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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
+2.34%
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
+$447K
Cap. Flow
-$9.02M
Cap. Flow %
-1.14%
Top 10 Hldgs %
55.56%
Holding
373
New
33
Increased
67
Reduced
151
Closed
21

Top Buys

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.5M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.17M
3
XRPN
Armada Acquisition Corp II
XRPN
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$22M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.34M
3
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

Rank Sector Weight
1 Financials 8.02%
2 Technology 7.27%
3 Industrials 5.21%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
151
Coupang
CPNG
$30B
$779K 0.1%
33,028
-359
-1% -$10.2K
STE icon
152
Steris
STE
$22.8B
$772K 0.1%
3,045
-36
-1% -$9.04K
FCRS.U
153
FutureCrest Acquisition Corp Units
FCRS.U
$768K 0.1%
75,000
+50,000
+200% +$521K
JUST icon
154
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$577M
$753K 0.1%
7,785
-154
-2% -$14.7K
SPG icon
155
Simon Property Group
SPG
$72.2B
$738K 0.09%
3,986
-93
-2% -$16.9K
TDAY
156
USA Today Co
TDAY
$1.14B
$735K 0.09%
142,658
-81
-0.1% -$381
ESTA icon
157
Establishment Labs
ESTA
$2.3B
$729K 0.09%
10,000
-1,000
-9% -$60.4K
IYW icon
158
iShares US Technology ETF
IYW
$25.2B
$720K 0.09%
3,606
– –
A icon
159
Agilent Technologies
A
$40.5B
$716K 0.09%
5,264
-173
-3% -$24.9K
BALL icon
160
Ball Corp
BALL
$16.7B
$705K 0.09%
13,313
-253
-2% -$12.5K
CLBT icon
161
Cellebrite
CLBT
$3.91B
$704K 0.09%
39,038
+127
+0.3% +$2.28K
CNH
162
CNH Industrial
CNH
$17.7B
$699K 0.09%
75,859
+780
+1% +$7.79K
FERG icon
163
Ferguson
FERG
$50.4B
$683K 0.09%
3,070
-40
-1% -$9.56K
APAM icon
164
Artisan Partners
APAM
$3.09B
$676K 0.09%
16,584
+147
+0.9% +$6.27K
MANH icon
165
Manhattan Associates
MANH
$11.3B
$671K 0.08%
3,869
+62
+2% +$11.3K
INSE icon
166
Inspired Entertainment
INSE
$173M
$666K 0.08%
71,147
+607
+0.9% +$5.11K
UNP icon
167
Union Pacific
UNP
$175B
$652K 0.08%
2,817
-81
-3% -$18.5K
IBN icon
168
ICICI Bank
IBN
$108B
$648K 0.08%
21,746
-174
-0.8% -$5.34K
PAR icon
169
PAR Technology
PAR
$721M
$647K 0.08%
17,837
+458
+3% +$16.5K
CNGL
170
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$639K 0.08%
71,000
– –
TRUE
171
DELISTED
TrueCar
TRUE
$633K 0.08%
280,265
+5,850
+2% +$12.5K
HI
172
DELISTED
Hillenbrand
HI
$618K 0.08%
19,490
-48
-0.2% -$1.48K
MDXG icon
173
MiMedx Group
MDXG
$619M
$617K 0.08%
91,172
+915
+1% +$6.41K
EEFT icon
174
Euronet Worldwide
EEFT
$2.7B
$603K 0.08%
7,924
+102
+1% +$7.95K
BIO icon
175
Bio-Rad Laboratories Class A
BIO
$9.29B
$590K 0.07%
1,948
-51
-3% -$15.9K
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 Q4 2025 Portfolio in Review

As of Q4 2025, SkyView Investment Advisors held 373 positions worth $792M, up 0.06% from $792M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

SkyView Investment Advisors's Q4 2025 filing shows 33 new, 67 increased, 151 reduced and 21 closed positions. Its largest new stake was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M. The largest sale was iShares iBonds 2025 Term High Yield and Income ETF, an estimated $22M.

By sector, the portfolio is most concentrated in Financials at 8% of assets, up from 7.4% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2025 buy was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M.
  • SkyView Investment Advisors added most to JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025, an estimated $5.17M increase.
  • SkyView Investment Advisors's biggest Q4 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $3.34M.
  • SkyView Investment Advisors fully exited iShares iBonds 2025 Term High Yield and Income ETF in Q4 2025, selling an estimated $22M.
  • SkyView Investment Advisors's ten largest holdings make up 56% of its $792M portfolio in Q4 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 21 in Q4 2025.
  • SkyView Investment Advisors's portfolio value rose 0.06% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.