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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
SNY icon
201
Sanofi
SNY
$105B
$422K 0.06%
8,821
– –
ABBV icon
202
AbbVie
ABBV
$428B
$418K 0.06%
2,293
+257
+13% +$47.8K
CVX icon
203
Chevron
CVX
$368B
$416K 0.06%
2,893
– –
VTLE
204
DELISTED
Vital Energy
VTLE
$414K 0.06%
24,998
+1,046
+4% +$17.1K
WINV
205
DELISTED
WinVest Acquisition Corp. Common Stock
WINV
$413K 0.06%
32,464
– –
FORL
206
DELISTED
Four Leaf Acquisition Corp
FORL
$408K 0.06%
35,000
– –
NXDR
207
Nextdoor Holdings
NXDR
$952M
$403K 0.06%
251,657
+9,049
+4% +$13.7K
AMGN icon
208
Amgen
AMGN
$218B
$397K 0.06%
1,431
+163
+13% +$46.2K
USB icon
209
US Bancorp
USB
$101B
$389K 0.06%
8,496
– –
XEL icon
210
Xcel Energy
XEL
$48.2B
$389K 0.06%
5,741
– –
JNJ icon
211
Johnson & Johnson
JNJ
$617B
$386K 0.06%
2,530
+235
+10% +$36.1K
HI
212
DELISTED
Hillenbrand
HI
$381K 0.05%
18,682
+929
+5% +$19.3K
TEAM icon
213
Atlassian
TEAM
$27.8B
$377K 0.05%
1,864
+16
+0.9% +$3.33K
BTI icon
214
British American Tobacco
BTI
$127B
$370K 0.05%
+7,883
New +$349K
CLS icon
215
Celestica
CLS
$37.2B
$359K 0.05%
+2,306
New +$245K
SNDL icon
216
Sundial Growers
SNDL
$315M
$355K 0.05%
288,301
+12,467
+5% +$16.6K
O icon
217
Realty Income
O
$58.6B
$343K 0.05%
6,007
+659
+12% +$37.3K
MTZ icon
218
MasTec
MTZ
$21.5B
$336K 0.05%
1,969
– –
AZO icon
219
AutoZone
AZO
$49.9B
$334K 0.05%
90
– –
DUK icon
220
Duke Energy
DUK
$96B
$322K 0.05%
2,758
-2
-0.1% -$236
RBLX icon
221
Roblox
RBLX
$26.1B
$316K 0.05%
+3,000
New +$236K
GSK icon
222
GSK
GSK
$104B
$303K 0.04%
+7,849
New +$300K
HBAN icon
223
Huntington Bancshares
HBAN
$35.6B
$303K 0.04%
18,246
+536
+3% +$8.09K
XPOF icon
224
Xponential Fitness
XPOF
$273M
$302K 0.04%
39,871
+1,859
+5% +$15.4K
ETN icon
225
Eaton
ETN
$177B
$300K 0.04%
+842
New +$259K
7 8
9
10 11

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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
JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return

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.