MACROVIEW INVESTMENT MANAGEMENT LLC
CIK 1551727 · View on SEC EDGAR ↗
- Portfolio value
- $162.0M
- Positions
- 106
- As of
- June 30, 2026
#7,142 of 9,443 by 13F value · top 75.6%
Portfolio value QoQ: +12.5% 13F does not disclose cash
- Top 10 holdings weight
- 42.15%
- Top 25 holdings weight
- 67.92%
- Positions above 1%
- 29
- Effective number of positions
- 39.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.14% Est. buys $14,363,271 · sells $6,333,685
Median holding: 6.5 quarters Tracked Q4 2024–Q2 2026 · 76.8% still held
- New positions
- 15
- Increased
- 53
- Decreased
- 30
- Closed
- 8
Put-notional exposure: 0.6% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.5%
Retail
3.0%
Communication Services
1.5%
Financial Services
1.3%
Industrials
0.9%
Health Care
0.6%
Consumer Staples
0.5%
Energy
0.4%
Real Estate
0.4%
Financials
0.4%
Consumer products
0.2%
Communications
0.2%
Consumer Discretionary
0.1%
Other/Unmapped
83.9%
Full portfolio 106 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $10,661,500 | 6.58% | 14,277 | $2,013,415 | Up ×5 | ||
| BMAR | $7,971,425 | 4.92% | 138,327 | $704,301 | Down ×1 | ||
| SCHG | $7,577,891 | 4.68% | 223,933 | $1,397,898 | Up ×2 | ||
| EFA | $7,021,164 | 4.33% | 67,589 | $773,413 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6,258,553 | 3.86% | 8,499 | $1,614,642 | Up ×1 | ||
| IJR | $6,045,140 | 3.73% | 40,760 | $1,145,521 | Up ×1 | ||
| IJH | $6,026,500 | 3.72% | 78,155 | $920,324 | Up ×3 | ||
| PHYS | $5,956,664 | 3.68% | 197,437 | $-1,110,143 | Down ×6 | ||
| IVV | $5,763,339 | 3.56% | 7,696 | $780,077 | Up ×5 | ||
| IEFA | $5,010,261 | 3.09% | 51,877 | $430,758 | Up ×2 | ||
| QUAL | $4,082,552 | 2.52% | 18,605 | $608,359 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,937,097 | 2.43% | 11,163 | $281,758 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $3,818,589 | 2.36% | 13,197 | $434,569 | Down ×1 | ||
| PVAL | $3,083,990 | 1.90% | 60,530 | $545,066 | Up ×3 | ||
| SCHD | $2,906,979 | 1.79% | 91,674 | $323,803 | Up ×3 | ||
| JAAA | $2,702,174 | 1.67% | 53,519 | $102,718 | Up ×1 | ||
| JMBS | $2,575,655 | 1.59% | 57,249 | $20,044 | Up ×2 | ||
| MINT | $2,492,707 | 1.54% | 24,727 | $121,364 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,470,235 | 1.52% | 6,622 | $-18,040 | Down ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $2,444,890 | 1.51% | 14,938 | $333,201 | Up ×3 | ||
| RSP | $2,334,153 | 1.44% | 10,970 | $549,101 | Up ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2,325,298 | 1.44% | 46,293 | $141,763 | Up ×6 | ||
| NOBL | $2,266,395 | 1.40% | 40,356 | $248,336 | Up ×1 | ||
| GLDM | $2,225,348 | 1.37% | 28,020 | Up ×1 | |||
| VNLA | $2,079,230 | 1.28% | 42,550 | $95,854 | Up ×1 | ||
| GLD | $1,806,904 | 1.12% | 4,905 | $-2,943,067 | Down ×3 | ||
| IAU | $1,700,032 | 1.05% | 22,514 | $-240,105 | Up ×2 | ||
| VTI | $1,698,868 | 1.05% | 4,591 | $249,026 | Up ×5 | ||
| Unknown issuer (CUSIP: 45784N338) | $1,695,820 | 1.05% | 84,664 | Up ×1 | |||
| VONV Vanguard Russell 1000 Value ETF | $1,557,423 | 0.96% | 14,650 | $150,202 | Down ×1 | ||
| XLV XLV | $1,556,202 | 0.96% | 9,808 | $81,524 | Down ×3 | ||
| Unknown issuer (CUSIP: 45784N379) | $1,554,456 | 0.96% | 78,709 | $143,706 | Up ×1 | ||
| GSLC | $1,453,525 | 0.90% | 10,244 | $266,402 | Up ×2 | ||
| PMAR | $1,446,708 | 0.89% | 30,285 | $95,391 | |||
| VEA | $1,444,260 | 0.89% | 20,270 | $285,117 | Up ×6 | ||
| AKRE | $1,380,334 | 0.85% | 25,951 | $-73,041 | Down ×1 | ||
| QCAP | $1,370,684 | 0.85% | 55,029 | $66,017 | Up ×1 | ||
| DDFD | $1,351,578 | 0.83% | 67,655 | $133,657 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,281,894 | 0.79% | 14,995 | $129,681 | Up ×6 | ||
| Unknown issuer (CUSIP: 464287955) | $1,051,575 | 0.65% | 3,500 | Put option | $258,575 | Up ×1 | |
| NVDA NVIDIA Corporation - Common Stock | $1,013,084 | 0.63% | 5,063 | $63,190 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $985,775 | 0.61% | 2,758 | $188,836 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $894,611 | 0.55% | 1,756 | $-169,049 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $893,022 | 0.55% | 2,527 | $149,714 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $803,304 | 0.50% | 5,481 | $4,641 | Up ×6 | ||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $799,662 | 0.49% | 4,188 | $-30,572 | Down ×1 | ||
| IWF | $787,108 | 0.49% | 6,339 | $111,921 | Up ×6 | ||
| AXP American Express Company Common Stock | $739,415 | 0.46% | 2,186 | $99,670 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $723,859 | 0.45% | 5,294 | $-154,967 | Up ×6 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $719,576 | 0.44% | 7,804 | $15,281 | Up ×5 | ||
| VIG | $698,178 | 0.43% | 2,951 | $65,592 | Up ×4 | ||
| HPP Hudson Pacific Properties, Inc. Common Stock | $691,753 | 0.43% | 45,540 | Up ×1 | |||
| VT | $657,615 | 0.41% | 4,190 | $80,119 | Up ×6 | ||
| SPEM | $654,741 | 0.40% | 12,645 | $73,388 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $615,632 | 0.38% | 2,583 | $64,550 | Down ×1 | ||
| IWR | $606,544 | 0.37% | 5,498 | $62,322 | Down ×2 | ||
| VIOO | $542,066 | 0.33% | 3,941 | $89,504 | |||
| TOTL | $540,085 | 0.33% | 13,683 | $8,878 | Up ×6 | ||
| IVE | $537,417 | 0.33% | 2,367 | $68,811 | Up ×1 | ||
| TCAF | $527,420 | 0.33% | 12,833 | $72,452 | Up ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $517,951 | 0.32% | 5,145 | Up ×1 | |||
| IBM International Business Machines Corporation Common Stock | $509,927 | 0.31% | 1,813 | $122,588 | Up ×1 | ||
| SCHX | $492,188 | 0.30% | 16,724 | $64,040 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $478,264 | 0.30% | 1,151 | $148,205 | Down ×1 | ||
| SPYM | $474,791 | 0.29% | 5,403 | $61,277 | |||
| MS Morgan Stanley Common Stock | $455,800 | 0.28% | 2,180 | $97,988 | Up ×6 | ||
| VWO | $439,155 | 0.27% | 7,357 | $64,562 | Up ×4 | ||
| FGD | $434,309 | 0.27% | 13,576 | $35,982 | Up ×1 | ||
| SCHF | $424,412 | 0.26% | 15,322 | $47,026 | Up ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $418,138 | 0.26% | 362 | $175,090 | Down ×2 | ||
| INFL | $393,361 | 0.24% | 7,886 | $-16,995 | Up ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $381,415 | 0.24% | 377 | $61,523 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $378,683 | 0.23% | 3,343 | $-41,678 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $378,016 | 0.23% | 671 | $-3,052 | Up ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $377,866 | 0.23% | 2,613 | $64,564 | Down ×1 | ||
| GDS GDS Holdings Limited - American Depositary Shares | $374,174 | 0.23% | 12,460 | $-127,839 | |||
| HAP | $366,026 | 0.23% | 5,335 | $-20,593 | |||
| VGK | $363,477 | 0.22% | 4,105 | $28,738 | Up ×1 | ||
| XBI XBI | $348,852 | 0.22% | 2,204 | $67,354 | |||
| UNP Union Pacific Corporation Common Stock | $345,477 | 0.21% | 1,270 | $14,338 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $336,347 | 0.21% | 579 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $327,985 | 0.20% | 1,002 | $-10,299 | Down ×2 | ||
| IWM | $323,062 | 0.20% | 1,075 | $56,458 | |||
| VBK | $322,472 | 0.20% | 882 | $48,861 | Down ×4 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $322,283 | 0.20% | 3,587 | $97,477 | |||
| DYNF | $316,930 | 0.20% | 4,660 | $111,732 | Up ×1 | ||
| WCMI | $316,909 | 0.20% | 16,194 | $75,019 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $313,752 | 0.19% | 831 | $49,500 | Down ×1 | ||
| SAIC Science Applications International Corporation - Common Stock | $295,899 | 0.18% | 2,680 | $92,106 | Up ×1 | ||
| NVR NVR, Inc. Common Stock | $292,976 | 0.18% | 43 | $3,023 | Down ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $288,383 | 0.18% | 1,212 | $31,281 | Down ×1 | ||
| Unknown issuer (CUSIP: 77926X320) | $248,358 | 0.15% | 3,363 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $246,711 | 0.15% | 2,100 | Up ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $238,863 | 0.15% | 313 | Up ×1 | |||
| EEM | $238,334 | 0.15% | 3,484 | ||||
| MCK McKesson Corporation Common Stock | $237,280 | 0.15% | 314 | $-45,465 | Down ×1 | ||
| BRKB | $231,180 | 0.14% | 462 | $-6,503 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $230,864 | 0.14% | 1,653 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $226,703 | 0.14% | 539 | $22,240 | Down ×1 | ||
| SNSR Global X Internet of Things ETF | $221,610 | 0.14% | 4,435 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPY | $10,661,500 | 6.58% | up ×5 |
| EFA | $7,021,164 | 4.33% | up ×6 |
| IJH | $6,026,500 | 3.72% | up ×3 |
| IVV | $5,763,339 | 3.56% | up ×5 |
| HD | $3,937,097 | 2.43% | up ×4 |
| PVAL | $3,083,990 | 1.90% | up ×3 |
| SCHD | $2,906,979 | 1.79% | up ×3 |
| ESGU | $2,444,890 | 1.51% | up ×3 |
| VTIP | $2,325,298 | 1.44% | up ×6 |
| VTI | $1,698,868 | 1.05% | up ×5 |
| VEA | $1,444,260 | 0.89% | up ×6 |
| VXUS | $1,281,894 | 0.79% | up ×6 |
| ORCL | $803,304 | 0.50% | up ×6 |
| IWF | $787,108 | 0.49% | up ×6 |
| XOM | $723,859 | 0.45% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GLDM | $2,225,348 | 28,020 | 1.37% |
| Unknown issuer (CUSIP: 45784N338) | $1,695,820 | 84,664 | 1.05% |
| HPP | $691,753 | 45,540 | 0.43% |
| SGOV | $517,951 | 5,145 | 0.32% |
| AMD | $336,347 | 579 | 0.21% |
| Unknown issuer (CUSIP: 77926X320) | $248,358 | 3,363 | 0.15% |
| CSCO | $246,711 | 2,100 | 0.15% |
| CRWD | $238,863 | 313 | 0.15% |
| EEM | $238,334 | 3,484 | 0.15% |
| INTC | $230,864 | 1,653 | 0.14% |
| SNSR | $221,610 | 4,435 | 0.14% |
| ESGE | $213,839 | 3,910 | 0.13% |
| JNJ | $203,430 | 801 | 0.13% |
| AMP | $201,854 | 440 | 0.12% |
| FEZ | $200,896 | 2,925 | 0.12% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GLD | Trimmed | -6K | -$2.9M |
| SPY | Bought more | +979 | +$2.0M |
| QQQ | Bought more | +453 | +$1.6M |
| SCHG | Bought more | +12K | +$1.4M |
| IJR | Bought more | +1K | +$1.1M |
| PHYS | Trimmed | -2K | -$1.1M |
| IJH | Bought more | +3K | +$920K |
| IVV | Bought more | +67 | +$780K |
| EFA | Bought more | +3K | +$773K |
| BMAR | Trimmed | -125 | +$704K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IJAN | June 30, 2025 | 47,032 | $1,503,806 | No longer tracked |
| BJAN | Dec. 31, 2025 | 27,152 | $1,439,480 | No longer tracked |
| XLF | Sept. 30, 2025 | 25,811 | $1,351,720 | No longer tracked |
| BFEB | March 31, 2025 | 31,291 | $1,347,729 | No longer tracked |
| DDFO | March 31, 2026 | 61,817 | $1,336,181 | No longer tracked |
| GFEB | Dec. 31, 2025 | 32,653 | $1,324,733 | No longer tracked |
| VIGI | March 31, 2026 | 14,407 | $1,317,532 | |
| PAPR | Dec. 31, 2025 | 33,773 | $1,295,533 | No longer tracked |
| POCT | June 30, 2025 | 30,885 | $1,199,883 | No longer tracked |
| DDTD | June 30, 2026 | 60,883 | $1,138,055 | No longer tracked |
| EFG | March 31, 2026 | 7,011 | $798,675 | No longer tracked |
| KLXE | June 30, 2026 | 174,696 | $454,210 | -35.6% |
| ILPT | March 31, 2025 | 106,808 | $389,850 | 141.3% |
| GAPR | June 30, 2026 | 8,668 | $350,794 | No longer tracked |
| LCTU | Sept. 30, 2025 | 5,212 | $350,622 | No longer tracked |
| BSMQ | June 30, 2026 | 14,141 | $334,081 | |
| BABA | June 30, 2025 | 2,450 | $323,964 | 7.7% |
| EAGG | Sept. 30, 2025 | 6,769 | $321,799 | No longer tracked |
| CEG | Sept. 30, 2025 | 955 | $308,295 | -17.2% |
| DSI | Sept. 30, 2025 | 2,607 | $302,819 | No longer tracked |
| SUSC | Sept. 30, 2025 | 11,491 | $266,936 | |
| CIBR | March 31, 2025 | 4,184 | $265,485 | |
| ESGE | Sept. 30, 2025 | 6,444 | $252,414 | |
| CLOU | March 31, 2026 | 10,787 | $244,002 | |
| USXF | Sept. 30, 2025 | 4,485 | $241,877 | 19.2% |
| EOSE | June 30, 2026 | 46,056 | $228,438 | -39.2% |
| GAUG | June 30, 2025 | 6,500 | $225,843 | No longer tracked |
| UA | June 30, 2026 | 38,703 | $224,088 | -16.8% |
| MUB | March 31, 2025 | 2,007 | $213,887 | No longer tracked |
| CVX | June 30, 2026 | 1,026 | $212,367 | 24.6% |
| DIS | Dec. 31, 2025 | 1,850 | $211,825 | -5.8% |
| BRKB | June 30, 2025 | 393 | $209,304 | No longer tracked |
| AMP | March 31, 2026 | 420 | $205,943 | 25.9% |
| EEM | June 30, 2025 | 4,700 | $205,389 | No longer tracked |
| EEM | March 31, 2026 | 3,726 | $203,870 | No longer tracked |
| SNSR | March 31, 2025 | 5,788 | $201,989 | |
| SBET | June 30, 2026 | 12,500 | $80,625 | 66.3% |
| BTOG | Dec. 31, 2025 | 11,500 | $4,403 | 2065.7% |