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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
ENR icon
176
Energizer
ENR
$1.55B
$573K 0.07%
23,040
+926
+4% +$24.2K
FIS icon
177
Fidelity National Information Services
FIS
$22.1B
$570K 0.07%
8,650
-250
-3% -$18.2K
CLH icon
178
Clean Harbors
CLH
$16.3B
$562K 0.07%
2,418
+40
+2% +$9.47K
BIO icon
179
Bio-Rad Laboratories Class A
BIO
$9.42B
$561K 0.07%
1,999
-23
-1% -$6.26K
RLI icon
180
RLI Corp
RLI
$5.89B
$556K 0.07%
8,528
+247
+3% +$16.7K
ESGD icon
181
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$553K 0.07%
5,943
-40
-0.7% -$3.62K
GPN icon
182
Global Payments
GPN
$22.8B
$553K 0.07%
6,655
-169
-2% -$14.2K
ENB icon
183
Enbridge
ENB
$112B
$547K 0.07%
10,846
-178
-2% -$8.38K
SUSL icon
184
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$546K 0.07%
4,666
-98
-2% -$11K
CLS icon
185
Celestica
CLS
$36.5B
$543K 0.07%
2,205
-101
-4% -$20.4K
NXDR
186
Nextdoor Holdings
NXDR
$986M
$541K 0.07%
258,647
+6,990
+3% +$13.6K
MELI icon
187
Mercado Libre
MELI
$92.3B
$538K 0.07%
230
+3
+1% +$7.2K
FDS icon
188
Factset
FDS
$10.2B
$533K 0.07%
1,861
+52
+3% +$19.9K
ABBV icon
189
AbbVie
ABBV
$435B
$531K 0.07%
2,295
+2
+0.1% +$407
TIPT icon
190
Tiptree Inc
TIPT
$675M
$531K 0.07%
27,695
+415
+2% +$9.24K
HI
191
DELISTED
Hillenbrand
HI
$528K 0.07%
19,538
+856
+5% +$20.1K
GS icon
192
Goldman Sachs
GS
$303B
$527K 0.07%
662
– –
APP icon
193
Applovin
APP
$116B
$521K 0.07%
725
– –
MNDY icon
194
monday.com
MNDY
$3.94B
$510K 0.06%
2,634
+33
+1% +$7.6K
WCN
195
Waste Connections
WCN
$42B
$510K 0.06%
2,903
+39
+1% +$7.1K
JNJ icon
196
Johnson & Johnson
JNJ
$625B
$508K 0.06%
2,742
+212
+8% +$36.3K
TTE icon
197
TotalEnergies
TTE
$190B
$506K 0.06%
8,471
+417
+5% +$25.7K
NGG icon
198
National Grid
NGG
$81.3B
$505K 0.06%
7,047
– –
TRUE
199
DELISTED
TrueCar
TRUE
$505K 0.06%
274,415
+13,916
+5% +$28K
DY icon
200
Dycom Industries
DY
$12.3B
$502K 0.06%
1,719
-108
-6% -$28.3K
6 7
8
9 10

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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
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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.