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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
+4.87%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$266M
AUM Growth
-$4.83M
Cap. Flow
-$12.9M
Cap. Flow %
-4.85%
Top 10 Hldgs %
36.12%
Holding
89
New
14
Increased
15
Reduced
37
Closed
18

Top Buys

Rank Stock Value
1
MCK icon
McKesson
MCK
+$7.98M
2
IBM icon
IBM
IBM
+$7.89M
3
ABBV icon
AbbVie
ABBV
+$7.86M
4
JPM icon
JPMorgan Chase
JPM
+$7.78M
5
SCHW
Charles Schwab
SCHW
+$7.62M

Top Sells

Rank Stock Value
1
ALL icon
Allstate
ALL
+$8.37M
2
TMUS icon
T-Mobile US
TMUS
+$7.71M
3
NVO
Novo Nordisk
NVO
+$7.7M
4
ABT icon
Abbott
ABT
+$7.53M
5
FISV
Fiserv Inc
FISV
+$7.35M

Sector Composition

Rank Sector Weight
1 Technology 30.64%
2 Financials 12.19%
3 Communication Services 9.74%
4 Materials 9.18%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYI icon
51
NEOS S&P 500 High Income ETF
SPYI
$11.3B
$465K 0.17%
8,852
-5,055
-36% -$265K
HEFA icon
52
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.76B
$409K 0.15%
9,889
-86,215
-90% -$3.53M
AAPL icon
53
Apple
AAPL
$4.57T
$393K 0.15%
1,447
– –
PDI icon
54
PIMCO Dynamic Income Fund
PDI
$7.42B
$382K 0.14%
+21,550
New +$395K
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$114B
$371K 0.14%
1,688
– –
YYY icon
56
Amplify CEF High Income ETF
YYY
$741M
$369K 0.14%
32,057
-20,831
-39% -$243K
LVHI icon
57
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$362K 0.14%
9,839
-7,682
-44% -$277K
QQQI icon
58
NEOS Nasdaq 100 High Income ETF
QQQI
$13.9B
$342K 0.13%
6,346
-4,736
-43% -$258K
FTHI icon
59
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
$339K 0.13%
14,346
-10,605
-43% -$251K
MAR icon
60
Marriott International
MAR
$92.3B
$307K 0.12%
990
– –
XMMO icon
61
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$286K 0.11%
2,062
-25,012
-92% -$3.42M
LRCX icon
62
Lam Research
LRCX
$390B
$260K 0.1%
1,521
-469
-24% -$72.9K
C icon
63
Citigroup
C
$226B
$254K 0.1%
2,178
– –
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.03T
$235K 0.09%
375
-48
-11% -$29.8K
CEMB icon
65
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$222K 0.08%
4,841
-971
-17% -$44.6K
VCIT icon
66
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$222K 0.08%
2,651
-562
-17% -$47.2K
IBDZ
67
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$221K 0.08%
8,374
-1,800
-18% -$47.6K
JPIB icon
68
JPMorgan International Bond Opportunities ETF
JPIB
$2.14B
$218K 0.08%
4,474
-1,020
-19% -$49.9K
REZ icon
69
iShares Residential and Multisector Real Estate ETF
REZ
$874M
$214K 0.08%
2,587
-391
-13% -$32.8K
ABT icon
70
Abbott
ABT
$187B
$209K 0.08%
1,668
-59,091
-97% -$7.53M
ATAI icon
71
AtaiBeckley Inc
ATAI
$2.68B
$204K 0.08%
49,922
– –
AIQ icon
72
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
– –
-27,967
Closed -$1.38M
ALL icon
73
Allstate
ALL
$67.5B
– –
-38,989
Closed -$8.37M
ESPO icon
74
VanEck Video Gaming and eSports ETF
ESPO
$258M
– –
-5,749
Closed -$697K
ET icon
75
Energy Transfer Partners
ET
$69.3B
– –
-279,129
Closed -$4.79M
1 2
3
4

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 Q4 2025 Portfolio in Review

As of Q4 2025, Seaview Investment Managers held 89 positions worth $266M, down 1.8% from $271M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Seaview Investment Managers withdrew a net $12.9M in Q4 2025, closing 18 positions and reducing 37 holdings. Its most notable exit was Allstate, an estimated $8.37M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Seaview Investment Managers opened a new position in McKesson worth $8.02M.

  • Seaview Investment Managers's largest Q4 2025 buy was McKesson: 9,776 shares worth $8.02M.
  • Seaview Investment Managers added most to Invesco S&P SmallCap Momentum ETF in Q4 2025, an estimated $3.11M increase.
  • Seaview Investment Managers's biggest Q4 2025 reduction was Abbott, cutting an estimated $7.53M.
  • Seaview Investment Managers fully exited Allstate in Q4 2025, selling an estimated $8.37M.
  • Seaview Investment Managers's ten largest holdings make up 36% of its $266M portfolio in Q4 2025.
  • Seaview Investment Managers opened 14 new positions and closed 18 in Q4 2025.
  • Seaview Investment Managers's portfolio value fell 1.8% quarter-over-quarter to $266M.

Based on Seaview Investment Managers's 13F filing for Q4 2025, filed 9 Feb 2026.