Highview Capital Management LLC Incresed Positions in Q2 2025

Highview Capital Management LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.58K
+ 7.99%
$354.56 - $497.45 $560K - $785K
21.3K $10.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
24.9K
+ 68.08%
$91.62 - $109.97 $2.28M - $2.74M
61.5K $6.77M
NVDA
Nvidia Corp

Technology
1.39K
+ 2.61%
$94.31 - $157.99 $131K - $219K
54.5K $8.61M
AVGO
Broadcom Inc.

Technology
388
+ 1.84%
$146.29 - $275.65 $56.8K - $107K
21.4K $5.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 6.17%
$496.48 - $617.85 $643K - $801K
22.3K $13.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.98K
+ 14.65%
$152.42 - $182.82 $912K - $1.09M
46.8K $8.56M
VEA
Vanguard Ftse Developed Market

ETFs
2.36K
+ 1.13%
$45.65 - $57.01 $108K - $134K
212K $12.1M
MCD
Mcdonalds Corp

Consumer Cyclical
4.57K
+ 379.63%
$285.55 - $321.23 $1.3M - $1.47M
5.77K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.75K
+ 2.29%
$51.16 - $62.02 $243K - $295K
212K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
759
+ 2.54%
$167.32 - $223.3 $127K - $169K
30.7K $6.73M
PWR
Quanta Services, Inc.

Industrials
120
+ 2.0%
$239.47 - $381.26 $28.7K - $45.8K
6.12K $2.32M
GS
Goldman Sachs Group Inc

Financial Services
80
+ 2.01%
$462.22 - $707.75 $37K - $56.6K
4.05K $2.87M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 18.21%
$221.86 - $362.89 $243K - $397K
7.11K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
295
+ 2.22%
$210.28 - $289.91 $62K - $85.5K
13.6K $3.94M
SOFI
So Fi Technologies, Inc.

Financial Services
1.53K
+ 1.64%
$9.5 - $18.21 $14.5K - $27.9K
95.1K $1.73M
TTWO
Take Two Interactive Software Inc

Communication Services
923
+ 12.79%
$194.58 - $243.05 $180K - $224K
8.14K $1.98M
GE
General Electric CO

Industrials
283
+ 4.46%
$166.81 - $257.39 $47.2K - $72.8K
6.64K $1.71M
NOW
Service Now, Inc.

Technology
190
+ 18.59%
$721.65 - $1040.18 $137K - $198K
1.21K $1.25M
CDNS
Cadence Design Systems Inc

Technology
187
+ 2.87%
$231.64 - $323.08 $43.3K - $60.4K
6.71K $2.07M
CYBR
Cyber Ark Software Ltd.

Technology
164
+ 3.4%
$305.98 - $406.88 $50.2K - $66.7K
4.99K $2.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
413
+ 28.19%
$416.06 - $551.64 $172K - $228K
1.88K $1.04M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
52
+ 0.64%
$468.22 - $566.51 $24.3K - $29.5K
8.24K $4.67M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
474
+ 38.35%
$299.15 - $396.54 $142K - $188K
1.71K $678K
TJX
Tjx Companies Inc

Consumer Cyclical
1.1K
+ 3.84%
$119.13 - $135.03 $131K - $148K
29.6K $3.66M
V
Visa Inc.

Financial Services
139
+ 0.68%
$308.27 - $373.31 $42.8K - $51.9K
20.5K $7.3M
VMC
Vulcan Materials CO

Basic Materials
134
+ 3.56%
$226.49 - $276.01 $30.3K - $37K
3.9K $1.02M
ECL
Ecolab Inc.

Basic Materials
134
+ 2.25%
$225.65 - $270.95 $30.2K - $36.3K
6.1K $1.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
165
+ 28.21%
$456.74 - $568.03 $75.4K - $93.7K
750 $426K
HD
Home Depot, Inc.

Consumer Cyclical
275
+ 10.21%
$335.24 - $380.78 $92.2K - $105K
2.97K $1.09M
DUK
Duke Energy Corp

Utilities
950
+ 8.17%
$112.46 - $124.05 $107K - $118K
12.6K $1.48M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
148
+ 2.63%
$40.79 - $50.93 $6.04K - $7.54K
5.78K $294K
AZO
Autozone Inc

Consumer Cyclical
14
+ 4.36%
$3478.38 - $3880.15 $48.7K - $54.3K
335 $1.24M
PSA
Public Storage

Real Estate
141
+ 3.33%
$266.31 - $309.77 $37.5K - $43.7K
4.37K $1.28M
WELL
Welltower Inc.

Real Estate
50
+ 0.66%
$136.49 - $155.22 $6.82K - $7.76K
7.68K $1.18M
HUBS
Hubspot Inc

Technology
99
+ 3.2%
$487.07 - $672.24 $48.2K - $66.6K
3.2K $1.78M
Blackrock Inc
75
+ 4.03%
N/A
1.94K $0
IT
Gartner Inc

Technology
82
+ 3.22%
$377.5 - $449.52 $31K - $36.9K
2.63K $1.06M
WCN
Waste Connections, Inc.

Industrials
280
+ 3.86%
$183.26 - $199.95 $51.3K - $56K
7.53K $1.41M
PGR
Progressive Corp

Financial Services
359
+ 3.18%
$255.27 - $288.74 $91.6K - $104K
11.7K $3.11M
XOM
Exxon Mobil Corp

Energy
219
+ 1.39%
$99.93 - $119.04 $21.9K - $26.1K
15.9K $1.72M
OKE
Oneok Inc

Energy
368
+ 2.84%
$78.71 - $100.37 $29K - $36.9K
13.3K $1.09M
LLY
Eli Lilly & CO

Healthcare
85
+ 1.49%
$713.71 - $898.95 $60.7K - $76.4K
5.79K $4.52M
TMUS
T Mobile Us, Inc.

Communication Services
370
+ 3.66%
$220.99 - $268.54 $81.8K - $99.4K
10.5K $2.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
68
+ 1.15%
$421.16 - $509.5 $28.6K - $34.6K
5.99K $2.66M
AAPL
Apple Inc.

Technology
1.11K
+ 2.2%
$172.42 - $223.89 $192K - $249K
51.8K $10.6M
Activity Summary
Buys All Purchases 64 New Holdings 18 Increased Positions 46 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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