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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
+8.02%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$271M
AUM Growth
-$201M
Cap. Flow
-$226M
Cap. Flow %
-83.63%
Top 10 Hldgs %
36.08%
Holding
140
New
6
Increased
12
Reduced
56
Closed
65

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$8.12M
2
BAC icon
Bank of America
BAC
+$7.56M
3
AXP icon
American Express
AXP
+$6.52M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.75M
5
SAP icon
SAP
SAP
+$2.17M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.6M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$11.1M

Sector Composition

Rank Sector Weight
1 Technology 33.83%
2 Communication Services 12.39%
3 Financials 9.12%
4 Healthcare 9.06%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
76
AbbVie
ABBV
$435B
– –
-6,787
Closed -$1.26M
ADSK icon
77
Autodesk
ADSK
$52.6B
– –
-1,537
Closed -$476K
AEM icon
78
Agnico Eagle Mines
AEM
$90.5B
– –
-7,608
Closed -$905K
AG icon
79
First Majestic Silver
AG
$9.07B
– –
-24,163
Closed -$200K
ARKB icon
80
ARK 21Shares Bitcoin ETF
ARKB
$2.48B
– –
-10,000
Closed -$358K
BABA icon
81
Alibaba
BABA
$308B
– –
-3,119
Closed -$354K
BRK.B icon
82
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-31,334
Closed -$15.2M
BX icon
83
Blackstone
BX
$110B
– –
-8,728
Closed -$1.31M
CF icon
84
CF Industries
CF
$17.3B
– –
-6,000
Closed -$552K
CI icon
85
Cigna
CI
$74.6B
– –
-2,575
Closed -$851K
CLSK icon
86
CleanSpark
CLSK
$3.16B
– –
-12,900
Closed -$142K
COST icon
87
Costco
COST
$420B
– –
-1,020
Closed -$1.01M
CRWD icon
88
CrowdStrike
CRWD
$218B
– –
-2,916
Closed -$371K
DELL icon
89
Dell
DELL
$293B
– –
-10,706
Closed -$1.31M
DIS icon
90
Walt Disney
DIS
$181B
– –
-1,645
Closed -$204K
DUST icon
91
CALL
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$50.7M
– –
-1,000
Closed -$15.5K
FDN icon
92
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
– –
-836
Closed -$225K
GOOG icon
93
Alphabet (Google) Class C
GOOG
$4.32T
– –
-3,737
Closed -$663K
GS icon
94
Goldman Sachs
GS
$303B
– –
-442
Closed -$313K
HON icon
95
Honeywell
HON
$78B
– –
-4,039
Closed -$887K
IAU icon
96
iShares Gold Trust
IAU
$64.4B
– –
-5,160
Closed -$322K
IBHH icon
97
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
– –
-37,163
Closed -$882K
IBM icon
98
IBM
IBM
$224B
– –
-1,435
Closed -$423K
IEF icon
99
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-2,783
Closed -$267K
IGIB icon
100
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-6,908
Closed -$368K
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
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 Q3 2025 Portfolio in Review

As of Q3 2025, Seaview Investment Managers held 140 positions worth $271M, down 43% from $472M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Seaview Investment Managers withdrew a net $226M in Q3 2025, closing 65 positions and reducing 56 holdings. Its most notable exit was Berkshire Hathaway Class B, an estimated $15.2M position sold in full.

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

Against the trend, Seaview Investment Managers opened a new position in Novo Nordisk worth $7.7M.

  • Seaview Investment Managers's largest Q3 2025 buy was Novo Nordisk: 138,693 shares worth $7.7M.
  • Seaview Investment Managers added most to American Express in Q3 2025, an estimated $6.52M increase.
  • Seaview Investment Managers's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $17.6M.
  • Seaview Investment Managers fully exited Berkshire Hathaway Class B in Q3 2025, selling an estimated $15.2M.
  • Seaview Investment Managers's ten largest holdings make up 36% of its $271M portfolio in Q3 2025.
  • Seaview Investment Managers opened 6 new positions and closed 65 in Q3 2025.
  • Seaview Investment Managers's portfolio value fell 43% quarter-over-quarter to $271M.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.