Glenview Trust Co — 13F Holdings & Portfolio
CIK 1691827 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$6.37B
Long-equity book
Holdings
791
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+27 / −18 / ↑171 / ↓155
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$14.4M +41.1%
- ISHARES TR$14.1M +101.0%
- FIRST TR EXCHANGE-TRADED FD$13.6M +14.4%
- CHEVRON CORPORATION$13.3M +35.2%
- WALMART INC$12.2M +12.5%
Top Trims
- MICROSOFT CORP-$44.5M -19.4%
- NVIDIA CORPORATION-$42.4M -7.2%
- ELI LILLY & CO-$30.7M -15.1%
- SALESFORCE INC-$20.4M -79.1%
- ANALOG DEVICES INC-$18.7M -45.1%
New Positions
- ASTRAZENECA PLC$779.0K
- ISHARES TR$601.1K
- JABIL INC$584.4K
- BLACKROCK ETF TRUST$444.8K
- ATMOS ENERGY CORP$413.0K
Exited Positions
- SELECT SECTOR SPDR TR$2.2M
- ASTRAZENECA PLC$728.4K
- ARES MANAGEMENT CORPORATION$516.9K
- BROOKFIELD ASSET MANAGMT LTD$513.4K
- FIDELITY MERRIMACK STR TR$288.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $530.4M | 8.33% | 3,041,152 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $270.7M | 4.25% | 1,066,791 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $194.3M | 3.05% | 297,425 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $189.0M | 2.97% | 657,362 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $179.5M | 2.82% | 484,811 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $171.0M | 2.69% | 185,962 | SH |
| 7 | ISHARES TR | FLOT | 46429B655 | $153.8M | 2.42% | 3,017,974 | SH |
| 8 | BROADCOM INC | AVGO | 11135F101 | $144.2M | 2.27% | 466,043 | SH |
| 9 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $139.0M | 2.18% | 1,110,808 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $137.3M | 2.16% | 659,187 | SH |
| 11 | ISHARES TR | IWR | 464287499 | $129.4M | 2.03% | 1,330,603 | SH |
| 12 | META PLATFORMS INC | META | 30303M102 | $113.3M | 1.78% | 197,948 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $112.4M | 1.77% | 382,160 | SH |
| 14 | WALMART INC | WMT | 931142103 | $106.6M | 1.67% | 857,897 | SH |
| 15 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $105.8M | 1.66% | 2,423,208 | SH |
| 16 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $101.9M | 1.60% | 156,700 | SH |
| 17 | J P MORGAN EXCHANGE TRADED F | JFLX | 46654Q559 | $101.5M | 1.59% | 2,043,518 | SH |
| 18 | T ROWE PRICE ETF INC | TCHP | 87283Q107 | $90.5M | 1.42% | 2,048,005 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $88.5M | 1.39% | 406,933 | SH |
| 20 | MASTERCARD INCORPORATED | MA | 57636Q104 | $87.7M | 1.38% | 175,506 | SH |
| 21 | ISHARES TR | IJR | 464287804 | $83.4M | 1.31% | 670,788 | SH |
| 22 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $81.7M | 1.28% | 96,595 | SH |
| 23 | PROCTER & GAMBLE CO | PG | 742718109 | $62.8M | 0.99% | 434,505 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $60.4M | 0.95% | 126,060 | SH |
| 25 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $56.1M | 0.88% | 696,517 | SH |
| 26 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $56.1M | 0.88% | 121,734 | SH |
| 27 | LOWES COS INC | LOW | 548661107 | $50.7M | 0.80% | 214,478 | SH |
| 28 | CHEVRON CORPORATION | CVX | 166764100 | $48.7M | 0.76% | 235,312 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $47.8M | 0.75% | 281,478 | SH |
| 30 | BOEING CO | BA | 097023105 | $47.6M | 0.75% | 239,139 | SH |
| 31 | VANGUARD INDEX FDS | VNQ | 922908553 | $47.1M | 0.74% | 531,504 | SH |
| 32 | CATERPILLAR INC | CAT | 149123101 | $45.6M | 0.72% | 64,296 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $43.0M | 0.68% | 357,834 | SH |
| 34 | ORACLE CORP | ORCL | 68389X105 | $41.7M | 0.66% | 283,528 | SH |
| 35 | HONEYWELL INTL INC | HON | 438516106 | $39.7M | 0.62% | 175,452 | SH |
| 36 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $38.9M | 0.61% | 350,326 | SH |
| 37 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $37.5M | 0.59% | 154,563 | SH |
| 38 | PROFESIONALLY MANAGED PORTFO | CSMD | 74316P645 | $36.9M | 0.58% | 1,200,727 | SH |
| 39 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $36.3M | 0.57% | 328,448 | SH |
| 40 | LOCKHEED MARTIN CORP | LMT | 539830109 | $34.9M | 0.55% | 57,731 | SH |
| 41 | CISCO SYS INC | CSCO | 17275R102 | $34.4M | 0.54% | 443,735 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $34.3M | 0.54% | 140,301 | SH |
| 43 | ALPHABET INC | GOOG | 02079K107 | $33.5M | 0.53% | 116,917 | SH |
| 44 | ECOLAB INC | ECL | 278865100 | $33.2M | 0.52% | 124,632 | SH |
| 45 | MCDONALDS CORP | MCD | 580135101 | $32.3M | 0.51% | 103,802 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $32.3M | 0.51% | 424,184 | SH |
| 47 | UNION PAC CORP | UNP | 907818108 | $32.1M | 0.50% | 132,328 | SH |
| 48 | ALLSTATE CORP | ALL | 020002101 | $29.2M | 0.46% | 140,886 | SH |
| 49 | CITIGROUP INC | C | 172967424 | $29.1M | 0.46% | 256,923 | SH |
| 50 | ISHARES TR | SUB | 464288158 | $28.0M | 0.44% | 262,590 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $6.37B | 791 | 0001193125-26-213495 |
| 2025-12-31 | 2026-02-09 | $6.48B | 782 | 0001193125-26-042115 |