We are live on ! Find out more
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
BSJQ icon
176
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$890M
$584K 0.07%
25,000
– –
GS icon
177
Goldman Sachs
GS
$303B
$582K 0.07%
662
– –
AON icon
178
Aon
AON
$76B
$574K 0.07%
1,626
-9
-0.6% -$3.14K
CLH icon
179
Clean Harbors
CLH
$16.3B
$570K 0.07%
2,430
+12
+0.5% +$2.74K
ESGD icon
180
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$565K 0.07%
5,943
– –
WLY icon
181
John Wiley & Sons Class A
WLY
$2.66B
$565K 0.07%
18,452
+307
+2% +$10.8K
FIS icon
182
Fidelity National Information Services
FIS
$22.1B
$562K 0.07%
8,461
-189
-2% -$12.5K
MRLN
183
Merlin Inc
MRLN
$429M
$555K 0.07%
+51,797
New +$563K
TTE icon
184
TotalEnergies
TTE
$190B
$554K 0.07%
8,471
– –
FDS icon
185
Factset
FDS
$10.2B
$553K 0.07%
1,907
+46
+2% +$12.9K
RLI icon
186
RLI Corp
RLI
$5.89B
$552K 0.07%
8,623
+95
+1% +$5.97K
NXDR
187
Nextdoor Holdings
NXDR
$986M
$548K 0.07%
260,993
+2,346
+0.9% +$4.6K
DYNCU
188
Dynamix Corp Unit
DYNCU
$545K 0.07%
50,000
– –
NGG icon
189
National Grid
NGG
$81.3B
$537K 0.07%
6,947
-100
-1% -$7.52K
MCO icon
190
Moody's
MCO
$82.7B
$528K 0.07%
1,033
– –
CNQ icon
191
Canadian Natural Resources
CNQ
$94.9B
$525K 0.07%
15,513
-158
-1% -$5.12K
USB icon
192
US Bancorp
USB
$99.6B
$525K 0.07%
9,834
– –
ENB icon
193
Enbridge
ENB
$112B
$519K 0.07%
10,846
– –
CLOA icon
194
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$517K 0.07%
10,000
-20,000
-67% -$1.04M
SUSL icon
195
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$517K 0.07%
4,262
-404
-9% -$48.3K
PNC icon
196
PNC Financial Services
PNC
$101B
$513K 0.06%
2,458
+1
+0% +$193
IMSR
197
Terrestrial Energy
IMSR
$617M
$512K 0.06%
+83,844
New +$1.12M
GPN icon
198
Global Payments
GPN
$22.8B
$510K 0.06%
6,585
-70
-1% -$5.63K
TIPT icon
199
Tiptree Inc
TIPT
$675M
$510K 0.06%
27,933
+238
+0.9% +$4.34K
WCN
200
Waste Connections
WCN
$42B
$508K 0.06%
2,897
-6
-0.2% -$1.04K
6 7
8
9 10

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 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
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

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.