We are live on ! Find out more
SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+7.35%
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
+$93.8M
Cap. Flow
+$48.9M
Cap. Flow %
6.17%
Top 10 Hldgs %
56.64%
Holding
369
New
28
Increased
131
Reduced
88
Closed
29

Top Buys

Rank Stock Value
1
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$51M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.49M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

Rank Stock Value
1
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
+$6.57M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.02M
3
ATEK
Athena Technology Acquisition Corp. II
ATEK
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 7.4%
2 Financials 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
26
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$3.93M 0.5%
50,110
+1,565
+3% +$126K
OSCR icon
27
Oscar Health
OSCR
$8B
$3.86M 0.49%
203,931
+13,392
+7% +$221K
IBHF icon
28
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$807M
$3.83M 0.48%
163,558
+13,916
+9% +$324K
TSM icon
29
TSMC
TSM
$2.17T
$3.76M 0.48%
13,476
-119
-0.9% -$29.1K
TSLA icon
30
Tesla
TSLA
$1.26T
$3.63M 0.46%
8,170
+1,512
+23% +$524K
XLB icon
31
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
$3.47M 0.44%
77,430
+2,666
+4% +$121K
CP icon
32
Canadian Pacific Kansas City
CP
$79.3B
$3.44M 0.43%
46,208
-673
-1% -$51.4K
PGR icon
33
Progressive
PGR
$125B
$3.23M 0.41%
13,077
-186
-1% -$45.9K
CRH icon
34
CRH
CRH
$65B
$3.21M 0.41%
26,780
+22
+0.1% +$2.32K
GE icon
35
GE Aerospace
GE
$389B
$3.12M 0.39%
10,385
-371
-3% -$101K
BABA icon
36
Alibaba
BABA
$304B
$2.8M 0.35%
15,663
-139
-0.9% -$18.2K
EFV icon
37
iShares MSCI EAFE Value ETF
EFV
$29.2B
$2.71M 0.34%
39,905
+356
+0.9% +$23.4K
AAPL icon
38
Apple
AAPL
$4.56T
$2.7M 0.34%
10,605
+60
+0.6% +$13.6K
STLA icon
39
Stellantis
STLA
$20.9B
$2.59M 0.33%
277,466
+528
+0.2% +$5.05K
ULCC icon
40
Frontier Group Holdings
ULCC
$1.75B
$2.44M 0.31%
553,356
-2,903
-0.5% -$13.2K
SPGI icon
41
S&P Global
SPGI
$119B
$2.25M 0.28%
4,631
-97
-2% -$51.9K
XMHQ icon
42
Invesco S&P MidCap Quality ETF
XMHQ
$5.56B
$2.21M 0.28%
21,015
+111
+0.5% +$11.4K
ACGL icon
43
Arch Capital
ACGL
$33.9B
$2.2M 0.28%
24,278
-29
-0.1% -$2.6K
XLK icon
44
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.2M 0.28%
15,580
– –
DIA icon
45
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.3B
$2.13M 0.27%
+4,598
New +$2.07M
EFA icon
46
iShares MSCI EAFE ETF
EFA
$79.4B
$2.11M 0.27%
22,553
– –
BMNR
47
BitMine Immersion Technologies
BMNR
$11B
$2.08M 0.26%
+40,000
New +$2.03M
LIN icon
48
Linde
LIN
$226B
$2.05M 0.26%
4,307
-24
-0.6% -$11.4K
SSD icon
49
Simpson Manufacturing
SSD
$7.96B
$2.04M 0.26%
12,191
+249
+2% +$44.6K
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$127B
$2.01M 0.25%
17,144
-268
-2% -$29.8K
1
2
3 4 5

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 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
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
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, SkyView Investment Advisors held 369 positions worth $792M, up 13% from $698M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

SkyView Investment Advisors deployed $48.9M of net new capital in Q3 2025, opening 28 new positions and adding to 131 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, down from 7.8% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $2.02M trimmed.

  • SkyView Investment Advisors's largest Q3 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.
  • SkyView Investment Advisors added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.49M increase.
  • SkyView Investment Advisors's biggest Q3 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $2.02M.
  • SkyView Investment Advisors fully exited PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025, selling an estimated $6.57M.
  • SkyView Investment Advisors's ten largest holdings make up 57% of its $792M portfolio in Q3 2025.
  • SkyView Investment Advisors opened 28 new positions and closed 29 in Q3 2025.
  • SkyView Investment Advisors's portfolio value rose 13% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.