Highview Capital Management LLC/DE/ Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$259.1M

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

StockValue
IVVISHARES TR
$15.2M
SPYSPDR S&P 500 ETF TR
$13.8M
IJHISHARES TR
$13.2M
VEAVANGUARD TAX-MANAGED FDS
$12.1M
AAPLAPPLE INC
$10.6M
MSFTMICROSOFT CORP
$10.6M
NVDANVIDIA CORPORATION
$8.6M
QUALISHARES TR
$8.6M
VVISA INC
$7.3M
EQWLINVESCO EXCHANGE TRADED FD T
$6.8M
AMZNAMAZON COM INC
$6.7M
AVGOBROADCOM INC
$5.9M
MDYSPDR S&P MIDCAP 400 ETF TR
$4.7M
COSTCOSTCO WHSL CORP NEW
$4.7M
LLYELI LILLY & CO
$4.5M
GOOGLALPHABET INC
$4.4M
EEMISHARES TR
$4.3M
JPMJPMORGAN CHASE & CO.
$3.9M
TJXTJX COS INC NEW
$3.7M
ILFISHARES TR
$3.4M
METAMETA PLATFORMS INC
$3.2M
PGRPROGRESSIVE CORP
$3.1M
SUBISHARES TR
$2.9M
GSGOLDMAN SACHS GROUP INC
$2.9M
NFLXNETFLIX INC
$2.8M
WMTWALMART INC
$2.7M
VRTXVERTEX PHARMACEUTICALS INC
$2.7M
TMUST-MOBILE US INC
$2.5M
PWRQUANTA SVCS INC
$2.3M
TSLATESLA INC
$2.3M
BKNGBOOKING HOLDINGS INC
$2.2M
CRWDCROWDSTRIKE HLDGS INC
$2.1M
CDNSCADENCE DESIGN SYSTEM INC
$2.1M
BLKBLACKROCK INC
$2.0M
CYBRCYBERARK SOFTWARE LTD
$2.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$2.0M
CELHCELSIUS HLDGS INC
$2.0M
BSXBOSTON SCIENTIFIC CORP
$1.8M
HUBSHUBSPOT INC
$1.8M
SNOWSNOWFLAKE INC
$1.8M
WDCWESTERN DIGITAL CORP
$1.8M
SOFISOFI TECHNOLOGIES INC
$1.7M
XYLXYLEM INC
$1.7M
GOOGALPHABET INC
$1.7M
DEDEERE & CO
$1.7M
XOMEXXON MOBIL CORP
$1.7M
GEGE AEROSPACE
$1.7M
MCDMCDONALDS CORP
$1.7M
ECLECOLAB INC
$1.6M
ULTAULTA BEAUTY INC
$1.6M
COFCAPITAL ONE FINL CORP
$1.6M
DUKDUKE ENERGY CORP NEW
$1.5M
FCXFREEPORT-MCMORAN INC
$1.5M
IVWISHARES TR
$1.4M
HIIHUNTINGTON INGALLS INDS INC
$1.4M
WCNWASTE CONNECTIONS INC
$1.4M
ODFLOLD DOMINION FREIGHT LINE IN
$1.4M
PSAPUBLIC STORAGE OPER CO
$1.3M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
NOWSERVICENOW INC
$1.2M
AZOAUTOZONE INC
$1.2M
WELLWELLTOWER INC
$1.2M
RGAREINSURANCE GRP OF AMERICA I
$1.2M
MSIMOTOROLA SOLUTIONS INC
$1.2M
DGXQUEST DIAGNOSTICS INC
$1.1M
WECWEC ENERGY GROUP INC
$1.1M
OKEONEOK INC NEW
$1.1M
HDHOME DEPOT INC
$1.1M
ITGARTNER INC
$1.1M
NDQINVESCO QQQ TR
$1.0M
VMCVULCAN MATLS CO
$1.0M
VRSKVERISK ANALYTICS INC
$1.0M
QCOMQUALCOMM INC
$956K
FANGDIAMONDBACK ENERGY INC
$913K
CEGCONSTELLATION ENERGY CORP
$873K
UNHUNITEDHEALTH GROUP INC
$745K
GQ9SPDR GOLD TR
$698K
VOOGVANGUARD ADMIRAL FDS INC
$678K
BRK/BBERKSHIRE HATHAWAY INC DEL
$677K
MLB1MERCADOLIBRE INC
$559K
IEMGISHARES INC
$526K
ACNACCENTURE PLC IRELAND
$491K
PCTPURECYCLE TECHNOLOGIES INC
$434K
SUSAISHARES TR
$433K
VOOVANGUARD INDEX FDS
$426K
CATCATERPILLAR INC
$396K
TMOTHERMO FISHER SCIENTIFIC INC
$388K
CWISPDR INDEX SHS FDS
$344K
LMTLOCKHEED MARTIN CORP
$343K
FTNTFORTINET INC
$339K
MAMASTERCARD INCORPORATED
$329K
ROSTROSS STORES INC
$319K
CMECME GROUP INC
$317K
JNJJOHNSON & JOHNSON
$316K
AQLTISHARES TR
$312K
ABTABBOTT LABS
$310K
SPYXSPDR SERIES TRUST
$294K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$273K
CRMSALESFORCE INC
$273K
GWWGRAINGER W W INC
$260K
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