Institutions / Third View Private Wealth, LLC / Holdings

Third View Private Wealth, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
AUTOMATIC DATA PROCESSING INC	—	$2.75M	10,707	0.4%
CVS HEALTH Corp	—	$2.77M	34,895	0.4%
SEI INVESTMENTS CO	—	$2.81M	34,229	0.4%
HOME DEPOT, INC.	—	$2.82M	8,194	0.4%
Northrop Grumman Corp	—	$2.89M	5,063	0.4%
TE Connectivity PLC	—	$2.94M	12,928	0.4%
ASTRAZENECA PLC	—	$2.95M	32,091	0.4%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$2.98M	10,166	0.4%
RTX Corp	—	$3.05M	16,625	0.4%
NOVARTIS AG	—	$3.09M	22,384	0.4%
AVALONBAY COMMUNITIES INC	—	$3.11M	17,171	0.4%
KKR & Co. Inc.	—	$3.13M	24,523	0.4%
WASTE MANAGEMENT INC	—	$3.13M	14,267	0.4%
STARBUCKS CORP	—	$3.14M	37,229	0.4%
Public Storage	—	$3.25M	12,506	0.4%
TRAVELERS COMPANIES, INC.	—	$3.25M	11,217	0.4%
TransDigm Group Inc.	—	$3.26M	2,451	0.4%
BROOKFIELD CORP	—	$3.31M	72,090	0.4%
MetLife Inc	—	$3.32M	42,030	0.4%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	—	$3.32M	22,296	0.4%
Sempra	—	$3.38M	38,334	0.5%
HEICO CORP	—	$3.39M	13,426	0.5%
Hilton Worldwide Holdings Inc.	—	$3.41M	11,866	0.5%
HALEON PLC	—	$3.46M	342,380	0.5%
JOHNSON & JOHNSON	—	$3.50M	16,911	0.5%
T-Mobile US, Inc.TMUS	Common Stock	$3.56M	17,525	0.5%
NOVO-NORDISK A S	—	$3.57M	70,075	0.5%
LINDE PLC	—	$3.59M	8,424	0.5%
ENBRIDGE INC	—	$3.69M	77,173	0.5%
QUALCOMM INC/DE	—	$3.81M	22,285	0.5%
Union Pacific Corp	—	$3.87M	16,731	0.5%
Apollo Global Management, Inc.	—	$3.90M	26,971	0.5%
THERMO FISHER SCIENTIFIC INC.	—	$4.06M	7,001	0.5%
Comcast Corp.	—	$4.08M	136,357	0.5%
Intuitive Surgical Inc	—	$4.09M	7,223	0.6%
CAPITAL ONE FINANCIAL CORP	—	$4.22M	17,417	0.6%
UNILEVER PLC	—	$4.25M	65,026	0.6%
COCA COLA CO	—	$4.28M	61,291	0.6%
TEXAS INSTRUMENTS INC	—	$4.55M	26,226	0.6%
Becton Dickinson & Co	—	$4.99M	25,724	0.7%
Air Products & Chemicals, Inc.	—	$5.22M	21,125	0.7%
REGENERON PHARMACEUTICALS, INC.	—	$5.52M	7,149	0.7%
Williams Cos Inc/The	—	$5.77M	95,974	0.8%
Vulcan Materials Co	—	$5.91M	20,714	0.8%
Salesforce Inc	—	$6.65M	25,090	0.9%
Autodesk, Inc.	—	$6.82M	23,045	0.9%
VERTEX PHARMACEUTICALS INC / MA	—	$7.13M	15,717	1.0%
EXXON MOBIL CORP	—	$7.25M	60,227	1.0%
JPMORGAN CHASE & CO	—	$7.52M	23,348	1.0%
ANALOG DEVICES INC	—	$7.75M	28,578	1.0%