Fund Holdings — SEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$277.38M
Total Bought
$46.84M
Total Sold
$33.85M
Net Transaction
+$12.99M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ITAU UNIBANCO HLDG S A(ITUB)01,065,486+1,065,48608,9293.22%+8,929
BROADCOM INC(AVGO)1,64627,491+25,8455708,5093.07%+7,939
MICRON TECHNOLOGY INC(MU)2,66220,209+17,5477606,8272.46%+6,068
ASML HLDG NV
N Y REGISTRY SHS
8,4128,258-1549,00010,9083.93%+1,908
TAIWAN SEMICONDUCTOR MANUFAC(TSM)30,81332,271+1,4589,36410,9063.93%+1,542
NEWMONT CORP(NEM)79,50587,023+7,5187,9399,4203.40%+1,482
NETFLIX INC.(NFLX)83,09896,201+13,1037,7919,2503.33%+1,458
AMERICAN CENTY ETF TR013,585+13,58501,3570.49%+1,357
MCKESSON CORP(MCK)9,77610,726+9508,0199,2823.35%+1,263
NUCOR CORP(NUE)49,54654,588+5,0428,0819,2313.33%+1,149
SPDR GOLD TR(GLD)12,86213,692+8305,0975,8922.12%+794
NEOS ETF TRUST
RUSS 2000 HI ETF
015,910+15,91007540.27%+754
ABBVIE INC(ABBV)34,51739,636+5,1197,8878,6203.11%+734
ISHARES SILVER TR(SLV)09,343+9,34306370.23%+637
LEGG MASON ETF INVT
FRANKLIN INTL LW
9,83923,864+14,0253629670.35%+605
SCHWAB CHARLES CORP(SCHW)80,34591,275+10,9308,0278,5783.09%+551
ISHARES TR
0-5YR HI YL CP
12,70024,944+12,2445441,0550.38%+511
ISHARES TR
FALN ANGLS USD
19,65239,194+19,5425371,0470.38%+511
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
22,47842,887+20,4095951,1000.40%+505
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
24,30048,799+24,4995231,0260.37%+504
NEOS ETF TRUST
NASDAQ 100 HIGH
6,34616,086+9,7403427990.29%+458
NEOS ETF TRUST
NEOS S&P 500 HI
8,85218,626+9,7744659200.33%+455
AMPLIFY ETF TR32,05771,992+39,9353697940.29%+425
PIMCO DYNAMIC INCOME FD(PDI)21,55047,043+25,4933828050.29%+423
JPMORGAN CHASE & CO(JPM)25,11828,599+3,4818,0948,4133.03%+319
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
58,56759,529+9624,2174,5251.63%+308
NVIDIA CORPORATION(NVDA)49,33954,442+5,1039,2029,4953.42%+293
ENTREPRENEURSHARES SERIES TR017,339+17,33902930.11%+293
GLOBAL X FDS
DATA CTR DIG ETF
69,43372,473+3,0401,4651,7360.63%+271
SPDR SERIES TRUST
ST TERM HIGH ETF
010,037+10,03702510.09%+251
FIRST TR EXCH TRADED FD III013,397+13,39702380.09%+238
VERTIV HOLDINGS CO(VRT)0876+87602200.08%+220
WESTERN DIGITAL CORP(WDC)0781+78102110.08%+211
DELL TECHNOLOGIES INC(DELL)01,285+1,28502110.08%+211
ADVANCED MICRO DEVICES INC(AMD)42,87346,125+3,2529,1829,3833.38%+202
BARRICK MNG CORP(B)192,518210,471+17,9538,3848,5763.09%+191
HERBALIFE LTD(HLF)012,534+12,53401850.07%+185
ATAIBECKLEY INC(ATAI)049,922+49,92201770.06%+177
ABRDN PRECIOUS METALS BASKET2,9823,567+5856137800.28%+167
GLOBAL X FDS
US INFR DEV ETF
24,48726,275+1,7881,1701,3350.48%+165
VANECK ETF TRUST
SEMICONDUCTR ETF
3,3693,588+2191,2131,3760.50%+162
TIDAL TRUST II
ROUNDHILL GENER
20,22421,890+1,6661,1921,3540.49%+161
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
6,8027,349+5471,0411,2020.43%+161
VANECK ETF TRUST
URANI NUCLE ETF
9,3959,885+4901,1671,3170.47%+150
ISHARES BITCOIN TRUST ETF(IBIT)20,94529,960+9,0151,0401,1510.41%+111
BANK AMERICA CORP146,979167,869+20,8908,0848,1842.95%+100
EA SERIES TRUST
FREEDOM 100 EM
31,50830,824-6841,6151,6850.61%+69
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
4,4745,998+1,5242182870.10%+69
ISHARES INC4,8416,367+1,5262222880.10%+66
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,6513,484+8332222880.10%+66
ISHARES TR
IBONDS DEC 2034
8,37411,006+2,6322212870.10%+66
ETF SER SOLUTIONS
DEFIA QUANT ETF
10,75411,598+8441,1791,2440.45%+65
ISHARES TR33,09533,232+1373,1783,2281.16%+50
AMAZON COM INC(AMZN)39,10543,532+4,4279,0269,0663.27%+40
TESLA INC(TSLA)1,1281,462+3345075440.20%+36
LAM RESEARCH CORP(LRCX)1,5211,357-1642602900.10%+30
VANGUARD INDEX FDS375432+572352580.09%+23
MARRIOTT INTL INC NEW(MAR)99099003073240.12%+17
ISHARES TR2,5872,58702142150.08%+1
CITIGROUP INC(C)2,1782,17802542470.09%-7
APPLE INC(AAPL)1,4471,44703933670.13%-26
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
16,02117,693+1,6721,1451,1090.40%-36
META PLATFORMS INC(META)12,79414,663+1,8698,4458,3893.02%-56
INTERNATIONAL BUSINESS MACHS(IBM)26,33531,866+5,5317,8017,7242.78%-77
ALPHABET INC(GOOG)30,87533,133+2,2589,6649,5283.43%-136
AMERICAN EXPRESS CO(AXP)21,47625,673+4,1977,9457,7662.80%-179
ATAI BECKLEY NV49,9220-49,9222040—-204
ABBOTT LABS1,6680-1,6682090—-209
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,0620-2,0622860—-286
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
14,3460-14,3463390—-339
VANGUARD SPECIALIZED FUNDS1,6880-1,6883710—-371
ISHARES TR
HDG MSCI EAFE
9,8890-9,8894090—-409
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,6360-2,6365050—-505
MICROSOFT CORP(MSFT)17,76921,495+3,7268,5937,9572.87%-637
CONSTELLATION ENERGY CORP(CEG)24,22128,035+3,8148,5577,8292.82%-728
ORACLE CORP(ORCL)45,30153,793+8,4928,8297,9132.85%-916
STATE STR SPDR S&P 500 ETF T(SPY)16,14114,939-1,20211,0079,7153.50%-1,292
SALESFORCE INC(CRM)5,5910-5,5911,4810—-1,481
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
49,63226,867-22,7653,1361,6480.59%-1,488
INVESCO QQQ TR19,82818,267-1,56112,18110,5433.80%-1,637
ADOBE INC(ADBE)22,6941,708-20,9867,9424150.15%-7,527
HCA HEALTHCARE INC(HCA)17,1600-17,1608,0120—-8,012
UBER TECHNOLOGIES INC(UBER)98,9760-98,9768,0870—-8,087
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SEAVIEW INVESTMENT MANAGERS LLC — 13F Holdings — Q1 2026 | TickerTrail