Seaview Investment Managers LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Seaview Investment Managers LLC reported 93 stock positions worth $334.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 4.1% of the portfolio, followed by Advanced Micro Devices (AMD, 3.8%) and Micron Technology (MU, 3.6%). Compared with Q1 2026, it opened 21 new positions, sold out of 1, added to 40 and reduced 28. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale Newmont (NEM, shares −96%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001832158
Portfolio Value
$334.8M (Q2 2026)
SEC Filing
0001832158-26-000003 ↗ filed Jul 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $332.2M Q1 2024 Q2 2024: $332.3M Q2 2024 Q3 2024: $332.5M Q3 2024 Q4 2024: $361.5M Q4 2024 Q1 2025: $411.5M Q1 2025 Q2 2025: $471.8M Q2 2025 Q3 2025: $270.7M Q3 2025 Q4 2025: $265.9M Q4 2025 Q1 2026: $277.4M Q1 2026 Q2 2026: $334.8M $334.8M Q2 2026

Holdings 93 stocks · $334.8M
QQQ Invesco QQQ Trust Series 1 4.11% 18,668 $13.7M Add +2.2%
AMD Advanced Micro Devices 3.81% 21,945 $12.7M Reduce -52.4%
MU Micron Technology Inc. 3.61% 10,477 $12.1M Reduce -48.2%
TSM Taiwan Semiconductor-SP ADR 3.54% 24,839 $11.9M Reduce -23.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.52% 5,930 $11.8M Reduce -28.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.49% 15,635 $11.7M Add +4.7%
GOOGL Alphabet Inc. Class A 3.37% 31,567 $11.3M Reduce -4.7%
NVDA Nvidia Corp. 3.33% 55,710 $11.1M Add +2.3%
AMZN Amazon.com Inc. 3.19% 44,883 $10.7M Add +3.1%
AVGO Broadcom Inc. 3.16% 28,015 $10.6M Add +1.9%
APH Amphenol Corp. Class A 3.08% 58,507 $10.3M New
CAT Caterpillar Inc. 3.03% 9,538 $10.2M New
META Meta Platforms Inc. Class A 3.02% 17,979 $10.1M Add +22.6%
MSFT Microsoft Corp. 2.97% 26,651 $9.9M Add +24.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.92% 34,761 $9.8M Add +9.1%
AAPL Apple Inc. 2.90% 33,564 $9.7M Add +2219.6%
ORCL Oracle Corp. 2.88% 65,860 $9.7M Add +22.4%
JPM JPMorgan Chase & Co. 2.84% 29,085 $9.5M Add +1.7%
ABBV Abbvie Inc. 2.84% 37,773 $9.5M Reduce -4.7%
BAC Bank of America Corp. 2.83% 166,509 $9.5M Reduce -0.8%
B Barrick Mining Corp. 2.83% 257,663 $9.5M Add +22.4%
GS Goldman Sachs Group Inc. 2.76% 9,129 $9.2M New
LLY Eli Lilly & Co. 2.74% 7,647 $9.2M New
NUE Nucor Corp. 2.72% 40,955 $9.1M Reduce -25.0%
NFLX Netflix Inc. 2.71% 127,021 $9.1M Add +32.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.69% 93,748 $9.0M New
XSMO Invesco S&P Smallcap Momentu 1.71% 61,072 $5.7M Add +2.6%
GLD SPDR Gold Shares 1.53% 13,911 $5.1M Add +1.6%
EFA iShares MSCI Eafe ETF 1.06% 34,047 $3.5M Add +2.5%
SMH Vaneck Semiconductor ETF 0.74% 3,765 $2.5M Add +4.9%
DTCR Global X Data Center & Digit 0.72% 79,299 $2.4M Add +9.4%
CHAT Roundhill Gen AI & Tech ETF 0.70% 23,646 $2.3M Add +8.0%
FRDM Freedom 100 Emeging MRKT ETF 0.65% 30,051 $2.2M Reduce -2.5%
QTUM Defiance Quantum ETF 0.62% 12,454 $2.1M Add +7.4%
JQUA JPMorgan US Quality Factor 0.57% 26,597 $1.9M Reduce -1.0%
CIBR First Trust Nasdaq Cybersecu 0.54% 19,956 $1.8M Add +12.8%
PAVE Global X US Infrastructure 0.50% 28,442 $1.7M Add +8.3%
GRID First TRST Nasd Class Edg Sgiif 0.47% 8,255 $1.6M Add +12.3%
AVDV Avantis Intl S/C Value ETF 0.46% 14,857 $1.5M Add +9.4%
CLOZ Eldridge BBB-B Clo ETF 0.45% 56,757 $1.5M Add +32.3%
SHYG iShares 0-5 YR HY Corp. Bond 0.43% 34,307 $1.5M Add +37.5%
FALN iShares Fallen Angels ETF 0.43% 53,339 $1.5M Add +36.1%
BSJT Invesco Bulletshares 2029 HY 0.43% 67,629 $1.4M Add +38.6%
SPYI Neos S&P 500 High Income ETF 0.42% 26,386 $1.4M Add +41.7%
LVHI Franklin International Low V 0.42% 34,425 $1.4M Add +44.3%
QQQI Neos Nasdaq-100 High Inc. ETF 0.40% 23,618 $1.3M Add +46.8%
IWMI Neos Russell 2000 High Inc. 0.38% 23,887 $1.3M Add +50.1%
NLR Vaneck Urani & Nuclr ETF-Usd 0.38% 10,907 $1.3M Add +10.3%
YYY Amplify Cef High Income ETF 0.36% 105,335 $1.2M Add +46.3%
PDI PIMCO Dynamic Income Fund 0.35% 69,738 $1.2M Add +48.2%
IBIT iShares Bitcoin Trust ETF 0.31% 31,115 $1.0M Add +3.9%
GLTR Abrdn Precious Metals Basket 0.21% 3,877 $702K Add +8.7%
TSLA Tesla Inc. 0.20% 1,565 $658K Add +7.0%
LRCX Lam Research Corp. 0.15% 1,157 $501K Reduce -14.7%
SLV iShares Silver Trust 0.15% 9,200 $492K Reduce -1.5%
STX Seagate Technology Holdings 0.14% 500 $483K New
NET Cloudflare Inc. Class A 0.14% 1,910 $468K New
DELL Dell Technologies -C 0.13% 1,012 $437K Reduce -21.3%
REZ Ishars Res and Multi Reales 0.13% 4,610 $437K Add +78.2%
C Citigroup Inc. 0.11% 2,736 $383K Add +25.6%
AXP American Express Co. 0.11% 1,116 $377K Reduce -95.7%
DRAM Roundhill Memory ETF 0.11% 5,077 $375K New
MAR Marriott International Class A 0.11% 990 $367K No change
PANW Palo Alto Networks Inc. 0.11% 1,072 $366K New
XOVR Ershares Private-Public Cros 0.11% 17,339 $365K No change
AMAT Applied Materials Inc. 0.10% 456 $330K New
CRWD CrowdStrike Holdings Inc. Class A 0.10% 431 $329K New
WDC Western Digital Corp. 0.10% 504 $322K Reduce -35.5%
SCHW Schwab (charles) Corp. 0.09% 3,424 $316K Reduce -96.3%
NEM Newmont Corp. 0.09% 3,376 $315K Reduce -96.1%
MCK McKesson Corp. 0.09% 411 $311K Reduce -96.2%
CRDO Credo Technology Group Holdi 0.09% 1,083 $295K New
VOO Vanguard S&P 500 ETF 0.09% 417 $286K Reduce -3.5%
JPIB JPMorgan Intl BND ETF 0.09% 5,888 $285K Reduce -1.8%
CEMB iShares JP Morgan Em Corpora 0.08% 6,212 $284K Reduce -2.4%
VCIT Vanguard Int-Term Corporate 0.08% 3,418 $283K Reduce -1.9%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.08% 10,841 $282K Reduce -1.5%
ASTS Ast Spacemobile Inc. 0.08% 3,084 $274K New
ATAI Ataibeckley Inc. 0.08% 49,922 $263K No change
BABA Alibaba Group Holding-SP ADR 0.08% 2,682 $257K New
SJNK SS SPDR BB St Hi Yield ETF 0.07% 9,990 $250K Reduce -0.5%
ALAB Astera Labs Inc. 0.07% 514 $248K New
CEG Constellation Energy 0.07% 974 $242K Reduce -96.5%
FPE FT-Preferred Secur & Inc. ETF 0.07% 13,287 $238K Reduce -0.8%
PLTR Palantir Technologies Inc. Class A 0.07% 1,977 $231K New
FDN First Trust DJ Internet Ind 0.07% 836 $221K New
GEV GE Vernova Inc. 0.06% 185 $217K New
PSLV Sprott Physical Silver Trust 0.06% 11,323 $214K New
VRT Vertiv Holdings Co. Class A 0.06% 634 $212K Reduce -27.6%
MRVL Marvell Technology Inc. 0.06% 706 $210K New
SPCX Space Exploration Techn Class A 0.06% 1,180 $202K New
HLF Herbalife Ltd. 0.05% 12,534 $165K No change
ITUB Itau Unibanco H-Spon PRF ADR 0.04% 17,101 $140K Reduce -98.4%

Portfolio Sells Q1 2026 → Q2 2026
NEM Newmont Corp. Reduce -96.1% 0.09% −3.30
MCK McKesson Corp. Reduce -96.2% 0.09% −3.25
ITUB Itau Unibanco H-Spon PRF ADR Reduce -98.4% 0.04% −3.18
SCHW Schwab (charles) Corp. Reduce -96.3% 0.09% −3.00
CEG Constellation Energy Reduce -96.5% 0.07% −2.75
AXP American Express Co. Reduce -95.7% 0.11% −2.69
NUE Nucor Corp. Reduce -25.0% 2.72% −0.60
ASML ASML Holding NV-NY Reg SHS Reduce -28.2% 3.52% −0.41
TSM Taiwan Semiconductor-SP ADR Reduce -23.0% 3.54% −0.39
ABBV Abbvie Inc. Reduce -4.7% 2.84% −0.27
ADBE Adobe Inc. Sold out 0.00% −0.15
BAC Bank of America Corp. Reduce -0.8% 2.83% −0.12
SLV iShares Silver Trust Reduce -1.5% 0.15% −0.08
GOOGL Alphabet Inc. Class A Reduce -4.7% 3.37% −0.07
JQUA JPMorgan US Quality Factor Reduce -1.0% 0.57% −0.02
VCIT Vanguard Int-Term Corporate Reduce -1.9% 0.08% −0.02
CEMB iShares JP Morgan Em Corpora Reduce -2.4% 0.08% −0.02
IBDZ ISHARESIBONDSDEC2034TMCORP Reduce -1.5% 0.08% −0.02
JPIB JPMorgan Intl BND ETF Reduce -1.8% 0.09% −0.02
SJNK SS SPDR BB St Hi Yield ETF Reduce -0.5% 0.07% −0.02
VRT Vertiv Holdings Co. Class A Reduce -27.6% 0.06% −0.02
FPE FT-Preferred Secur & Inc. ETF Reduce -0.8% 0.07% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.5% 0.09% −0.01
WDC Western Digital Corp. Reduce -35.5% 0.10% +0.02
LRCX Lam Research Corp. Reduce -14.7% 0.15% +0.05
FRDM Freedom 100 Emeging MRKT ETF Reduce -2.5% 0.65% +0.05
DELL Dell Technologies -C Reduce -21.3% 0.13% +0.05
AMD Advanced Micro Devices Reduce -52.4% 3.81% +0.42
MU Micron Technology Inc. Reduce -48.2% 3.61% +1.15

Portfolio Buys Q1 2026 → Q2 2026
APH Amphenol Corp. Class A New 3.08% +3.08
CAT Caterpillar Inc. New 3.03% +3.03
AAPL Apple Inc. Add +2219.6% 2.90% +2.77
GS Goldman Sachs Group Inc. New 2.76% +2.76
LLY Eli Lilly & Co. New 2.74% +2.74
DIS The Walt Disney Co. New 2.69% +2.69
QQQ Invesco QQQ Trust Series 1 Add +2.2% 4.11% +0.30
SMH Vaneck Semiconductor ETF Add +4.9% 0.74% +0.24
CHAT Roundhill Gen AI & Tech ETF Add +8.0% 0.70% +0.21
QTUM Defiance Quantum ETF Add +7.4% 0.62% +0.17
STX Seagate Technology Holdings New 0.14% +0.14
NET Cloudflare Inc. Class A New 0.14% +0.14
CIBR First Trust Nasdaq Cybersecu Add +12.8% 0.54% +0.14
IBM Intl Business Machines Corp. Add +9.1% 2.92% +0.13
QQQI Neos Nasdaq-100 High Inc. ETF Add +46.8% 0.40% +0.11
DRAM Roundhill Memory ETF New 0.11% +0.11
IWMI Neos Russell 2000 High Inc. Add +50.1% 0.38% +0.11
PANW Palo Alto Networks Inc. New 0.11% +0.11
MSFT Microsoft Corp. Add +24.0% 2.97% +0.10
AMAT Applied Materials Inc. New 0.10% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.10% +0.10
DTCR Global X Data Center & Digit Add +9.4% 0.72% +0.09
AVGO Broadcom Inc. Add +1.9% 3.16% +0.09
CRDO Credo Technology Group Holdi New 0.09% +0.09
SPYI Neos S&P 500 High Income ETF Add +41.7% 0.42% +0.09
ASTS Ast Spacemobile Inc. New 0.08% +0.08
BABA Alibaba Group Holding-SP ADR New 0.08% +0.08
YYY Amplify Cef High Income ETF Add +46.3% 0.36% +0.08
XSMO Invesco S&P Smallcap Momentu Add +2.6% 1.71% +0.08
ALAB Astera Labs Inc. New 0.07% +0.07
PLTR Palantir Technologies Inc. Class A New 0.07% +0.07
LVHI Franklin International Low V Add +44.3% 0.42% +0.07
FDN First Trust DJ Internet Ind New 0.07% +0.07
GEV GE Vernova Inc. New 0.06% +0.06
PSLV Sprott Physical Silver Trust New 0.06% +0.06
MRVL Marvell Technology Inc. New 0.06% +0.06
SPCX Space Exploration Techn Class A New 0.06% +0.06
PDI PIMCO Dynamic Income Fund Add +48.2% 0.35% +0.06
BSJT Invesco Bulletshares 2029 HY Add +38.6% 0.43% +0.06
FALN iShares Fallen Angels ETF Add +36.1% 0.43% +0.06
SHYG iShares 0-5 YR HY Corp. Bond Add +37.5% 0.43% +0.05
REZ Ishars Res and Multi Reales Add +78.2% 0.13% +0.05
CLOZ Eldridge BBB-B Clo ETF Add +32.3% 0.45% +0.05
GRID First TRST Nasd Class Edg Sgiif Add +12.3% 0.47% +0.04
ORCL Oracle Corp. Add +22.4% 2.88% +0.03
C Citigroup Inc. Add +25.6% 0.11% +0.03
PAVE Global X US Infrastructure Add +8.3% 0.50% +0.02
TSLA Tesla Inc. Add +7.0% 0.20% +0.00
META Meta Platforms Inc. Class A Add +22.6% 3.02% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +4.7% 3.49% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$334.8MQQQ, AMD, MU, TSM, ASML
Q1 2026 73$277.4MASML, TSM, QQQ, SPY, GOOGL
Q4 2025 71$265.9MQQQ, SPY, GOOGL, TSM, NVDA
Q3 2025 75$270.7MQQQ, SPY, ASML, GOOGL, B
Q2 2025Amended 133$471.8MQQQ, NVDA, META, MSFT, SPY
Q1 2025Amended 127$411.5MQQQ, SPY, NVDA, BRK.B, META
Q4 2024 107$361.5MSPY, QQQ, AVGO, NVDA, AMZN
Q3 2024 82$332.5MNVDA, ORCL, SPY, AAPL, WMT
Q2 2024 92$332.3MSPY, QQQ, NVDA, AMZN, AAPL
Q1 2024 92$332.2MSPY, NVDA, QQQ, META, AMZN