Sponsored

The Analysis of SEAVIEW INVESTMENT MANAGERS LLC's Holdings & P&L

Currently, SEAVIEW INVESTMENT MANAGERS LLC holds 93 types of securities in its portfolio with a total value $334.8M. In the most recent quarter, they have increased their positions in APH (+58.5K shares, valued at $10.3M), CAT (+9.5K shares, valued at $10.2M), AAPL (+32.1K shares, valued at $9.3M); decreased their positions in AMD (-24.2K shares, valued at $14.0M), MU (-9.7K shares, valued at $11.2M), ITUB (-1.0M shares, valued at $8.6M); initiated new positions in APH (+58.5K shares, valued at $10.3M), CAT (+9.5K shares, valued at $10.2M), GS (+9.1K shares, valued at $9.2M).

1M P&L

-9.0M-3.59%

3M P&L

+2.4M+0.99%

HY P&L

+36.4M+17.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A68.6M

26.2%

2Semiconductors48.6M

18.6%

3Semiconductor Equipment & Materials12.3M

4.7%

Top Industries by Stock Count

1N/A40 stocks

51.3%

2Semiconductors7 stocks

9.0%

3Semiconductor Equipment & Materials2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR18.7K shares2.20%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC21.9K shares-52.42%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC10.5K shares-48.16%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC24.8K shares-23.03%2026-06-302026-07-14

ASML ASML HLDG NV5.9K shares-28.19%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.6K shares4.66%2026-06-302026-07-14

GOOGL ALPHABET INC31.6K shares-4.73%2026-06-302026-07-14

NVDA NVIDIA CORPORATION55.7K shares2.33%2026-06-302026-07-14

Sponsored

AMZN AMAZON COM INC44.9K shares3.10%2026-06-302026-07-14

BROADCOM INC BROADCOM INC28.0K shares1.91%2026-06-302026-07-14

APH AMPHENOL CORP58.5K sharesnew addition2026-06-302026-07-14

CAT CATERPILLAR INC9.5K sharesnew addition2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC18.0K shares22.61%2026-06-302026-07-14

MSFT MICROSOFT CORP26.7K shares23.99%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS34.8K shares9.08%2026-06-302026-07-14

AAPL APPLE INC33.6K shares2219.56%2026-06-302026-07-14

Sponsored

ORACLE CORP ORACLE CORP65.9K shares22.43%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO29.1K shares1.70%2026-06-302026-07-14

ABBVIE INC ABBVIE INC37.8K shares-4.70%2026-06-302026-07-14

BAC BANK OF AMER CORP166.5K shares-0.81%2026-06-302026-07-14

B BARRICK MNG CORP257.7K shares22.42%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC9.1K sharesnew addition2026-06-302026-07-14

LLY ELI LILLY & CO7.6K sharesnew addition2026-06-302026-07-14

NUE NUCOR CORP41.0K shares-24.97%2026-06-302026-07-14

Sponsored

NETFLIX INC. NETFLIX INC.127.0K shares32.04%2026-06-302026-07-14

DIS DISNEY WALT CO93.7K sharesnew addition2026-06-302026-07-14

XSMO INVESCO EXCHANGE TRADED FD T61.1K shares2.59%2026-06-302026-07-14

GLD SPDR GOLD TR13.9K shares1.60%2026-06-302026-07-14

EFA ISHARES TR34.0K shares2.45%2026-06-302026-07-14

SMH VANECK ETF TRUST3.8K shares4.93%2026-06-302026-07-14

DTCR GLOBAL X FDS79.3K shares9.42%2026-06-302026-07-14

CHAT TIDAL TRUST II23.6K shares8.02%2026-06-302026-07-14

Sponsored

FRDM EA SERIES TRUST30.1K shares-2.51%2026-06-302026-07-14

QTUM ETF SER SOLUTIONS12.5K shares7.38%2026-06-302026-07-14

JQUA J P MORGAN EXCHANGE TRADED F26.6K shares-1.00%2026-06-302026-07-14

CIBR FIRST TR EXCHANGE-TRADED FD20.0K shares12.79%2026-06-302026-07-14

PAVE GLOBAL X FDS28.4K shares8.25%2026-06-302026-07-14

GRID FIRST TR EXCHANGE-TRADED FD8.3K shares12.33%2026-06-302026-07-14

AVDV AMERICAN CENTY ETF TR14.9K shares9.36%2026-06-302026-07-14

CLOZ SERIES PORTFOLIOS TR56.8K shares32.34%2026-06-302026-07-14

Sponsored

SHYG ISHARES TR34.3K shares37.54%2026-06-302026-07-14

FALN ISHARES TR53.3K shares36.09%2026-06-302026-07-14

BSJT INVESCO EXCH TRD SLF IDX FD67.6K shares38.59%2026-06-302026-07-14

SPYI NEOS ETF TRUST26.4K shares41.66%2026-06-302026-07-14

LVHI LEGG MASON ETF INVT34.4K shares44.25%2026-06-302026-07-14

QQQI NEOS ETF TRUST23.6K shares46.82%2026-06-302026-07-14

IWMI NEOS ETF TRUST23.9K shares50.14%2026-06-302026-07-14

NLR VANECK ETF TRUST10.9K shares10.34%2026-06-302026-07-14

Sponsored

YYY AMPLIFY ETF TR105.3K shares46.31%2026-06-302026-07-14

PDI PIMCO DYNAMIC INCOME FD69.7K shares48.24%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF31.1K shares3.86%2026-06-302026-07-14

GLTR ABRDN PRECIOUS METALS BASKET3.9K shares8.69%2026-06-302026-07-14

TSLA TESLA INC1.6K shares7.05%2026-06-302026-07-14

LRCX LAM RESEARCH CORP1.2K shares-14.74%2026-06-302026-07-14

SLV ISHARES SILVER TR9.2K shares-1.53%2026-06-302026-07-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL500 sharesnew addition2026-06-302026-07-14

Sponsored

CLOUDFLARE INC CLOUDFLARE INC1.9K sharesnew addition2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC1.0K shares-21.25%2026-06-302026-07-14

REZ ISHARES TR4.6K shares78.20%2026-06-302026-07-14

C CITIGROUP INC2.7K shares25.62%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO1.1K shares-95.65%2026-06-302026-07-14

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST5.1K sharesnew addition2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW990 shares0.00%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2026-06-302026-07-14

Sponsored

XOVR ENTREPRENEURSHARES SERIES TR17.3K shares0.00%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC456 sharesnew addition2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC431 sharesnew addition2026-06-302026-07-14

WDC WESTERN DIGITAL CORP504 shares-35.47%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP3.4K shares-96.25%2026-06-302026-07-14

NEM NEWMONT CORP3.4K shares-96.12%2026-06-302026-07-14

MCK MCKESSON CORP411 shares-96.17%2026-06-302026-07-14

CRDO CREDO TECHNOLOGY GROUP HOLDI1.1K sharesnew addition2026-06-302026-07-14

Sponsored

VOO VANGUARD INDEX FDS417 shares-3.47%2026-06-302026-07-14

JPIB J P MORGAN EXCHANGE TRADED F5.9K shares-1.83%2026-06-302026-07-14

CEMB ISHARES INC6.2K shares-2.43%2026-06-302026-07-14

VCIT VANGUARD SCOTTSDALE FDS3.4K shares-1.89%2026-06-302026-07-14

IBDZ ISHARES TR10.8K shares-1.50%2026-06-302026-07-14

ASTS AST SPACEMOBILE INC3.1K sharesnew addition2026-06-302026-07-14

SNXFX ATAIBECKLEY INC49.9K shares0.00%2026-06-302026-07-14

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.7K sharesnew addition2026-06-302026-07-14

Sponsored

SJNK SPDR SERIES TRUST10.0K shares-0.47%2026-06-302026-07-14

ALAB ASTERA LABS INC514 sharesnew addition2026-06-302026-07-14

CEG CONSTELLATION ENERGY CORP974 shares-96.53%2026-06-302026-07-14

FPE FIRST TR EXCH TRADED FD III13.3K shares-0.82%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.0K sharesnew addition2026-06-302026-07-14

FDN FIRST TR EXCHANGE-TRADED FD836 sharesnew addition2026-06-302026-07-14

GEV GE VERNOVA INC185 sharesnew addition2026-06-302026-07-14

PSLV SPROTT ASSET MANAGEMENT LP11.3K sharesnew addition2026-06-302026-07-14

Sponsored

VRT VERTIV HOLDINGS CO634 shares-27.63%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC706 sharesnew addition2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-07-14

HLF HERBALIFE LTD12.5K shares0.00%2026-06-302026-07-14

ITUB ITAU UNIBANCO HLDG S A17.1K shares-98.40%2026-06-302026-07-14

QQQ

INVESCO QQQ TR

2.20%

Shares18.7K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-52.42%

Shares21.9K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

-48.16%

Shares10.5K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-23.03%

Shares24.8K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-28.19%

Shares5.9K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

4.66%

Shares15.6K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-4.73%

Shares31.6K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

2.33%

Shares55.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

3.10%

Shares44.9K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

1.91%

Shares28.0K

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

New

Shares58.5K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

New

Shares9.5K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

22.61%

Shares18.0K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

23.99%

Shares26.7K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

9.08%

Shares34.8K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

2219.56%

Shares33.6K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

22.43%

Shares65.9K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.70%

Shares29.1K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-4.70%

Shares37.8K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

-0.81%

Shares166.5K

Event2026-06-30

Filed2026-07-14

BARRICK MNG CORP

22.42%

Shares257.7K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

New

Shares9.1K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

New

Shares7.6K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP

-24.97%

Shares41.0K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

32.04%

Shares127.0K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

New

Shares93.7K

Event2026-06-30

Filed2026-07-14

XSMO

INVESCO EXCHANGE TRADED FD T

2.59%

Shares61.1K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

1.60%

Shares13.9K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

2.45%

Shares34.0K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

4.93%

Shares3.8K

Event2026-06-30

Filed2026-07-14

DTCR

GLOBAL X FDS

9.42%

Shares79.3K

Event2026-06-30

Filed2026-07-14

CHAT

TIDAL TRUST II

8.02%

Shares23.6K

Event2026-06-30

Filed2026-07-14

FRDM

EA SERIES TRUST

-2.51%

Shares30.1K

Event2026-06-30

Filed2026-07-14

QTUM

ETF SER SOLUTIONS

7.38%

Shares12.5K

Event2026-06-30

Filed2026-07-14

JQUA

J P MORGAN EXCHANGE TRADED F

-1.00%

Shares26.6K

Event2026-06-30

Filed2026-07-14

CIBR

FIRST TR EXCHANGE-TRADED FD

12.79%

Shares20.0K

Event2026-06-30

Filed2026-07-14

PAVE

GLOBAL X FDS

8.25%

Shares28.4K

Event2026-06-30

Filed2026-07-14

GRID

FIRST TR EXCHANGE-TRADED FD

12.33%

Shares8.3K

Event2026-06-30

Filed2026-07-14

AVDV

AMERICAN CENTY ETF TR

9.36%

Shares14.9K

Event2026-06-30

Filed2026-07-14

CLOZ

SERIES PORTFOLIOS TR

32.34%

Shares56.8K

Event2026-06-30

Filed2026-07-14

SHYG

ISHARES TR

37.54%

Shares34.3K

Event2026-06-30

Filed2026-07-14

FALN

ISHARES TR

36.09%

Shares53.3K

Event2026-06-30

Filed2026-07-14

BSJT

INVESCO EXCH TRD SLF IDX FD

38.59%

Shares67.6K

Event2026-06-30

Filed2026-07-14

SPYI

NEOS ETF TRUST

41.66%

Shares26.4K

Event2026-06-30

Filed2026-07-14

LVHI

LEGG MASON ETF INVT

44.25%

Shares34.4K

Event2026-06-30

Filed2026-07-14

QQQI

NEOS ETF TRUST

46.82%

Shares23.6K

Event2026-06-30

Filed2026-07-14

IWMI

NEOS ETF TRUST

50.14%

Shares23.9K

Event2026-06-30

Filed2026-07-14

NLR

VANECK ETF TRUST

10.34%

Shares10.9K

Event2026-06-30

Filed2026-07-14

YYY

AMPLIFY ETF TR

46.31%

Shares105.3K

Event2026-06-30

Filed2026-07-14

PDI

PIMCO DYNAMIC INCOME FD

48.24%

Shares69.7K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

3.86%

Shares31.1K

Event2026-06-30

Filed2026-07-14

GLTR

ABRDN PRECIOUS METALS BASKET

8.69%

Shares3.9K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

7.05%

Shares1.6K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

-14.74%

Shares1.2K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

-1.53%

Shares9.2K

Event2026-06-30

Filed2026-07-14

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares500

Event2026-06-30

Filed2026-07-14

CLOUDFLARE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

-21.25%

Shares1.0K

Event2026-06-30

Filed2026-07-14

REZ

ISHARES TR

78.20%

Shares4.6K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

25.62%

Shares2.7K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-95.65%

Shares1.1K

Event2026-06-30

Filed2026-07-14

ROUNDHILL ETF TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares990

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

XOVR

ENTREPRENEURSHARES SERIES TR

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

New

Shares456

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

New

Shares431

Event2026-06-30

Filed2026-07-14

WDC

WESTERN DIGITAL CORP

-35.47%

Shares504

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

-96.25%

Shares3.4K

Event2026-06-30

Filed2026-07-14

NEM

NEWMONT CORP

-96.12%

Shares3.4K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

-96.17%

Shares411

Event2026-06-30

Filed2026-07-14

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-3.47%

Shares417

Event2026-06-30

Filed2026-07-14

JPIB

J P MORGAN EXCHANGE TRADED F

-1.83%

Shares5.9K

Event2026-06-30

Filed2026-07-14

CEMB

ISHARES INC

-2.43%

Shares6.2K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

-1.89%

Shares3.4K

Event2026-06-30

Filed2026-07-14

IBDZ

ISHARES TR

-1.50%

Shares10.8K

Event2026-06-30

Filed2026-07-14

ASTS

AST SPACEMOBILE INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

SNXFX

ATAIBECKLEY INC

0.00%

Shares49.9K

Event2026-06-30

Filed2026-07-14

ALIBABA GROUP HLDG LTD

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

SJNK

SPDR SERIES TRUST

-0.47%

Shares10.0K

Event2026-06-30

Filed2026-07-14

ALAB

ASTERA LABS INC

New

Shares514

Event2026-06-30

Filed2026-07-14

CEG

CONSTELLATION ENERGY CORP

-96.53%

Shares974

Event2026-06-30

Filed2026-07-14

FPE

FIRST TR EXCH TRADED FD III

-0.82%

Shares13.3K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares836

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

New

Shares185

Event2026-06-30

Filed2026-07-14

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares11.3K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

-27.63%

Shares634

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

New

Shares706

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

HLF

HERBALIFE LTD

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-14

ITUB

ITAU UNIBANCO HLDG S A

-98.40%

Shares17.1K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available