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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
ETN icon
76
Eaton
ETN
$174B
– –
-671
Closed -$251K
EWG icon
77
iShares MSCI Germany ETF
EWG
$1.67B
– –
-14,484
Closed -$603K
FISV
78
Fiserv Inc
FISV
$27.7B
– –
-56,989
Closed -$7.35M
FPE icon
79
First Trust Preferred Securities and Income ETF
FPE
$6.35B
– –
-10,865
Closed -$198K
GBTC icon
80
Grayscale Bitcoin Trust
GBTC
$9.7B
– –
-2,548
Closed -$229K
INDY icon
81
iShares S&P India Nifty 50 Index Fund
INDY
$566M
– –
-11,468
Closed -$584K
NKE icon
82
Nike
NKE
$61.1B
– –
-3,000
Closed -$209K
NVO
83
Novo Nordisk
NVO
$207B
– –
-138,693
Closed -$7.7M
PPLT
84
abrdn Physical Platinum Shares ETF
PPLT
$2.01B
– –
-51,120
Closed -$730K
SAP icon
85
SAP
SAP
$239B
– –
-11,744
Closed -$3.14M
SJNK icon
86
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
– –
-32,792
Closed -$839K
TMUS icon
87
T-Mobile US
TMUS
$188B
– –
-32,206
Closed -$7.71M
VUG icon
88
Vanguard Morningstar Growth ETF
VUG
$230B
– –
-63,312
Closed -$5.06M
XLU icon
89
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
– –
-14,724
Closed -$642K
1 2 3
4

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 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.