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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
IYW icon
101
iShares US Technology ETF
IYW
$25.5B
– –
-2,121
Closed -$368K
JEPI icon
102
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
– –
-14,697
Closed -$836K
JEPQ icon
103
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
– –
-12,045
Closed -$655K
JPM icon
104
JPMorgan Chase
JPM
$950B
– –
-3,911
Closed -$1.13M
KO icon
105
Coca-Cola
KO
$375B
– –
-3,224
Closed -$228K
LAC
106
Lithium Americas
LAC
$1.17B
– –
-15,000
Closed -$40.2K
LLY icon
107
Eli Lilly
LLY
$1.06T
– –
-13,246
Closed -$10.3M
MCD icon
108
McDonald's
MCD
$195B
– –
-3,352
Closed -$979K
MOO icon
109
VanEck Agribusiness ETF
MOO
$973M
– –
-16,427
Closed -$1.21M
NOW icon
110
ServiceNow
NOW
$129B
– –
-2,390
Closed -$491K
NTR icon
111
Nutrien
NTR
$30.7B
– –
-12,375
Closed -$720K
OXY icon
112
Occidental Petroleum
OXY
$55.9B
– –
-4,965
Closed -$209K
PAAS icon
113
Pan American Silver
PAAS
$21.6B
– –
-13,959
Closed -$396K
PANW icon
114
Palo Alto Networks
PANW
$297B
– –
-11,083
Closed -$2.27M
PEP icon
115
PepsiCo
PEP
$190B
– –
-1,680
Closed -$222K
PG icon
116
Procter & Gamble
PG
$339B
– –
-5,391
Closed -$859K
PGR icon
117
Progressive
PGR
$125B
– –
-34,518
Closed -$9.21M
PHYS icon
118
Sprott Physical Gold
PHYS
$15.7B
– –
-97,920
Closed -$2.48M
PLTR icon
119
Palantir
PLTR
$413B
– –
-11,842
Closed -$1.61M
POLA icon
120
Polar Power
POLA
$6.86M
– –
-16,000
Closed -$27.8K
PSLV icon
121
Sprott Physical Silver Trust
PSLV
$13.2B
– –
-68,777
Closed -$842K
RACE icon
122
Ferrari
RACE
$72.5B
– –
-1,940
Closed -$947K
SBSW icon
123
Sibanye-Stillwater
SBSW
$7.53B
– –
-25,157
Closed -$182K
SHEL icon
124
Shell
SHEL
$245B
– –
-5,445
Closed -$383K
SHV icon
125
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-2,930
Closed -$324K
2 3 4
5
6

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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.