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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
MCO icon
176
Moody's
MCO
$82B
$560K 0.08%
1,123
-8
-0.7% -$3.71K
LW icon
177
Lamb Weston
LW
$7.27B
$556K 0.08%
10,406
+353
+4% +$18.9K
INSE icon
178
Inspired Entertainment
INSE
$179M
$551K 0.08%
68,884
+2,477
+4% +$19.2K
CLH icon
179
Clean Harbors
CLH
$16.4B
$549K 0.08%
2,378
+53
+2% +$11.6K
GPN icon
180
Global Payments
GPN
$23.7B
$537K 0.08%
6,824
-12
-0.2% -$950
ESGD icon
181
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$533K 0.08%
5,983
+1,383
+30% +$118K
WCN
182
Waste Connections
WCN
$41B
$532K 0.08%
2,864
-747
-21% -$144K
MDXG icon
183
MiMedx Group
MDXG
$596M
$523K 0.07%
87,734
+3,032
+4% +$20.2K
SUSL icon
184
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$514K 0.07%
4,764
-110
-2% -$11K
NGG icon
185
National Grid
NGG
$81.1B
$511K 0.07%
7,047
-206
-3% -$14.2K
TRUE
186
DELISTED
TrueCar
TRUE
$511K 0.07%
260,499
+18,951
+8% +$28.9K
TDAY
187
USA Today Co
TDAY
$1.16B
$499K 0.07%
139,339
+5,112
+4% +$17.1K
CNGL
188
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.07%
71,000
– –
TTE icon
189
TotalEnergies
TTE
$191B
$495K 0.07%
8,054
+175
+2% +$10.4K
ENB icon
190
Enbridge
ENB
$114B
$494K 0.07%
11,024
+178
+2% +$8.07K
BIO icon
191
Bio-Rad Laboratories Class A
BIO
$9.09B
$493K 0.07%
2,022
-8
-0.4% -$1.89K
CNQ icon
192
Canadian Natural Resources
CNQ
$95B
$487K 0.07%
15,499
-1,373
-8% -$41.6K
FGMCU
193
DELISTED
FG Merger II Corp Unit
FGMCU
$480K 0.07%
+47,422
New +$470K
OAKU
194
DELISTED
Oak Woods Acquisition Corp
OAKU
$474K 0.07%
40,000
– –
ESTA icon
195
Establishment Labs
ESTA
$2.6B
$470K 0.07%
11,000
– –
PNC icon
196
PNC Financial Services
PNC
$102B
$466K 0.07%
2,508
+708
+39% +$120K
GS icon
197
Goldman Sachs
GS
$309B
$457K 0.07%
662
-19
-3% -$11K
ENR icon
198
Energizer
ENR
$1.52B
$448K 0.06%
22,114
+986
+5% +$23.7K
DY icon
199
Dycom Industries
DY
$12.4B
$447K 0.06%
1,827
– –
XOM icon
200
ExxonMobil
XOM
$633B
$432K 0.06%
3,955
+1,255
+46% +$134K
6 7
8
9 10

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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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JJBC
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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.