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Portfolio (Quarterly) Guide ↗

Global View Capital Management LLC

· CIK 0001994495
13F Portfolio $484M AUM 146 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 51 Added 60 Reduced 27 Exited
Page 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEF ISHARES TR 5,702.0 $539K 0.11% -20K -78.2% $94.57 -1.2%
82 AKRE PROFESIONALLY MANAGED PORTFO 9,742.0 $518K 0.11% -2K -17.0% $53.19 +14.0%
83 L LOEWS CORP Financial Services 4,536.0 $514K 0.11% -1K -21.3% $113.21 -2.1%
84 LLY ELI LILLY & CO Healthcare 420.0 $504K 0.10% +33.0 +8.5% $1199.43 +4.5%
85 XLB SELECT SECTOR SPDR TR 9,825.0 $499K 0.10% -5K -34.2% $50.83 +5.1%
86 GLDM WORLD GOLD TR Financial Services 6,107.0 $485K 0.10% -379.0 -5.8% $79.42 +15.6%
87 HYLB DBX ETF TR 12,542.0 $458K 0.10% NEW $36.52 -0.2%
88 FNV FRANCO NEV CORP Basic Materials 2,125.0 $443K 0.09% -617.0 -22.5% $208.44 +30.5%
89 DSMC ETF SER SOLUTIONS 10,879.0 $439K 0.09% -3K -21.2% $40.36 +8.8%
90 AGQ PROSHARES TR II Financial Services 6,383.0 $434K 0.09% +2K +58.9% $68.01 +30.1%
91 UNILEVER PLC 7,056.0 $424K 0.09% -425.0 -5.7% $60.12
92 EUHY ISHARES INC 7,845.0 $423K 0.09% NEW $53.86 -0.7%
93 IWN ISHARES TR 1,888.0 $418K 0.09% +803.0 +74.0% $221.20 +1.3%
94 XLE SELECT SECTOR SPDR TR 7,845.0 $417K 0.09% -13K -62.3% $53.11 +17.8%
95 SHYG ISHARES TR 9,782.0 $415K 0.09% +2K +32.4% $42.41 -0.2%
96 DSTL ETF SER SOLUTIONS 6,884.0 $412K 0.09% -1K -17.6% $59.90 +16.6%
97 RDVY FIRST TR EXCHANGE TRADED FD 5,002.0 $405K 0.08% +960.0 +23.8% $81.06 +1.5%
98 MBSF VALUED ADVISERS TR 14,356.0 $369K 0.08% -284.0 -1.9% $25.68 +0.2%
99 SUSA ISHARES TR 2,303.0 $355K 0.07% -921.0 -28.6% $154.30 +2.2%
100 TSLA TESLA INC Consumer Cyclical 833.0 $350K 0.07% +145.0 +21.1% $420.60 -15.7%
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
Financial Services 76.5%
Technology 9.5%
Industrials 3.9%
Healthcare 3.3%
Consumer Cyclical 1.9%
Energy 1.8%
Basic Materials 1.4%
Communication Services 1.1%
Real Estate 0.8%