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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
+17.65%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$472M
AUM Growth
+$60.3M
Cap. Flow
+$3.99M
Cap. Flow %
0.85%
Top 10 Hldgs %
38.68%
Holding
154
New
27
Increased
64
Reduced
34
Closed
20

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$11.6M
2
ABT icon
Abbott
ABT
+$10.7M
3
AMD icon
Advanced Micro Devices
AMD
+$10.1M
4
HCA icon
HCA Healthcare
HCA
+$9.67M
5
ALL icon
Allstate
ALL
+$9.62M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$12.8M
2
NVS icon
Novartis
NVS
+$11.2M
3
MU icon
Micron Technology
MU
+$10.3M
4
SYK icon
Stryker
SYK
+$10.1M
5
GS icon
Goldman Sachs
GS
+$9.82M

Sector Composition

Rank Sector Weight
1 Technology 34.34%
2 Communication Services 12.97%
3 Financials 8.48%
4 Healthcare 7.52%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOO icon
51
VanEck Agribusiness ETF
MOO
$973M
$1.21M 0.26%
+16,427
New +$1.15M
WMT icon
52
Walmart Inc
WMT
$890B
$1.21M 0.26%
12,362
+2,341
+23% +$223K
JPM icon
53
JPMorgan Chase
JPM
$950B
$1.13M 0.24%
3,911
+745
+24% +$190K
RSP icon
54
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.1M 0.23%
6,059
-50,223
-89% -$8.67M
VUG icon
55
Vanguard Morningstar Growth ETF
VUG
$230B
$1.04M 0.22%
14,178
+7,938
+127% +$523K
COST icon
56
Costco
COST
$420B
$1.01M 0.21%
1,020
+330
+48% +$328K
MCD icon
57
McDonald's
MCD
$195B
$979K 0.21%
3,352
+1,098
+49% +$339K
RACE icon
58
Ferrari
RACE
$72.5B
$947K 0.2%
1,940
-25
-1% -$11.6K
CLOZ icon
59
Panagram BBB-B CLO ETF
CLOZ
$805M
$933K 0.2%
34,882
+3,619
+12% +$95.7K
SHYG icon
60
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$907K 0.19%
21,024
+2,396
+13% +$101K
AEM icon
61
Agnico Eagle Mines
AEM
$90.5B
$905K 0.19%
7,608
+2,120
+39% +$246K
FALN icon
62
iShares Fallen Angels USD Bond ETF
FALN
$1.6B
$904K 0.19%
33,305
+3,981
+14% +$105K
SJNK icon
63
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$897K 0.19%
35,186
+4,099
+13% +$102K
HON icon
64
Honeywell
HON
$78B
$887K 0.19%
+4,039
New +$818K
IBHH icon
65
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
$882K 0.19%
37,163
+4,393
+13% +$102K
XOM icon
66
ExxonMobil
XOM
$634B
$873K 0.19%
8,099
+477
+6% +$51K
PG icon
67
Procter & Gamble
PG
$339B
$859K 0.18%
5,391
+668
+14% +$109K
CI icon
68
Cigna
CI
$74.6B
$851K 0.18%
2,575
-155
-6% -$50K
PSLV icon
69
Sprott Physical Silver Trust
PSLV
$13.2B
$842K 0.18%
68,777
+250
+0.4% +$2.83K
JEPI icon
70
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$836K 0.18%
14,697
+929
+7% +$51.5K
SPYI icon
71
NEOS S&P 500 High Income ETF
SPYI
$11.3B
$816K 0.17%
16,224
+867
+6% +$41.7K
SPPP
72
Sprott Physical Platinum and Palladium Trust
SPPP
$621M
$800K 0.17%
68,167
+1,000
+1% +$10.2K
TSLA icon
73
Tesla
TSLA
$1.3T
$742K 0.16%
2,336
+1,535
+192% +$462K
NTR icon
74
Nutrien
NTR
$30.7B
$720K 0.15%
12,375
– –
SMH icon
75
VanEck Semiconductor ETF
SMH
$71.8B
$718K 0.15%
2,574
-2,959
-53% -$686K
1 2
3
4 5

Similar funds

PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
PHWM
Pine Harbor Wealth Management Silver Spring, Maryland $334M AUM 14.59% 1-Year Est. Return
HFS
Haverford Financial Services Radnor, Pennsylvania $336M AUM 20.46% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Seaview Investment Managers's Q2 2025 Portfolio in Review

As of Q2 2025, Seaview Investment Managers held 154 positions worth $472M, up 15% from $411M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Seaview Investment Managers's Q2 2025 filing shows 27 new, 64 increased, 34 reduced and 20 closed positions. Its largest new stake was Netflix: 102,920 shares worth $13.8M. The largest sale was Broadcom, an estimated $12.8M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Communication Services and Financials.

  • Seaview Investment Managers's largest Q2 2025 buy was Netflix: 102,920 shares worth $13.8M.
  • Seaview Investment Managers added most to Advanced Micro Devices in Q2 2025, an estimated $10.1M increase.
  • Seaview Investment Managers's biggest Q2 2025 reduction was Broadcom, cutting an estimated $12.8M.
  • Seaview Investment Managers fully exited Novartis in Q2 2025, selling an estimated $11.2M.
  • Seaview Investment Managers's ten largest holdings make up 39% of its $472M portfolio in Q2 2025.
  • Seaview Investment Managers opened 27 new positions and closed 20 in Q2 2025.
  • Seaview Investment Managers's portfolio value rose 15% quarter-over-quarter to $472M.

Based on Seaview Investment Managers's 13F filing for Q2 2025, filed 12 Aug 2025.