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Livermore
Livermore
ZHEN

Macroview Investment Management LLC

SEC CIK
0001551727
Latest filing
Jul 28, 2026

The latest 13F from Macroview Investment Management LLC covers Q2 2026 (filed Jul 28, 2026): 105 long positions worth $161.0M. The top 10 holdings make up 42.4% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 6.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$7.71M
Added
51
Est. +$4.90M
Reduced
30
Est. −$3.31M
Sold out
8
Est. −$3.02M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    6.6%$10.7MHistory
  2. Innovator ETFs Trust45782C391
    5.0%$7.97M
  3. Schwab U.S. Large-Cap Growth ETF808524300
    4.7%$7.58M
  4. iShares MSCI Eafe ETF464287465
    4.4%$7.02M
  5. Invesco QQQ Trust Series I46090E103
    3.9%$6.26M

Share of portfolio

Top 5 holdings and the other 100 positions, by share of portfolio value

  1. SPY6.6%
  2. Innovator ETFs Trust5.0%
  3. Schwab U.S. Large-Cap Growth ETF4.7%
  4. iShares MSCI Eafe ETF4.4%
  5. Invesco QQQ Trust Series I3.9%
  6. Other 100 positions75.5%

Biggest buys

New and added positions, by estimated amount bought

  1. GLDMWorld Gold Trust
    +$2.23MNewHistory
  2. Innovator ETFs Trust45784N338
    +$1.70MNew
  3. SPYSPDR S&P 500 ETF Trust
    +$731.1KAddedHistory
  4. HPPHudson Pacific Properties, Inc.
    +$691.8KNewHistory
  5. iShares Tr46436E718
    +$518.0KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GLDMWorld Gold Trust
    +1.38 pp0.0% → 1.4%History
  2. Innovator ETFs Trust45784N338
    +1.05 pp0.0% → 1.1%
  3. Invesco QQQ Trust Series I46090E103
    +0.65 pp3.2% → 3.9%
  4. SPYSPDR S&P 500 ETF Trust
    +0.59 pp6.0% → 6.6%History
  5. HPPHudson Pacific Properties, Inc.
    +0.43 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GLDSPDR Gold Trust
    −$2.26MReducedHistory
  2. Innovator ETFs Trust45784N445
    −$1.14MSold out
  3. KLXEKLX Energy Services Holdings, Inc.
    −$454.2KSold outHistory
  4. MUMicron Technology Inc
    −$412.4KReducedHistory
  5. First Tr Exchng Traded FD VI33740F458
    −$350.8KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GLDSPDR Gold Trust
    −2.19 pp3.3% → 1.1%History
  2. PHYSSprott Physical Gold Trust
    −1.23 pp4.9% → 3.7%History
  3. Innovator ETFs Trust45784N445
    −0.79 pp0.8% → 0.0%
  4. KLXEKLX Energy Services Holdings, Inc.
    −0.32 pp0.3% → 0.0%History
  5. First Tr Exchng Traded FD VI33740F458
    −0.24 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$161.0M
+$17.7M (+12.4%) vs. prior quarter
Positions
105
+7 vs. prior quarter
Top 10 concentration
42.4%
Top 10 as share of value
Turnover
4.2%
Q2 2026, one quarter
Average holding period
16.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $161.0M (Q2 2026)

Q1 2021: $69.4MQ2 2021: $74.0MQ3 2021: $76.9MQ4 2021: $77.9MQ1 2022: $69.6MQ2 2022: $60.0MQ3 2022: $54.8MQ4 2022: $58.3MQ1 2023: $62.4MQ2 2023: $65.1MQ3 2023: $74.4MQ4 2023: $83.8MQ1 2024: $90.2MQ2 2024: $93.7MQ3 2024: $102.2MQ4 2024: $98.5MQ1 2025: $106.1MQ2 2025: $122.0MQ3 2025: $133.1MQ4 2025: $145.3MQ1 2026: $143.2MQ2 2026: $161.0M
Q1 2021Q2 2026
13F filings of Macroview Investment Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 2026105$161.0MSPYInnovator ETFs TrustSchwab U.S. Large-Cap Growth ETFvs. Q1 2026SEC
Q1 2026May 8, 202698$143.2MSPYInnovator ETFs TrustPHYSvs. Q4 2025SEC
Q4 2025Feb 5, 202696$145.3MSPYInnovator ETFs TrustSchwab U.S. Large-Cap Growth ETFvs. Q3 2025SEC
Q3 2025Oct 24, 202592$133.1MSchwab U.S. Large-Cap Growth ETFInnovator ETFs TrustPHYSvs. Q2 2025SEC
Q2 2025Jul 22, 202593$122.0MInnovator ETFs TrustSchwab U.S. Large-Cap Growth ETFiShares MSCI Eafe ETFvs. Q1 2025SEC
Q1 2025Apr 29, 202583$106.1MInnovator ETFs TrustSchwab U.S. Large-Cap Growth ETFVanguard Scottsdale FDSvs. Q4 2024SEC
Q4 2024Jan 31, 202579$98.5MSPYiShares Core S&P 500 ETFSchwab U.S. Large-Cap Growth ETFvs. Q3 2024SEC
Q3 2024Oct 22, 2024584$102.2MSPYHDSchwab U.S. Large-Cap Growth ETFvs. Q2 2024SEC
Q2 2024Jul 23, 2024586$93.7MSPYSchwab U.S. Large-Cap Growth ETFHDvs. Q1 2024SEC
Q1 2024Apr 30, 2024634$90.2MHDiShares Core S&P 500 ETFPHYSvs. Q4 2023SEC
Q4 2023Jan 30, 2024619$83.8MHDPHYSiShares Core S&P 500 ETFvs. Q3 2023SEC
Q3 2023Oct 26, 2023801$74.4MHDPHYSiShares Trvs. Q2 2023SEC
Q2 2023Jul 14, 2023500$65.1MPHYSiShares TriShares Core MSCI Eafe ETFvs. Q1 2023SEC
Q1 2023Apr 18, 2023451$62.4MPHYSiShares TriShares Core MSCI Eafe ETFvs. Q4 2022SEC
Q4 2022Jan 11, 2023459$58.3MPHYSiShares TrJanus Detroit STR Trvs. Q3 2022SEC
Q3 2022Oct 21, 2022441$54.8MiShares TrPHYSJanus Detroit STR Trvs. Q2 2022SEC
Q2 2022Jul 20, 2022474$60.0MPHYSiShares TriShares Core MSCI Eafe ETFvs. Q1 2022SEC
Q1 2022May 2, 2022456$69.6MiShares TrPHYSiShares Core MSCI Eafe ETFvs. Q4 2021SEC
Q4 2021Jan 25, 2022413$77.9MiShares TriShares Core MSCI Eafe ETFPHYSvs. Q3 2021SEC
Q3 2021Oct 28, 2021407$76.9MiShares TrJanus Detroit STR TriShares Core MSCI Eafe ETFvs. Q2 2021SEC
Q2 2021Jul 23, 2021406$74.0MJanus Detroit STR TriShares TrPHYSvs. Q1 2021SEC
Q1 2021May 3, 2021377$69.4MJanus Detroit STR TrPIMCO Enhanced Short Maturity Active Exchange-Traded FundPHYS–SEC