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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
PAYX icon
251
Paychex
PAYX
$42.7B
$266K 0.03%
+2,370
New +$277K
SPRB
252
Spruce Biosciences
SPRB
$129M
$261K 0.03%
+3,000
New +$321K
DDWM icon
253
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
$253K 0.03%
+5,807
New +$246K
XSW icon
254
State Street SPDR S&P Software & Services ETF
XSW
$484M
$253K 0.03%
1,352
– –
CTRI icon
255
Centuri Holdings
CTRI
$2.41B
$253K 0.03%
+10,000
New +$224K
EPAM icon
256
EPAM Systems
EPAM
$5.03B
$250K 0.03%
+1,218
New +$217K
CEG icon
257
Constellation Energy
CEG
$95.6B
$247K 0.03%
700
-200
-22% -$72.7K
BMO icon
258
Bank of Montreal
BMO
$127B
$244K 0.03%
1,878
-721
-28% -$91.3K
RDDT icon
259
Reddit
RDDT
$31.1B
$236K 0.03%
1,027
-700
-41% -$147K
DPZ icon
260
Domino's
DPZ
$11.6B
$235K 0.03%
563
-2
-0.4% -$834
LPRO
261
DELISTED
Open Lending Corp
LPRO
$233K 0.03%
150,422
+30,523
+25% +$54.2K
JBTM
262
JBT Marel
JBTM
$6.39B
$226K 0.03%
+1,500
New +$212K
KMB icon
263
Kimberly-Clark
KMB
$36.5B
$222K 0.03%
2,204
– –
BBRE icon
264
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$219K 0.03%
2,370
– –
MYRG icon
265
MYR Group
MYRG
$5.25B
$219K 0.03%
+1,000
New +$218K
ATRO icon
266
Astronics
ATRO
$3.84B
$217K 0.03%
+4,800
New +$201K
UL icon
267
Unilever
UL
$136B
$210K 0.03%
+3,210
New +$216K
AEP icon
268
American Electric Power
AEP
$68.4B
$209K 0.03%
1,815
-871
-32% -$103K
PPL
269
PPL Corp
PPL
$26.7B
$203K 0.03%
5,806
– –
AGG icon
270
iShares Core US Aggregate Bond ETF
AGG
$138B
$201K 0.03%
2,012
– –
MGTX icon
271
MeiraGTx Holdings
MGTX
$1.21B
$191K 0.02%
24,000
– –
HBAN icon
272
Huntington Bancshares
HBAN
$35.5B
$175K 0.02%
10,077
-7,571
-43% -$124K
IRRX.WS
273
DELISTED
Integrated Rail and Resources Acquisition Corp. Redeemable warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
IRRX.WS
$130K 0.02%
175,577
– –
BKHA
274
Black Hawk Acquisition Corp
BKHA
$48.9M
$113K 0.01%
10,000
– –
VWAVW
275
VisionWave Holdings Warrant
VWAVW
$1.59M
$96K 0.01%
82,189
-14,811
-15% -$17.7K
9 10
11
12 13

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HI
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HCP
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CC
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PCOC
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QI
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MGM
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TWP
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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.