MACROVIEW INVESTMENT MANAGEMENT LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+4,868
(3.0%)
New positions
7
Sold out positions
7
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
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)
| DDFL | 1,744 | NEW |
| DDFS | 1,400 | NEW |
| PURR | 1,150 | NEW |
| MSFT | 1,124 | 45.5% |
| EXXONMOBIL HOLDINGS CORP | 833 | NEW |
| SPY | 660 | 6.2% |
| AAPL | 640 | 16.8% |
| SGOV | 618 | 119.3% |
| SCHG | 499 | 6.6% |
| SECURITIZE CORP | 469 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| INNOVATOR EDD 15 BUF ETF-MAR | -1,554 | -100.0% |
| DDFD | -1,352 | -100.0% |
| HD | -766 | -19.5% |
| XOM | -724 | -100.0% |
| HPP | -692 | -100.0% |
| GLD | -415 | -23.0% |
| GDS | -374 | -100.0% |
| IJR | -346 | -5.7% |
| ROUNDHILL ETF TRUST | -248 | -100.0% |
| IJH | -247 | -4.1% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
1,028
(0.6% 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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|