Latest Grandview Asset Management LLC Stock Portfolio

Grandview Asset Management LLC Performance:

2025 Q2: 14.12%YTD: 5.37%2024: 39.65%

Performance for 2025 Q2 is 14.12%, and YTD is 5.37%, and 2024 is 39.65%.

About Grandview Asset Management LLC and 13F Hedge Fund Stock Holdings

Grandview Asset Management LLC is a hedge fund based in HARRISBURG, PA. On 15-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $219.4 Millions. In it's latest 13F Holdings report, Grandview Asset Management LLC reported an equity portfolio of $312.3 Millions as of 30 Jun, 2025.

The top stock holdings of Grandview Asset Management LLC are NVDA, MSFT, AAPL. The fund has invested 19.4% of it's portfolio in NVIDIA CORPORATION and 6.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off PFIZER INC (PFE) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), NORFOLK SOUTHN CORP (NSC) and STMICROELECTRONICS N V. Grandview Asset Management LLC opened new stock positions in ISHARES TR (IJR), VANGUARD BD INDEX FDS (BIV) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and GLOBAL X FDS (AGNG).

Grandview Asset Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Grandview Asset Management LLC made a return of 14.12% in the last quarter. In trailing 12 months, it's portfolio return was 13.86%.

New Buys

Ticker	$ Bought
ishares tr	1,070,000
vanguard bd index fds	401,000
unitedhealth group inc	324,000
gallagher arthur j & co	257,000
palantir technologies inc	248,000
oracle corp	240,000
mckesson corp	240,000
oreilly automotive inc	225,000

New stocks bought by Grandview Asset Management LLC

Additions

Ticker	% Inc.
ishares tr	436
vanguard index fds	119
global x fds	90.31
vanguard scottsdale fds	43.06
snowflake inc	37.46
rtx corporation	27.55
service pptys tr	14.82
caseys gen stores inc	13.79

Additions to existing portfolio by Grandview Asset Management LLC

Reductions

Ticker	% Reduced
verizon communications inc	-56.98
norfolk southn corp	-46.88
stmicroelectronics n v	-27.47
disney walt co	-27.19
adobe inc	-25.89
pepsico inc	-22.33
schwab strategic tr	-21.4
johnson & johnson	-21.11

Grandview Asset Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pfizer inc	-232,000
comcast corp new	-228,000

Grandview Asset Management LLC got rid off the above stocks

Sector Distribution

Grandview Asset Management LLC has about 39.7% of it's holdings in Technology sector.

Sector	%
Technology	39.7
Others	32.9
Communication Services	6.5
Financial Services	4.3
Consumer Cyclical	4.3
Industrials	3.2
Utilities	3
Consumer Defensive	2.6
Healthcare	2.2
Energy	1.1

Market Cap. Distribution

Grandview Asset Management LLC has about 66.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	52.1
UNALLOCATED	32.9
LARGE-CAP	14.2

Stocks belong to which Index?

About 61.7% of the stocks held by Grandview Asset Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.7
Others	37.8

Top 5 Winners (%)		%
VRT	vertiv holdings co	76.0 %
NET	cloudflare inc	73.1 %
AVGO	broadcom inc	64.2 %
CEG	constellation energy corp	55.6 %
NVDA	nvidia corporation	45.4 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	19.2 M
MSFT	microsoft corp	4.8 M
AVGO	broadcom inc	3.6 M
QQQ	invesco qqq tr	2.2 M
CRWD	crowdstrike hldgs inc	2.1 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.4 %
BMY	bristol-myers squibb co	-23.8 %
COP	conocophillips	-14.8 %
CVX	chevron corp new	-14.4 %
PEP	pepsico inc	-12.0 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-3.2 M
AAPL	apple inc	-1.3 M
ABBV	abbvie inc	-0.4 M
CVX	chevron corp new	-0.4 M
PPL	ppl corp	-0.4 M

Grandview Asset Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Grandview Asset Management LLC

Grandview Asset Management LLC has 134 stocks in it's portfolio. About 53.7% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Grandview Asset Management LLC last quarter.

Last Reported on: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	NVDA	nvidia corporation	19.43	384,079	60,681,000	reduced	-1.66
Historical Trend of NVIDIA CORPORATION Position Held By Grandview Asset Management LLC What % of Portfolio is NVDA?: Number of NVDA shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	6.28	39,450	19,623,000	added	0.6

	AAPL	apple inc	4.75	72,268	14,827,000	reduced	-2.25

	QQQ	invesco qqq tr	4.65	26,330	14,525,000	added	0.61

	SPY	spdr s&p 500 etf tr	4.62	23,381	14,446,000	reduced	-1.46

	VIGI	vanguard whitehall fds	3.76	88,074	11,741,000	added	1.79

		berkshire hathaway inc del	2.89	18,560	9,016,000	reduced	-1.85

	AVGO	broadcom inc	2.87	32,543	8,970,000	reduced	-1.6

	AMZN	amazon com inc	2.26	32,115	7,046,000	added	1.55

	META	meta platforms inc	2.21	9,351	6,902,000	added	0.73

	CRWD	crowdstrike hldgs inc	2.20	13,513	6,882,000	added	1.05

	PPL	ppl corp	1.80	165,613	5,613,000	added	0.11

	VB	vanguard index fds	1.63	28,816	5,093,000	added	0.19

	GOOG	alphabet inc	1.49	26,162	4,641,000	added	9.66

	VB	vanguard index fds	1.48	16,467	4,608,000	reduced	-2.44

	JPM	jpmorgan chase & co.	1.38	14,807	4,293,000	reduced	-0.49

	VB	vanguard index fds	1.35	9,615	4,215,000	added	13.52

	NFLX	netflix inc	1.34	3,123	4,182,000	added	1.33

	IJR	ishares tr	1.28	36,515	3,998,000	added	13.72

	WM	waste mgmt inc del	1.21	16,558	3,789,000	added	2.62