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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors, Inc.

· CIK 0001786915
13F Portfolio $164M AUM 163 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 16 Added 11 Reduced
Page 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 689.0 $19K 0.01% NEW $27.46 -1.6%
62 STRV STRIVE 500 ETF 450.0 $19K 0.01% NEW $41.97 +15.2%
63 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 373.0 $18K 0.01% NEW $48.83 -4.1%
64 TNK TEEKAY TANKERS LTD CL A Energy 239.0 $18K 0.01% NEW $73.32 +3.0%
65 VXF VANGUARD EXTENDED MARKET ETF 79.0 $16K 0.01% NEW $208.24 +12.6%
66 INSW INTERNATIONAL SEAWAYS INC COM Energy 208.0 $15K 0.01% NEW $72.88 +13.5%
67 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1,140.0 $15K 0.01% NEW $13.17
68 XMHQ INVESCO S&P MIDCAP QUALITY ETF 135.0 $14K 0.01% NEW $103.37 +6.4%
69 LNG CHENIERE ENERGY INC COM NEW Energy 47.0 $14K 0.01% NEW $288.00 -18.7%
70 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 176.0 $13K 0.01% NEW $75.24 +11.8%
71 AVT AVNET INC COM Technology 212.0 $13K 0.01% NEW $61.62 +44.6%
72 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 138.0 $11K 0.01% NEW $82.33 -9.6%
73 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 1,333.0 $11K 0.01% NEW $8.38 -5.3%
74 NRP NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR Energy 75.0 $9K 0.01% NEW $121.00 -13.5%
75 SCHP SCHWAB US TIPS ETF 340.0 $9K 0.01% NEW $26.62 +0.4%
76 COF CAPITAL ONE FINL CORP COM Financial Services 44.0 $8K 0.01% NEW $183.18 +1.8%
77 CDE COEUR MNG INC COM NEW Basic Materials 411.0 $8K 0.01% NEW $18.77 -2.1%
78 PPTA PERPETUA RESOURCES CORP COM Basic Materials 268.0 $8K 0.01% NEW $28.12 -5.5%
79 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 1,050.0 $7K 0.00% NEW $6.95 +46.3%
80 ASML ASML HLDG NV N Y REGISTRY SHS Technology 5.0 $7K 0.00% NEW $1410.20 +15.7%
Page 4 of 6  ·  117 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
Financial Services 35.4%
Healthcare 17.2%
Utilities 14.3%
Consumer Defensive 11.7%
Industrials 7.0%
Energy 6.0%
Consumer Cyclical 4.7%
Communication Services 2.0%
Technology 1.1%
Basic Materials 0.5%