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Portfolio (Quarterly) Guide ↗

SEAVIEW INVESTMENT MANAGERS LLC

· CIK 0001832158
13F Portfolio $277M AUM 205 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 49 Added 7 Reduced 10 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 31,866.0 $7.7M 2.79% +6K +21.0% $242.39 +3.4%
22 MU MICRON TECHNOLOGY INC Technology 20,209.0 $6.8M 2.46% +18K +659.2% $337.84 +165.2%
23 GLD SPDR GOLD TR Financial Services 13,692.0 $5.9M 2.12% +830.0 +6.5% $430.29 -3.8%
24 XSMO INVESCO EXCHANGE TRADED FD T 59,529.0 $4.5M 1.63% +962.0 +1.6% $76.02 +16.9%
25 DTCR GLOBAL X FDS 72,473.0 $1.7M 0.63% +3K +4.4% $23.96 +29.9%
26 SMH VANECK ETF TRUST 3,588.0 $1.4M 0.50% +219.0 +6.5% $383.40 +57.1%
27 CHAT TIDAL TRUST II 21,890.0 $1.4M 0.49% +2K +8.2% $61.85 +52.3%
28 PAVE GLOBAL X FDS 26,275.0 $1.3M 0.48% +2K +7.3% $50.81 +10.8%
29 NLR VANECK ETF TRUST 9,885.0 $1.3M 0.47% +490.0 +5.2% $133.19 +1.1%
30 QTUM ETF SER SOLUTIONS 11,598.0 $1.2M 0.45% +844.0 +7.8% $107.30 +47.8%
31 GRID FIRST TR EXCHANGE-TRADED FD 7,349.0 $1.2M 0.43% +547.0 +8.0% $163.58 +20.4%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 29,960.0 $1.2M 0.41% +9K +43.0% $38.42 +11.9%
33 CIBR FIRST TR EXCHANGE-TRADED FD 17,693.0 $1.1M 0.40% +2K +10.4% $62.68 +34.8%
34 CLOZ SERIES PORTFOLIOS TR 42,887.0 $1.1M 0.40% +20K +90.8% $25.65 +3.3%
35 SHYG ISHARES TR 24,944.0 $1.1M 0.38% +12K +96.4% $42.31 +0.5%
36 FALN ISHARES TR 39,194.0 $1.0M 0.38% +20K +99.4% $26.72 +1.3%
37 BSJT INVESCO EXCH TRD SLF IDX FD 48,799.0 $1.0M 0.37% +24K +100.8% $21.04 +0.6%
38 LVHI LEGG MASON ETF INVT 23,864.0 $967K 0.35% +14K +142.5% $40.54 +2.3%
39 SPYI NEOS ETF TRUST 18,626.0 $920K 0.33% +10K +110.4% $49.37 +8.6%
40 PDI PIMCO DYNAMIC INCOME FD Financial Services 47,043.0 $805K 0.29% +25K +118.3% $17.11 -2.6%
Page 2 of 3  ·  49 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 33.4%
Financial Services 29.5%
Communication Services 11.2%
Basic Materials 11.2%
Healthcare 7.4%
Consumer Cyclical 4.1%
Utilities 3.2%
Industrials 0.1%
Consumer Defensive 0.1%