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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
MU icon
101
Micron Technology
MU
$991B
$353K 0.07%
2,866
-110,544
-97% -$10.3M
C icon
102
Citigroup
C
$226B
$342K 0.07%
4,017
-200
-5% -$14.5K
SHV icon
103
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$324K 0.07%
+2,930
New +$323K
IAU icon
104
iShares Gold Trust
IAU
$64.4B
$322K 0.07%
5,160
+255
+5% +$15.8K
GS icon
105
Goldman Sachs
GS
$303B
$313K 0.07%
442
-16,946
-97% -$9.82M
NKE icon
106
Nike
NKE
$61.9B
$312K 0.07%
4,389
+658
+18% +$39.5K
SNPS icon
107
Synopsys
SNPS
$79.7B
$308K 0.07%
601
-15
-2% -$6.99K
MAR icon
108
Marriott International
MAR
$92.3B
$275K 0.06%
1,006
– –
SHY icon
109
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$273K 0.06%
3,291
– –
IEF icon
110
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$267K 0.06%
2,783
– –
VCIT icon
111
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$264K 0.06%
3,189
+581
+22% +$47.2K
JPIB icon
112
JPMorgan International Bond Opportunities ETF
JPIB
$2.14B
$264K 0.06%
5,430
+1,020
+23% +$48.9K
IBDZ
113
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$264K 0.06%
10,099
+1,854
+22% +$47.4K
CEMB icon
114
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$262K 0.06%
5,759
+1,062
+23% +$47.4K
GBTC icon
115
Grayscale Bitcoin Trust
GBTC
$9.76B
$255K 0.05%
+3,004
New +$234K
TLT icon
116
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$235K 0.05%
2,665
+419
+19% +$36.5K
KO icon
117
Coca-Cola
KO
$375B
$228K 0.05%
+3,224
New +$230K
SLV icon
118
iShares Silver Trust
SLV
$30.9B
$227K 0.05%
6,928
-550
-7% -$16.8K
FDN icon
119
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$225K 0.05%
+836
New +$201K
PEP icon
120
PepsiCo
PEP
$190B
$222K 0.05%
1,680
-6,911
-80% -$931K
VRT icon
121
Vertiv
VRT
$105B
$222K 0.05%
+1,726
New +$168K
SYK icon
122
Stryker
SYK
$130B
$220K 0.05%
557
-27,018
-98% -$10.1M
REZ icon
123
iShares Residential and Multisector Real Estate ETF
REZ
$874M
$217K 0.05%
2,635
-260
-9% -$21.4K
OXY icon
124
Occidental Petroleum
OXY
$55.9B
$209K 0.04%
4,965
-175
-3% -$7.31K
DIS icon
125
Walt Disney
DIS
$181B
$204K 0.04%
+1,645
New +$171K
3 4
5
6 7

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MAM
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PHWM
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HFS
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WHGC
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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.