Seaview Investment Managers Llc Portfolio Stock Holdings
Seaview Investment Managers Llc disclosed 73 stock positions valued at approximately $277.4 million in its latest SEC 13F filing. The largest holdings include ASML HLDG NV, TAIWAN SEMICONDUCTOR MANUFAC, and INVESCO QQQ TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 73
- Portfolio Value
- $277.4M
Holdings by Sector
Seaview Investment Managers Llc Portfolio Holdings in Q1 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ASML HLDG NV | ASML | Other | 3.93% | 8,258 | -154 | -1.83% | $10,908,139 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.93% | 32,271 | +1,458 | +4.73% | $10,906,011 |
| INVESCO QQQ TR | QQQ | Other | 3.80% | 18,267 | -1,561 | -7.87% | $10,543,066 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.50% | 14,939 | -1,202 | -7.45% | $9,715,162 |
| ALPHABET INC | GOOGL | Communication Services | 3.43% | 33,133 | +2,258 | +7.31% | $9,527,796 |
| NVIDIA CORPORATION | NVDA | Technology | 3.42% | 54,442 | +5,103 | +10.34% | $9,494,642 |
| NEWMONT CORP | NEM | Basic Materials | 3.40% | 87,023 | +7,518 | +9.46% | $9,420,241 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.38% | 46,125 | +3,252 | +7.59% | $9,383,243 |
| MCKESSON CORP | MCK | Healthcare | 3.35% | 10,726 | +950 | +9.72% | $9,281,852 |
| NETFLIX INC. | NFLX | Communication Services | 3.33% | 96,201 | +13,103 | +15.77% | $9,249,711 |
| NUCOR CORP | NUE | Basic Materials | 3.33% | 54,588 | +5,042 | +10.18% | $9,230,831 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.27% | 43,532 | +4,427 | +11.32% | $9,066,374 |
| ITAU UNIBANCO HLDG S A | ITUB | Financial Services | 3.22% | 1,065,486 | +1,065,486 | +100.00% | $8,928,773 |
| ABBVIE INC | ABBV | Healthcare | 3.11% | 39,636 | +5,119 | +14.83% | $8,620,433 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 3.09% | 91,275 | +10,930 | +13.60% | $8,578,025 |
| BARRICK MNG CORP | B | Other | 3.09% | 210,471 | +17,953 | +9.33% | $8,575,503 |
| BROADCOM INC | AVGO | Technology | 3.07% | 27,491 | +25,845 | +1570.17% | $8,508,739 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.03% | 28,599 | +3,481 | +13.86% | $8,412,682 |
| META PLATFORMS INC | META | Communication Services | 3.02% | 14,663 | +1,869 | +14.61% | $8,389,301 |
| BANK AMERICA CORP | BAC | Financial Services | 2.95% | 167,869 | +20,890 | +14.21% | $8,183,631 |
| MICROSOFT CORP | MSFT | Technology | 2.87% | 21,495 | +3,726 | +20.97% | $7,956,536 |
| ORACLE CORP | ORCL | Technology | 2.85% | 53,793 | +8,492 | +18.75% | $7,913,397 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.82% | 28,035 | +3,814 | +15.75% | $7,828,776 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.80% | 25,673 | +4,197 | +19.54% | $7,765,544 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.78% | 31,866 | +5,531 | +21.00% | $7,723,999 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.46% | 20,209 | +17,547 | +659.17% | $6,827,408 |
| SPDR GOLD TR | GLD | Other | 2.12% | 13,692 | +830 | +6.45% | $5,891,531 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 1.63% | 59,529 | +962 | +1.64% | $4,525,394 |
| ISHARES TR | EFA | Other | 1.16% | 33,232 | +137 | +0.41% | $3,227,824 |
| GLOBAL X FDS | DTCR | Other | 0.63% | 72,473 | +3,040 | +4.38% | $1,736,453 |
| EA SERIES TRUST | FRDM | Other | 0.61% | 30,824 | -684 | -2.17% | $1,684,532 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.59% | 26,867 | -22,765 | -45.87% | $1,647,510 |
| VANECK ETF TRUST | SMH | Other | 0.50% | 3,588 | +219 | +6.50% | $1,375,639 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.49% | 13,585 | +13,585 | +100.00% | $1,356,598 |
| TIDAL TRUST II | CHAT | Other | 0.49% | 21,890 | +1,666 | +8.24% | $1,353,897 |
| GLOBAL X FDS | PAVE | Other | 0.48% | 26,275 | +1,788 | +7.30% | $1,335,032 |
| VANECK ETF TRUST | NLR | Other | 0.47% | 9,885 | +490 | +5.22% | $1,316,583 |
| ETF SER SOLUTIONS | QTUM | Other | 0.45% | 11,598 | +844 | +7.85% | $1,244,465 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.43% | 7,349 | +547 | +8.04% | $1,202,149 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.41% | 29,960 | +9,015 | +43.04% | $1,151,063 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.40% | 17,693 | +1,672 | +10.44% | $1,108,997 |
| SERIES PORTFOLIOS TR | CLOZ | Other | 0.40% | 42,887 | +20,409 | +90.80% | $1,100,044 |
| ISHARES TR | SHYG | Other | 0.38% | 24,944 | +12,244 | +96.41% | $1,055,378 |
| ISHARES TR | FALN | Other | 0.38% | 39,194 | +19,542 | +99.44% | $1,047,271 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 0.37% | 48,799 | +24,499 | +100.82% | $1,026,487 |
| LEGG MASON ETF INVT | LVHI | Other | 0.35% | 23,864 | +14,025 | +142.54% | $967,446 |
| NEOS ETF TRUST | SPYI | Other | 0.33% | 18,626 | +9,774 | +110.42% | $919,566 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.29% | 47,043 | +25,493 | +118.30% | $804,905 |
| NEOS ETF TRUST | QQQI | Other | 0.29% | 16,086 | +9,740 | +153.48% | $799,314 |
| AMPLIFY ETF TR | YYY | Other | 0.29% | 71,992 | +39,935 | +124.57% | $794,072 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.28% | 3,567 | +585 | +19.62% | $780,174 |
| ISHARES SILVER TR | SLV | Other | 0.23% | 9,343 | +9,343 | +100.00% | $636,632 |
| TESLA INC | TSLA | Consumer Cyclical | 0.20% | 1,462 | +334 | +29.61% | $543,500 |
| ADOBE INC | ADBE | Technology | 0.15% | 1,708 | -20,986 | -92.47% | $415,059 |
| APPLE INC | AAPL | Technology | 0.13% | 1,447 | - | - | $367,234 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.12% | 990 | - | - | $323,799 |
| LAM RESEARCH CORP | LRCX | Other | 0.10% | 1,357 | -164 | -10.78% | $289,936 |
| ISHARES INC | CEMB | Other | 0.10% | 6,367 | +1,526 | +31.52% | $288,317 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.10% | 3,484 | +833 | +31.42% | $288,279 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.10% | 5,998 | +1,524 | +34.06% | $286,831 |
| VANGUARD INDEX FDS | VOO | Other | 0.09% | 432 | +57 | +15.20% | $258,142 |
| SPDR SERIES TRUST | SJNK | Other | 0.09% | 10,037 | +10,037 | +100.00% | $250,713 |
| CITIGROUP INC | C | Financial Services | 0.09% | 2,178 | - | - | $247,007 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.09% | 13,397 | +13,397 | +100.00% | $237,802 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.08% | 876 | +876 | +100.00% | $219,508 |
| ISHARES TR | REZ | Other | 0.08% | 2,587 | - | - | $215,264 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.08% | 781 | +781 | +100.00% | $211,253 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.08% | 1,285 | +1,285 | +100.00% | $210,907 |
| HERBALIFE LTD | G4412G101 | Other | 0.07% | 12,534 | +12,534 | +100.00% | $184,500 |