Skyview Investment Advisors Portfolio Changes in Q2 2026
Skyview Investment Advisors, Llc experienced significant shifts in its portfolio during the second quarter of 2026, including notable purchases and sales of various stocks.
According to the latest filing from Skyview Investment Advisors, Skyview Investment Advisors, Llc saw substantial changes in its portfolio holdings during the period leading up to June 30, 2026.
The investor's portfolio, valued at $46,778 as of June 30, 2026, displayed a dynamic nature with many holdings experiencing significant changes in weight. Several positions saw substantial reductions, while others were increased or newly added.
Prominent Purchases Observed
One of the most significant activities noted was the substantial increase in shares of SPDR GOLD TRUST (GLD). The filing indicates a change in shares of +5,694 units, representing a massive +1196.22% change from the previous period. This translates to a portfolio allocation percentage increase from 1.78% to 1.78% (note: the allocation percentage remained the same despite the huge share increase, suggesting the share price might have decreased significantly, or the allocation percentage is based on value). This move suggests a potential strategic shift towards gold exposure.
Additionally, the investor was observed to have initiated a position in ISHARES 3-7 YEAR TREASURY BONDS ETF (IEI). The filing shows a change in shares of -287,622 units, which is a -99.14% change from the prior period, but since the position was previously not held (change_in_shares_from_prior_period implies a prior position), this indicates a complete exit. However, the significant negative change percentage suggests the position was substantial before this filing date.
Furthermore, the investor purchased shares of STELLANTIS NV (STLA), adding a position valued at $230. The change in shares was -243,105, indicating a -85.87% reduction from the prior period, suggesting this was a new position added during the period.
Major Sales and Reductions
The investor also demonstrated significant selling activity during this quarter. NVIDIA CORP (NVDA) saw a dramatic reduction, with shares decreasing by -134.166 units (-89.94%) from the prior period. This substantial decrease likely reflects a significant portion of the prior period's holdings being sold.
AMAZON.COM INC (AMZN) experienced a decrease of -98.29 units (-58.41%). INTERACTIVE BROKERS GRO-CL A (IBKR) shares fell by -110.074 units (-87.31%). GE AEROSPACE shares decreased by -4,481 units (-56.15%). These are among the largest reductions in terms of both share count and percentage change.
Other notable sales included ALLY FINANCIAL INC (ALLY), with shares decreasing by -148.901 units (-92.54%), and WISDOMTREE U.S. QUALITY DIVI (DGRW), which saw a -98.13% reduction in shares. The investor also completely exited ISHARES 3-7 YEAR TREASURY BONDS ETF (IEI) and sold a portion of UPWORK INC (UPWK).
New Positions and Minor Activity
Alongside the major changes, the investor established new positions or made minor adjustments. The filing reveals that the investor purchased shares of FRONTERA GROUP HOLDINGS INC (ULCC) and WTS/MSP RECOVERY INC 11.5000 EXP05/20/2027 (LIFWW), though the latter was a large purchase relative to its small current value.
Additionally, the investor was seen buying shares of GPGI INC CMN CLASS A (CMPO) and LOMA NEGRA CIA IND-SPON ADR (LOMA). The investor also purchased shares of NORTH AMERICAN CONSTRUCTION (NOA) and MIMEDX GROUP INC (MDXG), and added a position in VERDE CLEAN FUELS INC 11.5EXP12/31/27 (VGASW).
Conversely, the investor sold positions in several other companies, including WISDOMTREE U.S. Quality Dividend (DGRW), ISHARES 3-7 YEAR TREASURY BONDS ETF (IEI), STELLANTIS NV (STLA), and others like ALLY, NVDA, AMZN, IBKR, GE, etc.
Overall Portfolio Indicators
The portfolio currently holds 138 distinct positions, with the top five holdings accounting for only 8.74% of the total value, indicating a broadly diversified approach. The investor has been active, with 105 holdings showing changes in position size.
The portfolio is allocated across various sectors, with Technology, Unknown, Financial Services, Consumer Cyclical, and Industrials being the largest categories. The investor has engaged in both large buying and large selling activities during the period.