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Portfolio (Quarterly) Guide ↗

Global View Capital Management LLC

· CIK 0001994495
13F Portfolio $537M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 137 New
Page 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FXU FIRST TR EXCHANGE TRADED FD 7,846.0 $353K 0.07% NEW $45.01 +10.2%
102 XLE SELECT SECTOR SPDR TR 7,896.0 $353K 0.07% NEW $44.71 +19.8%
103 GRID FIRST TR EXCHANGE TRADED FD 2,307.0 $353K 0.07% NEW $153.02 +23.0%
104 TSLA TESLA INC Consumer Cyclical 783.0 $352K 0.07% NEW $449.72 -16.5%
105 ITA ISHARES TR 1,638.0 $352K 0.07% NEW $214.69 +10.0%
106 XPP PROSHARES TR 13,037.0 $342K 0.06% NEW $26.25 -31.8%
107 HON HONEYWELL INTL INC Industrials 1,738.0 $339K 0.06% NEW $195.09 +16.6%
108 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,967.0 $325K 0.06% NEW $82.02 -20.9%
109 TMB THORNBURG ETF TR 12,678.0 $324K 0.06% NEW $25.58 -0.3%
110 RDVY FIRST TR EXCHANGE TRADED FD 4,640.0 $322K 0.06% NEW $69.47 +13.6%
111 JPIE J P MORGAN EXCHANGE TRADED F 6,945.0 $321K 0.06% NEW $46.29 -0.6%
112 CTVA CORTEVA INC Basic Materials 4,740.0 $318K 0.06% NEW $67.03 +19.5%
113 RTX RTX CORPORATION Industrials 1,727.0 $317K 0.06% NEW $183.40 +0.9%
114 EOG EOG RES INC Energy 2,992.0 $314K 0.06% NEW $105.01 +28.0%
115 STIP ISHARES TR 3,024.0 $310K 0.06% NEW $102.39 -0.5%
116 EFA ISHARES TR 3,213.0 $309K 0.06% NEW $96.03 +6.5%
117 IHI ISHARES TR 4,749.0 $295K 0.06% NEW $62.15 -20.2%
118 SPYV SPDR SERIES TRUST 5,172.0 $294K 0.06% NEW $56.81 +6.7%
119 ANGL VANECK ETF TRUST 9,550.0 $280K 0.05% NEW $29.37 -0.6%
120 SYY SYSCO CORP Consumer Defensive 3,797.0 $280K 0.05% NEW $73.69 +9.4%
Page 6 of 7  ·  137 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 57.4%
Technology 10.7%
Basic Materials 7.2%
Healthcare 6.7%
Industrials 4.9%
Energy 4.8%
Communication Services 2.9%
Consumer Cyclical 2.9%
Consumer Defensive 2.5%