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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
+4.87%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$266M
AUM Growth
-$4.83M
Cap. Flow
-$12.9M
Cap. Flow %
-4.85%
Top 10 Hldgs %
36.12%
Holding
89
New
14
Increased
15
Reduced
37
Closed
18

Top Buys

Rank Stock Value
1
MCK icon
McKesson
MCK
+$7.98M
2
IBM icon
IBM
IBM
+$7.89M
3
ABBV icon
AbbVie
ABBV
+$7.86M
4
JPM icon
JPMorgan Chase
JPM
+$7.78M
5
SCHW
Charles Schwab
SCHW
+$7.62M

Top Sells

Rank Stock Value
1
ALL icon
Allstate
ALL
+$8.37M
2
TMUS icon
T-Mobile US
TMUS
+$7.71M
3
NVO
Novo Nordisk
NVO
+$7.7M
4
ABT icon
Abbott
ABT
+$7.53M
5
FISV
Fiserv Inc
FISV
+$7.35M

Sector Composition

Rank Sector Weight
1 Technology 30.64%
2 Financials 12.19%
3 Communication Services 9.74%
4 Materials 9.18%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$449B
$12.2M 4.58%
19,828
+459
+2% +$282K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$11M 4.14%
16,141
+391
+2% +$264K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.99T
$9.66M 3.63%
30,875
-9,813
-24% -$2.8M
TSM icon
4
TSMC
TSM
$2.07T
$9.36M 3.52%
30,813
-3,966
-11% -$1.16M
NVDA icon
5
NVIDIA
NVDA
$4.76T
$9.2M 3.46%
49,339
+743
+2% +$138K
AMD icon
6
Advanced Micro Devices
AMD
$807B
$9.18M 3.45%
42,873
-7,447
-15% -$1.67M
AMZN icon
7
Amazon
AMZN
$2.49T
$9.03M 3.39%
39,105
+882
+2% +$202K
ASML icon
8
ASML
ASML
$636B
$9M 3.38%
8,412
-2,277
-21% -$2.38M
ORCL icon
9
Oracle
ORCL
$345B
$8.83M 3.32%
45,301
+11,681
+35% +$2.78M
MSFT icon
10
Microsoft
MSFT
$2.89T
$8.59M 3.23%
17,769
+789
+5% +$395K
CEG icon
11
Constellation Energy
CEG
$96.4B
$8.56M 3.22%
24,221
-1,603
-6% -$583K
META icon
12
Meta Platforms (Facebook)
META
$1.51T
$8.45M 3.18%
12,794
+1,603
+14% +$1.07M
B
13
Barrick Mining
B
$62.6B
$8.38M 3.15%
192,518
-106,724
-36% -$4M
JPM icon
14
JPMorgan Chase
JPM
$947B
$8.09M 3.04%
+25,118
New +$7.78M
UBER icon
15
Uber
UBER
$139B
$8.09M 3.04%
98,976
+14,294
+17% +$1.29M
BAC icon
16
Bank of America
BAC
$436B
$8.08M 3.04%
146,979
-8,086
-5% -$427K
NUE icon
17
Nucor
NUE
$56.4B
$8.08M 3.04%
+49,546
New +$7.45M
SCHW
18
Charles Schwab
SCHW
$181B
$8.03M 3.02%
+80,345
New +$7.62M
MCK icon
19
McKesson
MCK
$99.5B
$8.02M 3.02%
+9,776
New +$7.98M
HCA icon
20
HCA Healthcare
HCA
$86.4B
$8.01M 3.01%
17,160
-2,606
-13% -$1.21M
AXP icon
21
American Express
AXP
$229B
$7.95M 2.99%
21,476
-2,922
-12% -$1.05M
ADBE icon
22
Adobe
ADBE
$94.5B
$7.94M 2.99%
22,694
+166
+0.7% +$56.5K
NEM icon
23
Newmont
NEM
$98.5B
$7.94M 2.99%
+79,505
New +$7.18M
ABBV icon
24
AbbVie
ABBV
$454B
$7.89M 2.97%
+34,517
New +$7.86M
IBM icon
25
IBM
IBM
$204B
$7.8M 2.93%
+26,335
New +$7.89M
1
2 3 4

Similar funds

RWI
Red Wave Investments Dillsburg, Pennsylvania $335M AUM 15.13% 1-Year Est. Return
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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Seaview Investment Managers held 89 positions worth $266M, down 1.8% from $271M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Seaview Investment Managers withdrew a net $12.9M in Q4 2025, closing 18 positions and reducing 37 holdings. Its most notable exit was Allstate, an estimated $8.37M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Seaview Investment Managers opened a new position in McKesson worth $8.02M.

  • Seaview Investment Managers's largest Q4 2025 buy was McKesson: 9,776 shares worth $8.02M.
  • Seaview Investment Managers added most to Invesco S&P SmallCap Momentum ETF in Q4 2025, an estimated $3.11M increase.
  • Seaview Investment Managers's biggest Q4 2025 reduction was Abbott, cutting an estimated $7.53M.
  • Seaview Investment Managers fully exited Allstate in Q4 2025, selling an estimated $8.37M.
  • Seaview Investment Managers's ten largest holdings make up 36% of its $266M portfolio in Q4 2025.
  • Seaview Investment Managers opened 14 new positions and closed 18 in Q4 2025.
  • Seaview Investment Managers's portfolio value fell 1.8% quarter-over-quarter to $266M.

Based on Seaview Investment Managers's 13F filing for Q4 2025, filed 9 Feb 2026.