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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
MDY icon
101
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.1M 0.14%
1,850
+250
+16% +$147K
PRKS icon
102
United Parks & Resorts
PRKS
$2.13B
$1.1M 0.14%
21,327
+438
+2% +$22.1K
LPLA icon
103
LPL Financial
LPLA
$28.5B
$1.1M 0.14%
3,294
+37
+1% +$13.4K
TXN icon
104
Texas Instruments
TXN
$261B
$1.09M 0.14%
5,942
-99
-2% -$19.4K
GGG icon
105
Graco
GGG
$13.6B
$1.08M 0.14%
12,682
+266
+2% +$22.8K
CPNG icon
106
Coupang
CPNG
$29.2B
$1.07M 0.14%
33,387
+207
+0.6% +$6.26K
CMI icon
107
Cummins
CMI
$88.9B
$1.07M 0.13%
2,528
-31
-1% -$11.9K
SPOT icon
108
Spotify
SPOT
$101B
$1.03M 0.13%
1,480
+12
+0.8% +$8.39K
DDOG icon
109
Datadog
DDOG
$84.2B
$1.03M 0.13%
7,250
-6,250
-46% -$861K
NOA
110
North American Construction
NOA
$396M
$1.03M 0.13%
72,661
+1,969
+3% +$28.7K
CBRE icon
111
CBRE Group
CBRE
$43.1B
$1.03M 0.13%
6,513
-132
-2% -$20.4K
MRSH
112
Marsh
MRSH
$91.4B
$1.02M 0.13%
5,060
-46
-0.9% -$9.46K
NVO
113
Novo Nordisk
NVO
$208B
$1.02M 0.13%
18,357
+424
+2% +$24.8K
NU icon
114
Nu Holdings
NU
$66.7B
$1.01M 0.13%
63,278
-656
-1% -$9.15K
RTO icon
115
Rentokil
RTO
$12.2B
$1.01M 0.13%
40,130
+694
+2% +$16.9K
KO icon
116
Coca-Cola
KO
$375B
$1.01M 0.13%
15,177
-226
-1% -$15.6K
CHRW icon
117
C.H. Robinson
CHRW
$17.5B
$1.01M 0.13%
7,598
+111
+1% +$13K
TTC icon
118
Toro Company
TTC
$9.49B
$1M 0.13%
13,169
+316
+2% +$24.2K
BAC icon
119
Bank of America
BAC
$442B
$997K 0.13%
19,329
-269
-1% -$13.1K
DHR icon
120
Danaher
DHR
$144B
$992K 0.13%
5,006
-168
-3% -$33.4K
EXTR icon
121
Extreme Networks
EXTR
$3.15B
$992K 0.13%
48,018
+323
+0.7% +$6.42K
PG icon
122
Procter & Gamble
PG
$338B
$988K 0.12%
6,429
-74
-1% -$11.6K
ARLO icon
123
Arlo Technologies
ARLO
$1.66B
$978K 0.12%
57,713
+416
+0.7% +$7.07K
GILD icon
124
Gilead Sciences
GILD
$166B
$974K 0.12%
8,773
-811
-8% -$92.2K
GENI icon
125
Genius Sports
GENI
$2.08B
$967K 0.12%
78,116
+827
+1% +$9.89K
3 4
5
6 7

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KAM
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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
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
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MGM
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TWP
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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.