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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 1,116.0 $377K 0.11% -25K -95.7% $338.23 -2.4%
62 DRAM ROUNDHILL ETF TRUST 5,077.0 $375K 0.11% NEW $73.85 -23.0%
63 MAR MARRIOTT INTL INC NEW Consumer Cyclical 990.0 $367K 0.11% $370.59 -7.8%
64 PANW PALO ALTO NETWORKS INC Technology 1,072.0 $366K 0.11% NEW $341.02 +12.1%
65 XOVR ENTREPRENEURSHARES SERIES TR 17,339.0 $365K 0.11% $21.05 -1.7%
66 AMAT APPLIED MATLS INC Technology 456.0 $330K 0.10% NEW $723.00 -36.6%
67 CRWD CROWDSTRIKE HLDGS INC Technology 431.0 $329K 0.10% NEW $190.78 +21.1%
68 WDC WESTERN DIGITAL CORP Technology 504.0 $322K 0.10% -277.0 -35.5% $638.72 -29.5%
69 SCHW SCHWAB CHARLES CORP Financial Services 3,424.0 $316K 0.09% -88K -96.2% $92.27 +19.0%
70 NEM NEWMONT CORP Basic Materials 3,376.0 $315K 0.09% -84K -96.1% $93.40 +35.0%
71 MCK MCKESSON CORP Healthcare 411.0 $311K 0.09% -10K -96.2% $755.60 +17.2%
72 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,083.0 $295K 0.09% NEW $271.95 -16.8%
73 VOO VANGUARD INDEX FDS 417.0 $286K 0.09% -15.0 -3.5% $686.81 +2.7%
74 JPIB J P MORGAN EXCHANGE TRADED F 5,888.0 $285K 0.09% -110.0 -1.8% $48.35 -1.2%
75 CEMB ISHARES INC 6,212.0 $284K 0.09% -155.0 -2.4% $45.65 -0.7%
76 VCIT VANGUARD SCOTTSDALE FDS 3,418.0 $283K 0.08% -66.0 -1.9% $82.66 -1.9%
77 IBDZ ISHARES TR 10,841.0 $282K 0.08% -165.0 -1.5% $26.05 -1.9%
78 ASTS AST SPACEMOBILE INC Technology 3,084.0 $274K 0.08% NEW $88.86 -33.5%
79 ATAIBECKLEY INC 49,922.0 $263K 0.08% $5.27
80 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,682.0 $257K 0.08% NEW $95.98 +18.8%
Page 4 of 5  ·  93 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%