Longview Partners as of Dec. 31, 2025
Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $504M | 1.6M | 313.00 | |
| Iqvia Holdings (IQV) | 5.2 | $501M | 2.2M | 225.41 | |
| Moody's Corporation (MCO) | 5.2 | $494M | 967k | 510.85 | |
| Thermo Fisher Scientific (TMO) | 5.1 | $493M | 850k | 579.45 | |
| Booking Holdings (BKNG) | 5.1 | $488M | 91k | 5355.33 | |
| American Express Company (AXP) | 5.0 | $483M | 1.3M | 369.95 | |
| Microsoft Corporation (MSFT) | 5.0 | $478M | 989k | 483.62 | |
| salesforce (CRM) | 4.7 | $446M | 1.7M | 264.91 | |
| Visa Com Cl A (V) | 4.6 | $444M | 1.3M | 350.71 | |
| S&p Global (SPGI) | 4.5 | $433M | 829k | 522.59 | |
| Becton, Dickinson and (BDX) | 4.4 | $419M | 2.2M | 194.07 | |
| Msci (MSCI) | 4.3 | $415M | 724k | 573.73 | |
| UnitedHealth (UNH) | 4.3 | $414M | 1.3M | 330.11 | |
| Fidelity National Information Services (FIS) | 4.3 | $413M | 6.2M | 66.46 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $411M | 1.2M | 349.99 | |
| Aon Shs Cl A (AON) | 4.1 | $390M | 1.1M | 352.88 | |
| Cme (CME) | 4.0 | $379M | 1.4M | 273.08 | |
| Marsh & McLennan Companies (MRSH) | 3.9 | $374M | 2.0M | 185.52 | |
| SYSCO Corporation (SYY) | 3.8 | $362M | 4.9M | 73.69 | |
| Nike CL B (NKE) | 3.7 | $358M | 5.6M | 63.71 | |
| Cdw (CDW) | 3.6 | $349M | 2.6M | 136.20 | |
| West Pharmaceutical Services (WST) | 3.2 | $311M | 1.1M | 275.14 | |
| Fiserv (FISV) | 2.3 | $218M | 3.2M | 67.17 |
