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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
TSM icon
26
TSMC
TSM
$2.17T
$3.91M 0.49%
12,856
-620
-5% -$182K
TSLA icon
27
Tesla
TSLA
$1.26T
$3.9M 0.49%
8,671
+501
+6% +$222K
EME icon
28
Emcor
EME
$35.7B
$3.77M 0.48%
6,159
-37
-0.6% -$24K
XLB icon
29
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
$3.7M 0.47%
81,519
+4,089
+5% +$181K
META icon
30
Meta Platforms (Facebook)
META
$1.5T
$3.6M 0.45%
5,449
-139
-2% -$92.8K
CP icon
31
Canadian Pacific Kansas City
CP
$79.3B
$3.36M 0.42%
45,575
-633
-1% -$46.6K
CRH icon
32
CRH
CRH
$65B
$3.27M 0.41%
26,208
-572
-2% -$68.1K
GE icon
33
GE Aerospace
GE
$389B
$3.06M 0.39%
9,936
-449
-4% -$135K
STLA icon
34
Stellantis
STLA
$20.9B
$2.98M 0.38%
274,113
-3,353
-1% -$36.1K
PGR icon
35
Progressive
PGR
$125B
$2.92M 0.37%
12,823
-254
-2% -$57.4K
OSCR icon
36
Oscar Health
OSCR
$8B
$2.88M 0.36%
200,268
-3,663
-2% -$63.4K
EFV icon
37
iShares MSCI EAFE Value ETF
EFV
$29.2B
$2.86M 0.36%
40,101
+196
+0.5% +$13.6K
AAPL icon
38
Apple
AAPL
$4.56T
$2.83M 0.36%
10,404
-201
-2% -$54K
ULCC icon
39
Frontier Group Holdings
ULCC
$1.75B
$2.59M 0.33%
549,483
-3,873
-0.7% -$17.2K
XRPN
40
Armada Acquisition Corp II
XRPN
$330M
$2.56M 0.32%
+250,000
New +$2.57M
SPGI icon
41
S&P Global
SPGI
$119B
$2.37M 0.3%
4,541
-90
-2% -$44.5K
ACGL icon
42
Arch Capital
ACGL
$33.9B
$2.31M 0.29%
24,070
-208
-0.9% -$19K
XLK icon
43
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.24M 0.28%
15,580
– –
XMHQ icon
44
Invesco S&P MidCap Quality ETF
XMHQ
$5.56B
$2.23M 0.28%
21,759
+744
+4% +$76.8K
DIA icon
45
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.3B
$2.21M 0.28%
4,598
– –
EFA icon
46
iShares MSCI EAFE ETF
EFA
$79.4B
$2.17M 0.27%
22,553
– –
IBHF icon
47
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$807M
$2.16M 0.27%
93,717
-69,841
-43% -$1.62M
AMG icon
48
Affiliated Managers Group
AMG
$9.83B
$2.02M 0.25%
6,990
-99
-1% -$25.6K
V icon
49
Visa
V
$692B
$2M 0.25%
5,710
-114
-2% -$38.8K
JPST icon
50
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$2M 0.25%
+39,503
New +$2M
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 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.