Seaview Investment Managers LLC Top Holdings and 13F Report (2026) About Seaview Investment Managers LLCInvestment ActivitySeaview Investment Managers LLC has $334.82 million in total holdings as of June 30, 2026.Seaview Investment Managers LLC owns shares of 93 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 23.92% of the portfolio was purchased this quarter.About 25.66% of the portfolio was sold this quarter.This quarter, Seaview Investment Managers LLC has purchased 73 new stocks and bought additional shares in 40 stocks.Seaview Investment Managers LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $13,746,758Advanced Micro Devices $12,748,167Micron Technology $12,093,497Taiwan Semiconductor Manufacturing $11,862,398ASML $11,798,472 Largest New Holdings this Quarter 032095101 - Amphenol $10,315,954 Holding149123101 - Caterpillar $10,157,017 Holding38141G104 - The Goldman Sachs Group $9,232,797 Holding532457108 - Eli Lilly and Company $9,172,042 Holding254687106 - Walt Disney $9,023,245 Holding Largest Purchases this Quarter Amphenol 58,507 shares (about $10.32M)Caterpillar 9,538 shares (about $10.16M)Apple 32,117 shares (about $9.29M)The Goldman Sachs Group 9,129 shares (about $9.23M)Eli Lilly and Company 7,647 shares (about $9.17M) Largest Sales this Quarter Advanced Micro Devices 24,180 shares (about $14.05M)Micron Technology 9,732 shares (about $11.23M)Itau Unibanco 1,048,385 shares (about $8.57M)American Express 24,557 shares (about $8.31M)Charles Schwab 87,851 shares (about $8.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaview Investment Managers LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$13,746,758$295,289 â–²2.2%18,6684.1%FinanceAMDAdvanced Micro Devices$12,748,167$14,046,511 â–¼-52.4%21,9453.8%Computer and TechnologyMUMicron Technology$12,093,497$11,233,551 â–¼-48.2%10,4773.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$11,862,398$3,549,311 â–¼-23.0%24,8393.5%Computer and TechnologyASMLASML$11,798,472$4,631,845 â–¼-28.2%5,9303.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,675,600$519,745 â–²4.7%15,6353.5%FinanceGOOGLAlphabet$11,281,187$559,646 â–¼-4.7%31,5673.4%Computer and TechnologyNVDANVIDIA$11,146,979$253,713 â–²2.3%55,7103.3%Computer and TechnologyAMZNAmazon.com$10,697,375$321,996 â–²3.1%44,8833.2%Retail/WholesaleAVGOBroadcom$10,582,667$197,941 â–²1.9%28,0153.2%Computer and TechnologyAPHAmphenol$10,315,954$10,315,954 â–²New Holding58,5073.1%Computer and TechnologyCATCaterpillar$10,157,017$10,157,017 â–²New Holding9,5383.0%IndustrialsMETAMeta Platforms$10,127,549$1,867,899 â–²22.6%17,9793.0%Computer and TechnologyMSFTMicrosoft$9,941,103$1,923,242 â–²24.0%26,6513.0%Computer and TechnologyIBMInternational Business Machines$9,775,141$814,103 â–²9.1%34,7612.9%Computer and TechnologyAAPLApple$9,712,079$9,293,375 â–²2,219.6%33,5642.9%Computer and TechnologyORCLOracle$9,651,693$1,768,402 â–²22.4%65,8602.9%Computer and TechnologyJPMJPMorgan Chase & Co.$9,520,393$159,082 â–²1.7%29,0852.8%FinanceABBVAbbVie$9,505,198$468,805 â–¼-4.7%37,7732.8%MedicalBACBank of America$9,487,710$77,493 â–¼-0.8%166,5092.8%FinanceBARRICK MNG CORP$9,463,774$1,733,328 â–²22.4%257,6632.8%COM SHSGSThe Goldman Sachs Group$9,232,797$9,232,797 â–²New Holding9,1292.8%FinanceLLYEli Lilly and Company$9,172,042$9,172,042 â–²New Holding7,6472.7%MedicalNUENucor$9,122,727$3,036,751 â–¼-25.0%40,9552.7%Basic MaterialsNFLXNetflix$9,069,287$2,200,545 â–²32.0%127,0212.7%Consumer DiscretionaryDISWalt Disney$9,023,245$9,023,245 â–²New Holding93,7482.7%Consumer DiscretionaryXSMOInvesco S&P SmallCap Momentum ETF$5,718,172$144,471 â–²2.6%61,0721.7%ETFGLDSPDR Gold Shares$5,124,534$80,675 â–²1.6%13,9111.5%FinanceEFAiShares MSCI EAFE ETF$3,536,802$84,662 â–²2.5%34,0471.1%FinanceSMHVanEck Semiconductor ETF$2,469,426$116,093 â–²4.9%3,7650.7%ManufacturingVPNGlobal X Data Center & Digital Infrastructure ETF$2,408,311$207,306 â–²9.4%79,2990.7%ManufacturingCHATRoundhill Generative AI & Technology ETF$2,333,387$173,282 â–²8.0%23,6460.7%ETFFRDMFreedom 100 Emerging Markets ETF$2,190,718$56,352 â–¼-2.5%30,0510.7%ETFETF SER SOLUTIONS$2,059,643$141,565 â–²7.4%12,4540.6%DEFIA QUANT ETFJQUAJPMorgan U.S. Quality Factor ETF$1,922,490$19,516 â–¼-1.0%26,5970.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,793,046$203,330 â–²12.8%19,9560.5%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$1,675,803$127,680 â–²8.2%28,4420.5%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,582,896$173,725 â–²12.3%8,2550.5%ETFAVDVAvantis International Small Cap Value ETF$1,531,014$131,080 â–²9.4%14,8570.5%ETFCLOZEldridge BBB-B CLO ETF$1,499,515$366,444 â–²32.3%56,7570.4%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,454,956$397,084 â–²37.5%34,3070.4%ETFFALNiShares Fallen Angels USD Bond ETF$1,452,959$385,311 â–²36.1%53,3390.4%ManufacturingBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$1,429,001$397,878 â–²38.6%67,6290.4%ETFSPYINEOS S&P 500 High Income ETF$1,400,833$411,978 â–²41.7%26,3860.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$1,397,139$428,618 â–²44.3%34,4250.4%ETFNEOS ETF TRUST$1,341,266$427,742 â–²46.8%23,6180.4%NASDAQ 100 HIGHNEOS ETF TRUST$1,278,433$426,929 â–²50.1%23,8870.4%RUSS 2000 HI ETFNLRVanEck Uranium and Nuclear ETF$1,264,994$118,532 â–²10.3%10,9070.4%ETFYYYAmplify High Income ETF$1,214,513$384,445 â–²46.3%105,3350.4%ETFPDIPIMCO Dynamic Income Fund$1,164,625$379,007 â–²48.2%69,7380.3%Financial ServicesISHARES BITCOIN TRUST ETF$1,035,819$38,450 â–²3.9%31,1150.3%SHS BEN INTGLTRabrdn Physical Precious Metals Basket Shares ETF$702,319$56,157 â–²8.7%3,8770.2%ETFTSLATesla$658,240$43,322 â–²7.0%1,5650.2%Auto/Tires/TrucksLAM RESEARCH CORP$501,362$86,666 â–¼-14.7%1,1570.1%COM NEWSLViShares Silver Trust$491,924$7,646 â–¼-1.5%9,2000.1%ETFSTXSeagate Technology$482,500$482,500 â–²New Holding5000.1%Computer and TechnologyNETCloudflare$468,485$468,485 â–²New Holding1,9100.1%Computer and TechnologyDELLDell Technologies$436,638$117,789 â–¼-21.2%1,0120.1%Computer and TechnologyREZiShares Residential and Multisector Real Estate ETF$436,515$191,555 â–²78.2%4,6100.1%ETFCCitigroup$382,930$78,098 â–²25.6%2,7360.1%Financial ServicesAXPAmerican Express$377,460$8,305,811 â–¼-95.7%1,1160.1%FinanceROUNDHILL ETF TRUST$374,936$374,936 â–²New Holding5,0770.1%MEMORY ETFMARMarriott International$366,8840.0%9900.1%Consumer DiscretionaryPANWPalo Alto Networks$365,573$365,573 â–²New Holding1,0720.1%Computer and TechnologyENTREPRENEURSHARES SERIES TR$364,9860.0%17,3390.1%ERSH PRI PUB ETFAMATApplied Materials$329,688$329,688 â–²New Holding4560.1%Computer and TechnologyCRWDCrowdStrike$328,913$328,913 â–²New Holding4310.1%Computer and TechnologyWDCWestern Digital$321,915$176,926 â–¼-35.5%5040.1%Computer and TechnologySCHWCharles Schwab$315,932$8,105,999 â–¼-96.2%3,4240.1%FinanceNEMNewmont$315,318$7,812,620 â–¼-96.1%3,3760.1%Basic MaterialsMCKMcKesson$310,552$7,794,024 â–¼-96.2%4110.1%MedicalCRDOCredo Technology Group$294,522$294,522 â–²New Holding1,0830.1%Computer and TechnologyVOOVanguard S&P 500 ETF$286,400$10,302 â–¼-3.5%4170.1%ETFJPIBJPMorgan International Bond Opportunities ETF$284,706$5,319 â–¼-1.8%5,8880.1%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$283,568$7,076 â–¼-2.4%6,2120.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$282,534$5,456 â–¼-1.9%3,4180.1%ETFISHARES TR$282,403$4,298 â–¼-1.5%10,8410.1%IBONDS DEC 2034ASTSAST SpaceMobile$274,044$274,044 â–²New Holding3,0840.1%Computer and TechnologyATAIBECKLEY INC$263,0890.0%49,9220.1%COM SHSBABAAlibaba Group$257,419$257,419 â–²New Holding2,6820.1%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$250,061$1,176 â–¼-0.5%9,9900.1%ETFASTERA LABS INC$248,273$248,273 â–²New Holding5140.1%COMCEGConstellation Energy$241,914$6,721,186 â–¼-96.5%9740.1%EnergyFPEFirst Trust Preferred Securities and Income ETF$237,575$1,967 â–¼-0.8%13,2870.1%ETFPALANTIR TECHNOLOGIES INC$230,657$230,657 â–²New Holding1,9770.1%CL AFDNFirst Trust Dow Jones Internet Index Fund$221,306$221,306 â–²New Holding8360.1%ETFGE VERNOVA INC$217,349$217,349 â–²New Holding1850.1%COMSPROTT ASSET MANAGEMENT LP$213,666$213,666 â–²New Holding11,3230.1%PHYSICAL SILVERVRTVertiv$212,276$81,026 â–¼-27.6%6340.1%Computer and TechnologyMRVLMarvell Technology$210,310$210,310 â–²New Holding7060.1%Computer and TechnologySPACE EXPLORATION TECHN CORP$201,615$201,615 â–²New Holding1,1800.1%CLASS A COM STKHLFHerbalife$164,8220.0%12,5340.0%Retail/WholesaleITUBItau Unibanco$139,715$8,565,295 â–¼-98.4%17,1010.0%FinanceADBEAdobe$0$415,059 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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