Holders — by stockHoldings — by fund
SEAVIEW INVESTMENT MANAGERS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1832158
$334.8M
disclosed book value
93
positions
4.1%
largest position share
Positions, as of 2026-06-30
top 93 of 93 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | QQQINVESCO QQQ TR | 18,668 | $13.7M | 4.1% |
| 2 | AMDADVANCED MICRO DEVICES INC | 21,945 | $12.7M | 3.8% |
| 3 | MUMICRON TECHNOLOGY INC | 10,477 | $12.1M | 3.6% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 24,839 | $11.9M | 3.5% |
| 5 | ASML HLDG NV | 5,930 | $11.8M | 3.5% |
| 6 | SPYSTATE STR SPDR S&P 500 ETF T | 15,635 | $11.7M | 3.5% |
| 7 | GOOGLALPHABET INC | 31,567 | $11.3M | 3.4% |
| 8 | NVDANVIDIA CORPORATION | 55,710 | $11.1M | 3.3% |
| 9 | AMZNAMAZON COM INC | 44,883 | $10.7M | 3.2% |
| 10 | AVGOBROADCOM INC | 28,015 | $10.6M | 3.2% |
| 11 | APHAMPHENOL CORP | 58,507 | $10.3M | 3.1% |
| 12 | CATCATERPILLAR INC | 9,538 | $10.2M | 3% |
| 13 | METAMETA PLATFORMS INC | 17,979 | $10.1M | 3% |
| 14 | MSFTMICROSOFT CORP | 26,651 | $9.9M | 3% |
| 15 | IBMINTERNATIONAL BUSINESS MACHS | 34,761 | $9.8M | 2.9% |
| 16 | AAPLAPPLE INC | 33,564 | $9.7M | 2.9% |
| 17 | ORCLORACLE CORP | 65,860 | $9.7M | 2.9% |
| 18 | JPMJPMORGAN CHASE & CO | 29,085 | $9.5M | 2.8% |
| 19 | ABBVABBVIE INC | 37,773 | $9.5M | 2.8% |
| 20 | BACBANK OF AMER CORP | 166,509 | $9.5M | 2.8% |
| 21 | BBARRICK MNG CORP | 257,663 | $9.5M | 2.8% |
| 22 | GSGOLDMAN SACHS GROUP INC | 9,129 | $9.2M | 2.8% |
| 23 | LLYELI LILLY & CO | 7,647 | $9.2M | 2.7% |
| 24 | NUENUCOR CORP | 40,955 | $9.1M | 2.7% |
| 25 | NFLXNETFLIX INC. | 127,021 | $9.1M | 2.7% |
| 26 | DISDISNEY WALT CO | 93,748 | $9.0M | 2.7% |
| 27 | XSMOINVESCO EXCHANGE TRADED FD T | 61,072 | $5.7M | 1.7% |
| 28 | GLDSPDR GOLD TR | 13,911 | $5.1M | 1.5% |
| 29 | EFAISHARES TR | 34,047 | $3.5M | 1.1% |
| 30 | SMHVANECK ETF TRUST | 3,765 | $2.5M | 0.7% |
| 31 | DTCRGLOBAL X FDS | 79,299 | $2.4M | 0.7% |
| 32 | CHATTIDAL TRUST II | 23,646 | $2.3M | 0.7% |
| 33 | FRDMEA SERIES TRUST | 30,051 | $2.2M | 0.7% |
| 34 | QTUMETF SER SOLUTIONS | 12,454 | $2.1M | 0.6% |
| 35 | JQUAJ P MORGAN EXCHANGE TRADED F | 26,597 | $1.9M | 0.6% |
| 36 | CIBRFIRST TR EXCHANGE-TRADED FD | 19,956 | $1.8M | 0.5% |
| 37 | PAVEGLOBAL X FDS | 28,442 | $1.7M | 0.5% |
| 38 | GRIDFIRST TR EXCHANGE-TRADED FD | 8,255 | $1.6M | 0.5% |
| 39 | AVDVAMERICAN CENTY ETF TR | 14,857 | $1.5M | 0.5% |
| 40 | CLOZSERIES PORTFOLIOS TR | 56,757 | $1.5M | 0.4% |
| 41 | SHYGISHARES TR | 34,307 | $1.5M | 0.4% |
| 42 | FALNISHARES TR | 53,339 | $1.5M | 0.4% |
| 43 | BSJTINVESCO EXCH TRD SLF IDX FD | 67,629 | $1.4M | 0.4% |
| 44 | SPYINEOS ETF TRUST | 26,386 | $1.4M | 0.4% |
| 45 | LVHILEGG MASON ETF INVT | 34,425 | $1.4M | 0.4% |
| 46 | QQQINEOS ETF TRUST | 23,618 | $1.3M | 0.4% |
| 47 | IWMINEOS ETF TRUST | 23,887 | $1.3M | 0.4% |
| 48 | NLRVANECK ETF TRUST | 10,907 | $1.3M | 0.4% |
| 49 | YYYAMPLIFY ETF TR | 105,335 | $1.2M | 0.4% |
| 50 | PDIPIMCO DYNAMIC INCOME FD | 69,738 | $1.2M | 0.3% |
| 51 | IBITISHARES BITCOIN TRUST ETF | 31,115 | $1.0M | 0.3% |
| 52 | GLTRABRDN PRECIOUS METALS BASKET | 3,877 | $702,319 | 0.2% |
| 53 | TSLATESLA INC | 1,565 | $658,240 | 0.2% |
| 54 | LRCXLAM RESEARCH CORP | 1,157 | $501,362 | 0.1% |
| 55 | SLVISHARES SILVER TR | 9,200 | $491,924 | 0.1% |
| 56 | SEAGATE TECHNOLOGY HLDNGS PL | 500 | $482,500 | 0.1% |
| 57 | NETCLOUDFLARE INC | 1,910 | $468,485 | 0.1% |
| 58 | DELLDELL TECHNOLOGIES INC | 1,012 | $436,638 | 0.1% |
| 59 | REZISHARES TR | 4,610 | $436,515 | 0.1% |
| 60 | CCITIGROUP INC | 2,736 | $382,930 | 0.1% |
| 61 | AXPAMERICAN EXPRESS CO | 1,116 | $377,460 | 0.1% |
| 62 | DRAMROUNDHILL ETF TRUST | 5,077 | $374,936 | 0.1% |
| 63 | MARMARRIOTT INTL INC NEW | 990 | $366,884 | 0.1% |
| 64 | PANWPALO ALTO NETWORKS INC | 1,072 | $365,573 | 0.1% |
| 65 | XOVRENTREPRENEURSHARES SERIES TR | 17,339 | $364,986 | 0.1% |
| 66 | AMATAPPLIED MATLS INC | 456 | $329,688 | 0.1% |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 431 | $328,913 | 0.1% |
| 68 | WDCWESTERN DIGITAL CORP | 504 | $321,915 | 0.1% |
| 69 | SCHWSCHWAB CHARLES CORP | 3,424 | $315,932 | 0.1% |
| 70 | NEMNEWMONT CORP | 3,376 | $315,318 | 0.1% |
| 71 | MCKMCKESSON CORP | 411 | $310,552 | 0.1% |
| 72 | CREDO TECHNOLOGY GROUP HOLDI | 1,083 | $294,522 | 0.1% |
| 73 | VOOVANGUARD INDEX FDS | 417 | $286,400 | 0.1% |
| 74 | JPIBJ P MORGAN EXCHANGE TRADED F | 5,888 | $284,706 | 0.1% |
| 75 | CEMBISHARES INC | 6,212 | $283,568 | 0.1% |
| 76 | VCITVANGUARD SCOTTSDALE FDS | 3,418 | $282,534 | 0.1% |
| 77 | IBDZISHARES TR | 10,841 | $282,403 | 0.1% |
| 78 | ASTSAST SPACEMOBILE INC | 3,084 | $274,044 | 0.1% |
| 79 | ATAIATAIBECKLEY INC | 49,922 | $263,089 | 0.1% |
| 80 | BABAALIBABA GROUP HLDG LTD | 2,682 | $257,419 | 0.1% |
| 81 | SJNKSPDR SERIES TRUST | 9,990 | $250,061 | 0.1% |
| 82 | ALABASTERA LABS INC | 514 | $248,273 | 0.1% |
| 83 | CEGCONSTELLATION ENERGY CORP | 974 | $241,914 | 0.1% |
| 84 | FPEFIRST TR EXCH TRADED FD III | 13,287 | $237,575 | 0.1% |
| 85 | PLTRPALANTIR TECHNOLOGIES INC | 1,977 | $230,657 | 0.1% |
| 86 | FDNFIRST TR EXCHANGE-TRADED FD | 836 | $221,306 | 0.1% |
| 87 | GEVGE VERNOVA INC | 185 | $217,349 | 0.1% |
| 88 | PSLVSPROTT ASSET MANAGEMENT LP | 11,323 | $213,666 | 0.1% |
| 89 | VRTVERTIV HOLDINGS CO | 634 | $212,276 | 0.1% |
| 90 | MRVLMARVELL TECHNOLOGY INC | 706 | $210,310 | 0.1% |
| 91 | SPCXSPACE EXPLORATION TECHN CORP | 1,180 | $201,615 | 0.1% |
| 92 | HERBALIFE LTD | 12,534 | $164,822 | 0% |
| 93 | ITUBITAU UNIBANCO HLDG S A | 17,101 | $139,715 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.