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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
+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
VZ icon
76
Verizon
VZ
$196B
$1.36M 0.17%
61,010
+30,627
+101% +$1.33M
GOLF icon
77
Acushnet Holdings
GOLF
$5.46B
$1.35M 0.17%
17,187
+231
+1% +$17.9K
PEP icon
78
PepsiCo
PEP
$190B
$1.35M 0.17%
9,605
+409
+4% +$58.4K
FCNCA icon
79
First Citizens BancShares
FCNCA
$25.3B
$1.33M 0.17%
746
-11
-1% -$21.7K
USFR icon
80
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$1.31M 0.17%
25,996
+795
+3% +$40K
UNH icon
81
UnitedHealth
UNH
$370B
$1.28M 0.16%
3,720
+25
+0.7% +$7.56K
MA icon
82
Mastercard
MA
$493B
$1.28M 0.16%
2,243
-75
-3% -$43.1K
SLV icon
83
iShares Silver Trust
SLV
$30.7B
$1.27M 0.16%
30,000
– –
FLUT icon
84
Flutter Entertainment
FLUT
$16.4B
$1.26M 0.16%
4,977
-94
-2% -$27.5K
RBC icon
85
RBC Bearings
RBC
$18B
$1.26M 0.16%
3,221
+32
+1% +$12.5K
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$83.7B
$1.22M 0.15%
5,975
– –
PFE icon
87
Pfizer
PFE
$153B
$1.19M 0.15%
46,552
+3,655
+9% +$90.2K
MC icon
88
Moelis & Co
MC
$4.94B
$1.18M 0.15%
16,607
+375
+2% +$26.8K
NKE icon
89
Nike
NKE
$61.9B
$1.15M 0.15%
16,501
-786
-5% -$58.6K
FBTC icon
90
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$1.15M 0.15%
11,500
-1,000
-8% -$99.9K
CRVL icon
91
CorVel
CRVL
$3.19B
$1.13M 0.14%
14,575
+463
+3% +$41.3K
IBTH icon
92
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$1.13M 0.14%
+50,000
New +$1.12M
ASML icon
93
ASML
ASML
$669B
$1.13M 0.14%
1,162
+12
+1% +$9.43K
BNY
94
Bank of New York Mellon
BNY
$107B
$1.12M 0.14%
10,298
-212
-2% -$21.6K
ICLR icon
95
Icon
ICLR
$12.7B
$1.12M 0.14%
6,403
+82
+1% +$13.7K
BBW icon
96
Build-A-Bear
BBW
$462M
$1.12M 0.14%
17,156
+91
+0.5% +$5.37K
GFL icon
97
GFL Environmental
GFL
$14.9B
$1.11M 0.14%
23,394
+326
+1% +$15.8K
ASMI
98
DELISTED
ASM INTERNATL N.V
ASMI
$1.11M 0.14%
1,840
+19
+1% +$11.4K
MU icon
99
Micron Technology
MU
$991B
$1.1M 0.14%
6,605
-141
-2% -$18K
AZN icon
100
AstraZeneca
AZN
$250B
$1.1M 0.14%
7,194
+86
+1% +$13K
2 3
4
5 6

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KAM
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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.