CIK: 0001848237
Total reported value
$743.3M
Reporting period: 2026-03-31 · Number of holdings: 318
SkyView Investment Advisors, LLC disclosed 318 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $743.3M and a quarterly turnover rate of 14.0%.
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SkyView Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.041 — mathematically equivalent to about 24 equally-sized positions, well below its 318 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.47), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 27% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim COMT
-95.8% -$11.0M
Add IAU
+0.6% $3.5M
Add GSIE
+2.1% $1.0M
Add IEI
+2.2% $1.5M
Trim UPWK
-0.8% -$3.5M
Add JMTG
-1.0% -$568.0K
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.87% | -0.02% | -1.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | +0.11% | +0.02% | |
| 3 | JMTG | Mortgage-backed Securities | ETF-Other | 6.71% | +0.34% | -1.00% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 6.43% | +0.31% | -1.01% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.31% | — | +1.15% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.97% | +0.50% | +2.05% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 5.51% | +0.79% | +0.61% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.76% | +0.48% | +2.23% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | — | +0.24% | |
| 10 | ✓ | Partners Group Private Equity Master Fund LLC Class I | Stock-Other | 1.40% | — | +1.74% | |
| 11 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.14% | -0.01% | -11.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | — | — | |
| 13 | ALLY | Ally Financial INC | Stock-Financials | 0.85% | -0.08% | -0.59% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.83% | +0.11% | +13.29% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.73% | — | +1.77% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.15% | — | |
| 17 | EME | Emcor Group INC | Stock-Industrials | 0.61% | +0.13% | -16.19% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | — | +0.03% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | — | — | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.08% | -17.97% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.59% | — | +1.37% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.02% | -4.43% | |
| 23 | UPWK | Upwork INC | Stock-Other | 0.57% | -0.41% | -0.83% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.54% | — | +1.85% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.52% | — | -11.31% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.23% | -30.74% | |
| 27 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.47% | — | -1.97% | |
| 28 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.47% | -0.03% | -2.71% | |
| 29 | TSLA | Tesla INC | Stock-Consumer Disc | 0.43% | -0.06% | +0.21% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.03% | +0.17% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | — | +1.36% | |
| 32 | ✓ | Art Technology Acquisition C | Stock-Other | 0.40% | +0.40% | NEW | |
| 33 | CRH | CRH plc | Stock-Materials | 0.37% | -0.04% | +0.52% | |
| 34 | AAPL | Apple INC | Stock-Tech | 0.36% | — | +0.81% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.35% | — | +3.28% | |
| 36 | ✓ | Stock-Other | 0.35% | — | — | ||
| 37 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.31% | — | -0.17% | |
| 38 | OSCR | Oscar Health INC - Class A | Stock-Healthcare | 0.31% | -0.05% | -0.12% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | +0.31% | NEW | |
| 40 | GE | General Electric | Stock-Industrials | 0.30% | -0.09% | -19.68% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.30% | — | -0.63% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | — | — | |
| 43 | SSD | Simpson Manufacturing Co INC | Stock-Materials | 0.29% | — | +3.24% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.29% | — | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.28% | — | -1.57% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | — | — | |
| 47 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-Other | 0.27% | — | -5.28% | |
| 48 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.27% | -0.11% | +3.28% | |
| 49 | ULCC | Frontier Group Holdings INC | Stock-Other | 0.26% | -0.07% | +0.35% | |
| 50 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.26% | — | +1.98% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+14.7%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 318 | $743.3M | 14 | |
| 2025-12-31 | 352 | $792.2M | 14 | |
| 2025-09-30 | 340 | $791.7M | 100 | |
| 2025-06-30 | 341 | $697.9M | 0 | |
| 2025-03-31 | 330 | $665.1M | 0 | |
| 2024-12-31 | 310 | $626.9M | 0 | |
| 2024-09-30 | 308 | $601.5M | 0 | |
| 2024-06-30 | 370 | $560.6M | 0 | |
| 2024-03-31 | 354 | $540.6M | 0 | |
| 2023-12-31 | 170 | $399.8M | 0 | |
| 2023-09-30 | 654 | $246.2M | 0 | |
| 2023-06-30 | 765 | $401.0M | 0 | |
| 2023-03-31 | 866 | $427.4M | 0 | |
| 2022-12-31 | 508 | $330.5M | 0 | |
| 2022-09-30 | 586 | $342.0M | 0 | |
| 2022-06-30 | 856 | $379.6M | 0 | |
| 2022-03-31 | 591 | $423.4M | 0 | |
| 2021-12-31 | 620 | $444.8M | 0 | |
| 2021-09-30 | 451 | $355.7M | 0 | |
| 2021-06-30 | 288 | $214.5M | 5 | |
| 2021-03-31 | 296 | $225.8M | 33 | |
| 2020-12-31 | 296 | $212.1M | 0 |
SkyView Investment Advisors, LLC's most significant position changes for 2026-03-31: Sold out: BNP Paribas (BNP 0 04-08-30 EMTV); New buy: Art Technology Acquisition C; New buy: Ss Health Care Select Sector (XLV); Sold out: Jpmorgan Ultra-short Income (JPST); New buy: AstraZeneca PLC (AZN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.8% | +0.61% | Add |
| 2 | GSIE | Goldman Sachs Activebeta Int | +0.5% | +2.05% | Add |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.5% | +2.23% | Add |
| 4 | JMTG | Mortgage-backed Securities | +0.3% | -1.00% | Trim |
| 5 | MBB | Ishares Mbs ETF | +0.3% | -1.01% | Trim |
| 6 | EME | Emcor Group INC | +0.1% | -16.19% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.02% | Add |
| 8 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +13.29% | Add |
| 9 | NVDA | Nvidia CORP | — | +0.24% | Add |
| 10 | IBKR | Interactive Brokers Gro-cl A | 0% | -11.21% | Trim |
| 11 | GSLC | Goldman Activebeta US Lc ETF | 0% | -1.02% | Trim |
| 12 | XLC | Ss Comm Select Sector Spdr | 0% | -4.43% | Trim |
| 13 | AMZN | Amazon.com INC | 0% | -2.71% | Trim |
| 14 | META | Meta Platforms Inc-class A | 0% | +0.17% | Add |
| 15 | CRH | CRH plc | 0% | +0.52% | Add |
| 16 | OSCR | Oscar Health INC - Class A | -0.1% | -0.12% | Trim |
| 17 | AVGO | Broadcom INC | -0.1% | -25.18% | Trim |
| 18 | ICLR | ICON Public Limited Company | -0.1% | +0.19% | Add |
| 19 | TSLA | Tesla INC | -0.1% | +0.21% | Add |
| 20 | FLUT | Flutter Entertainment plc | -0.1% | +3.63% | Add |
| 21 | GENI | Genius Sports Limited | -0.1% | +5.37% | Add |
| 22 | ULCC | Frontier Group Holdings INC | -0.1% | +0.35% | Add |
| 23 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -22.36% | Trim |
| 24 | ALLY | Ally Financial INC | -0.1% | -0.59% | Trim |
| 25 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -17.97% | Trim |
| 26 | GE | General Electric | -0.1% | -19.68% | Trim |
| 27 | STLA | Stellantis N.V. | -0.1% | +3.28% | Add |
| 28 | MU | Micron Technology INC | -0.1% | -63.51% | Trim |
| 29 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 30 | GOOG | Alphabet Inc-cl C | -0.2% | -30.74% | Trim |
| 31 | XLB | Ss Materials Select Sector | -0.2% | -56.42% | Trim |
| 32 | UPWK | Upwork INC | -0.4% | -0.83% | Trim |
| 33 | COMT | Ishares Gsci Commodity Dynam | -1.4% | -95.75% | Trim |
| 34 | BNP 0 04-08-30 EMTV | BNP Paribas | — | EXIT | Sold out |
| 35 | ✓ | Art Technology Acquisition C | — | NEW | New buy |
| 36 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 37 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 38 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 39 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 40 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | — | EXIT | Sold out |
| 41 | ✓ | — | NEW | New buy | |
| 42 | SVACW | Spring Valley Acquisition Corp. III | — | EXIT | Sold out |
| 43 | 5TC | Truecar INC | — | EXIT | Sold out |
| 44 | 9HI | Hillenbrand INC | — | EXIT | Sold out |
| 45 | BSJQ | Invesco Bulletshares 2026 Hy | — | EXIT | Sold out |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | ✓ | Fact Ii Acquisition CORP | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | — | EXIT | Sold out |
| 50 | IMSR | Terrestrial Energy INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-18 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-08-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-06-02 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-15 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-17 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-15 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-18 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-16 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-17 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-17 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-16 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-18 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-18 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-03-02 | 13F-HR | View on EDGAR |
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