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Portfolio (Quarterly) Guide ↗

Highview Capital Management LLC/DE/

· CIK 0001903786
13F Portfolio $283M AUM 105 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 32 Added 30 Reduced 12 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 1,958.0 $1.2M 0.42% -30.0 -1.5% $614.31 +16.8%
22 CYBERARK SOFTWARE LTD 2,452.0 $1.1M 0.39% -17.0 -0.7% $446.06
23 CVS CVS HEALTH CORP Healthcare 13,657.0 $1.1M 0.38% -299.0 -2.1% $79.36 +17.5%
24 DE DEERE & CO Industrials 2,260.0 $1.1M 0.37% -1K -33.1% $465.57 +13.7%
25 IEMG ISHARES INC 8,361.0 $562K 0.20% -399.0 -4.5% $67.22 +19.9%
26 ABT ABBOTT LABS Healthcare 2,297.0 $288K 0.10% -15.0 -0.7% $125.29 -30.2%
27 ACN ACCENTURE PLC IRELAND Technology 1,068.0 $287K 0.10% -575.0 -35.0% $268.30 -33.2%
28 PCT PURECYCLE TECHNOLOGIES INC Industrials 31,150.0 $268K 0.09% -500.0 -1.6% $8.59 +31.8%
29 MA MASTERCARD INCORPORATED Financial Services 426.0 $243K 0.09% -30.0 -6.6% $570.88 -12.7%
30 IJK ISHARES TR 2,216.0 $215K 0.08% -120.0 -5.1% $96.88 +15.4%
Page 2 of 2  ·  30 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 29.3%
Financial Services 23.3%
Consumer Cyclical 11.7%
Communication Services 10.3%
Healthcare 8.6%
Industrials 8.5%
Consumer Defensive 3.4%
Basic Materials 1.4%
Utilities 1.3%
Real Estate 1.3%