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Third View Private Wealth, LLC

All holdings · as of Dec 31, 2025

269 positions

CompanyClassValueShares% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.19M3,9100.2%
ROPER TECHNOLOGIES INC$1.20M2,7060.2%
IDEXX LABORATORIES INC /DE$1.21M1,7820.2%
ELI LILLY & Co$1.21M1,1260.2%
Booking Holdings Inc$1.26M2350.2%
MSCI Inc.$1.27M2,2080.2%
Arthur J. Gallagher & Co.$1.27M4,8990.2%
VEEVA SYSTEMS INC$1.27M5,6800.2%
LENNAR CORP /NEW$1.27M12,3440.2%
AMERIPRISE FINANCIAL INC$1.27M2,5980.2%
SPDR SERIES TRUST$1.29M14,1580.2%
Synchrony Financial$1.32M15,8270.2%
Palantir Technologies Inc$1.33M7,4790.2%
Blackstone Inc$1.36M8,8110.2%
Parker-Hannifin Corp$1.37M1,5550.2%
BANK OF AMERICA CORP /DE$1.39M25,2270.2%
FAIR ISAAC CORP$1.42M8390.2%
UNITEDHEALTH GROUP INC$1.43M4,3360.2%
PG&E Corp$1.46M90,5990.2%
CoStar Group Inc$1.47M21,8360.2%
BROWN & BROWN, INC.$1.58M19,8650.2%
DTE ENERGY CO$1.59M12,3450.2%
PayPal Holdings, Inc.$1.60M27,4000.2%
SPDR SERIES TRUST$1.61M28,4110.2%
FactSet Research Systems Inc$1.64M5,6410.2%
Mastercard Inc$1.69M2,9540.2%
OLD DOMINION FREIGHT LINE, INC.$1.71M10,9230.2%
NIKE, Inc.$1.74M27,3090.2%
Workday Inc$1.75M8,1350.2%
BROOKFIELD INFRASTRUCTURE CORP$1.80M39,6670.2%
Block, Inc.$1.81M27,8470.2%
Copart Inc$2.04M52,1670.3%
INVESCO EXCH TRADED FD TR II$2.05M8,1000.3%
LIVE NATION ENTERTAINMENT INC$2.08M14,5960.3%
CBRE Group Inc$2.10M13,0910.3%
Illumina Inc$2.13M16,2070.3%
Yum! Brands Inc$2.29M15,1230.3%
SPDR SERIES TRUST$2.31M21,6230.3%
MARTIN MARIETTA MATERIALS INC$2.42M3,8870.3%
COSTCO WHOLESALE CORP /NEW$2.42M2,8110.3%
Markel Group Inc$2.48M1,1560.3%
Warren E. Buffett$2.49M4,9500.3%
DEERE & CO$2.50M5,3790.3%
FREEPORT-MCMORAN INC$2.53M49,8420.3%
MARSH & MCLENNAN COMPANIES, INC.$2.56M13,7750.3%
INTERNATIONAL BUSINESS MACHINES CORP$2.60M8,7660.3%
O REILLY AUTOMOTIVE INC$2.61M28,6450.4%
The PNC Financial Services Group, Inc.$2.63M12,6000.4%
PROCTER & GAMBLE Co$2.65M18,4670.4%
American Tower Corp$2.68M15,2480.4%
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