Grandview Asset Management LLC

data from 30/09/2025

Capitalization

$ 355.519 M 13.83 %

Average holding period

10 ans

Performance

$ 199.292 M 142.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Grandview Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 20.13% 71.574 M $ 383611 2018/12/31 10.981 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.89% 20.946 M $ 40440 2024/12/31 810.303 K $ 4.13 %
2025/09/30 AAPL APPLE INC 5.32% 18.898 M $ 74218 2018/12/31 3.574 M $ 24.11 %
2025/09/30 QQQ INVESCO QQQ TR 4.81% 17.106 M $ 28492 2018/12/31 1.283 M $ 8.83 %
2025/09/30 SPY SPDR S&P 500 ETF TR 4.42% 15.711 M $ 23584 2019/03/31 1.130 M $ 7.82 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 3.59% 12.756 M $ 90497 2024/12/31 672.885 K $ 5.73 %
2025/09/30 AVGO BROADCOM INC 3.02% 10.739 M $ 32552 2019/03/31 1.766 M $ 19.69 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.59% 9.220 M $ 18340 2018/12/31 314.963 K $ 3.49 %
2025/09/30 AMZN AMAZON COM INC 2.12% 7.535 M $ 34317 2018/12/31 5.780 K $ 0.08 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 2.03% 7.200 M $ 14683 2020/06/30 -255.801 K $ -3.72 %
2025/09/30 META META PLATFORMS INC 2.01% 7.149 M $ 9735 2018/12/31 -34.692 K $ -0.50 %
2025/09/30 GOOG ALPHABET INC 1.92% 6.838 M $ 28076 2018/12/31 1.731 M $ 37.30 %
2025/09/30 PPL PPL CORP 1.72% 6.099 M $ 164121 2018/12/31 541.554 K $ 9.65 %
2025/09/30 VTV VANGUARD INDEX FDS 1.52% 5.387 M $ 28886 2024/12/31 280.956 K $ 5.52 %
2025/09/30 VUG VANGUARD INDEX FDS 1.46% 5.173 M $ 10786 2024/12/31 396.234 K $ 9.40 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.36% 4.835 M $ 15327 2020/12/31 377.874 K $ 8.80 %
2025/09/30 IGV ISHARES TR 1.25% 4.443 M $ 38632 2024/12/31 201.197 K $ 5.03 %
2025/09/30 VO VANGUARD INDEX FDS 1.24% 4.400 M $ 14980 2024/12/31 229.055 K $ 4.97 %
2025/09/30 ABBV ABBVIE INC 1.17% 4.160 M $ 17966 2020/06/30 828.350 K $ 24.74 %
2025/09/30 TSLA TESLA INC 1.14% 4.042 M $ 9088 2020/09/30 1.081 M $ 39.99 %
2025/09/30 VB VANGUARD INDEX FDS 1.11% 3.938 M $ 15487 2024/12/31 272.353 K $ 7.30 %
2025/09/30 NFLX NETFLIX INC 1.08% 3.841 M $ 3204 2020/06/30 -437.875 K $ -10.47 %
2025/09/30 GOOGL ALPHABET INC 1.06% 3.775 M $ 15531 2018/12/31 1.029 M $ 37.94 %
2025/09/30 WM WASTE MGMT INC DEL 1.03% 3.656 M $ 16556 2018/12/31 -132.298 K $ -3.49 %
2025/09/30 BX BLACKSTONE INC 0.93% 3.299 M $ 19308 2020/12/31 333.960 K $ 14.22 %
2025/09/30 WMT WALMART INC 0.90% 3.197 M $ 31020 2024/12/31 148.922 K $ 5.40 %
2025/09/30 NET CLOUDFLARE INC 0.82% 2.920 M $ 13606 2020/06/30 250.558 K $ 9.58 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.74% 2.616 M $ 2827 2020/06/30 -185.470 K $ -6.50 %
2025/09/30 V VISA INC 0.70% 2.476 M $ 7254 2018/12/31 -100.392 K $ -3.85 %
2025/09/30 CVX CHEVRON CORP NEW 0.68% 2.420 M $ 15582 2024/12/31 190.732 K $ 8.45 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.57% 2.029 M $ 24138 2024/12/31 163.481 K $ 8.62 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.54% 1.915 M $ 21961 2021/12/31 128.876 K $ 6.80 %
2025/09/30 KRE SPDR SERIES TRUST 0.54% 1.913 M $ 30226 2024/12/31 119.161 K $ 6.58 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.53% 1.887 M $ 11665 2020/06/30 180.203 K $ 14.01 %
2025/09/30 TECL DIREXION SHS ETF TR 0.52% 1.866 M $ 15000 2020/06/30 461.850 K $ 32.90 %
2025/09/30 VTI VANGUARD INDEX FDS 0.51% 1.821 M $ 5549 2024/12/31 137.149 K $ 7.97 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.49% 1.731 M $ 13988 2021/03/31 81.805 K $ 4.87 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.49% 1.726 M $ 3722 2020/06/30 75.481 K $ 5.24 %
2025/09/30 GLD SPDR GOLD TR 0.47% 1.688 M $ 4749 2018/12/31 237.045 K $ 16.61 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.47% 1.663 M $ 5894 2024/12/31 -74.256 K $ -4.28 %
2025/09/30 SOXX ISHARES TR 0.46% 1.630 M $ 6014 2025/06/30 145.371 K $ 13.59 %
2025/09/30 GEV GE VERNOVA INC 0.44% 1.568 M $ 2549 2024/12/31 206.400 K $ 16.20 %
2025/09/30 CRM SALESFORCE INC 0.41% 1.474 M $ 6219 2018/12/31 -242.299 K $ -13.09 %
2025/09/30 CAT CATERPILLAR INC 0.40% 1.429 M $ 2995 2024/12/31 210.343 K $ 22.91 %
2025/09/30 PEP PEPSICO INC 0.37% 1.307 M $ 9308 2024/12/31 82.404 K $ 6.36 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.33% 1.188 M $ 1492 2021/03/31 50.767 K $ 12.50 %
2025/09/30 RTX RTX CORPORATION 0.33% 1.182 M $ 7063 2025/03/31 111.280 K $ 14.60 %
2025/09/30 VV VANGUARD INDEX FDS 0.33% 1.172 M $ 3805 2024/12/31 85.186 K $ 7.91 %
2025/09/30 BUG GLOBAL X FDS 0.32% 1.152 M $ 32738 2025/03/31 -66.634 K $ -5.15 %
2025/09/30 LLY ELI LILLY & CO 0.31% 1.102 M $ 1443 2024/12/31 -23.423 K $ -2.12 %
2025/09/30 CSX CSX CORP 0.31% 1.096 M $ 30872 2024/12/31 88.896 K $ 8.83 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.31% 1.086 M $ 5407 2024/12/31 79.253 K $ 7.79 %
2025/09/30 SHOP SHOPIFY INC 0.30% 1.065 M $ 7165 2020/06/30 239.505 K $ 28.82 %
2025/09/30 PFF ISHARES TR 0.30% 1.061 M $ 33571 2024/12/31 34.456 K $ 3.06 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.30% 1.053 M $ 13178 2021/03/31 5.813 K $ 0.54 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.30% 1.051 M $ 5670 2024/12/31 193.406 K $ 21.39 %
2025/09/30 C CITIGROUP INC 0.29% 1.037 M $ 10218 2024/12/31 160.851 K $ 19.24 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.29% 1.027 M $ 12207 2021/03/31 15.888 K $ 1.44 %
2025/09/30 HD HOME DEPOT INC 0.28% 1.006 M $ 2484 2024/12/31 66.730 K $ 10.51 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.27% 974.210 K $ 2822 2025/06/30 34.596 K $ 10.68 %
2025/09/30 VOO VANGUARD INDEX FDS 0.27% 967.506 K $ 1580 2024/12/31 68.165 K $ 7.81 %
2025/09/30 XOM EXXON MOBIL CORP 0.26% 938.237 K $ 8322 2021/12/31 41.268 K $ 4.59 %
2025/09/30 CASY CASEYS GEN STORES INC 0.26% 927.692 K $ 1641 2024/12/31 81.308 K $ 10.78 %
2025/09/30 BAC BANK AMERICA CORP 0.26% 907.573 K $ 17592 2018/12/31 73.145 K $ 9.02 %
2025/09/30 XMMO INVESCO EXCHANGE TRADED FD T 0.24% 854.228 K $ 6317 2025/03/31 53.552 K $ 5.13 %
2025/09/30 HON HONEYWELL INTL INC 0.23% 818.626 K $ 3889 2024/12/31 -91.176 K $ -9.61 %
2025/09/30 SSO PROSHARES TR 0.23% 807.336 K $ 7200 2020/06/30 103.751 K $ 14.74 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.22% 787.410 K $ 10588 2025/06/30 4.030 K $ 1.01 %
2025/09/30 HSY HERSHEY CO 0.20% 712.467 K $ 3809 2024/12/31 81.699 K $ 12.71 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 0.20% 712.094 K $ 7989 2024/12/31 73.206 K $ 11.28 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.20% 703.665 K $ 12323 2024/03/31 3.744 K $ 0.44 %
2025/09/30 TM TOYOTA MOTOR CORP 0.20% 699.963 K $ 3663 2024/12/31 68.974 K $ 10.93 %
2025/09/30 OUSA ALPS ETF TR 0.19% 680.539 K $ 12036 2022/06/30 31.248 K $ 4.76 %
2025/09/30 SNOW SNOWFLAKE INC 0.19% 668.756 K $ 2965 2025/03/31 4.585 K $ 0.80 %
2025/09/30 MS MORGAN STANLEY 0.19% 664.271 K $ 4178 2025/06/30 27.294 K $ 12.87 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.19% 659.874 K $ 7222 2025/06/30 208.698 K $ 96.62 %
2025/09/30 LOW LOWES COS INC 0.18% 634.843 K $ 2526 2024/12/31 76.956 K $ 13.27 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.17% 620.947 K $ 1887 2024/03/31 9.950 K $ 1.96 %
2025/09/30 ADBE ADOBE INC 0.17% 614.139 K $ 1741 2018/12/31 -74.949 K $ -8.82 %
2025/09/30 MA MASTERCARD INCORPORATED 0.17% 599.474 K $ 1054 2021/03/31 7.275 K $ 1.22 %
2025/09/30 BA BOEING CO 0.17% 598.065 K $ 2771 2018/12/31 16.499 K $ 3.01 %
2025/09/30 DLN WISDOMTREE TR 0.17% 594.412 K $ 6830 2021/03/31 33.354 K $ 5.96 %
2025/09/30 USMV ISHARES TR 0.17% 589.854 K $ 6200 2025/03/31 15.397 K $ 1.35 %
2025/09/30 SLV ISHARES SILVER TR 0.16% 581.613 K $ 13727 2020/06/30 125.016 K $ 29.14 %
2025/09/30 PSKY PARAMOUNT SKYDANCE CORP 0.16% 569.945 K $ 30124 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.16% 556.821 K $ 3691 2024/12/31 79.383 K $ 17.49 %
2025/09/30 STM STMICROELECTRONICS N V 0.15% 547.792 K $ 19384 2024/12/31 -43.563 K $ -7.07 %
2025/09/30 LH LABCORP HOLDINGS INC 0.15% 531.801 K $ 1853 2024/12/31 45.442 K $ 9.35 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.15% 526.477 K $ 11979 2018/12/31 8.703 K $ 1.57 %
2025/09/30 PAVE GLOBAL X FDS 0.15% 522.625 K $ 10973 2021/09/30 42.120 K $ 9.30 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.14% 512.333 K $ 1705 2024/12/31 95.234 K $ 17.38 %
2025/09/30 ETN EATON CORP PLC 0.14% 511.975 K $ 1368 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIP ISHARES TR 0.14% 503.625 K $ 4528 2024/12/31 5.589 K $ 1.07 %
2025/09/30 ORCL ORACLE CORP 0.14% 485.988 K $ 1728 2025/06/30 68.683 K $ 28.62 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.13% 474.364 K $ 4400 2025/06/30 44.217 K $ 19.65 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.13% 468.021 K $ 7953 2025/03/31 519.000 $ 0.12 %
2025/09/30 XPO XPO INC 0.13% 449.084 K $ 3474 2024/12/31 10.757 K $ 2.36 %
2025/09/30 MLPX GLOBAL X FDS 0.12% 439.461 K $ 7008 2025/03/31 447.000 $ 0.08 %
2025/09/30 QLD PROSHARES TR 0.12% 439.040 K $ 3200 2023/06/30 62.367 K $ 16.54 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.12% 436.278 K $ 2670 2024/12/31 37.184 K $ 8.01 %