SF
Skyview Financial Group LLC 13F Holdings (Q4 2025) — Stock Portfolio & Buys
Skyview Financial Group LLCCIK: 0002111890
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$96.9M
Reporting period: 2025-12-31 · Number of holdings: 57
Skyview Financial Group LLC disclosed 57 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $96.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.11
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 56.94
- Diversification
- 100
- Sizing Uniformity
- 91.41
Skyview Financial Group LLC's disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 33 equally-sized positions, well below its 57 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.86), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
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 41% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 7.16% | — | — | — |
| 2 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.44% | — | — | — |
| 3 | BA | Boeing Co/the | Stock-Industrials | 4.19% | — | — | — |
| 4 | C | Citigroup Inc | Stock-Financials | 4.17% | — | — | — |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.01% | — | — | — |
| 6 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.99% | — | — | — |
| 7 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 3.98% | — | — | — |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.63% | — | — | — |
| 9 | KLAC | Kla CORP | Stock-Tech | 3.57% | — | — | — |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.38% | — | — | — |
| 11 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 3.33% | — | — | — |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | — | — | — |
| 13 | AIR | Aar CORP | Stock-Industrials | 2.94% | — | — | — |
| 14 | PATH | Uipath Inc - Class A | Stock-Tech | 2.88% | — | — | — |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.81% | — | — | — |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.70% | — | — | — |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.53% | — | — | — |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 2.32% | — | — | — |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.30% | — | — | — |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.28% | — | — | — |
| 21 | ORCL | Oracle CORP | Stock-Tech | 2.26% | — | — | — |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 2.14% | — | — | — |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | — | — | — |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.73% | — | — | — |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.36% | — | — | — |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.32% | — | — | — |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | — | — | — |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 1.23% | — | — | — |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.23% | — | — | — |
| 30 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.10% | — | — | — |
| 31 | BFLY | Butterfly Network Inc | Stock-Other | 1.09% | — | — | — |
| 32 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.08% | — | — | — |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | — | — | — |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | — | — | — |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.98% | — | — | — |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.86% | — | — | — |
| 37 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.72% | — | — | — |
| 38 | AMSC | American Superconductor CORP | Stock-Other | 0.68% | — | — | — |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | — | — | — |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.66% | — | — | — |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | — | — | — |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.55% | — | — | — |
| 43 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 0.51% | — | — | — |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.49% | — | — | — |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | — | — | — |
| 46 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.40% | — | — | — |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | — | — | — |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | — | — |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.36% | — | — | — |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | — | — |
1–50 of 57
Portfolio Performance
Performance for Q3 2026
+4.2%
Performance Last 4 Quarters
+7.4%
- Stdev
- +14.8%
- Beta
- +0.74
- Alpha
- -3.1%
- Max Drawdown
- 0%
- Annualized Perf
- +15.3%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.83
- Stutzer
- +0.32
- Treynor
- +0.21
- Sterling
- —
- Calmar
- —
- Information Ratio
- -1.31
- Tracking Error
- +7.2%
- Stdev Down
- +8.3%
- Winning Months %
- +83.3%
- Losing Months %
- +16.7%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.38
- Sharpe
- +1.03
- Stdev Sectors
- +6.2%
- Skewness
- -0.42
- Kurtosis
- -0.19
- Upside Potential
- +3.24
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Skyview Financial Group LLC and what type of investor is it?
Skyview Financial Group LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $96.9M, spread across 57 disclosed positions.
What are Skyview Financial Group LLC's largest equity positions?
Based on the latest 13F filing, Skyview Financial Group LLC's top holdings by market value are:
1. Spdr Gold Shares (GLD) — $6.9M (7.2%)
2. Cardinal Health Inc (CAH) — $4.3M (4.4%)
3. Boeing Co/the (BA) — $4.1M (4.2%)
4. Citigroup Inc (C) — $4.0M (4.2%)
5. Meta Platforms Inc-class A (META) — $3.9M (4.0%)
What changes did Skyview Financial Group LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Skyview Financial Group LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Skyview Financial Group LLC focus on?
Skyview Financial Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 22.5%
• Health Care: 22.2%
• Communication Services: 20.3%
• Industrials: 16.5%
• Information Technology: 13.9%
• Consumer Discretionary: 4.6%
Investment Profile
Skyview Financial Group LLC returned an annualized 15.3% over the trailing 6 months — underperforming the S&P 500 by 3.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.74 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
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