Seaview Investment Managers Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Seaview Investment Managers Llc disclosed 87 stock positions valued at approximately $334.82M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, ADVANCED MICRO DEVICES INC, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $334.82M
Holdings by Sector
Seaview Investment Managers Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 4.11% | 18,668 | +401 | +2.20% | $13,746,758 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.81% | 21,945 | -24,180 | -52.42% | $12,748,167 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.61% | 10,477 | -9,732 | -48.16% | $12,093,497 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.54% | 24,839 | -7,432 | -23.03% | $11,862,398 |
| ASML HLDG NV | ASML | Other | 3.52% | 5,930 | -2,328 | -28.19% | $11,798,472 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.49% | 15,635 | +696 | +4.66% | $11,675,600 |
| ALPHABET INC | GOOGL | Communication Services | 3.37% | 31,567 | -1,566 | -4.73% | $11,281,187 |
| NVIDIA CORPORATION | NVDA | Technology | 3.33% | 55,710 | +1,268 | +2.33% | $11,146,979 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.19% | 44,883 | +1,351 | +3.10% | $10,697,375 |
| BROADCOM INC | AVGO | Technology | 3.16% | 28,015 | +524 | +1.91% | $10,582,667 |
| AMPHENOL CORP | APH | Technology | 3.08% | 58,507 | +58,507 | +100.00% | $10,315,954 |
| CATERPILLAR INC | CAT | Industrials | 3.03% | 9,538 | +9,538 | +100.00% | $10,157,017 |
| META PLATFORMS INC | META | Communication Services | 3.02% | 17,979 | +3,316 | +22.61% | $10,127,549 |
| MICROSOFT CORP | MSFT | Technology | 2.97% | 26,651 | +5,156 | +23.99% | $9,941,103 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.92% | 34,761 | +2,895 | +9.08% | $9,775,141 |
| APPLE INC | AAPL | Technology | 2.90% | 33,564 | +32,117 | +2219.56% | $9,712,079 |
| ORACLE CORP | ORCL | Technology | 2.88% | 65,860 | +12,067 | +22.43% | $9,651,693 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.84% | 29,085 | +486 | +1.70% | $9,520,393 |
| ABBVIE INC | ABBV | Healthcare | 2.84% | 37,773 | -1,863 | -4.70% | $9,505,198 |
| BANK OF AMER CORP | BAC | Financial Services | 2.83% | 166,509 | -1,360 | -0.81% | $9,487,710 |
| BARRICK MNG CORP | B | Other | 2.83% | 257,663 | +47,192 | +22.42% | $9,463,774 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.76% | 9,129 | +9,129 | +100.00% | $9,232,797 |
| ELI LILLY & CO | LLY | Healthcare | 2.74% | 7,647 | +7,647 | +100.00% | $9,172,042 |
| NUCOR CORP | NUE | Basic Materials | 2.72% | 40,955 | -13,633 | -24.97% | $9,122,727 |
| NETFLIX INC. | NFLX | Communication Services | 2.71% | 127,021 | +30,820 | +32.04% | $9,069,287 |
| DISNEY WALT CO | DIS | Communication Services | 2.69% | 93,748 | +93,748 | +100.00% | $9,023,245 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 1.71% | 61,072 | +1,543 | +2.59% | $5,718,172 |
| SPDR GOLD TR | GLD | Other | 1.53% | 13,911 | +219 | +1.60% | $5,124,534 |
| ISHARES TR | EFA | Other | 1.06% | 34,047 | +815 | +2.45% | $3,536,802 |
| VANECK ETF TRUST | SMH | Other | 0.74% | 3,765 | +177 | +4.93% | $2,469,426 |
Showing 30 of 87 holdings in the latest reporting period.