Highview Capital Management LLC/DE/

CIK: 0001903786Latest portfolio: $283.5M · Q4 2025

Holdings

105

Total Value

$283.5M

New Positions

11

Closed Positions

12

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
24,600$16.8M5.94%+96
2
SPYSPDR S&P 500 ETF TR
23,671$16.1M5.69%+1K
3
AAPLAPPLE INC
56,998$15.5M5.47%+6K
4
IJHISHARES TR
207,718$13.7M4.84%+2K
5
VEAVANGUARD TAX-MANAGED FDS
212,774$13.3M4.69%+342
6
NVDANVIDIA CORPORATION
59,522$11.1M3.92%-695
7
MSFTMICROSOFT CORP
20,915$10.1M3.57%+7
8
GOOGLALPHABET INC
28,828$9.0M3.18%+2K
9
QUALISHARES TR
35,336$7.0M2.48%+4K
10
AVGOBROADCOM INC
19,189$6.6M2.34%-835
11
AMZNAMAZON COM INC
28,156$6.5M2.29%-2,203
12
LLYELI LILLY & CO
5,645$6.1M2.14%-122
13
VVISA INC
15,516$5.4M1.92%-921
14
EEMISHARES TR
98,155$5.4M1.89%+3K
15
MDYSPDR S&P MIDCAP 400 ETF TR
8,094$4.9M1.72%-99
16
TJXTJX COS INC NEW
29,527$4.5M1.60%+262
17
JPMJPMORGAN CHASE & CO.
13,513$4.4M1.54%+123
18
ILFISHARES TR
141,105$4.3M1.52%+5K
19
IWFISHARES TR
8,427$4.0M1.41%+950
20
EQWLINVESCO EXCHANGE TRADED FD T
32,867$3.9M1.37%-528
21
COSTCOSTCO WHSL CORP NEW
4,414$3.8M1.34%-181
22
GSGOLDMAN SACHS GROUP INC
4,124$3.6M1.28%+26
23
METAMETA PLATFORMS INC
4,834$3.2M1.13%-783
24
TSLATESLA INC
6,949$3.1M1.10%+22
25
GOOGALPHABET INC
9,730$3.1M1.08%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NFLX18K+16K
AAPL57K+6K
ILF141K+5K
NOW5K+4K
QUAL35K+4K
EEM98K+3K
DGX9K+3K
PLTR16K+2K
IJH208K+2K
FIVE10K+2K

Decreased Positions

NameSharesChange
SOFI71K-22913
WDC11K-6436
COF5K-2276
AMZN28K-2203
CDNS5K-1629
DE2K-1120
V16K-921
IVW12K-844
AVGO19K-835
META5K-783

Sector Breakdown

Financial Services0.0% ($1.6849161411370912e+120T)
Technology0.0% ($1.5495111001011466e+57T)
Industrials0.0% ($2.6002592257219862e+39T)
Consumer Cyclical0.0% ($6.498453531252126e+28T)
Healthcare0.0% ($6.066245220791605e+27T)
Communication Services0.0% ($902331903053205.1T)
Unknown0.0% ($1202.9T)
Utilities0.0% ($1.5T)
Consumer Defensive0.0% ($38.1B)
Basic Materials0.0% ($15.9B)
Real Estate0.0% ($14.1B)
Energy0.0% ($1.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$283.5M105
Q3 2025Nov 13, 2025$272.0B106
Q2 2025Aug 11, 2025$259.1B106
Q1 2025Apr 30, 2025$238.9B105

Fund Information

CIK0001903786
Most Recent FilingJan 27, 2026
Number of Filings4

Highview Capital Management LLC/DE/ is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $283.5M across 105 holdings. The largest position is ISHARES TR (IVV), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.