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Portfolio (Quarterly) Guide ↗

Grandview Asset Management LLC

· CIK 0001766791
13F Portfolio $403M AUM 146 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 146 New
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHV SCHWAB STRATEGIC TR 58,514.0 $2.0M 0.51% NEW $34.81 +0.4%
42 DIA STATE STR SPDR DOW JONES IND Financial Services 3,839.0 $2.0M 0.50% NEW $522.39 +2.3%
43 KRE SPDR SERIES TRUST 25,136.0 $1.9M 0.47% NEW $74.85 -0.4%
44 CASY CASEYS GEN STORES INC Consumer Cyclical 2,307.0 $1.9M 0.46% NEW $802.59 +0.6%
45 DUK DUKE ENERGY CORP NEW Utilities 14,483.0 $1.8M 0.46% NEW $126.58 -3.7%
46 GLD SPDR GOLD TR Financial Services 4,789.0 $1.8M 0.44% NEW $367.38 +14.7%
47 GS GOLDMAN SACHS GROUP INC Financial Services 1,691.0 $1.7M 0.42% NEW $994.32 +4.6%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 5,710.0 $1.6M 0.40% NEW $281.20 -18.3%
49 C CITIGROUP INC Financial Services 11,482.0 $1.6M 0.40% NEW $139.53 -4.3%
50 ARKX ARK ETF TR 46,953.0 $1.6M 0.40% NEW $34.12 -4.9%
51 XOM EXXON MOBIL CORP Energy 11,656.0 $1.6M 0.40% NEW $136.72 +15.7%
52 MS MORGAN STANLEY Financial Services 6,959.0 $1.5M 0.37% NEW $213.36 +0.3%
53 XLE SELECT SECTOR SPDR TR 27,263.0 $1.4M 0.36% NEW $53.11 +17.5%
54 JNJ JOHNSON & JOHNSON Healthcare 5,583.0 $1.4M 0.35% NEW $253.86 +6.4%
55 BND VANGUARD BD INDEX FDS 16,636.0 $1.2M 0.30% NEW $73.41 -1.1%
56 PNC PNC FINL SVCS GROUP INC Financial Services 4,758.0 $1.2M 0.29% NEW $246.24 -0.6%
57 VV VANGUARD INDEX FDS 3,264.0 $1.1M 0.28% NEW $343.91 +2.6%
58 VRT VERTIV HOLDINGS CO Industrials 3,265.0 $1.1M 0.27% NEW $334.83 -21.2%
59 VCIT VANGUARD SCOTTSDALE FDS 12,701.0 $1.0M 0.26% NEW $82.65 -1.4%
60 VCSH VANGUARD SCOTTSDALE FDS 13,018.0 $1.0M 0.26% NEW $79.03 -0.4%
Page 3 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.1%
Financial Services 20.5%
Consumer Cyclical 5.7%
Industrials 5.1%
Communication Services 4.5%
Utilities 4.0%
Healthcare 3.4%
Consumer Defensive 2.9%
Energy 1.6%
Basic Materials 0.1%