MACROVIEW INVESTMENT MANAGEMENT LLC
Long book
$143.2M
Q1 2026
Positions
98
Top-10 weight
42%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsMACROVIEW INVESTMENT MANAGEMENT LLC is a wealth-management firm allocating client money, running a $143.2M US long book across 98 positions.
The portfolio is moderately concentrated (top 10 ≈ 42% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INNOVATOR U.S. EQUITY BUFFER, SPROTT PHYSICAL GOLD TRUST, ISHARES MSCI EAFE ETF, SCHWAB US LARGE-CAP GROWTH.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 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
Q1 2024
+1.8%
Q2 2024
+7.3%
Q3 2024
-0.2%
Q4 2024
-0.8%
Q1 2025
+7.9%
Q2 2025
+7.9%
Q3 2025
+2.8%
Q4 2025
-1.5%
Q1 2026
+9.0%
Sector allocation
Technology 47%
Consumer discretionary 21%
Financials 12%
Industrials 8%
Energy 7%
Consumer staples 4%
Other 1%
Long book by quarter
What does MACROVIEW INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| HD HOME DEPOT INC | Consumer discretionary | 11.1K | $3.7M | 2.6% | 0.0% |
| AAPL APPLE INC | Technology | 13.3K | $3.4M | 2.4% | +0.6% |
| MSFT MICROSOFT CORP | Technology | 6.7K | $2.5M | 1.7% | +3.8% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.8K | $1.1M | 0.7% | +2.4% |
| NVDA NVIDIA CORP | Technology | 5.4K | $950K | 0.7% | +5.8% |
| XOM EXXON MOBIL CORP | Energy | 5.2K | $879K | 0.6% | +8.6% |
| COKE COCA-COLA CONSOLIDATED INC | Consumer staples | 4.3K | $830K | 0.6% | Held |
| ORCL ORACLE CORP | Technology | 5.4K | $799K | 0.6% | +1.8% |
| GOOGL ALPHABET INC-CL A | Technology | 2.8K | $797K | 0.6% | +5.9% |
| GOOG ALPHABET INC-CL C | Technology | 2.6K | $743K | 0.5% | +2.5% |
| AXP AMERICAN EXPRESS CO | Financials | 2.1K | $640K | 0.4% | -2.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.6K | $551K | 0.4% | +8.1% |
| KLXE KLX ENERGY SERVICES HOLDING | Energy | 174.7K | $454K | 0.3% | +295.9% |
| WMT WALMART INC | Consumer discretionary | 3.4K | $420K | 0.3% | +5.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.6K | $387K | 0.3% | -3.7% |
| META META PLATFORMS INC-CLASS A | Technology | 666 | $381K | 0.3% | +11.0% |
| MS MORGAN STANLEY | Financials | 2.2K | $358K | 0.2% | +1.0% |
| JPM JPMORGAN CHASE & CO | Financials | 1.1K | $338K | 0.2% | -1.0% |
| UNP UNION PACIFIC CORP | Industrials | 1.4K | $331K | 0.2% | +1.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.2K | $330K | 0.2% | +5.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 378 | $320K | 0.2% | -1.6% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 2.6K | $313K | 0.2% | +0.6% |
| NVR NVR INC | Industrials | 44 | $290K | 0.2% | +2.3% |
| MCK MCKESSON CORP | Consumer discretionary | 327 | $283K | 0.2% | +1.6% |
| AVGO BROADCOM INC | Technology | 854 | $264K | 0.2% | +7.3% |
| ALL ALLSTATE CORP | Financials | 1.2K | $257K | 0.2% | +4.5% |
| MU MICRON TECHNOLOGY INC | Technology | 719 | $243K | 0.2% | -29.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 496 | $238K | 0.2% | +4.9% |
| EOSE EOS ENERGY ENTERPRISES INC | Technology | 46.1K | $228K | 0.2% | +0.1% |
| UA UNDER ARMOUR INC-CLASS C | Other | 38.7K | $224K | 0.2% | New |
| EA ELECTRONIC ARTS INC | Technology | 1.1K | $221K | 0.2% | +1.7% |
| CVX CHEVRON CORP | Energy | 1.0K | $212K | 0.1% | New |
| TSLA TESLA INC | Industrials | 550 | $204K | 0.1% | +0.5% |
| SAIC SCIENCE APPLICATIONS INTE | Technology | 2.1K | $204K | 0.1% | Held |
| SBET SHARPLINK INC | Financials | 12.5K | $81K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 99 | $144.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 97 | $146.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 93 | $134.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 94 | $122.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 84 | $107.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 80 | $99.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 586 | $102.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 588 | $94.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 636 | $91.0M | canonical | SEC ↗ |