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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
GPGI
76
GPGI Inc
GPGI
$4.21B
$1.33M 0.18%
77,843
+786
+1% +$17K
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$81.9B
$1.28M 0.17%
5,975
– –
PFE icon
78
Pfizer
PFE
$143B
$1.26M 0.17%
44,796
-956
-2% -$25.5K
RTO icon
79
Rentokil
RTO
$15.3B
$1.25M 0.17%
39,799
-196
-0.5% -$6.17K
TTC icon
80
Toro Company
TTC
$8.99B
$1.25M 0.17%
13,358
+52
+0.4% +$4.9K
CHRW icon
81
C.H. Robinson
CHRW
$24.6B
$1.25M 0.17%
7,498
-12
-0.2% -$2.15K
BABA icon
82
Alibaba
BABA
$276B
$1.23M 0.16%
9,762
-2,811
-22% -$423K
CVCO icon
83
Cavco Industries
CVCO
$4.36B
$1.19M 0.16%
2,450
+51
+2% +$29K
MDY icon
84
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.14M 0.15%
1,850
– –
IBTH icon
85
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$1.12M 0.15%
50,000
– –
GGG icon
86
Graco
GGG
$12.4B
$1.11M 0.15%
13,157
+409
+3% +$36.2K
TXN icon
87
Texas Instruments
TXN
$258B
$1.11M 0.15%
5,722
-959
-14% -$194K
MA icon
88
Mastercard
MA
$480B
$1.1M 0.15%
2,201
+15
+0.7% +$7.9K
CLVT icon
89
Clarivate
CLVT
$1.53B
$1.1M 0.15%
434,364
+20,636
+5% +$52.8K
ROST icon
90
Ross Stores
ROST
$74.9B
$1.09M 0.15%
5,052
-501
-9% -$99.8K
PHIN icon
91
Phinia Inc
PHIN
$2.97B
$1.08M 0.15%
15,856
+112
+0.7% +$7.82K
KO icon
92
Coca-Cola
KO
$351B
$1.08M 0.15%
14,233
-502
-3% -$38K
DE icon
93
Deere & Co
DE
$161B
$1.08M 0.14%
1,910
-42
-2% -$23.7K
LOMA
94
Loma Negra
LOMA
$1.31B
$1.05M 0.14%
94,507
+337
+0.4% +$3.77K
CMI icon
95
Cummins
CMI
$89.5B
$1.04M 0.14%
1,929
-512
-21% -$290K
LSTR icon
96
Landstar System
LSTR
$7.18B
$1.04M 0.14%
6,465
+77
+1% +$11.8K
RDAG
97
Republic Digital Acquisition Co
RDAG
$1.02M 0.14%
+100,000
New +$1.02M
SLV icon
98
iShares Silver Trust
SLV
$27.1B
$1.02M 0.14%
15,000
– –
LPLA icon
99
LPL Financial
LPLA
$26B
$1.02M 0.14%
3,384
+99
+3% +$33.2K
NOA
100
North American Construction
NOA
$359M
$1.01M 0.14%
75,032
+1,416
+2% +$21.6K
2 3
4
5 6

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KAM
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EIG
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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
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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.