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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
GSK icon
301
GSK
GSK
$101B
– –
-6,157
Closed -$302K
HI
302
DELISTED
Hillenbrand
HI
– –
-19,490
Closed -$618K
HOVRW icon
303
New Horizon Aircraft Ltd
HOVRW
$11.1M
– –
-45,000
Closed -$14K
ICUCW
304
SeaStar Medical Holding Corp Warrant
ICUCW
$369K
– –
-64,658
Closed -$1K
JNJ icon
305
Johnson & Johnson
JNJ
$602B
– –
-1,732
Closed -$358K
JPST icon
306
JPMorgan Ultra-Short Income ETF
JPST
$40B
– –
-39,503
Closed -$2M
KVACW icon
307
Keen Vision Acquisition Corp Warrant
KVACW
$329K
– –
-55,000
Closed -$3K
MNDY icon
308
monday.com
MNDY
$3.41B
– –
-2,658
Closed -$392K
OAKUR
309
DELISTED
Oak Woods Acquisition Corp Right
OAKUR
– –
-40,000
Closed -$10K
OAKUW
310
DELISTED
Oak Woods Acquisition Corp Warrant
OAKUW
– –
-40,000
Closed -$1K
SHY icon
311
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
– –
-5,275
Closed -$437K
STIP icon
312
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
– –
-3,560
Closed -$365K
SVII
313
DELISTED
Spring Valley Acquisition Corp II
SVII
– –
-76,138
Closed -$904K
TEAM icon
314
Atlassian
TEAM
$24.5B
– –
-1,900
Closed -$308K
TRUE
315
DELISTED
TrueCar
TRUE
– –
-280,265
Closed -$633K
USFR icon
316
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
– –
-5,950
Closed -$299K
XSW icon
317
State Street SPDR S&P Software & Services ETF
XSW
$444M
– –
-1,352
Closed -$253K
ZAPPW
318
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
– –
-12,500
Closed –
PBMWW
319
Psyence Biomedical Warrant
PBMWW
$393K
– –
-17,500
Closed –
UCFIW
320
CN Healthy Food Tech Group Warrant
UCFIW
– –
-15,000
Closed -$1K
RDDT icon
321
Reddit
RDDT
$35.6B
– –
-1,027
Closed -$236K
LSBPW
322
DELISTED
LakeShore Biopharma Warrants
LSBPW
$0 ﹤0.01%
12,210
– –
MKDWW
323
MKDWELL Tech Inc Warrants
MKDWW
$60.4K
$0 ﹤0.01%
42,000
– –
FTW
324
Presidio Production Co
FTW
$361M
– –
-100,000
Closed -$1.05M
BDMDW
325
Baird Medical Investment Holdings Warrant
BDMDW
$638K
– –
-36,779
Closed -$2K
11 12
13
14 15

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
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.