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Portfolio (Quarterly) Guide ↗

Fieldview Capital Management, LLC

· CIK 0002040221
13F Portfolio $343M AUM 468 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New 82 Added 120 Reduced 269 Exited
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GATX GATX CORP Industrials 4,198.0 $717K 0.21% +2K +65.0% $170.74 +0.7%
42 TRNO TERRENO RLTY CORP Real Estate 11,358.0 $698K 0.20% +5K +84.4% $61.42 +8.6%
43 COHR COHERENT CORP Technology 2,877.0 $685K 0.20% +390.0 +15.7% $238.21 +60.1%
44 AXON AXON ENTERPRISE INC Industrials 1,605.0 $682K 0.20% +239.0 +17.5% $424.69 -9.3%
45 SJM SMUCKER J M CO Consumer Defensive 6,995.0 $675K 0.20% +4K +107.8% $96.44 +6.1%
46 LEU CENTRUS ENERGY CORP Energy 3,731.0 $648K 0.19% +2K +104.4% $173.59 +5.6%
47 FDS FACTSET RESH SYS INC Financial Services 2,943.0 $639K 0.19% +684.0 +30.3% $216.99 +6.4%
48 HST HOST HOTELS & RESORTS INC Real Estate 32,566.0 $624K 0.18% +9K +35.5% $19.16 +20.6%
49 FLNC FLUENCE ENERGY INC Utilities 44,789.0 $616K 0.18% +30K +197.6% $13.76 +55.0%
50 FCN FTI CONSULTING INC Industrials 3,150.0 $557K 0.16% +907.0 +40.4% $176.77 -13.6%
51 GHC GRAHAM HLDGS CO Consumer Defensive 517.0 $547K 0.16% +278.0 +116.3% $1057.26 +5.7%
52 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,327.0 $523K 0.15% +769.0 +30.1% $157.28 -4.2%
53 NVT NVENT ELEC PLC Industrials 4,341.0 $513K 0.15% +496.0 +12.9% $118.28 +43.1%
54 IVZ INVESCO LTD Financial Services 21,018.0 $511K 0.15% +4K +25.0% $24.29 +14.0%
55 COLD AMERICOLD REALTY TRUST INC Real Estate 44,158.0 $506K 0.15% +12K +37.0% $11.46 +29.7%
56 ROIV ROIVANT SCIENCES LTD Healthcare 18,268.0 $506K 0.15% +2K +9.2% $27.70 +7.1%
57 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 6,786.0 $505K 0.15% +3K +104.5% $74.38 -29.3%
58 RGA REINSURANCE GROUP AMER INC Financial Services 2,471.0 $504K 0.15% +48.0 +2.0% $204.16 +3.9%
59 UPS UNITED PARCEL SVCS INC Industrials 5,062.0 $498K 0.14% +2K +71.8% $98.38 +3.6%
60 AMD ADVANCED MICRO DEVICES INC Technology 2,432.0 $495K 0.14% +721.0 +42.1% $203.43 +147.7%
Page 3 of 5  ·  82 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 21.0%
Consumer Cyclical 18.7%
Technology 15.4%
Industrials 12.9%
Healthcare 9.0%
Real Estate 6.7%
Consumer Defensive 5.3%
Energy 4.4%
Utilities 2.6%
Basic Materials 2.3%