MACROVIEW INVESTMENT MANAGEMENT LLC
•CIK: 1551727•Filing: Q4 2025
**MACROVIEW INVESTMENT MANAGEMENT LLC** A $145M managed fund maintaining a diversified portfolio of 96 distinct positions. The strategy exhibits notable allocations across broad market indices and sector-specific plays, highlighted by the $8.6M holding in SPY and $7.3M in BMAR. Significant exposure is also evident in growth equities via SCHG ($6.9M) and international exposure through EFA ($6.2M). This positioning suggests a tactical, multi-asset approach targeting varied market cycles.
Total AUM
$145.3M
QoQ Performance
+9.1%
Positions
67
Top 10 Concentration
41.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BMAR
SPY5.9%
BMAR5.1%
SCHG4.7%
PHYS/U4.6%
EFA4.2%
NDQ3.6%
IVV3.5%
IJH3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.6%
ETF9.4%
Technology7.9%
Consumer3.4%
Financial1.2%
Industrial0.8%
Energy0.4%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑50 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023