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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+2.34%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$792M
AUM Growth
+$447K
Cap. Flow
-$9.02M
Cap. Flow %
-1.14%
Top 10 Hldgs %
55.56%
Holding
373
New
33
Increased
67
Reduced
151
Closed
21

Top Buys

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.5M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.17M
3
XRPN
Armada Acquisition Corp II
XRPN
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$22M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.34M
3
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

Rank Sector Weight
1 Financials 8.02%
2 Technology 7.27%
3 Industrials 5.21%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSOL
226
Bitwise Solana Staking ETF
BSOL
$548M
$369K 0.05%
+22,500
New +$419K
STIP icon
227
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$365K 0.05%
+3,560
New +$366K
VLRS
228
Controladora Vuela Compania de Aviacion
VLRS
$939M
$363K 0.05%
40,872
+175
+0.4% +$1.27K
JNJ icon
229
Johnson & Johnson
JNJ
$625B
$358K 0.05%
1,732
-1,010
-37% -$200K
FE icon
230
FirstEnergy
FE
$27.5B
$354K 0.04%
7,912
+1
+0% +$46
PM icon
231
Philip Morris
PM
$295B
$352K 0.04%
2,193
+902
+70% +$140K
XPOF icon
232
Xponential Fitness
XPOF
$211M
$343K 0.04%
41,734
+1,022
+3% +$7.26K
O icon
233
Realty Income
O
$59.1B
$339K 0.04%
6,020
+6
+0.1% +$347
APP icon
234
Applovin
APP
$116B
$337K 0.04%
500
-225
-31% -$142K
TRP icon
235
TC Energy
TRP
$65.9B
$333K 0.04%
6,050
– –
DUK icon
236
Duke Energy
DUK
$97.3B
$324K 0.04%
2,763
– –
AMCR icon
237
Amcor
AMCR
$22.1B
$316K 0.04%
7,572
-3
-0% -$124
GVA icon
238
Granite Construction
GVA
$5.62B
$313K 0.04%
+2,715
New +$292K
VTI icon
239
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$310K 0.04%
924
-60
-6% -$20K
ENS icon
240
EnerSys
ENS
$6.99B
$309K 0.04%
2,105
– –
TEAM icon
241
Atlassian
TEAM
$37.8B
$308K 0.04%
1,900
+10
+0.5% +$1.57K
FLCG
242
Federated Hermes MDT Large Cap Growth ETF
FLCG
$608M
$308K 0.04%
9,314
– –
AZO icon
243
AutoZone
AZO
$51.1B
$305K 0.04%
90
– –
CME icon
244
CME Group
CME
$94.8B
$305K 0.04%
+1,117
New +$304K
IYJ icon
245
iShares US Industrials ETF
IYJ
$2.02B
$304K 0.04%
2,050
– –
ATS icon
246
ATS Corp
ATS
$2.05B
$302K 0.04%
+10,966
New +$293K
GSK icon
247
GSK
GSK
$106B
$302K 0.04%
+6,157
New +$287K
USFR icon
248
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$299K 0.04%
5,950
-20,046
-77% -$1.01M
PEW
249
GrabAGun Digital Holdings
PEW
$77.9M
$274K 0.03%
90,986
-6,600
-7% -$26.3K
QQQ icon
250
Invesco QQQ Trust
QQQ
$484B
$268K 0.03%
436
– –
8 9
10
11 12

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
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MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, SkyView Investment Advisors held 373 positions worth $792M, up 0.06% from $792M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

SkyView Investment Advisors's Q4 2025 filing shows 33 new, 67 increased, 151 reduced and 21 closed positions. Its largest new stake was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M. The largest sale was iShares iBonds 2025 Term High Yield and Income ETF, an estimated $22M.

By sector, the portfolio is most concentrated in Financials at 8% of assets, up from 7.4% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2025 buy was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M.
  • SkyView Investment Advisors added most to JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025, an estimated $5.17M increase.
  • SkyView Investment Advisors's biggest Q4 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $3.34M.
  • SkyView Investment Advisors fully exited iShares iBonds 2025 Term High Yield and Income ETF in Q4 2025, selling an estimated $22M.
  • SkyView Investment Advisors's ten largest holdings make up 56% of its $792M portfolio in Q4 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 21 in Q4 2025.
  • SkyView Investment Advisors's portfolio value rose 0.06% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.