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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
LSTR icon
151
Landstar System
LSTR
$6.21B
$772K 0.1%
6,299
+212
+3% +$28.1K
SPG icon
152
Simon Property Group
SPG
$72.3B
$766K 0.1%
4,079
-38
-0.9% -$6.56K
STE icon
153
Steris
STE
$23.1B
$762K 0.1%
3,081
+28
+0.9% +$6.7K
TAP icon
154
Molson Coors Class B
TAP
$8.1B
$752K 0.1%
16,615
+485
+3% +$23.9K
JUST icon
155
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$579M
$745K 0.09%
7,939
-278
-3% -$25.3K
WLY icon
156
John Wiley & Sons Class A
WLY
$2.66B
$734K 0.09%
18,145
+556
+3% +$22.4K
CLBT icon
157
Cellebrite
CLBT
$3.99B
$721K 0.09%
38,911
+1,203
+3% +$18.9K
APAM icon
158
Artisan Partners
APAM
$3.02B
$713K 0.09%
16,437
+365
+2% +$16.8K
IYW icon
159
iShares US Technology ETF
IYW
$25.2B
$706K 0.09%
3,606
-5
-0.1% -$915
LOMA
160
Loma Negra
LOMA
$1.22B
$704K 0.09%
95,573
-1,547
-2% -$15.4K
A icon
161
Agilent Technologies
A
$41.2B
$698K 0.09%
5,437
-52
-0.9% -$6.28K
FERG icon
162
Ferguson
FERG
$49.8B
$698K 0.09%
3,110
+20
+0.6% +$4.53K
PAR icon
163
PAR Technology
PAR
$735M
$688K 0.09%
17,379
+464
+3% +$25.6K
EEFT icon
164
Euronet Worldwide
EEFT
$2.7B
$687K 0.09%
7,822
+140
+2% +$13.4K
UNP icon
165
Union Pacific
UNP
$174B
$685K 0.09%
2,898
-33
-1% -$7.44K
BALL icon
166
Ball Corp
BALL
$16.8B
$684K 0.09%
13,566
-180
-1% -$9.73K
IBN icon
167
ICICI Bank
IBN
$108B
$663K 0.08%
21,920
+284
+1% +$9.27K
INSE icon
168
Inspired Entertainment
INSE
$175M
$662K 0.08%
70,540
+1,656
+2% +$14.9K
MDXG icon
169
MiMedx Group
MDXG
$633M
$630K 0.08%
90,257
+2,523
+3% +$17.5K
LW icon
170
Lamb Weston
LW
$7.19B
$626K 0.08%
10,781
+375
+4% +$20.5K
ETHA
171
iShares Ethereum Trust ETF
ETHA
$5.55B
$614K 0.08%
+19,500
New +$579K
TDAY
172
USA Today Co
TDAY
$1.06B
$590K 0.07%
142,739
+3,400
+2% +$13.7K
BSJQ icon
173
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$890M
$585K 0.07%
+25,000
New +$584K
AON icon
174
Aon
AON
$76B
$583K 0.07%
1,635
+24
+1% +$8.68K
DYNCU
175
Dynamix Corp Unit
DYNCU
$575K 0.07%
+50,000
New +$605K
5 6
7
8 9

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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.