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
-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
FTHI icon
76
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
– –
-14,346
Closed -$339K
HCA icon
77
HCA Healthcare
HCA
$89.5B
– –
-17,160
Closed -$8.01M
HEFA icon
78
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.76B
– –
-9,889
Closed -$409K
RSP icon
79
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
– –
-2,636
Closed -$505K
UBER icon
80
Uber
UBER
$153B
– –
-98,976
Closed -$8.09M
VIG icon
81
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-1,688
Closed -$371K
XMMO icon
82
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
– –
-2,062
Closed -$286K
1 2 3
4

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 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.