00%	+0.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$19.2M	5.26%	Not reported	+9.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$16.3M	4.46%	Not reported	+1.1%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.3M	3.65%	Not reported	+2.5%	Q3 2019
AVGOBroadcom Inc.	$11.2M	3.08%	0.00%	-0.4%	Q1 2019
GOOGAlphabet Inc.	$9.62M	2.64%	Not reported	+9.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.76M	2.40%	Not reported	-5.0%	Q4 2018
AMZNAmazon Com Inc	$7.98M	2.19%	0.00%	+0.7%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$7.12M	1.95%	0.01%	+3.4%	Q2 2020
METAMeta Platforms, Inc.	$6.41M	1.76%	Not reported	-0.2%	Q4 2018
PPLPPL Corp	$5.81M	1.59%	0.02%	+1.2%	Q4 2018
JPMJPMorgan Chase & Co	$5.31M	1.46%	0.00%	+7.6%	Q4 2018
GOOGLAlphabet Inc.	$4.82M	1.32%	0.00%	-0.9%	Q4 2018
ABBVAbbVie Inc.	$4.28M	1.17%	0.00%	+4.2%	Q2 2020
TSLATesla, Inc.	$4.24M	1.16%	0.00%	+3.8%	Q3 2020
WMTWalmart Inc.	$3.72M	1.02%	0.00%	+7.7%	Q2 2020
WMWaste Management Inc	$3.63M	1.00%	0.00%	-0.2%	Q4 2018
BXBlackstone Inc.	$3.23M	0.88%	0.00%	+8.4%	Q4 2020
NFLXNetflix Inc	$2.86M	0.78%	0.00%	-4.9%	Q4 2018
NETCloudflare, Inc.	$2.62M	0.72%	Not reported	-2.2%	Q2 2020
AMDAdvanced Micro Devices Inc	$2.59M	0.71%	0.00%	+3.6%	Q2 2020
VVisa Inc.	$2.52M	0.69%	0.00%	-1.0%	Q4 2018
COSTCostco Wholesale Corp	$2.43M	0.67%	0.00%	-0.4%	Q2 2020
CVXChevron Corp	$2.38M	0.65%	0.00%	+0.1%	Q4 2018
MRVLMarvell Technology, Inc.	$2.01M	0.55%	0.00%	-1.9%	Q3 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.97M	0.54%	Not reported	+10.2%	Q2 2020
GLDSPDR Gold Trust	$1.91M	0.52%	0.00%	+1.5%	Q4 2018
IBMInternational Business Machines Corp	$1.78M	0.49%	0.00%	+2.0%	Q4 2018
DUKDuke Energy CORP	$1.74M	0.48%	0.00%	+5.9%	Q2 2021
RTXRTX Corp	$1.74M	0.48%	0.00%	+34.0%	Q2 2020
GEVGE Vernova Inc.	$1.68M	0.46%	0.00%	+1.0%	Q4 2024
LLYELI LILLY & Co	$1.67M	0.46%	0.00%	+7.5%	Q4 2023
CATCaterpillar Inc	$1.65M	0.45%	0.00%	-3.8%	Q2 2021
CRMSalesforce, Inc.	$1.43M	0.39%	0.00%	-13.0%	Q4 2018
GSGoldman Sachs Group Inc	$1.36M	0.37%	0.00%	+3.9%	Q3 2021
CCitigroup Inc	$1.32M	0.36%	0.00%	+10.9%	Q4 2018
PEPPepsico Inc	$1.3M	0.36%	0.00%	-3.0%	Q4 2018
JNJJohnson & Johnson	$1.2M	0.33%	0.00%	+2.3%	Q4 2018
XOMExxonMobil Holdings Corp	$1.16M	0.32%	0.00%	+15.5%	Q4 2021
SHOPShopify Inc.	$1.15M	0.31%	0.00%	-0.7%	Q2 2020
UNHUnitedhealth Group Inc	$1.12M	0.31%	0.00%	+19.7%	Q4 2019
PNCPNC Financial Services Group, Inc.	$1.1M	0.30%	0.00%	-2.6%	Q3 2023
CASYCaseys General Stores Inc	$1.08M	0.30%	0.01%	+18.7%	Q4 2024
MSMorgan Stanley	$1.04M	0.28%	0.00%	+39.7%	Q1 2022
CSXCSX Corp	$968K	0.27%	0.00%	-13.6%	Q2 2020
BACBank of America Corp	$959K	0.26%	0.00%	-0.9%	Q4 2018
SLViShares Silver Trust	$943K	0.26%	0.00%	+6.7%	Q2 2020
HDHome Depot, Inc.	$798K	0.22%	0.00%	-6.6%	Q4 2018

Q3 2025Reported Oct 22, 2025101 positions
NVDANvidia Corp	$71.6M	20.13%	0.00%	-0.1%	Q4 2018
MSFTMicrosoft Corp	$20.9M	5.89%	0.00%	+2.5%	Q4 2018
AAPLApple Inc.	$18.9M	5.32%	0.00%	+2.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$17.1M	4.81%	Not reported	+8.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$15.7M	4.42%	Not reported	+0.9%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.8M	3.59%	Not reported	+2.8%	Q3 2019
AVGOBroadcom Inc.	$10.7M	3.02%	0.00%	0.0%	Q1 2019
BRK.BBerkshire Hathaway Inc	$9.22M	2.59%	Not reported	-1.2%	Q4 2018
AMZNAmazon Com Inc	$7.53M	2.12%	0.00%	+6.9%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$7.2M	2.03%	0.01%	+8.7%	Q2 2020
METAMeta Platforms, Inc.	$7.15M	2.01%	Not reported	+4.1%	Q4 2018
GOOGAlphabet Inc.	$6.84M	1.92%	Not reported	+7.3%	Q4 2018
PPLPPL Corp	$6.1M	1.72%	0.02%	-0.9%	Q4 2018
JPMJPMorgan Chase & Co	$4.83M	1.36%	0.00%	+3.5%	Q4 2018
ABBVAbbVie Inc.	$4.16M	1.17%	0.00%	-0.4%	Q2 2020
TSLATesla, Inc.	$4.04M	1.14%	0.00%	+6.8%	Q3 2020
NFLXNetflix Inc	$3.84M	1.08%	0.00%	+2.6%	Q4 2018
GOOGLAlphabet Inc.	$3.78M	1.06%	0.00%	+1.0%	Q4 2018
WMWaste Management Inc	$3.66M	1.03%	0.00%	0.0%	Q4 2018
BXBlackstone Inc.	$3.3M	0.93%	0.00%	+23.0%	Q4 2020
WMTWalmart Inc.	$3.2M	0.90%	0.00%	+10.0%	Q2 2020
NETCloudflare, Inc.	$2.92M	0.82%	Not reported	+1.9%	Q2 2020
COSTCostco Wholesale Corp	$2.62M	0.74%	0.00%	-2.0%	Q2 2020
VVisa Inc.	$2.48M	0.70%	0.00%	-1.2%	Q4 2018
CVXChevron Corp	$2.42M	0.68%	0.00%	-1.2%	Q4 2018
MRVLMarvell Technology, Inc.	$2.03M	0.57%	0.00%	-1.5%	Q3 2019
AMDAdvanced Micro Devices Inc	$1.89M	0.53%	0.00%	+28.8%	Q2 2020
DUKDuke Energy CORP	$1.73M	0.49%	0.00%	-1.7%	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$1.73M	0.49%	Not reported	+13.9%	Q2 2020
GLDSPDR Gold Trust	$1.69M	0.47%	0.00%	+1.5%	Q4 2018
IBMInternational Business Machines Corp	$1.66M	0.47%	0.00%	+0.2%	Q4 2018
GEVGE Vernova Inc.	$1.57M	0.44%	0.00%	+5.9%	Q4 2024
CRMSalesforce, Inc.	$1.47M	0.41%	0.00%	-8.4%	Q4 2018
CATCaterpillar Inc	$1.43M	0.40%	0.00%	+26.6%	Q2 2021
PEPPepsico Inc	$1.31M	0.37%	0.00%	-5.1%	Q4 2018
GSGoldman Sachs Group Inc	$1.19M	0.33%	0.00%	+160.4%	Q3 2021
RTXRTX Corp	$1.18M	0.33%	0.00%	+35.3%	Q2 2020
LLYELI LILLY & Co	$1.1M	0.31%	0.00%	+1.8%	Q4 2023
CSXCSX Corp	$1.1M	0.31%	0.00%	0.0%	Q2 2020
PNCPNC Financial Services Group, Inc.	$1.09M	0.31%	0.00%	-1.0%	Q3 2023
SHOPShopify Inc.	$1.06M	0.30%	0.00%	-0.5%	Q2 2020
JNJJohnson & Johnson	$1.05M	0.30%	0.00%	-4.2%	Q4 2018
CCitigroup Inc	$1.04M	0.29%	0.00%	+4.1%	Q4 2018
HDHome Depot, Inc.	$1.01M	0.28%	0.00%	+43.5%	Q4 2018
UNHUnitedhealth Group Inc	$974K	0.27%	0.00%	+171.9%	Q4 2019
XOMExxonMobil Holdings Corp	$938K	0.26%	0.00%	-0.2%	Q4 2021
CASYCaseys General Stores Inc	$928K	0.26%	0.00%	+11.1%	Q4 2024
BACBank of America Corp	$908K	0.26%	0.00%	+2.7%	Q4 2018
HONHoneywell International Inc	$819K	0.23%	0.00%	-4.5%	Q4 2018
HSYHershey Co	$712K	0.20%	0.00%	-1.6%	Q1 2022

Premium opens every quarter this fund has filed