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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
CNQ icon
201
Canadian Natural Resources
CNQ
$93.8B
$501K 0.06%
15,671
+172
+1% +$5.39K
CNGL
202
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.06%
71,000
– –
PNC icon
203
PNC Financial Services
PNC
$101B
$494K 0.06%
2,457
-51
-2% -$10.1K
MCO icon
204
Moody's
MCO
$82.7B
$492K 0.06%
1,033
-90
-8% -$45.4K
FGMCU
205
DELISTED
FG Merger II Corp Unit
FGMCU
$490K 0.06%
47,422
– –
OAKU
206
DELISTED
Oak Woods Acquisition Corp
OAKU
$480K 0.06%
40,000
– –
USB icon
207
US Bancorp
USB
$99.6B
$475K 0.06%
9,834
+1,338
+16% +$63.3K
XEL icon
208
Xcel Energy
XEL
$48.8B
$463K 0.06%
5,741
– –
PEW
209
GrabAGun Digital Holdings
PEW
$77.9M
$455K 0.06%
+97,586
New +$611K
CVX icon
210
Chevron
CVX
$366B
$451K 0.06%
2,904
+11
+0.4% +$1.7K
ESTA icon
211
Establishment Labs
ESTA
$2.28B
$451K 0.06%
11,000
– –
BTI icon
212
British American Tobacco
BTI
$128B
$447K 0.06%
8,412
+529
+7% +$28.7K
XOM icon
213
ExxonMobil
XOM
$634B
$433K 0.05%
3,842
-113
-3% -$12.6K
HELO icon
214
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$430K 0.05%
+6,608
New +$422K
VTLE
215
DELISTED
Vital Energy
VTLE
$427K 0.05%
25,275
+277
+1% +$4.68K
PLD icon
216
Prologis
PLD
$133B
$423K 0.05%
3,692
+962
+35% +$106K
RHLD
217
Resolute Holdings Management
RHLD
$1.07B
$421K 0.05%
+5,834
New +$316K
RBLX icon
218
Roblox
RBLX
$27B
$416K 0.05%
3,000
– –
SNY icon
219
Sanofi
SNY
$104B
$416K 0.05%
8,821
– –
FORL
220
DELISTED
Four Leaf Acquisition Corp
FORL
$411K 0.05%
35,000
– –
AMGN icon
221
Amgen
AMGN
$222B
$404K 0.05%
1,431
– –
RDDT icon
222
Reddit
RDDT
$31.1B
$397K 0.05%
1,727
+27
+2% +$5.51K
TFC icon
223
Truist Financial
TFC
$64B
$396K 0.05%
8,671
+1,687
+24% +$76.1K
MTZ icon
224
MasTec
MTZ
$21.9B
$393K 0.05%
1,848
-121
-6% -$22.2K
AZO icon
225
AutoZone
AZO
$51.1B
$386K 0.05%
90
– –
7 8
9
10 11

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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
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 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.