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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
(-43%)
Cap. Flow
-$226M
Cap. Flow
% of AUM
-83.63%
Top 10 Holdings %
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 |
Bank of America
BAC
|
+$7.56M |
| 3 |
American Express
AXP
|
+$6.52M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.75M |
| 5 |
SAP
SAP
|
+$2.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$17.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$15.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$14.3M |
| 4 |
Meta Platforms (Facebook)
META
|
+$11.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| – | – |
-3,291
| Closed | -$273K |
|
127
iShares Silver Trust
SLV
$30.9B
| – | – |
-6,928
| Closed | -$227K |
|
128
Synopsys
SNPS
$79.7B
| – | – |
-601
| Closed | -$308K |
|
129
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
| – | – |
-86,404
| Closed | -$6.29M |
|
|
SPPP
130
Sprott Physical Platinum and Palladium Trust
SPPP
$621M
| – | – |
-68,167
| Closed | -$800K |
|
131
Stryker
SYK
$130B
| – | – |
-557
| Closed | -$220K |
|
132
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
| – | – |
-2,665
| Closed | -$235K |
|
133
Tesla
TSLA
$1.3T
| – | – |
-2,336
| Closed | -$742K |
|
134
UnitedHealth
UNH
$370B
| – | – |
-4,437
| Closed | -$1.38M |
|
135
Visa
V
$677B
| – | – |
-3,979
| Closed | -$1.41M |
|
136
Vertiv
VRT
$105B
| – | – |
-1,726
| Closed | -$222K |
|
137
Walmart Inc
WMT
$890B
| – | – |
-12,362
| Closed | -$1.21M |
|
138
Wheaton Precious Metals
WPM
$60.9B
| – | – |
-22,086
| Closed | -$1.98M |
|
139
ExxonMobil
XOM
$634B
| – | – |
-8,099
| Closed | -$873K |
|
|
LAR
140
Lithium Argentina AG
LAR
$1.14B
| – | – |
-15,000
| Closed | -$31.2K |
|
Similar funds
PCM
HGA
MAM
PHWM
HFS
SG
WHGC
SC
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.