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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
101
Nike
NKE
$61.9B
$1.06M 0.16%
16,669
+1,086
+7% +$79.9K
DHR icon
102
Danaher
DHR
$144B
$1.04M 0.16%
5,091
+398
+8% +$86.9K
LPLA icon
103
LPL Financial
LPLA
$28.6B
$1.04M 0.16%
3,177
+109
+4% +$38K
PFE icon
104
Pfizer
PFE
$153B
$1.02M 0.15%
40,127
+12,220
+44% +$320K
RBC icon
105
RBC Bearings
RBC
$18B
$1.01M 0.15%
3,129
+127
+4% +$42.8K
GGG icon
106
Graco
GGG
$13.5B
$1M 0.15%
12,034
+645
+6% +$54.6K
PAR icon
107
PAR Technology
PAR
$735M
$1M 0.15%
16,367
+385
+2% +$25.8K
CB icon
108
Chubb
CB
$135B
$1M 0.15%
3,315
+207
+7% +$57.5K
SYK icon
109
Stryker
SYK
$130B
$966K 0.15%
2,594
+172
+7% +$65.5K
WM icon
110
Waste Management
WM
$91B
$956K 0.14%
4,128
+228
+6% +$50.5K
TAP icon
111
Molson Coors Class B
TAP
$8.1B
$951K 0.14%
15,627
+834
+6% +$48K
ASML icon
112
ASML
ASML
$669B
$944K 0.14%
+1,424
New +$1.04M
HON icon
113
Honeywell
HON
$78B
$938K 0.14%
4,698
+374
+9% +$75.7K
KAI icon
114
Kadant
KAI
$3.99B
$929K 0.14%
2,756
+174
+7% +$63.2K
PRKS icon
115
United Parks & Resorts
PRKS
$2.12B
$923K 0.14%
20,300
+334
+2% +$17.3K
DE icon
116
Deere & Co
DE
$168B
$909K 0.14%
1,936
+111
+6% +$51.9K
MC icon
117
Moelis & Co
MC
$4.94B
$903K 0.14%
15,472
+1,024
+7% +$72.2K
UFPI icon
118
UFP Industries
UFPI
$5.19B
$903K 0.14%
8,440
+592
+8% +$66.1K
TTC icon
119
Toro Company
TTC
$9.49B
$901K 0.14%
12,391
+687
+6% +$54.3K
CNH
120
CNH Industrial
CNH
$17.5B
$890K 0.13%
72,480
+3,238
+5% +$40.6K
BNY
121
Bank of New York Mellon
BNY
$107B
$889K 0.13%
10,604
+655
+7% +$55K
IBN icon
122
ICICI Bank
IBN
$108B
$885K 0.13%
+28,066
New +$814K
RTO icon
123
Rentokil
RTO
$12.2B
$879K 0.13%
38,369
+302
+0.8% +$7.29K
CBRE icon
124
CBRE Group
CBRE
$42.9B
$878K 0.13%
6,710
+453
+7% +$61.6K
LSTR icon
125
Landstar System
LSTR
$6.21B
$878K 0.13%
5,848
+346
+6% +$55.8K
3 4
5
6 7

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HCP
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SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.