1y return+17.3%S&P 500 +20.9%
3y return+62.7%S&P 500 +68.5%
5y return+70.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $311 against $334 in the S&P 500.2
Glenview Trust CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $622.3M | 8.6% | |
| AAPLApple Inc | $318.1M | 4.4% | |
| GOOGLAlphabet Inc | $240.7M | 3.3% | |
| IVVIshares Tr | $234.7M | 3.2% | +2.5% |
| LLYEli Lilly & Co | $226.1M | 3.1% | |
| MSFTMicrosoft Corp | $194.3M | 2.7% | +4.6% |
| AVGOBroadcom Inc | $183.3M | 2.5% | +1.7% |
| AMZNAmazon Com Inc | $165.2M | 2.3% | +2.9% |
| GSLCGoldman Sachs Etf Tr | $163.4M | 2.3% | |
| FLOTIshares Tr | $160.6M | 2.2% | |
| IWRIshares Tr | $155.3M | 2.1% | +4.2% |
| JPMJpmorgan Chase & Co | $131.9M | 1.8% | +2.2% |
| SPYState Str Spdr S&p 500 Etf T | $120.2M | 1.7% | |
| METAMeta Platforms Inc | $116.9M | 1.6% | +3.5% |
| TCHPT Rowe Price Exchange-traded | $114.8M | 1.6% | +11.2% |
| JFLXJ P Morgan Exchange Traded F | $107.7M | 1.5% | +2.0% |
| EMLPFirst Tr Exchange-traded Fd | $107.2M | 1.5% | |
| ABBVAbbvie Inc | $106.2M | 1.5% | |
| IJRIshares Tr | $103.9M | 1.4% | |
| GSGoldman Sachs Group Inc | $101.2M | 1.4% | |
| WMTWalmart Inc | $100.5M | 1.4% | |
| MAMastercard Incorporated | $92.7M | 1.3% | |
| CATCaterpillar Inc | $71.9M | 1.0% | |
| MRVLMarvell Technology Inc | $71.1M | 1.0% | |
| AVLVAmerican Centy Etf Tr | $69.0M | 1.0% | +8.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $622.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $183.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $71.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $226.1M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $43.4M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $56.6M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $101.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $240.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $131.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $318.1M |
Sold off last quarter
- IUSBIshares Tr was $601K
- IDCCInterdigital Inc was $453K
- DYNFBlackrock Etf Trust was $445K
- Dupont De Nemours IncCUSIP 26614N102 was $408K
- ZTSZoetis Inc was $337K
- FIXComfort Sys Usa Inc was $319K
- BSVVanguard Bd Index Fds was $282K
- STRLSterling Infrastructure Inc was $266K
- SLVIshares Silver Tr was $254K
- AJGGallagher Arthur J & Co was $249K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +3.8% | +4.0% |
| March 31, 2024 | +12.2% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +9.4% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Glenview Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1691827&type=13F-HR&dateb=&owner=include&count=40CIK 1691827
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1691827/000119312526354805/Filed August 18, 2026 · accession 0001193125-26-354805