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Seaview Investment Managers Portfolio holdings

AUM $335M
1-Year Est. Return 47.2%
This Fund
S&P 500
This Quarter Est. Return
+33.64%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$335M
AUM Growth
+$57.4M
Cap. Flow
-$2.71M
Cap. Flow %
-0.81%
Top 10 Hldgs %
35.13%
Holding
94
New
21
Increased
40
Reduced
28
Closed
1
Avg Time Held
5.3 quarters
Top 10 Avg Time Held
4.8 quarters
Top 20 Avg Time Held
5.2 quarters

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.56M
2
AAPL icon
Apple
AAPL
+$9.19M
3
GS icon
Goldman Sachs
GS
+$8.9M
4
APH icon
Amphenol
APH
+$8.43M
5
CAT icon
Caterpillar
CAT
+$8.38M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$9.91M
2
NEM icon
Newmont
NEM
+$9.11M
3
ITUB icon
Itaú Unibanco
ITUB
+$8.69M
4
MCK icon
McKesson
MCK
+$8.18M
5
SCHW icon
Charles Schwab
SCHW
+$8.01M

Sector Composition

Rank Sector Weight
1 Technology 37.07%
2 Miscellaneous 24.02%
3 Communication Services 11.8%
4 Financials 8.8%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IBIT icon
51
iShares Bitcoin Trust
IBIT
$67B
$1.04M 0.31%
31,115
+1,155
+4% +$47K
2024 Q4
6 quarters
GLTR icon
52
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.53B
$702K 0.21%
3,877
+310
+9% +$65.5K
2025 Q4
2 quarters
TSLA icon
53
Tesla
TSLA
$1.48T
$658K 0.2%
1,565
+103
+7% +$41K
2025 Q4
2 quarters
LRCX icon
54
Lam Research
LRCX
$377B
$501K 0.15%
1,157
-200
-15% -$60.7K
2024 Q4
6 quarters
SLV icon
55
iShares Silver Trust
SLV
$28.8B
$492K 0.15%
9,200
-143
-2% -$9.48K
2026 Q1
1 quarter
STX icon
56
Seagate
STX
$170B
$483K 0.14%
+500
New +$381K
2026 Q2
0 quarters
NET icon
57
Cloudflare
NET
$124B
$468K 0.14%
+1,910
New +$418K
2026 Q2
0 quarters
DELL icon
58
Dell
DELL
$364B
$437K 0.13%
1,012
-273
-21% -$79K
2026 Q1
1 quarter
REZ icon
59
iShares Residential and Multisector Real Estate ETF
REZ
$787M
$437K 0.13%
4,610
+2,023
+78% +$182K
2024 Q4
6 quarters
C icon
60
Citigroup
C
$209B
$383K 0.11%
2,736
+558
+26% +$72.6K
2023 Q1
13 quarters
AXP icon
61
American Express
AXP
$209B
$377K 0.11%
1,116
-24,557
-96% -$7.86M
2025 Q1
5 quarters
DRAM icon
62
Roundhill Memory ETF
DRAM
$24.8B
$375K 0.11%
+5,077
New +$264K
2026 Q2
0 quarters
MAR icon
63
Marriott International
MAR
$96.9B
$367K 0.11%
990
– –
2023 Q4
10 quarters
PANW icon
64
Palo Alto Networks
PANW
$325B
$366K 0.11%
+1,072
New +$245K
2026 Q2
0 quarters
XOVR icon
65
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.53B
$365K 0.11%
17,339
– –
2026 Q1
1 quarter
AMAT icon
66
Applied Materials
AMAT
$368B
$330K 0.1%
+456
New +$210K
2026 Q2
0 quarters
CRWD icon
67
CrowdStrike
CRWD
$267B
$329K 0.1%
+1,724
New +$245K
2026 Q2
0 quarters
WDC icon
68
Western Digital
WDC
$143B
$322K 0.1%
504
-277
-35% -$135K
2026 Q1
1 quarter
SCHW icon
69
Charles Schwab
SCHW
$166B
$316K 0.09%
3,424
-87,851
-96% -$8.01M
2025 Q4
2 quarters
NEM icon
70
Newmont
NEM
$122B
$315K 0.09%
3,376
-83,647
-96% -$9.11M
2025 Q4
2 quarters
MCK icon
71
McKesson
MCK
$112B
$311K 0.09%
411
-10,315
-96% -$8.18M
2025 Q4
2 quarters
CRDO icon
72
Credo Technology Group
CRDO
$37.3B
$295K 0.09%
+1,083
New +$214K
2026 Q2
0 quarters
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.05T
$286K 0.09%
417
-15
-3% -$10K
2025 Q1
5 quarters
JPIB icon
74
JPMorgan International Bond Opportunities ETF
JPIB
$2.26B
$285K 0.09%
5,888
-110
-2% -$5.29K
2025 Q1
5 quarters
CEMB icon
75
iShares JPMorgan EM Corporate Bond ETF
CEMB
$422M
$284K 0.08%
6,212
-155
-2% -$7.07K
2025 Q1
5 quarters
1 2
3
4

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BIA
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PI
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TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
PAP
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AWS
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JWM
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Seaview Investment Managers's Q2 2026 Portfolio in Review

As of Q2 2026, Seaview Investment Managers held 94 positions worth $335M, up 21% from $277M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Seaview Investment Managers's Q2 2026 filing shows 21 new, 40 increased, 28 reduced and 1 closed positions. Its largest new stake was Walt Disney: 93,748 shares worth $9.02M. The largest sale was Advanced Micro Devices, an estimated $9.91M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.

  • Seaview Investment Managers's largest Q2 2026 buy was Walt Disney: 93,748 shares worth $9.02M.
  • Seaview Investment Managers added most to Apple in Q2 2026, an estimated $9.19M increase.
  • Seaview Investment Managers's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $9.91M.
  • Seaview Investment Managers fully exited Adobe in Q2 2026, selling an estimated $415K.
  • Seaview Investment Managers's ten largest holdings make up 35% of its $335M portfolio in Q2 2026.
  • Seaview Investment Managers opened 21 new positions and closed 1 in Q2 2026.
  • Seaview Investment Managers's portfolio value rose 21% quarter-over-quarter to $335M.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.