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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
+9.33%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
-$18.1M
Cap. Flow %
-2.6%
Top 10 Hldgs %
55.35%
Holding
363
New
33
Increased
121
Reduced
86
Closed
22

Top Buys

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M
2
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.55M
3
SYY icon
Sysco
SYY
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K
5
BXBL
BOXABL, Inc. Common stock
BXBL
+$776K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.95M
2
OKLO
Oklo
OKLO
+$3.18M
3
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

Rank Sector Weight
1 Financials 8.6%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBW icon
126
Build-A-Bear
BBW
$435M
$915K 0.13%
17,065
+356
+2% +$15.1K
ICLR icon
127
Icon
ICLR
$12.4B
$914K 0.13%
6,321
+113
+2% +$16K
MDY icon
128
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$906K 0.13%
1,600
– –
TTC icon
129
Toro Company
TTC
$9.35B
$904K 0.13%
12,853
+462
+4% +$32.8K
KAI icon
130
Kadant
KAI
$3.95B
$898K 0.13%
2,864
+108
+4% +$33.8K
AXP icon
131
American Express
AXP
$231B
$878K 0.13%
2,767
-20
-0.7% -$5.63K
UFPI icon
132
UFP Industries
UFPI
$5.19B
$873K 0.13%
8,747
+307
+4% +$31K
EXTR icon
133
Extreme Networks
EXTR
$3.18B
$850K 0.12%
47,695
+1,401
+3% +$20.6K
LSTR icon
134
Landstar System
LSTR
$6.01B
$849K 0.12%
6,087
+239
+4% +$33.1K
NU icon
135
Nu Holdings
NU
$68.2B
$847K 0.12%
63,934
-1,287
-2% -$15.4K
MU icon
136
Micron Technology
MU
$996B
$842K 0.12%
6,746
+35
+0.5% +$3.27K
CMI icon
137
Cummins
CMI
$88.7B
$834K 0.12%
2,559
-114
-4% -$35.3K
GLLI
138
DELISTED
Globalink Investment Inc. Common Stock
GLLI
$830K 0.12%
75,000
– –
PRF icon
139
Invesco FTSE RAFI US 1000 ETF
PRF
$9.95B
$809K 0.12%
19,217
-173
-0.9% -$6.91K
GENI icon
140
Genius Sports
GENI
$2.09B
$802K 0.11%
77,289
+1,512
+2% +$15.1K
MNDY icon
141
monday.com
MNDY
$3.7B
$801K 0.11%
2,601
-176
-6% -$49K
FDS icon
142
Factset
FDS
$9.77B
$798K 0.11%
1,809
+48
+3% +$21K
WLY icon
143
John Wiley & Sons Class A
WLY
$2.72B
$794K 0.11%
17,589
+544
+3% +$22.9K
RPG icon
144
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$792K 0.11%
17,433
– –
BXBL
145
BOXABL, Inc. Common stock
BXBL
$1.51B
$789K 0.11%
+79,874
New +$776K
IBAC
146
IB Acquisition Corp
IBAC
$787K 0.11%
75,000
– –
FHB icon
147
First Hawaiian
FHB
$3.35B
$786K 0.11%
31,653
+1,188
+4% +$27.8K
EEFT icon
148
Euronet Worldwide
EEFT
$2.73B
$782K 0.11%
7,682
+198
+3% +$20.5K
SCHW
149
Charles Schwab
SCHW
$187B
$782K 0.11%
8,688
-90
-1% -$7.54K
BALL icon
150
Ball Corp
BALL
$16.7B
$775K 0.11%
13,746
-121
-0.9% -$6.32K
4 5
6
7 8

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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
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
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TWP
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SkyView Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, SkyView Investment Advisors held 363 positions worth $698M, up 4.9% from $665M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q2 2025 filing shows 33 new, 121 increased, 86 reduced and 22 closed positions. Its largest new stake was Sysco: 19,893 shares worth $1.49M. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $6.95M.

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

  • SkyView Investment Advisors's largest Q2 2025 buy was Sysco: 19,893 shares worth $1.49M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q2 2025, an estimated $2.59M increase.
  • SkyView Investment Advisors's biggest Q2 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $6.95M.
  • SkyView Investment Advisors fully exited Global Star Acquisition, Inc. Class A Common Stock in Q2 2025, selling an estimated $2.73M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $698M portfolio in Q2 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 22 in Q2 2025.
  • SkyView Investment Advisors's portfolio value rose 4.9% quarter-over-quarter to $698M.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.