Global View Capital Management LLC
Long book
$376.7M
Q1 2026
Positions
140
Top-10 weight
70%
concentration
Last quarter
+16.4%
SPY +14.8%
Turnover
34%
of book per quarter
Strategy in plain words
auto-generated from filingsGlobal View Capital Management LLC is a wealth-management firm allocating client money, specialised in financials (85% of the long book), running a $376.7M US long book across 140 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: WISDOMTREE FLOATING RATE TRE, TRADR 2X LONG INNOVATION 100, PROSHARES ULTRA QQQ, STE STR SPDR PT S&P 500 ETF, ABRDN PHYSICAL GOLD SHARES.
Over the last 6 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-5.2%
Q1 2025
+9.8%
Q2 2025
+9.6%
Q3 2025
+3.2%
Q4 2025
-6.6%
Q1 2026
+16.4%
Sector allocation
Financials 24%
Technology 23%
Industrials 16%
Materials 12%
Healthcare 11%
Communications 5%
Utilities 5%
Energy 4%
Long book by quarter
What does Global View own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 4.4K | $1.1M | 0.3% | +2.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.1K | $1.0M | 0.3% | -27.8% |
| FNV FRANCO-NEVADA CORP | Materials | 2.7K | $677K | 0.2% | -31.7% |
| L LOEWS CORP | Financials | 5.8K | $615K | 0.2% | -34.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 8.7K | $434K | 0.1% | -12.5% |
| OKE ONEOK INC | Utilities | 4.6K | $418K | 0.1% | -30.6% |
| NVDA NVIDIA CORP | Technology | 2.4K | $413K | 0.1% | -9.7% |
| MDT MEDTRONIC PLC | Healthcare | 4.5K | $390K | 0.1% | -32.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 137 | $536.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 137 | $536.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 136 | $470.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 15, 2025 | 115 | $312.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 105 | $275.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 122 | $285.2M | canonical | SEC ↗ |