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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
-1.84%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$743M
AUM Growth
-$48.8M
Cap. Flow
-$29.1M
Cap. Flow %
-3.92%
Top 10 Hldgs %
58.34%
Holding
372
New
20
Increased
133
Reduced
74
Closed
54

Top Buys

Rank Stock Value
1
ARTCU
Art Technology Acquisition Corp Units
ARTCU
+$2.99M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.41M
3
RDAG
Republic Digital Acquisition Co
RDAG
+$1.02M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$920K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$754K

Top Sells

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.9M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.31M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
MU icon
Micron Technology
MU
+$1.49M

Sector Composition

Rank Sector Weight
1 Financials 7.82%
2 Technology 6.77%
3 Industrials 5.48%
4 Consumer Discretionary 3.72%
5 Communication Services 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
251
GE Vernova
GEV
$287B
$242K 0.03%
+277
New +$216K
GIA.WS
252
DELISTED
GigCapital 5, Inc. Redeemable Warrants, each exercisable for one share of Common Stock at an exercise price of $11.50 per share
GIA.WS
$229K 0.03%
817,000
– –
BBRE icon
253
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.28B
$227K 0.03%
2,370
– –
PPL
254
PPL Corp
PPL
$26.6B
$222K 0.03%
5,806
– –
ESI icon
255
Element Solutions
ESI
$9.07B
$220K 0.03%
+6,431
New +$202K
LPRO
256
Open Lending Corp
LPRO
$370M
$216K 0.03%
162,561
+12,139
+8% +$19.2K
KMB icon
257
Kimberly-Clark
KMB
$35.9B
$213K 0.03%
2,204
– –
MGTX icon
258
MeiraGTx Holdings
MGTX
$1.13B
$208K 0.03%
24,000
– –
GLD icon
259
SPDR Gold Trust
GLD
$129B
$205K 0.03%
+476
New +$213K
MTRN icon
260
Materion
MTRN
$5.08B
$205K 0.03%
+1,414
New +$206K
O icon
261
Realty Income
O
$60.7B
$204K 0.03%
3,331
-2,689
-45% -$168K
DPZ icon
262
Domino's
DPZ
$10.9B
$201K 0.03%
561
-2
-0.4% -$790
HBAN icon
263
Huntington Bancshares
HBAN
$36.6B
$158K 0.02%
10,120
+43
+0.4% +$735
BKHA
264
Black Hawk Acquisition Corp
BKHA
$50.3M
$116K 0.02%
10,000
– –
TAVIU
265
Tavia Acquisition Corp Unit
TAVIU
$113K 0.02%
+10,600
New +$113K
DTI icon
266
Drilling Tools International
DTI
$79.8M
$105K 0.01%
24,189
– –
OPTXW icon
267
Syntec Optics Holdings Warrant
OPTXW
$16.4M
$54K 0.01%
+50,161
New +$50.4K
FRMM
268
Forum Markets
FRMM
$81.1M
$36K ﹤0.01%
12,500
– –
KLXE icon
269
KLX Energy Services
KLXE
$43.5M
$31K ﹤0.01%
12,000
– –
IGTAR
270
DELISTED
Inception Growth Acquisition Limited Rights
IGTAR
$17K ﹤0.01%
75,000
– –
RMCOW icon
271
Royalty Management Holding Warrant
RMCOW
$1.29M
$12K ﹤0.01%
49,952
– –
ALPS
272
ALPS Group Inc
ALPS
$82.4M
$10K ﹤0.01%
10,000
– –
ENLV icon
273
Enlivex Ltd
ENLV
$75.9M
$9K ﹤0.01%
667
– –
ONMDW icon
274
OneMedNet Corp Warrant
ONMDW
$9K ﹤0.01%
144,389
– –
IBACR
275
IB Acquisition Corp Right
IBACR
$8K ﹤0.01%
75,000
– –
9 10
11
12 13

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KAM
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EIG
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APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

SkyView Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, SkyView Investment Advisors held 372 positions worth $743M, down 6.2% from $792M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

SkyView Investment Advisors withdrew a net $29.1M in Q1 2026, closing 54 positions and reducing 74 holdings. Its most notable exit was JPMorgan Ultra-Short Income ETF, an estimated $2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 8% a quarter earlier, followed by Technology and Industrials.

Against the trend, SkyView Investment Advisors opened a new position in Art Technology Acquisition Corp Units worth $2.97M.

  • SkyView Investment Advisors's largest Q1 2026 buy was Art Technology Acquisition Corp Units: 300,000 shares worth $2.97M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q1 2026, an estimated $920K increase.
  • SkyView Investment Advisors's biggest Q1 2026 reduction was iShares GSCI Commodity Dynamic Roll Strategy ETF, cutting an estimated $12.9M.
  • SkyView Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q1 2026, selling an estimated $2M.
  • SkyView Investment Advisors's ten largest holdings make up 58% of its $743M portfolio in Q1 2026.
  • SkyView Investment Advisors opened 20 new positions and closed 54 in Q1 2026.
  • SkyView Investment Advisors's portfolio value fell 6.2% quarter-over-quarter to $743M.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.