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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
PEP icon
76
PepsiCo
PEP
$189B
$1.35M 0.17%
9,428
-177
-2% -$26K
AZN icon
77
AstraZeneca
AZN
$249B
$1.3M 0.16%
7,090
-104
-1% -$18.2K
IWD icon
78
iShares Russell 1000 Value ETF
IWD
$83.6B
$1.26M 0.16%
5,975
– –
MA icon
79
Mastercard
MA
$495B
$1.25M 0.16%
2,186
-57
-3% -$31.9K
CMI icon
80
Cummins
CMI
$88.3B
$1.25M 0.16%
2,441
-87
-3% -$40.7K
ASML icon
81
ASML
ASML
$663B
$1.22M 0.15%
1,143
-19
-2% -$19.8K
LOMA
82
Loma Negra
LOMA
$1.21B
$1.22M 0.15%
94,170
-1,403
-1% -$15K
UNH icon
83
UnitedHealth
UNH
$370B
$1.21M 0.15%
3,667
-53
-1% -$18K
CHRW icon
84
C.H. Robinson
CHRW
$17.4B
$1.21M 0.15%
7,510
-88
-1% -$13K
RTO icon
85
Rentokil
RTO
$12.2B
$1.18M 0.15%
39,995
-135
-0.3% -$3.75K
LPLA icon
86
LPL Financial
LPLA
$28.2B
$1.17M 0.15%
3,285
-9
-0.3% -$3.18K
ICLR icon
87
Icon
ICLR
$12.5B
$1.16M 0.15%
6,375
-28
-0.4% -$4.99K
TXN icon
88
Texas Instruments
TXN
$259B
$1.16M 0.15%
6,681
+739
+12% +$127K
MC icon
89
Moelis & Co
MC
$4.95B
$1.15M 0.15%
16,762
+155
+0.9% +$10.3K
BNY
90
Bank of New York Mellon
BNY
$107B
$1.15M 0.14%
9,875
-423
-4% -$46.8K
PFE icon
91
Pfizer
PFE
$151B
$1.14M 0.14%
45,752
-800
-2% -$20.2K
IBTH icon
92
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$1.12M 0.14%
50,000
– –
DHR icon
93
Danaher
DHR
$142B
$1.12M 0.14%
4,874
-132
-3% -$29K
MDY icon
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.12M 0.14%
1,850
– –
UTI icon
95
Universal Technical Institute
UTI
$1.62B
$1.1M 0.14%
42,251
-357
-0.8% -$10.1K
ASMI
96
DELISTED
ASM INTERNATL N.V
ASMI
$1.1M 0.14%
1,818
-22
-1% -$13.3K
VZ icon
97
Verizon
VZ
$195B
$1.08M 0.14%
26,452
-34,558
-57% -$1.4M
NOA
98
North American Construction
NOA
$396M
$1.06M 0.13%
73,616
+955
+1% +$13.6K
FLUT icon
99
Flutter Entertainment
FLUT
$16.3B
$1.05M 0.13%
4,880
-97
-2% -$21.8K
FTW
100
Presidio Production Co
FTW
$339M
$1.05M 0.13%
+100,000
New +$1.04M
2 3
4
5 6

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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
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PCOC
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QI
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MGM
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TWP
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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.