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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADBE	ADOBE INC	Technology	1,708	$415K	0.15%	SOLD

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%