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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OIH VANECK ETF TRUST 1,753.0 $652K 0.16% NEW $372.03 +8.8%
82 HSY HERSHEY CO Consumer Defensive 3,686.0 $647K 0.16% NEW $175.42 +5.7%
83 DLN WISDOMTREE TR 6,574.0 $633K 0.16% NEW $96.31 +4.7%
84 QLD PROSHARES TR 6,400.0 $619K 0.15% NEW $96.76 -8.1%
85 TM TOYOTA MOTOR CORP Consumer Cyclical 3,663.0 $617K 0.15% NEW $168.42 +13.9%
86 STM STMICROELECTRONICS N V Technology 7,607.0 $570K 0.14% NEW $74.89 -33.7%
87 LOW LOWES COS INC Consumer Cyclical 2,468.0 $529K 0.13% NEW $214.42 -1.9%
88 MA MASTERCARD INCORPORATED Financial Services 1,027.0 $528K 0.13% NEW $513.93 +16.4%
89 CEG CONSTELLATION ENERGY CORP Utilities 2,118.0 $526K 0.13% NEW $248.44 +12.5%
90 OUSA ALPS ETF TR 9,197.0 $525K 0.13% NEW $57.12 +9.5%
91 JEPI J P MORGAN EXCHANGE TRADED F 8,725.0 $493K 0.12% NEW $56.48 +3.0%
92 GDV GABELLI DIVID & INCOME TR Financial Services 16,300.0 $479K 0.12% NEW $29.40 +3.6%
93 LRCX LAM RESEARCH CORP Technology 1,063.0 $478K 0.12% NEW $449.59 -30.4%
94 VOO VANGUARD INDEX FDS 694.0 $477K 0.12% NEW $686.85 +2.5%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 10,991.0 $456K 0.11% NEW $41.51 +20.9%
96 SCHD SCHWAB STRATEGIC TR 14,248.0 $452K 0.11% NEW $31.71 +10.5%
97 VGSH VANGUARD SCOTTSDALE FDS 7,368.0 $429K 0.11% NEW $58.20 -0.1%
98 XLF SELECT SECTOR SPDR TR 7,965.0 $427K 0.11% NEW $53.61 +8.7%
99 QCOM QUALCOMM INC Technology 2,265.0 $412K 0.10% NEW $182.01 -10.0%
100 URI UNITED RENTALS INC Industrials 361.0 $409K 0.10% NEW $1133.40 -6.7%
Page 5 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%