Highview Capital Management LLC/DE/

data from 30/09/2025

Capitalization

$ 272.006 M 5.00 %

Average holding period

9 ans

Performance

$ 74.889 M 30.95 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Highview Capital Management LLC/DE/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 6.03% 16.401 M $ 24504 2021/12/31 1.186 M $ 7.80 %
2025/09/30 SPY SPDR S&P 500 ETF TR 5.49% 14.926 M $ 22405 2021/12/31 1.077 M $ 7.82 %
2025/09/30 IJH ISHARES TR 4.94% 13.430 M $ 205788 2021/12/31 688.419 K $ 5.22 %
2025/09/30 AAPL APPLE INC 4.77% 12.978 M $ 50969 2021/12/31 2.562 M $ 24.11 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 4.68% 12.729 M $ 212432 2022/12/31 615.825 K $ 5.10 %
2025/09/30 NVDA NVIDIA CORPORATION 4.13% 11.235 M $ 60217 2021/12/31 1.558 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.98% 10.829 M $ 20908 2021/12/31 438.426 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 2.45% 6.666 M $ 30359 2021/12/31 5.522 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.44% 6.638 M $ 27304 2021/12/31 1.669 M $ 37.94 %
2025/09/30 AVGO BROADCOM INC 2.43% 6.606 M $ 20024 2021/12/31 1.163 M $ 19.68 %
2025/09/30 QUAL ISHARES TR 2.26% 6.149 M $ 31615 2023/06/30 546.916 K $ 6.39 %
2025/09/30 V VISA INC 2.06% 5.611 M $ 16437 2021/12/31 -280.904 K $ -3.85 %
2025/09/30 EEM ISHARES TR 1.87% 5.077 M $ 95076 2024/06/30 463.218 K $ 10.70 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 1.80% 4.883 M $ 8193 2021/12/31 243.491 K $ 5.22 %
2025/09/30 LLY ELI LILLY & CO 1.62% 4.400 M $ 5767 2021/12/31 -95.758 K $ -2.12 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.56% 4.253 M $ 4595 2021/12/31 -302.321 K $ -6.50 %
2025/09/30 TJX TJX COS INC NEW 1.56% 4.230 M $ 29265 2022/12/31 624.048 K $ 17.05 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.55% 4.224 M $ 13390 2021/12/31 347.097 K $ 8.80 %
2025/09/30 META META PLATFORMS INC 1.52% 4.125 M $ 5617 2023/09/30 -15.978 K $ -0.50 %
2025/09/30 ILF ISHARES TR 1.45% 3.934 M $ 136187 2025/06/30 350.372 K $ 10.23 %
2025/09/30 EQWL INVESCO EXCHANGE TRADED FD T 1.41% 3.830 M $ 33395 2024/12/31 289.820 K $ 4.28 %
2025/09/30 IWF ISHARES TR 1.29% 3.502 M $ 7477 2025/09/30 0.000 $ 0.00 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.20% 3.263 M $ 4098 2024/06/30 359.184 K $ 12.52 %
2025/09/30 TSLA TESLA INC 1.13% 3.081 M $ 6927 2024/12/31 903.142 K $ 40.00 %
2025/09/30 SUB ISHARES TR 1.08% 2.949 M $ 27614 2022/06/30 12.150 K $ 0.41 %
2025/09/30 WMT WALMART INC 1.03% 2.789 M $ 27061 2021/12/31 145.590 K $ 5.40 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.95% 2.576 M $ 14119 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOW SNOWFLAKE INC 0.93% 2.543 M $ 11273 2025/06/30 14.120 K $ 0.80 %
2025/09/30 PWR QUANTA SVCS INC 0.92% 2.491 M $ 6010 2022/12/31 222.546 K $ 9.61 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.91% 2.475 M $ 93668 2024/12/31 780.803 K $ 45.09 %
2025/09/30 PGR PROGRESSIVE CORP 0.89% 2.424 M $ 9817 2022/12/31 -232.190 K $ -7.46 %
2025/09/30 SPHB INVESCO EXCH TRADED FD TR II 0.88% 2.387 M $ 21739 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.87% 2.370 M $ 9730 2021/12/31 643.736 K $ 37.30 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.84% 2.297 M $ 6538 2021/12/31 289.224 K $ 13.99 %
2025/09/30 BLK BLACKROCK INC 0.83% 2.263 M $ 1941 2024/12/31 226.009 K $ 11.11 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.82% 2.234 M $ 5703 2022/09/30 -320.556 K $ -12.03 %
2025/09/30 NFLX NETFLIX INC 0.80% 2.189 M $ 1826 2023/09/30 -294.441 K $ -10.47 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.80% 2.175 M $ 7554 2025/06/30 270.571 K $ 19.24 %
2025/09/30 CAT CATERPILLAR INC 0.79% 2.159 M $ 4525 2021/12/31 90.718 K $ 22.91 %
2025/09/30 TMUS T-MOBILE US INC 0.76% 2.077 M $ 8675 2022/03/31 11.740 K $ 0.47 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.76% 2.072 M $ 8018 2025/03/31 126.220 K $ 6.39 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.76% 2.070 M $ 17243 2025/06/30 1.538 M $ 87.62 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.75% 2.030 M $ 376 2021/12/31 -148.188 K $ -6.74 %
2025/09/30 XYL XYLEM INC 0.72% 1.949 M $ 13214 2025/06/30 242.060 K $ 14.02 %
2025/09/30 GE GE AEROSPACE 0.71% 1.940 M $ 6448 2024/09/30 288.158 K $ 16.87 %
2025/09/30 ULTA ULTA BEAUTY INC 0.69% 1.884 M $ 3446 2025/06/30 272.782 K $ 16.87 %
2025/09/30 NKE NIKE INC 0.63% 1.706 M $ 24463 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.61% 1.649 M $ 14629 2024/09/30 78.848 K $ 4.59 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.61% 1.648 M $ 3360 2025/06/30 -78.957 K $ -3.72 %
2025/09/30 ECL ECOLAB INC 0.60% 1.634 M $ 5965 2021/12/31 26.948 K $ 1.64 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.60% 1.626 M $ 16652 2023/12/31 -167.453 K $ -9.11 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.59% 1.594 M $ 12883 2024/12/31 72.352 K $ 4.87 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.58% 1.582 M $ 7442 2025/06/30 -1.346 K $ -0.08 %
2025/09/30 IVW ISHARES TR 0.58% 1.572 M $ 13021 2021/12/31 138.283 K $ 9.65 %
2025/09/30 DE DEERE & CO 0.57% 1.546 M $ 3380 2021/12/31 -173.157 K $ -10.07 %
2025/09/30 AZO AUTOZONE INC 0.53% 1.446 M $ 337 2022/03/31 193.633 K $ 15.57 %
2025/09/30 WELL WELLTOWER INC 0.49% 1.324 M $ 7430 2025/03/31 187.444 K $ 15.88 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.49% 1.321 M $ 2723 2021/12/31 76.059 K $ 19.62 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.48% 1.303 M $ 6037 2021/12/31 67.932 K $ 5.43 %
2025/09/30 WCN WASTE CONNECTIONS INC 0.47% 1.283 M $ 7293 2022/03/31 -82.260 K $ -5.86 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.45% 1.236 M $ 2702 2025/06/30 102.055 K $ 8.76 %
2025/09/30 FIVE FIVE BELOW INC 0.44% 1.207 M $ 7801 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.44% 1.194 M $ 1988 2021/12/31 91.514 K $ 8.83 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.44% 1.193 M $ 2469 2025/03/31 380.739 K $ 18.75 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.44% 1.192 M $ 22420 2025/09/30 0.000 $ 0.00 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.43% 1.183 M $ 6205 2025/06/30 69.466 K $ 6.10 %
2025/09/30 CELH CELSIUS HLDGS INC 0.43% 1.168 M $ 20315 2025/06/30 468.431 K $ 23.93 %
2025/09/30 HD HOME DEPOT INC 0.43% 1.167 M $ 2879 2024/03/31 114.416 K $ 10.51 %
2025/09/30 NOW SERVICENOW INC 0.40% 1.091 M $ 1185 2023/06/30 -130.653 K $ -10.49 %
2025/09/30 CVS CVS HEALTH CORP 0.39% 1.052 M $ 13956 2025/09/30 0.000 $ 0.00 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.38% 1.045 M $ 4758 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCO MOODYS CORP 0.38% 1.027 M $ 2156 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.37% 998.160 K $ 6000 2021/12/31 42.600 K $ 4.46 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.35% 946.893 K $ 6617 2025/06/30 37.865 K $ 4.15 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.30% 817.408 K $ 3250 2021/12/31 -194.967 K $ -19.26 %
2025/09/30 GLD SPDR GOLD TR 0.30% 814.026 K $ 2290 2022/03/31 115.965 K $ 16.61 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.28% 754.557 K $ 2293 2024/06/30 17.062 K $ 1.96 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.25% 680.710 K $ 1354 2021/12/31 23.656 K $ 3.49 %
2025/09/30 IEMG ISHARES INC 0.21% 577.459 K $ 8760 2025/06/30 51.596 K $ 9.81 %
2025/09/30 SUSA ISHARES TR 0.17% 462.973 K $ 3413 2022/09/30 30.375 K $ 7.02 %
2025/09/30 PCT PURECYCLE TECHNOLOGIES INC 0.15% 416.198 K $ 31650 2024/12/31 -17.407 K $ -4.01 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.15% 405.164 K $ 1643 2021/12/31 -85.912 K $ -17.49 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.14% 383.819 K $ 2070 2021/12/31 67.626 K $ 21.39 %
2025/09/30 ROST ROSS STORES INC 0.14% 380.975 K $ 2500 2021/12/31 62.024 K $ 19.45 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.14% 369.915 K $ 741 2021/12/31 26.727 K $ 7.79 %
2025/09/30 CWI SPDR INDEX SHS FDS 0.14% 368.092 K $ 10541 2022/03/31 23.822 K $ 6.92 %
2025/09/30 MCD MCDONALDS CORP 0.13% 365.580 K $ 1203 2021/12/31 67.624 K $ 4.01 %
2025/09/30 DVY ISHARES TR 0.12% 333.651 K $ 2348 2022/03/31 21.812 K $ 7.00 %
2025/09/30 SPYX SPDR SERIES TRUST 0.12% 316.868 K $ 5777 2022/09/30 22.645 K $ 7.70 %
2025/09/30 CME CME GROUP INC 0.11% 310.719 K $ 1150 2021/12/31 -6.244 K $ -1.97 %
2025/09/30 ABT ABBOTT LABS 0.11% 309.669 K $ 2312 2021/12/31 -4.719 K $ -1.52 %
2025/09/30 CRCL CIRCLE INTERNET GROUP INC 0.11% 308.116 K $ 2324 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC 0.10% 278.105 K $ 3684 2021/12/31 22.513 K $ 8.74 %
2025/09/30 IWB ISHARES TR 0.10% 277.765 K $ 760 2022/03/31 19.691 K $ 7.63 %
2025/09/30 MA MASTERCARD INCORPORATED 0.10% 259.377 K $ 456 2021/12/31 4.025 K $ 1.22 %
2025/09/30 FTNT FORTINET INC 0.09% 252.492 K $ 3003 2022/03/31 -69.312 K $ -20.47 %
2025/09/30 URI UNITED RENTALS INC 0.09% 247.257 K $ 259 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNP UNION PAC CORP 0.09% 239.443 K $ 1013 2021/12/31 6.371 K $ 2.73 %
2025/09/30 GWW GRAINGER W W INC 0.09% 238.240 K $ 250 2023/12/31 -21.819 K $ -8.39 %
2025/09/30 CRM SALESFORCE INC 0.09% 237.000 K $ 1000 2021/12/31 -35.690 K $ -13.09 %