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Asset Manager ← All Institutions

SkyView Investment Advisors, LLC

Q4 2025 · Filed 2026-02-18
Market Value
$762M
-1.0%
Holdings
318
New Purchases
24
Added To
66
Closed
22
Reduced
143
Top 10 Concentration
57.7%
Turnover
14.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COMT 1.54% 0.00% +1.54% $12M
HELO 0.74% 0.06% +0.69% $6M
IAU 4.91% 4.55% +0.36% $37M
XRPN 0.34% 0.00% +0.34% $3M
MBB 6.36% 6.08% +0.28% $48M
JPST 0.26% 0.00% +0.26% $2M
GSIE 5.69% 5.43% +0.26% $43M
BRK-A 0.20% 0.00% +0.20% $2M
IVV 7.02% 6.88% +0.14% $54M
GOOG 0.74% 0.60% +0.13% $6M
ALLY 0.96% 0.84% +0.12% $7M
MU 0.22% 0.14% +0.08% $2M
DGRW 6.19% 6.12% +0.08% $47M
RHLD 0.13% 0.05% +0.08% $989K
TOTB.DE 0.07% 0.00% +0.07% $554K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBHE 0.00% 2.85% -2.85% $0
PAAA 0.00% 0.26% -0.26% $0
IBHF 0.28% 0.50% -0.21% $2M
SHY 0.06% 0.25% -0.19% $437K
BMNR 0.11% 0.27% -0.16% $869K
GSLC 11.32% 11.47% -0.15% $86M
IEI 4.44% 4.60% -0.15% $34M
CLOA 0.07% 0.20% -0.13% $517K
USFR 0.04% 0.17% -0.13% $299K
OSCR 0.38% 0.50% -0.12% $3M
BABA 0.24% 0.36% -0.12% $2M
IBKR 1.20% 1.30% -0.11% $9M
IBAC 0.00% 0.10% -0.10% $0
FBTC 0.06% 0.15% -0.09% $457K
JMTG 6.62% 6.70% -0.08% $50M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 42 $154M 20.1%
Large Cap 133 $411M 53.9%
Mid Cap 55 $148M 19.4%
Small Cap 37 $45M 5.8%
Micro Cap 51 $5M 0.7%

Portfolio Analytics

Avg Market Cap
$176.1B
Median Market Cap
$16.2B
Avg P/E
29.8
Median P/E
24.5
Avg Dividend Yield
0.01%
Avg Beta
0.86
# Stocks
262
# ETFs / Funds
56

Top Holdings (318 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GSLC 11.32% 652,451 $86M $132.27 -$2M -25,474 -3.8%
2 IVV 7.02% 78,187 $54M $684.87 $577K -958 -1.2%
3 JMTG 6.62% 988,597 $50M $51.06 -$1M -23,457 -2.3%
4 MBB 6.36% 508,800 $48M $95.22 $2M +16,571 +3.4%
5 DGRW 6.19% 527,860 $47M $89.43 $138K -1,241 -0.2%
6 GSIE 5.69% 1,008,073 $43M $43.01 $2M -7,779 -0.8%
7 IAU 4.91% 461,453 $37M $81.11 $2M -19,659 -4.1%
8 IEI 4.44% 283,804 $34M $119.35 -$2M -12,363 -4.2%
9 NVDA 3.64% 148,815 $28M $186.50 $135K +786 +0.5%
10 COMT 1.54% 470,849 $12M $24.90 +470,849 NEW
11 IBKR 1.20% 141,999 $9M $64.31 -$908K -3,915 -2.7%
12 UPWK 1.02% 392,464 $8M $19.82 $307K -9,930 -2.5%
13 SPY 0.99% 11,115 $8M $681.96 $159K -24 -0.2%
14 ALLY 0.96% 161,863 $7M $45.29 $839K -3,746 -2.3%
15 MSFT 0.85% 13,374 $6M $483.62 -$528K -132 -1.0%
16 HELO 0.74% 85,288 $6M $66.43 $5M +78,680 +1190.7%
17 GOOG 0.74% 17,900 $6M $313.80 $964K -1,205 -6.3%
18 RSP 0.70% 27,825 $5M $191.55 $52K
19 EWJ 0.67% 63,224 $5M $80.78 $20K -201 -0.3%
20 XLC 0.63% 40,495 $5M $117.72 $29K +467 +1.2%
21 VIG 0.59% 20,472 $4M $219.76 $81K -154 -0.8%
22 IEFA 0.58% 49,171 $4M $89.46 $106K +5 +0.0%
23 XLY 0.57% 36,229 $4M $119.41 $52K +18,392 +103.1%
24 XLP 0.53% 52,454 $4M $77.69 $148K +2,344 +4.7%
25 AMZN 0.52% 17,298 $4M $230.84 $44K -689 -3.8%
26 TSM 0.51% 12,856 $4M $303.90 $143K -620 -4.6%
27 TSLA 0.51% 8,671 $4M $449.78 $267K +501 +6.1%
28 EME 0.49% 6,159 $4M $611.79 -$256K -37 -0.6%
29 XLB 0.49% 81,519 $4M $45.35 $227K +42,804 +110.6%
30 META 0.47% 5,449 $4M $660.12 -$506K -139 -2.5%
31 CRH.L 0.43% 26,208 $3M $124.81 $60K -572 -2.1%
32 GE 0.40% 9,936 $3M $308.07 -$63K -449 -4.3%
33 STLA 0.39% 274,113 $3M $10.89 $393K -3,353 -1.2%
34 PGR 0.38% 12,823 $3M $227.72 -$309K -254 -1.9%
35 OSCR 0.38% 200,268 $3M $14.37 -$982K -3,663 -1.8%
36 EFV 0.38% 40,101 $3M $71.42 $157K +196 +0.5%
37 AAPL 0.37% 10,404 $3M $271.82 $128K -201 -1.9%
38 ULCC 0.34% 549,483 $3M $4.71 $145K -3,873 -0.7%
39 XRPN 0.34% 250,000 $3M $10.24 +250,000 NEW
40 SPGI 0.31% 4,541 $2M $522.57 $119K -90 -1.9%
41 ACGL 0.30% 24,070 $2M $95.93 $106K -208 -0.9%
42 XLK 0.29% 15,580 $2M $143.97 $47K +7,790 +100.0%
43 XMHQ 0.29% 21,759 $2M $102.44 $23K +744 +3.5%
44 DIA 0.29% 4,598 $2M $480.64 $78K
45 EFA 0.28% 22,553 $2M $96.04 $60K
46 IBHF 0.28% 93,717 $2M $23.08 -$2M -69,841 -42.7%
47 AMG 0.26% 6,990 $2M $288.27 $325K -99 -1.4%
48 V 0.26% 5,710 $2M $350.79 $15K -114 -2.0%
49 JPST 0.26% 39,503 $2M $50.58 +39,503 NEW
50 SSD 0.26% 12,268 $2M $161.48 -$61K +77 +0.6%
51 GOOGL 0.26% 6,221 $2M $312.97 $435K
52 IWF 0.25% 3,974 $2M $473.33 -$127K -312 -7.3%
53 BABA 0.24% 12,573 $2M $146.58 -$956K -3,090 -19.7%
54 LIN 0.24% 4,270 $2M $426.46 -$225K -37 -0.9%
55 GEHC 0.24% 22,059 $2M $82.01 $113K -526 -2.3%
56 PRI 0.24% 6,942 $2M $258.43 -$120K +46 +0.7%
57 TJX 0.23% 11,519 $2M $153.57 $43K -422 -3.5%
58 FCN 0.23% 10,074 $2M $170.84 $107K +92 +0.9%
59 MU 0.22% 5,988 $2M $285.40 $604K -617 -9.3%
60 RNR 0.22% 6,016 $2M $281.08 $118K -179 -2.9%
61 FCNCA 0.21% 734 $2M $2,145.78 $240K -12 -1.6%
62 WTS 0.21% 5,684 $2M $276.04 -$38K -69 -1.2%
63 USFD 0.21% 20,770 $2M $75.30 -$32K -56 -0.3%
64 SAFRY 0.20% 17,711 $2M $87.06 -$47K -287 -1.6%
65 BRK-A 0.20% 2 $2M $755,000.00 +2 NEW
66 GPGI 0.19% 77,057 $1M $19.28 -$132K -646 -0.8%
67 MCD 0.19% 4,803 $1M $305.64 -$35K -144 -2.9%
68 SYY 0.19% 19,601 $1M $73.67 -$188K -220 -1.1%
69 POST 0.19% 14,465 $1M $99.07 -$113K +81 +0.6%
70 RBC 0.19% 3,187 $1M $448.38 $172K -34 -1.1%
71 AVGO 0.19% 4,127 $1M $346.01 -$95K -490 -10.6%
72 CVCO 0.19% 2,399 $1M $590.66 $15K -15 -0.6%
73 GFF 0.18% 18,895 $1M $73.67 -$41K +69 +0.4%
74 CLVT 0.18% 413,728 $1M $3.34 -$180K +5,830 +1.4%
75 GOLF 0.18% 17,101 $1M $79.82 $16K -86 -0.5%
76 PEP 0.18% 9,428 $1M $143.51 $4K -177 -1.8%
77 IWD 0.16% 5,975 $1M $210.38 $41K
78 MA 0.16% 2,186 $1M $570.91 -$28K -57 -2.5%
79 CMI 0.16% 2,441 $1M $510.45 $178K -87 -3.4%
80 ASML 0.16% 1,143 $1M $1,069.99 $98K -19 -1.6%
81 LOMA 0.16% 94,170 $1M $12.96 $516K -1,403 -1.5%
82 UNH 0.16% 3,667 $1M $330.24 -$74K -53 -1.4%
83 CHRW 0.16% 7,510 $1M $160.72 $201K -88 -1.2%
84 RTO 0.15% 39,995 $1M $29.45 $165K -135 -0.3%
85 LPLA 0.15% 3,285 $1M $357.08 $77K -9 -0.3%
86 ICLR 0.15% 6,375 $1M $182.27 $41K -28 -0.4%
87 TXN 0.15% 6,681 $1M $173.48 $67K +739 +12.4%
88 MC 0.15% 16,762 $1M $68.73 -$32K +155 +0.9%
89 BK 0.15% 9,875 $1M $116.05 $24K -423 -4.1%
90 PFE 0.15% 45,752 $1M $24.90 -$47K -800 -1.7%
91 IBTH 0.15% 50,000 $1M $22.48 -$2K
92 DHR 0.15% 4,874 $1M $228.97 $124K -132 -2.6%
93 MDY 0.15% 1,850 $1M $603.24 $13K
94 UTI 0.14% 42,251 $1M $26.13 -$283K -357 -0.8%
95 ASMIY 0.14% 1,818 $1M $603.41 -$9K -22 -1.2%
96 VZ 0.14% 26,452 $1M $40.72 -$286K -34,558 -56.6%
97 NOA 0.14% 73,616 $1M $14.37 $26K +955 +1.3%
98 NU 0.14% 62,524 $1M $16.75 $34K -754 -1.2%
99 TTC 0.14% 13,306 $1M $78.69 $43K +137 +1.0%
100 GGG 0.14% 12,748 $1M $81.97 -$32K +66 +0.5%

New Positions

SymbolValue% Port
COMT $12M 1.54%
XRPN $3M 0.34%
JPST $2M 0.26%
BRK-A $2M 0.20%
TOTB.DE $554K 0.07%
IMSR $512K 0.07%
BRK-B $460K 0.06%
CRGY $402K 0.05%
BSOL $369K 0.05%
STIP $365K 0.05%
GVA $313K 0.04%
CME $305K 0.04%
GSK $302K 0.04%
PAYX $266K 0.03%
SPRB $261K 0.03%

Sold Out Positions

SymbolValue% Port
ARE —%
MTZ —%
ETN —%
TTE —%
BCRX —%
IBHG —%
COGT —%
PAAA —%
HBNB —%
RBLX —%
BZAIW —%
IBAC —%
GLLIW —%
MAQCW —%
IBHE —%
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