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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
DHI icon
126
D.R. Horton
DHI
$42.3B
$962K 0.12%
5,676
-85
-1% -$13.4K
WM icon
127
Waste Management
WM
$91B
$950K 0.12%
4,301
+68
+2% +$15.3K
SYK icon
128
Stryker
SYK
$130B
$945K 0.12%
2,555
-39
-2% -$15.1K
CB icon
129
Chubb
CB
$135B
$930K 0.12%
3,296
-46
-1% -$12.7K
DE icon
130
Deere & Co
DE
$168B
$920K 0.12%
2,012
-33
-2% -$16.3K
HON icon
131
Honeywell
HON
$78B
$909K 0.11%
4,582
-73
-2% -$15.3K
AXP icon
132
American Express
AXP
$230B
$907K 0.11%
2,371
-396
-14% -$126K
PHIN icon
133
Phinia Inc
PHIN
$2.74B
$907K 0.11%
15,774
+251
+2% +$13.5K
C icon
134
Citigroup
C
$226B
$904K 0.11%
8,907
-197
-2% -$18.7K
PRSU
135
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$896K 0.11%
24,774
+617
+3% +$20.9K
FISV
136
Fiserv Inc
FISV
$27.9B
$884K 0.11%
6,854
+57
+0.8% +$8.17K
ACN icon
137
Accenture
ACN
$108B
$882K 0.11%
3,578
-173
-5% -$45.1K
KAI icon
138
Kadant
KAI
$3.99B
$878K 0.11%
2,951
+87
+3% +$28.4K
PRF icon
139
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$869K 0.11%
19,217
– –
ROST icon
140
Ross Stores
ROST
$81.9B
$868K 0.11%
5,693
-56
-1% -$8K
UFPI icon
141
UFP Industries
UFPI
$5.19B
$843K 0.11%
9,019
+272
+3% +$27.5K
RPG icon
142
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$832K 0.11%
17,433
– –
SCHW
143
Charles Schwab
SCHW
$187B
$815K 0.1%
8,539
-149
-2% -$14.1K
CNH
144
CNH Industrial
CNH
$17.5B
$815K 0.1%
75,079
+1,067
+1% +$13K
FHB icon
145
First Hawaiian
FHB
$3.35B
$805K 0.1%
32,420
+767
+2% +$19.4K
UBS icon
146
UBS Group
UBS
$176B
$804K 0.1%
19,617
+130
+0.7% +$5.05K
BXBL
147
BOXABL, Inc. Common stock
BXBL
$1.61B
$798K 0.1%
79,874
– –
IBAC
148
IB Acquisition Corp
IBAC
$794K 0.1%
75,000
– –
SNDL icon
149
Sundial Growers
SNDL
$320M
$793K 0.1%
295,781
+7,480
+3% +$15K
MANH icon
150
Manhattan Associates
MANH
$11.4B
$780K 0.1%
3,807
+110
+3% +$23.3K
4 5
6
7 8

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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 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.