MACROVIEW INVESTMENT MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$146,315
Net value change ($000)
+12,156 (9.1%)
New positions
9
Sold out positions
5
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,756 77.5%
IJR 2,513 112.9%
IJH 2,451 98.0%
PVAL 1,830 292.8%
AKRE 1,802 NEW
SCHD 1,778 357.0%
DDFO 1,336 NEW
DDFD 1,235 NEW
DDTD 1,161 NEW
PHYS 662 10.9%
Top Reduces (Value $000, Stocks/ETFs)
VONV -3,450 -71.6%
BJAN -1,439 -100.0%
GFEB -1,325 -100.0%
PAPR -1,296 -100.0%
VBK -760 -73.4%
HD -665 -14.8%
GLD -467 -9.4%
ORCL -328 -24.0%
SCHG -320 -4.5%
IAU -241 -12.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,034 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type