SkyView Investment Advisors, LLC
Long book
$743.3M
Q1 2026
Positions
318
Top-10 weight
58%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsSkyView Investment Advisors, LLC is a wealth-management firm allocating client money, running a $743.3M US long book across 318 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: GOLDMAN ACTIVEBETA US LC ETF, ISHARES CORE S&P 500 ETF, MORTGAGE-BACKED SECURITIES, ISHARES MBS ETF, WISDOMTREE U.S. QUALITY DIVI.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+5.9%
Q3 2024
+1.1%
Q4 2024
-0.5%
Q1 2025
+9.2%
Q2 2025
+7.0%
Q3 2025
+1.9%
Q4 2025
-2.2%
Q1 2026
+8.8%
Sector allocation
Technology 25%
Financials 25%
Industrials 19%
Services media 6%
Consumer discretionary 6%
Other 5%
Healthcare 4%
Consumer staples 3%
Long book by quarter
What does SkyView Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 149.2K | $26.0M | 3.5% | +0.2% |
| IBKR INTERACTIVE BROKERS GRO-CL A | Financials | 126.1K | $8.5M | 1.1% | -11.2% |
| ALLY ALLY FINANCIAL INC | Financials | 160.9K | $6.3M | 0.8% | -0.6% |
| MSFT MICROSOFT CORP | Technology | 13.4K | $5.0M | 0.7% | Held |
| EME EMCOR GROUP INC | Industrials | 5.2K | $4.5M | 0.6% | -16.2% |
| UPWK UPWORK INC | Technology | 389.2K | $4.3M | 0.6% | -0.8% |
| GOOG ALPHABET INC-CL C | Technology | 12.4K | $3.6M | 0.5% | -30.7% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 44.7K | $3.5M | 0.5% | -2.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.8K | $3.5M | 0.5% | -2.7% |
| TSLA TESLA INC | Industrials | 8.7K | $3.2M | 0.4% | +0.2% |
| META META PLATFORMS INC-CLASS A | Technology | 5.5K | $3.1M | 0.4% | +0.2% |
| CRH CRH PLC | Industrials | 26.3K | $2.8M | 0.4% | +0.5% |
| AAPL APPLE INC | Technology | 10.5K | $2.7M | 0.4% | +0.8% |
| PGR PROGRESSIVE CORP | Financials | 13.2K | $2.6M | 0.4% | +3.3% |
| XRPN ARMADA ACQUISITION -CLASS A | Financials | 250.0K | $2.6M | 0.3% | Held |
| ACGL ARCH CAPITAL GROUP LTD | Financials | 24.0K | $2.3M | 0.3% | -0.2% |
| OSCR OSCAR HEALTH INC - CLASS A | Financials | 200.0K | $2.3M | 0.3% | -0.1% |
| GE GENERAL ELECTRIC | Industrials | 8.0K | $2.3M | 0.3% | -19.7% |
| SSD SIMPSON MANUFACTURING CO INC | Industrials | 12.7K | $2.2M | 0.3% | +3.2% |
| LIN LINDE PLC | Materials | 4.2K | $2.1M | 0.3% | -1.6% |
| STLA STELLANTIS NV | Industrials | 283.1K | $2.0M | 0.3% | +3.3% |
| ULCC FRONTIER GROUP HOLDINGS INC | Industrials | 551.4K | $2.0M | 0.3% | +0.4% |
| USFD US FOODS HOLDING CORP | Consumer discretionary | 21.2K | $2.0M | 0.3% | +2.0% |
| SPGI S&P GLOBAL INC | Services media | 4.6K | $1.9M | 0.3% | +0.6% |
| AMG AFFILIATED MANAGERS GROUP | Financials | 7.0K | $1.9M | 0.3% | +0.4% |
| FCN FTI CONSULTING INC | Services media | 10.3K | $1.8M | 0.2% | +2.0% |
| PRI PRIMERICA INC | Financials | 7.2K | $1.8M | 0.2% | +3.7% |
| GOOGL ALPHABET INC-CL A | Technology | 6.3K | $1.8M | 0.2% | +0.7% |
| RNR RENAISSANCERE HOLDINGS LTD | Financials | 5.9K | $1.8M | 0.2% | -2.2% |
| RBC RBC BEARINGS INC | Industrials | 3.2K | $1.7M | 0.2% | 0.0% |
| V VISA INC-CLASS A SHARES | Services media | 5.7K | $1.7M | 0.2% | +0.1% |
| WTS WATTS WATER TECHNOLOGIES-A | Industrials | 5.7K | $1.7M | 0.2% | +1.0% |
| GOLF ACUSHNET HOLDINGS CORP | Other | 17.4K | $1.6M | 0.2% | +1.5% |
| TJX TJX COMPANIES INC | Consumer discretionary | 9.8K | $1.6M | 0.2% | -14.7% |
| GEHC GE HEALTHCARE TECHNOLOGY | Healthcare | 21.9K | $1.6M | 0.2% | -0.7% |
| UTI UNIVERSAL TECHNICAL INSTITUT | Services media | 42.9K | $1.5M | 0.2% | +1.5% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.1K | $1.5M | 0.2% | +0.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 29.4K | $1.5M | 0.2% | +11.2% |
| PEP PEPSICO INC | Consumer staples | 9.4K | $1.5M | 0.2% | -0.5% |
| POST POST HOLDINGS INC | Consumer staples | 14.7K | $1.4M | 0.2% | +1.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 4.6K | $1.4M | 0.2% | -3.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.2% | Held |
| AZN ASTRAZENECA PLC | Healthcare | 7.1K | $1.4M | 0.2% | New |
| GFF GRIFFON CORP | Industrials | 19.4K | $1.4M | 0.2% | +2.4% |
| SYY SYSCO CORP | Consumer discretionary | 19.4K | $1.4M | 0.2% | -0.8% |
| FCNCA FIRST CITIZENS BCSHS -CL A | Financials | 734 | $1.4M | 0.2% | Held |
| ASMIY ASM INTERNATIONAL-NY REG SHS | — | 1.8K | $1.4M | 0.2% | +0.2% |
| GPGI GPGI INC | Financials | 77.8K | $1.3M | 0.2% | +1.0% |
| PFE PFIZER INC | Healthcare | 44.8K | $1.3M | 0.2% | -2.1% |
| TTC TORO CO | Industrials | 13.4K | $1.2M | 0.2% | +0.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 318 | $743.3M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 18, 2026 | 352 | $792.2M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Feb 13, 2026 | 340 | $791.7M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 15, 2025 | 341 | $697.9M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Aug 15, 2025 | 330 | $665.1M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jun 2, 2025 | 310 | $626.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 21, 2024 | 308 | $601.5M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 370 | $560.6M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 16, 2024 | 354 | $540.6M | $K fixed canonical | SEC ↗ |