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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
-1.84%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$743M
AUM Growth
-$48.8M
Cap. Flow
-$29.1M
Cap. Flow %
-3.92%
Top 10 Hldgs %
58.34%
Holding
372
New
20
Increased
133
Reduced
74
Closed
54

Top Buys

Rank Stock Value
1
ARTCU
Art Technology Acquisition Corp Units
ARTCU
+$2.99M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.41M
3
RDAG
Republic Digital Acquisition Co
RDAG
+$1.02M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$920K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$754K

Top Sells

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.9M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.31M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
MU icon
Micron Technology
MU
+$1.49M

Sector Composition

Rank Sector Weight
1 Financials 7.82%
2 Technology 6.77%
3 Industrials 5.48%
4 Consumer Discretionary 3.72%
5 Communication Services 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGD icon
176
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$542K 0.07%
5,664
-279
-5% -$27.6K
BIO icon
177
Bio-Rad Laboratories Class A
BIO
$8.47B
$540K 0.07%
1,936
-12
-0.6% -$3.46K
EEFT icon
178
Euronet Worldwide
EEFT
$2.94B
$538K 0.07%
8,103
+179
+2% +$12.8K
AON icon
179
Aon
AON
$76B
$537K 0.07%
1,665
+39
+2% +$13K
FACTU
180
FACT II Acquisition Corp Unit
FACTU
$197M
$534K 0.07%
+50,000
New +$535K
FE icon
181
FirstEnergy
FE
$28.6B
$533K 0.07%
10,514
+2,602
+33% +$126K
BTI icon
182
British American Tobacco
BTI
$129B
$531K 0.07%
9,081
+669
+8% +$39.6K
MLACU
183
DELISTED
Mountain Lake Acquisition Corp Units
MLACU
$528K 0.07%
+50,000
New +$560K
INSE icon
184
Inspired Entertainment
INSE
$175M
$517K 0.07%
72,547
+1,400
+2% +$11.5K
FLUT icon
185
Flutter Entertainment
FLUT
$17.5B
$517K 0.07%
5,057
+177
+4% +$25.5K
RLI icon
186
RLI Corp
RLI
$5.62B
$515K 0.07%
9,024
+401
+5% +$24.1K
PNC icon
187
PNC Financial Services
PNC
$99.5B
$512K 0.07%
2,461
+3
+0.1% +$653
USB icon
188
US Bancorp
USB
$98.7B
$512K 0.07%
9,848
+14
+0.1% +$769
BRK.B icon
189
Berkshire Hathaway Class B
BRK.B
$1.06T
$499K 0.07%
1,041
+126
+14% +$61.9K
TIPT icon
190
Tiptree Inc
TIPT
$660M
$488K 0.07%
28,861
+928
+3% +$15.9K
CME icon
191
CME Group
CME
$91.9B
$486K 0.07%
1,644
+527
+47% +$157K
PAYX icon
192
Paychex
PAYX
$39.4B
$485K 0.07%
5,270
+2,900
+122% +$287K
OAKU
193
DELISTED
Oak Woods Acquisition Corp
OAKU
$484K 0.07%
40,000
– –
WCN
194
Waste Connections
WCN
$42.7B
$482K 0.06%
2,969
+72
+2% +$12K
FGMCU
195
DELISTED
FG Merger II Corp Unit
FGMCU
$481K 0.06%
47,422
– –
LW icon
196
Lamb Weston
LW
$6.79B
$476K 0.06%
11,252
+374
+3% +$16.7K
SUSL icon
197
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$468K 0.06%
4,119
-143
-3% -$17.2K
GPN icon
198
Global Payments
GPN
$21.3B
$464K 0.06%
6,893
+308
+5% +$22.7K
FDS icon
199
Factset
FDS
$8.68B
$454K 0.06%
2,019
+112
+6% +$26.1K
MCO icon
200
Moody's
MCO
$82.5B
$452K 0.06%
1,036
+3
+0.3% +$1.42K
6 7
8
9 10

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
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
ROC
Running Oak Capital Edina, Minnesota $741M AUM 1.46% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $739M AUM 14.29% 1-Year Est. Return

SkyView Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, SkyView Investment Advisors held 372 positions worth $743M, down 6.2% from $792M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

SkyView Investment Advisors withdrew a net $29.1M in Q1 2026, closing 54 positions and reducing 74 holdings. Its most notable exit was JPMorgan Ultra-Short Income ETF, an estimated $2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 8% a quarter earlier, followed by Technology and Industrials.

Against the trend, SkyView Investment Advisors opened a new position in Art Technology Acquisition Corp Units worth $2.97M.

  • SkyView Investment Advisors's largest Q1 2026 buy was Art Technology Acquisition Corp Units: 300,000 shares worth $2.97M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q1 2026, an estimated $920K increase.
  • SkyView Investment Advisors's biggest Q1 2026 reduction was iShares GSCI Commodity Dynamic Roll Strategy ETF, cutting an estimated $12.9M.
  • SkyView Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q1 2026, selling an estimated $2M.
  • SkyView Investment Advisors's ten largest holdings make up 58% of its $743M portfolio in Q1 2026.
  • SkyView Investment Advisors opened 20 new positions and closed 54 in Q1 2026.
  • SkyView Investment Advisors's portfolio value fell 6.2% quarter-over-quarter to $743M.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.