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
FGMCU
201
DELISTED
FG Merger II Corp Unit
FGMCU
$498K 0.06%
47,422
– –
SNDL icon
202
Sundial Growers
SNDL
$325M
$494K 0.06%
297,828
+2,047
+0.7% +$4.11K
OAKU
203
DELISTED
Oak Woods Acquisition Corp
OAKU
$486K 0.06%
40,000
– –
BTI icon
204
British American Tobacco
BTI
$128B
$476K 0.06%
8,412
– –
FISV
205
Fiserv Inc
FISV
$27.7B
$474K 0.06%
7,052
+198
+3% +$16.6K
PLD icon
206
Prologis
PLD
$133B
$471K 0.06%
3,692
– –
ENR icon
207
Energizer
ENR
$1.49B
$470K 0.06%
23,608
+568
+2% +$12.4K
MELI icon
208
Mercado Libre
MELI
$92.1B
$465K 0.06%
231
+1
+0.4% +$2.1K
XOM icon
209
ExxonMobil
XOM
$634B
$462K 0.06%
3,839
-3
-0.1% -$348
BRK.B icon
210
Berkshire Hathaway Class B
BRK.B
$1.12T
$460K 0.06%
+915
New +$455K
FBTC icon
211
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$457K 0.06%
6,000
-5,500
-48% -$480K
LW icon
212
Lamb Weston
LW
$7.17B
$456K 0.06%
10,878
+97
+0.9% +$5.71K
CVX icon
213
Chevron
CVX
$368B
$443K 0.06%
2,904
– –
SHY icon
214
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$437K 0.06%
5,275
-18,124
-77% -$1.5M
ETHA
215
iShares Ethereum Trust ETF
ETHA
$5.56B
$437K 0.06%
19,500
– –
SNY icon
216
Sanofi
SNY
$104B
$427K 0.05%
8,821
– –
TFC icon
217
Truist Financial
TFC
$64.1B
$427K 0.05%
8,671
– –
ABBV icon
218
AbbVie
ABBV
$431B
$417K 0.05%
1,825
-470
-20% -$107K
CLS icon
219
Celestica
CLS
$35.9B
$415K 0.05%
1,405
-800
-36% -$241K
DY icon
220
Dycom Industries
DY
$12.2B
$412K 0.05%
1,219
-500
-29% -$158K
FORL
221
DELISTED
Four Leaf Acquisition Corp
FORL
$411K 0.05%
35,000
– –
AMGN icon
222
Amgen
AMGN
$219B
$404K 0.05%
1,235
-196
-14% -$62.2K
CRGY icon
223
Crescent Energy
CRGY
$3.79B
$402K 0.05%
+47,866
New +$420K
MNDY icon
224
monday.com
MNDY
$3.9B
$392K 0.05%
2,658
+24
+0.9% +$4.04K
XEL icon
225
Xcel Energy
XEL
$48.6B
$376K 0.05%
5,090
-651
-11% -$51.3K
7 8
9
10 11

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.