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The Analysis of Highview Capital Management LLC/DE/'s Holdings & P&L

Currently, Highview Capital Management LLC/DE/ holds 101 types of securities in its portfolio with a total value $275.1M. In the most recent quarter, they have increased their positions in AMAT (+6.8K shares, valued at $2.3M), QUAL (+11.3K shares, valued at $2.2M), EQWL (+18.0K shares, valued at $2.1M); decreased their positions in VEA (-31.7K shares, valued at $2.0M), GS (-1.5K shares, valued at $1.3M), HII (-3.3K shares, valued at $1.2M); initiated new positions in AMAT (+6.8K shares, valued at $2.3M), KLAC (+1.3K shares, valued at $1.9M), HSY (+7.4K shares, valued at $1.5M).

1M P&L

+12.1M+4.20%

3M P&L

+20.8M+7.43%

HY P&L

+38.6M+14.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A102.3M

41.0%

2Consumer Electronics14.9M

6.0%

3Semiconductors12.3M

4.9%

Top Industries by Stock Count

1N/A23 stocks

25.3%

2Drug Manufacturers - General3 stocks

3.3%

3Banks - Diversified3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR26.2K shares6.51%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T23.7K shares0.33%2026-03-312026-05-08

IJH ISHARES TR224.0K shares7.85%2026-03-312026-05-08

AAPL APPLE INC58.9K shares3.34%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS181.1K shares-14.89%2026-03-312026-05-08

NVDA NVIDIA CORPORATION64.7K shares8.66%2026-03-312026-05-08

QUAL ISHARES TR46.6K shares31.94%2026-03-312026-05-08

ALPHABET INC ALPHABET INC30.8K shares6.94%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT CORP20.6K shares-1.60%2026-03-312026-05-08

EQWL INVESCO EXCHANGE TRADED FD T50.9K shares54.91%2026-03-312026-05-08

BROADCOM INC BROADCOM INC18.8K shares-2.21%2026-03-312026-05-08

EEM ISHARES TR101.9K shares3.86%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 408.8K shares8.27%2026-03-312026-05-08

ILF ISHARES TR149.5K shares5.92%2026-03-312026-05-08

LLY ELI LILLY & CO5.8K shares2.00%2026-03-312026-05-08

AMZN AMAZON COM INC24.8K shares-12.08%2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW30.9K shares4.73%2026-03-312026-05-08

V VISA INC15.5K shares0.15%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO14.1K shares4.71%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION3.8K shares-13.93%2026-03-312026-05-08

PWR QUANTA SVCS INC6.5K shares6.58%2026-03-312026-05-08

WMT WALMART INC27.6K shares4.82%2026-03-312026-05-08

WDC WESTERN DIGITAL CORP11.1K shares3.10%2026-03-312026-05-08

SUB ISHARES TR26.9K shares-2.53%2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC9.6K shares-1.13%2026-03-312026-05-08

XOM EXXON MOBIL CORP16.2K shares8.14%2026-03-312026-05-08

META META PLATFORMS INC4.7K shares-2.25%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC17.7K shares8.44%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC5.6K shares3.05%2026-03-312026-05-08

CAT CATERPILLAR INC3.5K shares-23.66%2026-03-312026-05-08

PCAR PACCAR INC21.2K shares34.39%2026-03-312026-05-08

AMAT APPLIED MATLS INC6.8K sharesnew addition2026-03-312026-05-08

Sponsored

FIVE FIVE BELOW INC10.0K shares2.89%2026-03-312026-05-08

MTUM ISHARES TR9.2K shares7.27%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC2.6K shares-37.29%2026-03-312026-05-08

CME CME GROUP INC6.6K shares471.60%2026-03-312026-05-08

NFLX NETFLIX INC.20.0K shares9.47%2026-03-312026-05-08

KLAC KLA CORP1.3K sharesnew addition2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC9.5K shares7.75%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC3.9K shares5.64%2026-03-312026-05-08

Sponsored

SNOW SNOWFLAKE INC11.8K shares1.94%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.3K shares5.43%2026-03-312026-05-08

WFC WELLS FARGO & CO21.6K shares1.90%2026-03-312026-05-08

ECL ECOLAB INC6.3K shares4.35%2026-03-312026-05-08

NEE NEXTERA ENERGY INC18.0K shares389.47%2026-03-312026-05-08

HII HUNTINGTON INGALLS INDS INC4.4K shares-42.78%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC4.2K shares3.17%2026-03-312026-05-08

TSLA TESLA INC4.3K shares-37.88%2026-03-312026-05-08

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR8.0K shares-0.09%2026-03-312026-05-08

XYL XYLEM INC13.2K shares-0.46%2026-03-312026-05-08

HSY HERSHEY CO7.4K sharesnew addition2026-03-312026-05-08

WELL WELLTOWER INC7.7K shares2.03%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC1.6K shares1.47%2026-03-312026-05-08

COP CONOCOPHILLIPS11.4K sharesnew addition2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC5.3K shares8.54%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC349 shares-2.24%2026-03-312026-05-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.9K shares5.64%2026-03-312026-05-08

CFG CITIZENS FINL GROUP INC23.6K shares4.98%2026-03-312026-05-08

SRE SEMPRA14.5K sharesnew addition2026-03-312026-05-08

PLD PROLOGIS INC.10.6K shares7.53%2026-03-312026-05-08

PEP PEPSICO INC8.9K sharesnew addition2026-03-312026-05-08

AMGN AMGEN INC3.9K sharesnew addition2026-03-312026-05-08

IVW ISHARES TR11.6K shares-4.78%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR2.2K shares14.15%2026-03-312026-05-08

Sponsored

DE DEERE & CO2.3K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC16.2K shares7.74%2026-03-312026-05-08

AZO AUTOZONE INC367 shares9.23%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS5.5K shares-8.99%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE4.1K shares-35.83%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.4K shares13.05%2026-03-312026-05-08

SBUX STARBUCKS CORP12.4K sharesnew addition2026-03-312026-05-08

CVS CVS HEALTH CORP15.0K shares9.96%2026-03-312026-05-08

Sponsored

TMUS T-MOBILE US INC5.0K shares-38.39%2026-03-312026-05-08

GLD SPDR GOLD TR2.3K shares0.00%2026-03-312026-05-08

QCOM QUALCOMM INC6.0K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares7.11%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP2.3K shares0.00%2026-03-312026-05-08

VRSK VERISK ANALYTICS INC3.3K shares0.00%2026-03-312026-05-08

IEMG ISHARES INC8.4K shares0.56%2026-03-312026-05-08

ROST ROSS STORES INC2.5K shares0.00%2026-03-312026-05-08

Sponsored

JNJ JOHNSON & JOHNSON2.1K shares1.57%2026-03-312026-05-08

SUSA ISHARES TR3.4K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP726 shares-2.02%2026-03-312026-05-08

MCD MCDONALDS CORP1.3K shares-1.55%2026-03-312026-05-08

CWI SPDR INDEX SHS FDS10.5K shares0.00%2026-03-312026-05-08

IGSB ISHARES TR6.7K shares-0.34%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP1.6K sharesnew addition2026-03-312026-05-08

SPYX SPDR SERIES TRUST5.8K shares0.00%2026-03-312026-05-08

Sponsored

PAVE GLOBAL X FDS6.0K sharesnew addition2026-03-312026-05-08

DVY ISHARES TR1.9K shares-18.02%2026-03-312026-05-08

GWW WW GRAINGER INC250 shares0.00%2026-03-312026-05-08

IWB ISHARES TR760 shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP5.1K shares30.62%2026-03-312026-05-08

UNP UNION PAC CORP1.0K shares-1.36%2026-03-312026-05-08

GEV GE VERNOVA INC268 sharesnew addition2026-03-312026-05-08

ABT ABBOTT LABORATORIES2.2K shares-4.22%2026-03-312026-05-08

Sponsored

TXN TEXAS INSTRS INC1.1K shares-9.31%2026-03-312026-05-08

IJK ISHARES TR2.2K shares0.00%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP2.8K shares0.00%2026-03-312026-05-08

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.5K shares0.00%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP226 sharesnew addition2026-03-312026-05-08

IVV

ISHARES TR

6.51%

Shares26.2K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.33%

Shares23.7K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

7.85%

Shares224.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

3.34%

Shares58.9K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-14.89%

Shares181.1K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

8.66%

Shares64.7K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

31.94%

Shares46.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

6.94%

Shares30.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-1.60%

Shares20.6K

Event2026-03-31

Filed2026-05-08

EQWL

INVESCO EXCHANGE TRADED FD T

54.91%

Shares50.9K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-2.21%

Shares18.8K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

3.86%

Shares101.9K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

8.27%

Shares8.8K

Event2026-03-31

Filed2026-05-08

ILF

ISHARES TR

5.92%

Shares149.5K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

2.00%

Shares5.8K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-12.08%

Shares24.8K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

4.73%

Shares30.9K

Event2026-03-31

Filed2026-05-08

VISA INC

0.15%

Shares15.5K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

4.71%

Shares14.1K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-13.93%

Shares3.8K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC

6.58%

Shares6.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

4.82%

Shares27.6K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

3.10%

Shares11.1K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

-2.53%

Shares26.9K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.13%

Shares9.6K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

8.14%

Shares16.2K

Event2026-03-31

Filed2026-05-08