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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
-2.77%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$11.5M
Cap. Flow
+$27.5M
Cap. Flow %
9.9%
Top 10 Hldgs %
35.49%
Holding
82
New
11
Increased
50
Reduced
7
Closed
9

Top Buys

Rank Stock Value
1
ITUB icon
Itaú Unibanco
ITUB
+$8.91M
2
AVGO icon
Broadcom
AVGO
+$8.5M
3
MU icon
Micron Technology
MU
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$1.56M
5
IBM icon
IBM
IBM
+$1.5M

Top Sells

Rank Stock Value
1
UBER icon
Uber
UBER
+$8.09M
2
HCA icon
HCA Healthcare
HCA
+$8.01M
3
ADBE icon
Adobe
ADBE
+$5.81M
4
CRM icon
Salesforce
CRM
+$1.48M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 29.24%
2 Financials 15.18%
3 Materials 9.82%
4 Communication Services 9.79%
5 Healthcare 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLTR icon
51
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.67B
$780K 0.28%
3,567
+585
+20% +$137K
IWMI
52
NEOS Russell 2000 High Income ETF
IWMI
$1.16B
$754K 0.27%
+15,910
New +$788K
SLV icon
53
iShares Silver Trust
SLV
$30.9B
$637K 0.23%
+9,343
New +$710K
TSLA icon
54
Tesla
TSLA
$1.3T
$544K 0.2%
1,462
+334
+30% +$138K
ADBE icon
55
Adobe
ADBE
$105B
$415K 0.15%
1,708
-20,986
-92% -$5.81M
AAPL icon
56
Apple
AAPL
$4.57T
$367K 0.13%
1,447
– –
MAR icon
57
Marriott International
MAR
$92.3B
$324K 0.12%
990
– –
XOVR
58
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.85B
$293K 0.11%
+17,339
New +$315K
LRCX icon
59
Lam Research
LRCX
$390B
$290K 0.1%
1,357
-164
-11% -$36.7K
CEMB icon
60
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$288K 0.1%
6,367
+1,526
+32% +$70K
VCIT icon
61
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$288K 0.1%
3,484
+833
+31% +$69.7K
JPIB icon
62
JPMorgan International Bond Opportunities ETF
JPIB
$2.14B
$287K 0.1%
5,998
+1,524
+34% +$74.3K
IBDZ
63
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$287K 0.1%
11,006
+2,632
+31% +$69.3K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.03T
$258K 0.09%
432
+57
+15% +$35.6K
SJNK icon
65
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$251K 0.09%
+10,037
New +$253K
C icon
66
Citigroup
C
$226B
$247K 0.09%
2,178
– –
FPE icon
67
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$238K 0.09%
+13,397
New +$244K
VRT icon
68
Vertiv
VRT
$105B
$220K 0.08%
+876
New +$194K
REZ icon
69
iShares Residential and Multisector Real Estate ETF
REZ
$874M
$215K 0.08%
2,587
– –
WDC icon
70
Western Digital
WDC
$150B
$211K 0.08%
+781
New +$204K
DELL icon
71
Dell
DELL
$293B
$211K 0.08%
+1,285
New +$171K
HLF icon
72
Herbalife
HLF
$1.29B
$185K 0.07%
+12,534
New +$205K
ATAI icon
73
AtaiBeckley Inc
ATAI
$2.68B
$177K 0.06%
49,922
– –
ABT icon
74
Abbott
ABT
$187B
– –
-1,668
Closed -$209K
CRM icon
75
Salesforce
CRM
$158B
– –
-5,591
Closed -$1.48M
1 2
3
4

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HGA
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MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
PHWM
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HFS
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SG
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WHGC
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SC
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Seaview Investment Managers's Q1 2026 Portfolio in Review

As of Q1 2026, Seaview Investment Managers held 82 positions worth $277M, up 4.3% from $266M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Seaview Investment Managers deployed $27.5M of net new capital in Q1 2026, opening 11 new positions and adding to 50 existing holdings. Its largest new stake was Itaú Unibanco: 1,065,486 shares worth $8.93M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was Adobe, an estimated $5.81M trimmed.

  • Seaview Investment Managers's largest Q1 2026 buy was Itaú Unibanco: 1,065,486 shares worth $8.93M.
  • Seaview Investment Managers added most to Broadcom in Q1 2026, an estimated $8.5M increase.
  • Seaview Investment Managers's biggest Q1 2026 reduction was Adobe, cutting an estimated $5.81M.
  • Seaview Investment Managers fully exited Uber in Q1 2026, selling an estimated $8.09M.
  • Seaview Investment Managers's ten largest holdings make up 35% of its $277M portfolio in Q1 2026.
  • Seaview Investment Managers opened 11 new positions and closed 9 in Q1 2026.
  • Seaview Investment Managers's portfolio value rose 4.3% quarter-over-quarter to $277M.

Based on Seaview Investment Managers's 13F filing for Q1 2026, filed 14 May 2026.