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Showing Q4 2024 data
UNIONVIEW, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
UNIONVIEW, LLC
•CIK: 1908167•Filing: Q4 2024
**UNIONVIEW, LLC** manages $136M across a diversified portfolio of 91 positions. The fund exhibits notable concentration in technology and market indices, with top holdings including MSFT at $11.1M and IJH at $10.2M. Significant allocations are also maintained in IWF ($9.2M), JAVA ($8.5M), and FVD ($7.9M). This structure suggests a tactical approach targeting established large-cap growth names and broad market exposure.
Total AUM
$136.4M
QoQ Performance
+6.2%
Positions
54
Top 10 Concentration
57.3%
Latest Filing
Q4 2024
Top Holdings Allocation
MSFT
IJH
IWF
JAVA
FVD
MDY
AAPL
MSFT8.1%
IJH7.5%
IWF6.8%
JAVA6.2%
FVD5.8%
MDY5.7%
AAPL5.5%
FV4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.3%
Technology17.4%
ETF5.5%
Consumer5.3%
Financial2.5%
Healthcare2.4%
Energy0.5%
Communication0.4%
🚪 Exited Positionssold since Q3 2024
+1 more exited positions
Changes from Q3 2024
NEW2 new positions
↑46 increased
↓36 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023