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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

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

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

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
QQQ icon
1
Invesco QQQ Trust
QQQ
$466B
$24.4M 5.18%
44,302
+3,408
+8% +$1.69M
NVDA icon
2
NVIDIA
NVDA
$4.91T
$23.6M 5%
149,343
-3,950
-3% -$497K
META icon
3
Meta Platforms (Facebook)
META
$1.64T
$19.8M 4.19%
26,785
-175
-0.6% -$108K
MSFT icon
4
Microsoft
MSFT
$2.93T
$19.3M 4.09%
38,794
+311
+0.8% +$135K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$17.4M 3.68%
28,102
-3,040
-10% -$1.74M
AMZN icon
6
Amazon
AMZN
$2.66T
$17.2M 3.65%
78,482
+1,837
+2% +$364K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.23T
$16.4M 3.48%
93,252
+2,224
+2% +$364K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$15.2M 3.23%
31,334
+1,309
+4% +$665K
ORCL icon
9
Oracle
ORCL
$364B
$14.8M 3.13%
67,565
+3,423
+5% +$553K
UBER icon
10
Uber
UBER
$147B
$14.4M 3.05%
154,078
+758
+0.5% +$62.4K
TSM icon
11
TSMC
TSM
$2.07T
$13.8M 2.92%
60,903
+639
+1% +$118K
NFLX icon
12
Netflix
NFLX
$290B
$13.8M 2.92%
+102,920
New +$11.6M
AMD icon
13
Advanced Micro Devices
AMD
$808B
$13.6M 2.89%
96,036
+92,751
+2,823% +$10.1M
ASML icon
14
ASML
ASML
$671B
$12.9M 2.73%
16,100
+71
+0.4% +$51K
B
15
Barrick Mining
B
$58.5B
$12.9M 2.73%
617,693
-8,391
-1% -$164K
CEG icon
16
Constellation Energy
CEG
$90.1B
$12.1M 2.56%
37,465
+35,800
+2,150% +$9.47M
ABT icon
17
Abbott
ABT
$175B
$11.1M 2.35%
+81,373
New +$10.7M
CRM icon
18
Salesforce
CRM
$140B
$11M 2.34%
40,485
+6,276
+18% +$1.68M
TMUS icon
19
T-Mobile US
TMUS
$208B
$10.3M 2.19%
43,403
+100
+0.2% +$24.4K
LLY icon
20
Eli Lilly
LLY
$1.05T
$10.3M 2.19%
13,246
-948
-7% -$737K
HCA icon
21
HCA Healthcare
HCA
$82.3B
$10.3M 2.18%
+26,844
New +$9.67M
ADBE icon
22
Adobe
ADBE
$94.3B
$9.92M 2.1%
25,634
+953
+4% +$367K
HEFA icon
23
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$9.74M 2.06%
256,590
-3,548
-1% -$130K
ALL icon
24
Allstate
ALL
$64.3B
$9.71M 2.06%
+48,226
New +$9.62M
PGR icon
25
Progressive
PGR
$121B
$9.21M 1.95%
34,518
+1,099
+3% +$301K
1
2 3 4 5

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VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
RWI
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PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
PFU
Parus Finance (UK) London, United Kingdom $334M AUM 34.97% 1-Year Est. Return
HGA
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MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
PHWM
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KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

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.