Q2 2026 13F · SEC CIK 1832158

Seaview Investment Managers LLC

Institutional asset managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $334.8M
Reported positions: 93
Top holdings a year, 3 yrs: +25.1%
Assets under management: $1.4B

Seaview Investment Managers LLC is an institutional asset manager that reported 93 positions worth $334.8M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Invesco Qqq Tr (QQQ, 4.1%), Advanced Micro Devices Inc (AMD, 3.8%), Micron Technology Inc (MU, 3.6%). A portfolio copying its top holdings returned 25.1% a year over the last 3 years, against 20.4% for the S&P 500.

Seaview Investment Managers LLC holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seaview Investment Managers LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	4.1%	3.8%	18,668	+2.2%	$13.7M
AMDAdvanced Micro Devices Inc	3.8%	3.4%	21,945	-52.4%	$12.7M
MUMicron Technology Inc	3.6%	2.5%	10,477	-48.2%	$12.1M
TSMTaiwan Semiconductor Manufac	3.5%	3.9%	24,839	-23.0%	$11.9M
ASMLAsml Hldg NV	3.5%	3.9%	5,930	-28.2%	$11.8M
SPYSpdr S&p 500 ETF Tr	3.5%	3.5%	15,635	+4.7%	$11.7M
GOOGLAlphabet Inc	3.4%	3.4%	31,567	-4.7%	$11.3M
NVDANvidia Corporation Com	3.3%	3.4%	55,710	+2.3%	$11.1M
AMZNAmazon Com Inc Com	3.2%	3.3%	44,883	+3.1%	$10.7M
AVGOBroadcom Inc	3.2%	3.1%	28,015	+1.9%	$10.6M
APHAmphenol Corp	3.1%	—	58,507	—	$10.3M
CATCaterpillar Inc Com	3.0%	—	9,538	—	$10.2M
METAMeta Platforms Inc Class A	3.0%	3.0%	17,979	+22.6%	$10.1M
MSFTMicrosoft Corp	3.0%	2.9%	26,651	+24.0%	$9.9M
IBMInternational Business Machs	2.9%	2.8%	34,761	+9.1%	$9.8M
AAPLApple Inc	2.9%	—	33,564	—	$9.7M
ORCLOracle Corp	2.9%	2.9%	65,860	+22.4%	$9.7M
JPMJpmorgan Chase & Co	2.8%	3.0%	29,085	+1.7%	$9.5M
ABBVAbbvie Inc	2.8%	3.1%	37,773	-4.7%	$9.5M
BACBank of Amer Corp	2.8%	3.0%	166,509	-0.8%	$9.5M
BBarrick Mng Corp	2.8%	3.1%	257,663	+22.4%	$9.5M
GSGoldman Sachs Group Inc	2.8%	—	9,129	—	$9.2M
LLYLilly Eli & Co	2.7%	—	7,647	—	$9.2M
NUENucor Corp	2.7%	3.3%	40,955	-25.0%	$9.1M
NFLXNetflix Inc Total	2.7%	3.3%	127,021	+32.0%	$9.1M
DISDisney Walt Co	2.7%	—	93,748	—	$9.0M
XSMOInvesco S&p Smallcap Momentum ETF	1.7%	1.6%	61,072	+2.6%	$5.7M
GLDSpdr Gold Shares	1.5%	2.1%	13,911	+1.6%	$5.1M
EFAiShs MSCI EAFE	1.1%	1.2%	34,047	+2.5%	$3.5M
SMHVaneck Semiconductor ETF	0.7%	0.5%	3,765	+4.9%	$2.5M
VPNGlobal X Fds	0.7%	0.6%	79,299	+9.4%	$2.4M
CHATTidal Trust II	0.7%	0.5%	23,646	+8.0%	$2.3M
FRDMEa Series Trust	0.7%	0.6%	30,051	-2.5%	$2.2M
QTUMETF Ser Solutions	0.6%	0.4%	12,454	+7.4%	$2.1M
JQUAJpmorgan U.s. Quality Factor ETF	0.6%	0.6%	26,597	-1.0%	$1.9M
CIBRFirst Tr Exchange-Traded Fd	0.5%	0.4%	19,956	+12.8%	$1.8M
PAVEGlobal X Fds	0.5%	0.5%	28,442	+8.2%	$1.7M
GRIDFirst Tr Exchange-Traded Fd	0.5%	0.4%	8,255	+12.3%	$1.6M
AVDVAvantis International Small Cap Value Et	0.5%	0.5%	14,857	+9.4%	$1.5M
CLOZEldridge Bbb-B Clo ETF	0.4%	0.4%	56,757	+32.3%	$1.5M
SHYGIshares Tr	0.4%	0.4%	34,307	+37.5%	$1.5M
FALNIshares Tr	0.4%	0.4%	53,339	+36.1%	$1.5M
BSJTInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	67,629	+38.6%	$1.4M
SPYINeos ETF Trust	0.4%	0.3%	26,386	+41.7%	$1.4M
LVHIFranklin International Low Volatility Hi	0.4%	0.3%	34,425	+44.3%	$1.4M
QQQINeos ETF Trust	0.4%	0.3%	23,618	+46.8%	$1.3M
IWMINeos ETF Trust	0.4%	—	23,887	—	$1.3M
NLRVaneck Uranium and Nuclear ETF	0.4%	0.5%	10,907	+10.3%	$1.3M
YYYAmplify ETF Tr	0.4%	0.3%	105,335	+46.3%	$1.2M
PDIPimco Dynamic Income Fd Shs	0.3%	0.3%	69,738	+48.2%	$1.2M

What Seaview Investment Managers LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

PDI Pimco Dynamic Income Fd Shs+48.2% shares
QQQI Neos ETF Trust+46.8% shares
YYY Amplify ETF Tr+46.3% shares
LVHI Franklin International Low Volatility Hi+44.3% shares
SPYI Neos ETF Trust+41.7% shares
BSJT Invesco Exch Trd Slf Idx Fd+38.6% shares
SHYG Ishares Tr+37.5% shares
FALN Ishares Tr+36.1% shares

Reduced

AMD Advanced Micro Devices Inc-52.4% shares
MU Micron Technology Inc-48.2% shares
ASML Asml Hldg NV-28.2% shares
NUE Nucor Corp-25.0% shares
TSM Taiwan Semiconductor Manufac-23.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.7% /yr; S&P 500 +20.1%
3 years: +25.1% /yr; S&P 500 +20.4%
5 years: +16.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$334.8M	93
Q1 2026	$277.4M	73
Q4 2025	$265.9M	71
Q3 2025	$270.7M	75
Q2 2025	$471.8M	133
Q1 2025	$322.8M	79
Q4 2024	$361.5M	107
Q3 2024	$332.5M	82
Q2 2024	$332.3M	92
Q1 2024	$332.2M	92
Q4 2023	$312.2M	94
Q3 2023	$299.4M	100

Questions about Seaview Investment Managers LLC's portfolio

What stocks does Seaview Investment Managers LLC own?

Seaview Investment Managers LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 93 positions worth $334.8M. The largest are Invesco Qqq Tr (QQQ) at 4.1%, Advanced Micro Devices Inc (AMD) at 3.8%, Micron Technology Inc (MU) at 3.6%, Taiwan Semiconductor Manufac (TSM) at 3.5% and Asml Hldg NV (ASML) at 3.5%.

What did Seaview Investment Managers LLC buy last quarter?

In Q2 2026, Seaview Investment Managers LLC added Pimco Dynamic Income Fd Shs (PDI) (+48.2% shares), Neos ETF Trust (QQQI) (+46.8% shares) and Amplify ETF Tr (YYY) (+46.3% shares), compared with its Q1 2026 filing.

What did Seaview Investment Managers LLC sell last quarter?

In Q2 2026, Seaview Investment Managers LLC cut from its top 50 Newmont Corp (NEM), cut from its top 50 Mckesson Corp Com (MCK), cut from its top 50 Itau Unibanco Hldg S A (ITUB), cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Constellation Energy Corp (CEG), Advanced Micro Devices Inc (AMD) (-52.4% shares), Micron Technology Inc (MU) (-48.2% shares) and Asml Hldg NV (ASML) (-28.2% shares), compared with its Q1 2026 filing.

How has Seaview Investment Managers LLC's portfolio performed?

A portfolio copying Seaview Investment Managers LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.7% against +20.1%. Over 5 years: +16.0% a year against +11.6%.

When is Seaview Investment Managers LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seaview Investment Managers LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Seaview Investment Managers LLC manage?

Seaview Investment Managers LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $334.8M.