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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
SSD icon
51
Simpson Manufacturing
SSD
$7.96B
$1.98M 0.25%
12,268
+77
+0.6% +$13K
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.38T
$1.95M 0.25%
6,221
– –
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$127B
$1.88M 0.24%
15,896
-1,248
-7% -$148K
BABA icon
54
Alibaba
BABA
$304B
$1.84M 0.23%
12,573
-3,090
-20% -$503K
LIN icon
55
Linde
LIN
$226B
$1.82M 0.23%
4,270
-37
-0.9% -$15.8K
GEHC icon
56
GE HealthCare
GEHC
$31.8B
$1.81M 0.23%
22,059
-526
-2% -$41K
PRI icon
57
Primerica
PRI
$10.2B
$1.79M 0.23%
6,942
+46
+0.7% +$12K
TJX icon
58
TJX Companies
TJX
$179B
$1.77M 0.22%
11,519
-422
-4% -$62.4K
FCN icon
59
FTI Consulting
FCN
$4.17B
$1.72M 0.22%
10,074
+92
+0.9% +$15.2K
MU icon
60
Micron Technology
MU
$996B
$1.71M 0.22%
5,988
-617
-9% -$142K
RNR icon
61
RenaissanceRe
RNR
$13.4B
$1.69M 0.21%
6,016
-179
-3% -$47.1K
FCNCA icon
62
First Citizens BancShares
FCNCA
$25.5B
$1.57M 0.2%
734
-12
-2% -$22.6K
WTS icon
63
Watts Water Technologies
WTS
$12.6B
$1.57M 0.2%
5,684
-69
-1% -$19K
USFD icon
64
US Foods
USFD
$23.6B
$1.56M 0.2%
20,770
-56
-0.3% -$4.21K
BRK.A icon
65
Berkshire Hathaway Class A
BRK.A
$1.13T
$1.51M 0.19%
+2
New +$1.49M
GPGI
66
GPGI Inc
GPGI
$4.34B
$1.49M 0.19%
77,057
-646
-0.8% -$12.9K
MCD icon
67
McDonald's
MCD
$196B
$1.47M 0.19%
4,803
-144
-3% -$44.1K
SYY icon
68
Sysco
SYY
$40.4B
$1.44M 0.18%
19,601
-220
-1% -$16.7K
POST icon
69
Post Holdings
POST
$4.09B
$1.43M 0.18%
14,465
+81
+0.6% +$8.39K
RBC icon
70
RBC Bearings
RBC
$17.9B
$1.43M 0.18%
3,187
-34
-1% -$14.4K
AVGO icon
71
Broadcom
AVGO
$2T
$1.43M 0.18%
4,127
-490
-11% -$175K
CVCO icon
72
Cavco Industries
CVCO
$4.45B
$1.42M 0.18%
2,399
-15
-0.6% -$8.5K
GFF icon
73
Griffon
GFF
$4.88B
$1.39M 0.18%
18,895
+69
+0.4% +$5.13K
CLVT icon
74
Clarivate
CLVT
$1.18B
$1.38M 0.17%
413,728
+5,830
+1% +$20.7K
GOLF icon
75
Acushnet Holdings
GOLF
$5.5B
$1.36M 0.17%
17,101
-86
-0.5% -$6.98K
1 2
3
4 5

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HI
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HCP
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PCOC
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MGM
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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.