We are live on ! Find out more
SIM

Seaview Investment Managers Portfolio holdings

AUM $335M
1-Year Est. Return 47.2%
This Fund
S&P 500
This Quarter Est. Return
-1.75%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$49.9M
Cap. Flow
+$67.1M
Cap. Flow %
16.31%
Top 10 Hldgs %
38.06%
Holding
147
New
40
Increased
63
Reduced
14
Closed
20

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$10M
2
PGR icon
Progressive
PGR
+$8.74M
3
NVDA icon
NVIDIA
NVDA
+$7.03M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.55M
5
AVGO icon
Broadcom
AVGO
+$4.89M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$9.57M
2
WMT icon
Walmart Inc
WMT
+$9.54M
3
UNH icon
UnitedHealth
UNH
+$7.95M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.14M

Sector Composition

Rank Sector Weight
1 Technology 35.07%
2 Communication Services 10.15%
3 Financials 9.46%
4 Healthcare 9.41%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPQ icon
76
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$577K 0.14%
11,148
+3,882
+53% +$216K
ETN icon
77
Eaton
ETN
$173B
$521K 0.13%
+1,917
New +$597K
SOXL icon
78
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.9B
$495K 0.12%
31,029
+18,000
+138% +$455K
BABA icon
79
Alibaba
BABA
$313B
$484K 0.12%
3,660
-874
-19% -$101K
CF icon
80
CF Industries
CF
$17.8B
$469K 0.11%
6,000
– –
IBIT icon
81
iShares Bitcoin Trust
IBIT
$48B
$468K 0.11%
9,996
+3,543
+55% +$188K
SHEL icon
82
Shell
SHEL
$247B
$412K 0.1%
5,618
-428
-7% -$28.8K
ADSK icon
83
Autodesk
ADSK
$53.7B
$412K 0.1%
1,572
+367
+30% +$104K
NVO
84
Novo Nordisk
NVO
$209B
$400K 0.1%
+5,758
New +$476K
NOW icon
85
ServiceNow
NOW
$131B
$389K 0.09%
2,440
+670
+38% +$129K
VUG icon
86
Vanguard Morningstar Growth ETF
VUG
$230B
$386K 0.09%
+6,240
New +$421K
LRCX icon
87
Lam Research
LRCX
$384B
$376K 0.09%
5,173
+1,092
+27% +$86K
VOO icon
88
Vanguard S&P 500 ETF
VOO
$1.03T
$373K 0.09%
+726
New +$392K
IBM icon
89
IBM
IBM
$224B
$366K 0.09%
+1,472
New +$360K
PAAS icon
90
Pan American Silver
PAAS
$21.7B
$359K 0.09%
13,912
+45
+0.3% +$1.08K
XMMO icon
91
Invesco S&P MidCap Momentum ETF
XMMO
$7.55B
$352K 0.09%
3,091
-44,553
-94% -$5.49M
AMD icon
92
Advanced Micro Devices
AMD
$777B
$338K 0.08%
3,285
+1,122
+52% +$125K
CEG icon
93
Constellation Energy
CEG
$96.6B
$336K 0.08%
1,665
-308
-16% -$82.6K
SCCO icon
94
Southern Copper
SCCO
$170B
$319K 0.08%
3,580
+27
+0.8% +$2.42K
SFM icon
95
Sprouts Farmers Market
SFM
$8.04B
$305K 0.07%
+2,000
New +$298K
PLTR icon
96
Palantir
PLTR
$428B
$302K 0.07%
3,576
+455
+15% +$40K
C icon
97
Citigroup
C
$228B
$299K 0.07%
4,217
-330
-7% -$25.2K
IAU icon
98
iShares Gold Trust
IAU
$64.5B
$289K 0.07%
4,905
– –
SHY icon
99
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$272K 0.07%
3,291
– –
DTCR icon
100
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.13B
$265K 0.06%
16,326
+352
+2% +$6.08K
2 3
4
5 6

Similar funds

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
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

Seaview Investment Managers's Q1 2025 Portfolio in Review

As of Q1 2025, Seaview Investment Managers held 147 positions worth $411M, up 14% from $362M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Seaview Investment Managers deployed $67.1M of net new capital in Q1 2025, opening 40 new positions and adding to 63 existing holdings. Its largest new stake was Fiserv Inc: 45,704 shares worth $10.1M.

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

On the sell side, the largest reduction was Walmart Inc, an estimated $9.54M trimmed.

  • Seaview Investment Managers's largest Q1 2025 buy was Fiserv Inc: 45,704 shares worth $10.1M.
  • Seaview Investment Managers added most to NVIDIA in Q1 2025, an estimated $7.03M increase.
  • Seaview Investment Managers's biggest Q1 2025 reduction was Walmart Inc, cutting an estimated $9.54M.
  • Seaview Investment Managers fully exited ConocoPhillips in Q1 2025, selling an estimated $9.57M.
  • Seaview Investment Managers's ten largest holdings make up 38% of its $411M portfolio in Q1 2025.
  • Seaview Investment Managers opened 40 new positions and closed 20 in Q1 2025.
  • Seaview Investment Managers's portfolio value rose 14% quarter-over-quarter to $411M.

Based on Seaview Investment Managers's 13F filing for Q1 2025, filed 13 May 2025.