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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
ETN icon
76
Eaton
ETN
$174B
$713K 0.15%
1,998
+81
+4% +$24.9K
YYY icon
77
Amplify CEF High Income ETF
YYY
$735M
$683K 0.14%
58,324
+4,269
+8% +$48.1K
GOOG icon
78
Alphabet (Google) Class C
GOOG
$4.32T
$663K 0.14%
3,737
-83
-2% -$13.7K
LVHI icon
79
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.48B
$662K 0.14%
20,323
+1,351
+7% +$43.4K
XLU icon
80
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$660K 0.14%
+16,170
New +$644K
JEPQ icon
81
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.9B
$655K 0.14%
12,045
+897
+8% +$46.2K
ESPO icon
82
VanEck Video Gaming and eSports ETF
ESPO
$258M
$638K 0.14%
+5,824
New +$567K
NLR icon
83
VanEck Uranium + Nuclear Energy ETF
NLR
$4.18B
$637K 0.14%
+5,729
New +$509K
INDY icon
84
iShares S&P India Nifty 50 Index Fund
INDY
$569M
$620K 0.13%
+11,403
New +$599K
EWG icon
85
iShares MSCI Germany ETF
EWG
$1.62B
$619K 0.13%
+14,633
New +$584K
VIG icon
86
Vanguard Dividend Appreciation ETF
VIG
$114B
$608K 0.13%
2,969
-44,721
-94% -$8.67M
PPLT
87
abrdn Physical Platinum Shares ETF
PPLT
$2.02B
$596K 0.13%
+48,470
New +$474K
CF icon
88
CF Industries
CF
$17.3B
$552K 0.12%
6,000
– –
LRCX icon
89
Lam Research
LRCX
$390B
$516K 0.11%
5,301
+128
+2% +$10.2K
NOW icon
90
ServiceNow
NOW
$129B
$491K 0.1%
2,390
-50
-2% -$9.43K
ADSK icon
91
Autodesk
ADSK
$52.6B
$476K 0.1%
1,537
-35
-2% -$9.93K
IBM icon
92
IBM
IBM
$224B
$423K 0.09%
1,435
-37
-3% -$9.53K
VOO icon
93
Vanguard S&P 500 ETF
VOO
$1.01T
$417K 0.09%
734
+8
+1% +$4.2K
PAAS icon
94
Pan American Silver
PAAS
$21.6B
$396K 0.08%
13,959
+47
+0.3% +$1.22K
SHEL icon
95
Shell
SHEL
$245B
$383K 0.08%
5,445
-173
-3% -$11.6K
CRWD icon
96
CrowdStrike
CRWD
$218B
$371K 0.08%
2,916
+76
+3% +$8.24K
IGIB icon
97
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$368K 0.08%
+6,908
New +$360K
IYW icon
98
iShares US Technology ETF
IYW
$25.2B
$368K 0.08%
2,121
-8,345
-80% -$1.26M
ARKB icon
99
ARK 21Shares Bitcoin ETF
ARKB
$2.48B
$358K 0.08%
+10,000
New +$328K
BABA icon
100
Alibaba
BABA
$308B
$354K 0.08%
3,119
-541
-15% -$64.1K
2 3
4
5 6

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
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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.