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Portfolio (Quarterly) Guide ↗

Highview Capital Management LLC/DE/

· CIK 0001903786
13F Portfolio $347M AUM 118 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 44 Added 22 Reduced 27 Exited
Page 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 4,082.0 $4.3M 1.25% -458.0 -10.1% $1064.90 -24.9%
22 DELL DELL TECHNOLOGIES INC Technology 9,820.0 $4.2M 1.22% NEW $431.46 +5.7%
23 WDC WESTERN DIGITAL CORP Technology 6,487.0 $4.1M 1.19% -4K -40.0% $638.72 -28.1%
24 KLAC KLA CORP Technology 13,359.0 $4.0M 1.16% NEW $301.71 -41.8%
25 GOOG ALPHABET INC 11,230.0 $4.0M 1.14% +2K +15.4% $353.33
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,204.0 $3.9M 1.13% -210.0 -4.8% $935.47 +1.1%
27 PWR QUANTA SVCS INC Industrials 5,019.0 $3.6M 1.04% -1K -17.7% $720.04 -16.3%
28 AMD ADVANCED MICRO DEVICES INC Technology 5,863.0 $3.4M 0.98% NEW $580.91 -19.9%
29 WMT WALMART INC Consumer Defensive 29,758.0 $3.4M 0.97% +3K +12.8% $113.26 -9.0%
30 CRWD CROWDSTRIKE HLDGS INC Technology 4,339.0 $3.3M 0.95% +272.0 +6.7% $190.78 +14.5%
31 TJX TJX COS INC NEW Consumer Cyclical 20,329.0 $3.1M 0.89% -9K -31.1% $151.50 -10.8%
32 MRVL MARVELL TECHNOLOGY INC Technology 10,198.0 $3.0M 0.87% NEW $297.89 -27.3%
33 SUB ISHARES TR 27,763.0 $3.0M 0.85% +149.0 +0.5% $106.47 -0.2%
34 SNOW SNOWFLAKE INC Technology 11,593.0 $3.0M 0.85% $254.50 +28.9%
35 GS GOLDMAN SACHS GROUP INC Financial Services 2,842.0 $2.9M 0.83% -1K -31.1% $1011.37 +2.2%
36 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,745.0 $2.9M 0.82% +336.0 +6.2% $496.73 +9.1%
37 META META PLATFORMS INC Communication Services 4,896.0 $2.8M 0.79% +62.0 +1.3% $563.29 +2.6%
38 JNJ JOHNSON & JOHNSON Healthcare 9,517.0 $2.4M 0.70% +7K +353.2% $253.97 +5.5%
39 CDNS CADENCE DESIGN SYSTEM INC Technology 5,814.0 $2.2M 0.63% +905.0 +18.4% $375.32 -9.3%
40 UNP UNION PAC CORP Industrials 7,969.0 $2.2M 0.62% +7K +676.0% $272.00 +13.0%
Page 2 of 6  ·  118 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 36.4%
Financial Services 21.6%
Consumer Cyclical 8.3%
Healthcare 8.1%
Communication Services 7.6%
Industrials 7.4%
Consumer Defensive 3.7%
Real Estate 2.0%
Utilities 1.9%
Energy 1.7%