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Asset Manager ← All Institutions

SkyView Investment Advisors, LLC

Q3 2025 · Filed 2026-02-13
Market Value
$770M
+14.9%
Holdings
318
+4
New Purchases
24
Added To
126
Closed
24
Reduced
84
Top 10 Concentration
58.3%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JMTG 6.70% 0.00% +6.70% $52M
SPY 0.96% 0.52% +0.44% $7M
DIA 0.28% 0.00% +0.28% $2M
BMNR 0.27% 0.00% +0.27% $2M
PAAA 0.26% 0.00% +0.26% $2M
CLOA 0.20% 0.00% +0.20% $2M
UPWK 0.97% 0.79% +0.18% $7M
TSLA 0.47% 0.32% +0.15% $4M
IBTH 0.15% 0.00% +0.15% $1M
IAU 4.55% 4.43% +0.11% $35M
IBKR 1.30% 1.20% +0.11% $10M
BABA 0.36% 0.27% +0.09% $3M
GOOG 0.60% 0.52% +0.08% $5M
ETHA 0.08% 0.00% +0.08% $614K
BSJQ 0.08% 0.00% +0.08% $585K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GSLC 11.47% 12.50% -1.03% $88M
MBB 6.08% 6.83% -0.75% $47M
IEI 4.60% 5.25% -0.65% $35M
GSIE 5.43% 6.07% -0.64% $42M
DGRW 6.12% 6.69% -0.58% $47M
IBHE 2.85% 3.37% -0.51% $22M
IVV 6.88% 7.37% -0.49% $53M
ATEK 0.00% 0.27% -0.27% $0
TFLO 0.00% 0.23% -0.23% $0
BRK-A 0.00% 0.22% -0.22% $0
GMFI 0.00% 0.19% -0.19% $0
SHY 0.25% 0.41% -0.15% $2M
OKLO 0.00% 0.15% -0.15% $0
DDOG 0.13% 0.27% -0.13% $1M
ALLY 0.84% 0.97% -0.13% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 42 $152M 19.7%
Large Cap 132 $414M 53.8%
Mid Cap 51 $145M 18.8%
Small Cap 33 $54M 7.0%
Micro Cap 60 $6M 0.7%

Portfolio Analytics

Avg Market Cap
$173.6B
Median Market Cap
$15.8B
Avg P/E
29.8
Median P/E
24.2
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
265
# ETFs / Funds
53

Top Holdings (318 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GSLC 11.47% 677,925 $88M $130.28 $5M -16,027 -2.3%
2 IVV 6.88% 79,145 $53M $669.29 $4M -837 -1.1%
3 JMTG 6.70% 1,012,054 $52M $50.95 +1,012,054 NEW
4 DGRW 6.12% 529,101 $47M $88.96 $2M -8,358 -1.6%
5 MBB 6.08% 492,229 $47M $95.05 $1M +2,816 +0.6%
6 GSIE 5.43% 1,015,852 $42M $41.11 $1M -11,826 -1.1%
7 IEI 4.60% 296,167 $35M $119.45 $210K +300 +0.1%
8 IAU 4.55% 481,112 $35M $72.77 $5M -987 -0.2%
9 NVDA 3.59% 148,029 $28M $186.58 $4M -1,427 -0.9%
10 IBHE 2.85% 945,683 $22M $23.22 -$595K -24,390 -2.5%
11 IBKR 1.30% 145,914 $10M $68.81 $2M -2,249 -1.5%
12 UPWK 0.97% 402,394 $7M $18.57 $2M +13,157 +3.4%
13 SPY 0.96% 11,139 $7M $666.22 $4M +5,439 +95.4%
14 MSFT 0.91% 13,506 $7M $517.99 $154K -286 -2.1%
15 ALLY 0.84% 165,609 $6M $39.20 -$10K -1,474 -0.9%
16 RSP 0.69% 27,825 $5M $189.69 $565K +1,791 +6.9%
17 EWJ 0.66% 63,425 $5M $80.20 $369K +746 +1.2%
18 XLC 0.62% 40,028 $5M $118.37 $543K +1,068 +2.7%
19 GOOG 0.60% 19,105 $5M $243.55 $1M -549 -2.8%
20 VIG 0.57% 20,626 $4M $214.20 $68K -709 -3.3%
21 IEFA 0.56% 49,166 $4M $87.32 $197K
22 XLY 0.56% 17,837 $4M $239.61 $494K +545 +3.1%
23 META 0.53% 5,588 $4M $734.25 -$68K -91 -1.6%
24 EME 0.52% 6,196 $4M $649.45 $773K +70 +1.1%
25 AMZN 0.51% 17,987 $4M $219.55 -$142K -392 -2.1%
26 XLP 0.51% 50,110 $4M $78.37 $17K +1,565 +3.2%
27 OSCR 0.50% 203,931 $4M $18.93 -$44K +13,392 +7.0%
28 IBHF 0.50% 163,558 $4M $23.39 $352K +13,916 +9.3%
29 TSM 0.49% 13,476 $4M $279.31 $659K -119 -0.9%
30 TSLA 0.47% 8,170 $4M $444.68 $2M +1,512 +22.7%
31 XLB 0.45% 38,715 $3M $89.63 $184K +1,333 +3.6%
32 PGR 0.42% 13,077 $3M $246.92 -$276K -186 -1.4%
33 CRH.L 0.42% 26,780 $3M $119.90 $762K +22 +0.1%
34 GE 0.41% 10,385 $3M $300.82 $376K -371 -3.5%
35 BABA 0.36% 15,663 $3M $178.70 $998K -139 -0.9%
36 EFV 0.35% 39,905 $3M $67.84 $196K +356 +0.9%
37 AAPL 0.35% 10,605 $3M $254.60 $580K +60 +0.6%
38 STLA 0.34% 277,466 $3M $9.34 -$227K +528 +0.2%
39 ULCC 0.32% 553,356 $2M $4.41 $434K -2,903 -0.5%
40 SPGI 0.29% 4,631 $2M $486.72 -$199K -97 -2.0%
41 XMHQ 0.29% 21,015 $2M $104.97 $148K +111 +0.5%
42 ACGL 0.29% 24,278 $2M $90.74 $5K -29 -0.1%
43 XLK 0.29% 7,790 $2M $281.90 $243K
44 DIA 0.28% 4,598 $2M $463.68 +4,598 NEW
45 EFA 0.27% 22,553 $2M $93.38 $91K
46 BMNR 0.27% 40,000 $2M $51.93 +40,000 NEW
47 LIN 0.27% 4,307 $2M $475.04 $37K -24 -0.6%
48 SSD 0.27% 12,191 $2M $167.50 $166K +249 +2.1%
49 IWF 0.26% 4,286 $2M $468.50 $172K -67 -1.5%
50 PAAA 0.26% 38,834 $2M $51.50 +38,834 NEW
51 V 0.26% 5,824 $2M $341.35 -$128K -223 -3.7%
52 SHY 0.25% 23,399 $2M $82.95 -$784K -9,500 -28.9%
53 PRI 0.25% 6,896 $2M $277.55 $99K +138 +2.0%
54 TJX 0.22% 11,941 $2M $144.54 $226K -212 -1.7%
55 GEHC 0.22% 22,585 $2M $75.09 -$3K -270 -1.2%
56 AMG 0.22% 7,089 $2M $238.40 $307K +92 +1.3%
57 SYY 0.21% 19,821 $2M $82.34 $140K -72 -0.4%
58 GPGI 0.21% 77,703 $2M $20.82 $536K +1,274 +1.7%
59 FCN 0.21% 9,982 $2M $161.69 $60K +309 +3.2%
60 WTS 0.21% 5,753 $2M $279.33 $205K +53 +0.9%
61 USFD 0.21% 20,826 $2M $76.63 $4K +225 +1.1%
62 SAFRY 0.21% 17,998 $2M $88.29 $158K +127 +0.7%
63 RNR 0.20% 6,195 $2M $253.91 $57K -82 -1.3%
64 CLVT 0.20% 407,898 $2M $3.83 -$147K +11,332 +2.9%
65 CLOA 0.20% 30,000 $2M $51.97 +30,000 NEW
66 ORCL 0.20% 5,513 $2M $281.15 $360K -146 -2.6%
67 POST 0.20% 14,384 $2M $107.48 $12K +280 +2.0%
68 AVGO 0.20% 4,617 $2M $329.87 $229K -164 -3.4%
69 GOOGL 0.20% 6,221 $2M $243.05 $423K +68 +1.1%
70 MCD 0.20% 4,947 $2M $303.82 $39K -74 -1.5%
71 SE 0.19% 8,255 $1M $178.68 $169K +56 +0.7%
72 GFF 0.19% 18,826 $1M $76.12 $87K +293 +1.6%
73 CVCO 0.18% 2,414 $1M $580.78 $380K +42 +1.8%
74 UTI 0.18% 42,608 $1M $32.55 -$73K +204 +0.5%
75 RACE 0.18% 2,812 $1M $485.06 $1K +37 +1.3%
76 VZ 0.18% 61,010 $1M $22.34 $77K +30,627 +100.8%
77 PEP 0.18% 9,605 $1M $140.45 $144K +409 +4.5%
78 GOLF 0.18% 17,187 $1M $78.49 $106K +231 +1.4%
79 FCNCA 0.17% 746 $1M $1,789.54 -$146K -11 -1.4%
80 USFR 0.17% 25,996 $1M $50.28 $39K +795 +3.1%
81 UNH 0.17% 3,720 $1M $345.43 $143K +25 +0.7%
82 MA 0.17% 2,243 $1M $568.88 -$4K -75 -3.2%
83 SLV 0.17% 30,000 $1M $42.37 $287K
84 RBC 0.16% 3,221 $1M $390.25 $41K +32 +1.0%
85 IWD 0.16% 5,975 $1M $203.51 $61K
86 RTMVY 0.16% 62,944 $1M $18.99 -$152K +382 +0.6%
87 PFE 0.15% 46,552 $1M $25.48 $148K +3,655 +8.5%
88 MC 0.15% 16,607 $1M $71.30 $162K +375 +2.3%
89 NKE 0.15% 16,501 $1M $69.75 -$94K -786 -4.5%
90 FBTC 0.15% 11,500 $1M $99.83 -$27K -1,000 -8.0%
91 CRVL 0.15% 14,575 $1M $77.39 -$334K +463 +3.3%
92 IBTH 0.15% 50,000 $1M $22.52 +50,000 NEW
93 ASML 0.15% 1,162 $1M $968.16 $210K +12 +1.0%
94 BK 0.15% 10,298 $1M $108.95 $164K -212 -2.0%
95 ICLR 0.15% 6,403 $1M $175.07 $207K +82 +1.3%
96 BBW 0.15% 17,156 $1M $65.22 $204K +91 +0.5%
97 GFL 0.14% 23,394 $1M $47.36 -$39K +326 +1.4%
98 ASMIY 0.14% 1,840 $1M $601.09 -$50K +19 +1.0%
99 MU 0.14% 6,605 $1M $167.30 $263K -141 -2.1%
100 SEAS 0.14% 21,327 $1M $51.72 $115K +438 +2.1%

New Positions

SymbolValue% Port
JMTG $52M 6.70%
DIA $2M 0.28%
BMNR $2M 0.27%
PAAA $2M 0.26%
CLOA $2M 0.20%
IBTH $1M 0.15%
ETHA $614K 0.08%
BSJQ $585K 0.08%
PEW $455K 0.06%
HELO $430K 0.06%
RHLD $421K 0.05%
IBHG $345K 0.04%
KMB $274K 0.04%
XSW $267K 0.03%
FCRS $265K 0.03%

Sold Out Positions

SymbolValue% Port
BRK-A —%
HIMS —%
CRM —%
GSK —%
KVUE —%
EPAM —%
CNI —%
OKLO —%
INVZ —%
TFLO —%
NFLX —%
BBAI-WT —%
BAERW —%
SBI —%
ATEK —%
View SEC EDGAR Filings for SkyView Investment Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms