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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
+9.33%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
-$18.1M
Cap. Flow %
-2.6%
Top 10 Hldgs %
55.35%
Holding
363
New
33
Increased
121
Reduced
86
Closed
22

Top Buys

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M
2
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.55M
3
SYY icon
Sysco
SYY
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K
5
BXBL
BOXABL, Inc. Common stock
BXBL
+$776K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.95M
2
OKLO
Oklo
OKLO
+$3.18M
3
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

Rank Sector Weight
1 Financials 8.6%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
26
Progressive
PGR
$123B
$3.5M 0.5%
13,263
-177
-1% -$48.5K
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$3.5M 0.5%
5,700
– –
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.59T
$3.5M 0.5%
19,654
+664
+3% +$110K
IBHF icon
29
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$807M
$3.47M 0.5%
149,642
-63,125
-30% -$1.46M
XLB icon
30
State Street Materials Select Sector SPDR ETF
XLB
$8.52B
$3.29M 0.47%
74,764
+1,364
+2% +$57.8K
EME icon
31
Emcor
EME
$36.2B
$3.25M 0.47%
6,126
+200
+3% +$88.3K
TSM icon
32
TSMC
TSM
$2.16T
$3.1M 0.44%
13,595
+1,236
+10% +$229K
STLA icon
33
Stellantis
STLA
$22.1B
$2.82M 0.4%
276,938
+4,987
+2% +$49.2K
GE icon
34
GE Aerospace
GE
$391B
$2.75M 0.39%
10,756
-122
-1% -$26.8K
SHY icon
35
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$2.73M 0.39%
32,899
+10,366
+46% +$856K
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$29.2B
$2.51M 0.36%
39,549
-11,449
-22% -$701K
SPGI icon
37
S&P Global
SPGI
$122B
$2.45M 0.35%
4,728
-36
-0.8% -$18K
CRH icon
38
CRH
CRH
$65.8B
$2.45M 0.35%
26,758
+251
+0.9% +$22.9K
ACGL icon
39
Arch Capital
ACGL
$33.9B
$2.2M 0.32%
24,307
-991
-4% -$91.4K
TSLA icon
40
Tesla
TSLA
$1.29T
$2.13M 0.31%
6,658
-1,006
-13% -$303K
AAPL icon
41
Apple
AAPL
$4.52T
$2.12M 0.3%
10,545
+956
+10% +$193K
V icon
42
Visa
V
$690B
$2.12M 0.3%
6,047
+42
+0.7% +$14.6K
XMHQ icon
43
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$2.06M 0.29%
20,904
+1,128
+6% +$106K
EFA icon
44
iShares MSCI EAFE ETF
EFA
$79.3B
$2.02M 0.29%
22,553
– –
LIN icon
45
Linde
LIN
$223B
$2.01M 0.29%
4,331
-171
-4% -$78.1K
ULCC icon
46
Frontier Group Holdings
ULCC
$1.84B
$2.01M 0.29%
556,259
+18,544
+3% +$67.9K
XLK icon
47
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.95M 0.28%
15,580
– –
SSD icon
48
Simpson Manufacturing
SSD
$8.08B
$1.88M 0.27%
11,942
+351
+3% +$54.4K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$127B
$1.84M 0.26%
17,412
-920
-5% -$88K
PRI icon
50
Primerica
PRI
$9.92B
$1.81M 0.26%
6,758
+212
+3% +$56.2K
1
2
3 4 5

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HCP
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PCOC
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SkyView Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, SkyView Investment Advisors held 363 positions worth $698M, up 4.9% from $665M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q2 2025 filing shows 33 new, 121 increased, 86 reduced and 22 closed positions. Its largest new stake was Sysco: 19,893 shares worth $1.49M. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $6.95M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q2 2025 buy was Sysco: 19,893 shares worth $1.49M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q2 2025, an estimated $2.59M increase.
  • SkyView Investment Advisors's biggest Q2 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $6.95M.
  • SkyView Investment Advisors fully exited Global Star Acquisition, Inc. Class A Common Stock in Q2 2025, selling an estimated $2.73M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $698M portfolio in Q2 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 22 in Q2 2025.
  • SkyView Investment Advisors's portfolio value rose 4.9% quarter-over-quarter to $698M.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.