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Portfolio (Quarterly) Guide ↗

SEAVIEW INVESTMENT MANAGERS LLC

· CIK 0001832158
13F Portfolio $335M AUM 257 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 40 Added 27 Reduced 1 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CIBR FIRST TR EXCHANGE-TRADED FD 19,956.0 $1.8M 0.54% +2K +12.8% $89.85 +11.5%
22 PAVE GLOBAL X FDS 28,442.0 $1.7M 0.50% +2K +8.2% $58.92 -7.2%
23 GRID FIRST TR EXCHANGE-TRADED FD 8,255.0 $1.6M 0.47% +906.0 +12.3% $191.75 -7.0%
24 AVDV AMERICAN CENTY ETF TR 14,857.0 $1.5M 0.46% +1K +9.4% $103.05 +9.1%
25 CLOZ SERIES PORTFOLIOS TR 56,757.0 $1.5M 0.45% +14K +32.3% $26.42 -0.8%
26 SHYG ISHARES TR 34,307.0 $1.5M 0.43% +9K +37.5% $42.41 -0.2%
27 FALN ISHARES TR 53,339.0 $1.5M 0.43% +14K +36.1% $27.24 -0.8%
28 BSJT INVESCO EXCH TRD SLF IDX FD 67,629.0 $1.4M 0.43% +19K +38.6% $21.13 +0.1%
29 SPYI NEOS ETF TRUST 26,386.0 $1.4M 0.42% +8K +41.7% $53.09 +1.1%
30 LVHI LEGG MASON ETF INVT 34,425.0 $1.4M 0.42% +11K +44.2% $40.59 +5.7%
31 QQQI NEOS ETF TRUST 23,618.0 $1.3M 0.40% +8K +46.8% $56.79 -3.9%
32 IWMI NEOS ETF TRUST 23,887.0 $1.3M 0.38% +8K +50.1% $53.52 -3.1%
33 NLR VANECK ETF TRUST 10,907.0 $1.3M 0.38% +1K +10.3% $115.98 +1.9%
34 YYY AMPLIFY ETF TR 105,335.0 $1.2M 0.36% +33K +46.3% $11.53 -2.6%
35 PDI PIMCO DYNAMIC INCOME FD Financial Services 69,738.0 $1.2M 0.35% +23K +48.2% $16.70 -9.0%
36 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,115.0 $1.0M 0.31% +1K +3.9% $33.29 +34.2%
37 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 3,877.0 $702K 0.21% +310.0 +8.7% $181.15 +11.5%
38 TSLA TESLA INC Consumer Cyclical 1,565.0 $658K 0.20% +103.0 +7.0% $420.60 -12.5%
39 REZ ISHARES TR 4,610.0 $437K 0.13% +2K +78.2% $94.69 -1.0%
40 C CITIGROUP INC Financial Services 2,736.0 $383K 0.11% +558.0 +25.6% $139.96 -6.0%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Financial Services 22.1%
Communication Services 13.7%
Healthcare 6.6%
Basic Materials 6.6%
Consumer Cyclical 4.2%
Industrials 3.6%
Utilities 0.2%
Consumer Defensive 0.1%