Longview Partners as of June 30, 2026
Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 6.0 | $371M | 1.0M | 359.00 | |
| UnitedHealth (UNH) | 5.7 | $350M | 843k | 415.63 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.5 | $337M | 706k | 477.57 | |
| Texas Instruments Incorporated (TXN) | 5.2 | $322M | 1.1M | 298.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $296M | 827k | 357.37 | |
| Iqvia Holdings (IQV) | 4.7 | $290M | 1.5M | 193.22 | |
| American Express Company (AXP) | 4.7 | $287M | 849k | 338.25 | |
| Cooper Cos (COO) | 4.6 | $283M | 3.9M | 71.71 | |
| Visa Com Cl A (V) | 4.6 | $281M | 818k | 343.09 | |
| Progressive Corporation (PGR) | 4.3 | $266M | 1.2M | 218.45 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $266M | 530k | 501.36 | |
| Cdw (CDW) | 4.3 | $263M | 1.9M | 140.64 | |
| Booking Holdings (BKNG) | 4.3 | $263M | 1.5M | 178.24 | |
| Msci (MSCI) | 4.2 | $260M | 464k | 560.04 | |
| SYSCO Corporation (SYY) | 4.2 | $258M | 3.1M | 83.58 | |
| Becton, Dickinson and (BDX) | 4.2 | $256M | 1.7M | 151.33 | |
| Aon Shs Cl A (AON) | 4.1 | $255M | 769k | 331.69 | |
| Moody's Corporation (MCO) | 4.1 | $253M | 559k | 452.92 | |
| Fidelity National Information Services (FIS) | 4.0 | $244M | 6.3M | 38.88 | |
| Microsoft Corporation (MSFT) | 3.9 | $241M | 645k | 373.02 | |
| Cme (CME) | 3.6 | $221M | 1.0M | 220.83 | |
| salesforce (CRM) | 3.0 | $187M | 1.2M | 156.66 | |
| S&p Global (SPGI) | 1.8 | $109M | 267k | 407.26 |
