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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 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
QQQ icon
1
Invesco QQQ Trust
QQQ
$446B
$11.6M 4.3%
19,369
-24,933
-56% -$14.3M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$10.5M 3.88%
15,750
-12,352
-44% -$7.92M
ASML icon
3
ASML
ASML
$626B
$10.3M 3.82%
10,689
-5,411
-34% -$4.25M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4T
$9.89M 3.65%
40,688
-52,564
-56% -$11M
B
5
Barrick Mining
B
$62.1B
$9.81M 3.62%
299,242
-318,451
-52% -$8.07M
TSM icon
6
TSMC
TSM
$2.03T
$9.71M 3.59%
34,779
-26,124
-43% -$6.39M
ORCL icon
7
Oracle
ORCL
$345B
$9.46M 3.49%
33,620
-33,945
-50% -$8.64M
NVDA icon
8
NVIDIA
NVDA
$4.74T
$9.07M 3.35%
48,596
-100,747
-67% -$17.6M
MSFT icon
9
Microsoft
MSFT
$2.91T
$8.79M 3.25%
16,980
-21,814
-56% -$11.1M
CEG icon
10
Constellation Energy
CEG
$97.1B
$8.5M 3.14%
25,824
-11,641
-31% -$3.76M
HCA icon
11
HCA Healthcare
HCA
$86B
$8.42M 3.11%
19,766
-7,078
-26% -$2.74M
AMZN icon
12
Amazon
AMZN
$2.49T
$8.39M 3.1%
38,223
-40,259
-51% -$9.11M
ALL icon
13
Allstate
ALL
$67.1B
$8.37M 3.09%
38,989
-9,237
-19% -$1.86M
UBER icon
14
Uber
UBER
$139B
$8.3M 3.06%
84,682
-69,396
-45% -$6.49M
META icon
15
Meta Platforms (Facebook)
META
$1.52T
$8.22M 3.04%
11,191
-15,594
-58% -$11.6M
AMD icon
16
Advanced Micro Devices
AMD
$783B
$8.14M 3.01%
50,320
-45,716
-48% -$7.38M
ABT icon
17
Abbott
ABT
$184B
$8.14M 3.01%
60,759
-20,614
-25% -$2.71M
AXP icon
18
American Express
AXP
$228B
$8.1M 2.99%
24,398
+20,512
+528% +$6.52M
BAC icon
19
Bank of America
BAC
$435B
$8M 2.95%
+155,065
New +$7.56M
ADBE icon
20
Adobe
ADBE
$95.4B
$7.95M 2.94%
22,528
-3,106
-12% -$1.11M
NFLX icon
21
Netflix
NFLX
$296B
$7.71M 2.85%
64,340
-38,580
-37% -$4.71M
TMUS icon
22
T-Mobile US
TMUS
$193B
$7.71M 2.85%
32,206
-11,197
-26% -$2.71M
NVO
23
Novo Nordisk
NVO
$219B
$7.7M 2.84%
+138,693
New +$8.12M
CRM icon
24
Salesforce
CRM
$144B
$7.65M 2.83%
32,289
-8,196
-20% -$2.07M
FISV
25
Fiserv Inc
FISV
$28B
$7.35M 2.71%
56,989
+7,522
+15% +$1.08M
1
2 3 4 5

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RWI
Red Wave Investments Dillsburg, Pennsylvania $335M AUM 15.13% 1-Year Est. Return
PCM
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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
PMA
Prudent Man Advisors Naperville, Illinois $334M AUM 20.3% 1-Year Est. Return
S
Sanofi Paris, France $336M AUM 126.85% 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.