Seaview Investment Managers LLC holds a diversified book of 93 stocks worth $334.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Advanced Micro Devices. Their largest long position is Invesco QQQ Trust Series 1 at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1832158/holdings"
Use Arkolith to show SEAVIEW INVESTMENT MANAGERS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $13.7M | 18.7K | 4.1% | ▲+2.2% Added · +401 sh | |
| 2 | Advanced Micro Devices Inc COM | $12.7M | 21.9K | 3.8% | ▼−52% Reduced · −24K sh | |
| 3 | Micron Technology Inc COM | $12.1M | 10.5K | 3.6% | ▼−48% Reduced · −10K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.9M | 24.8K | 3.5% | ▼−23% Reduced · −7K sh | |
| 5 | ASML Hldg NV N Y REGISTRY SHS | $11.8M | 5.9K | 3.5% | ▼−28% Reduced · −2K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $11.7M | 15.6K | 3.5% | ▲+4.7% Added · +696 sh | |
| 7 | Alphabet Inc CAP STK CL A | $11.3M | 31.6K | 3.4% | ▼−4.7% Reduced · −2K sh | |
| 8 | Nvidia Corporation COM | $11.1M | 55.7K | 3.3% | ▲+2.3% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $10.7M | 44.9K | 3.2% | ▲+3.1% Added · +1K sh | |
| 10 | Broadcom Inc COM | $10.6M | 28.0K | 3.2% | ▲+1.9% Added · +524 sh | |
| 11 | Amphenol Corp CL A | $10.3M | 58.5K | 3.1% | ▲New New position | |
| 12 | Caterpillar Inc COM | $10.2M | 9.5K | 3.0% | ▲New New position | |
| 13 | Meta Platforms Inc CL A | $10.1M | 18.0K | 3.0% | ▲+23% Added · +3K sh | |
| 14 | Microsoft Corp COM | $9.9M | 26.7K | 3.0% | ▲+24% Added · +5K sh | |
| 15 | International Business Machs COM | $9.8M | 34.8K | 2.9% | ▲+9.1% Added · +3K sh | |
| 16 | Apple Inc COM | $9.7M | 33.6K | 2.9% | ▲23× Added · +32K sh | |
| 17 | Oracle Corp COM | $9.7M | 65.9K | 2.9% | ▲+22% Added · +12K sh | |
| 18 | JPMorgan Chase & Co COM | $9.5M | 29.1K | 2.8% | ▲+1.7% Added · +486 sh | |
| 19 | Abbvie Inc COM | $9.5M | 37.8K | 2.8% | ▼−4.7% Reduced · −2K sh | |
| 20 | Bank Of Amer Corp COM | $9.5M | 166.5K | 2.8% | ▼−0.8% Reduced · −1K sh | |
| 21 | Barrick MNG Corp COM SHS | $9.5M | 257.7K | 2.8% | ▲+22% Added · +47K sh | |
| 22 | Goldman Sachs Group Inc COM | $9.2M | 9.1K | 2.8% | ▲New New position | |
| 23 | Eli Lilly & Co COM | $9.2M | 7.6K | 2.7% | ▲New New position | |
| 24 | Nucor Corp COM | $9.1M | 41.0K | 2.7% | ▼−25% Reduced · −14K sh | |
| 25 | Netflix Inc. COM | $9.1M | 127.0K | 2.7% | ▲+32% Added · +31K sh | |
| 26 | Disney Walt Co COM | $9.0M | 93.7K | 2.7% | ▲New New position | |
| 27 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $5.7M | 61.1K | 1.7% | ▲+2.6% Added · +2K sh | |
| 28 | SPDR Gold TR GOLD SHS | $5.1M | 13.9K | 1.5% | ▲+1.6% Added · +219 sh | |
| 29 | Ishares TR MSCI EAFE ETF | $3.5M | 34.0K | 1.1% | ▲+2.5% Added · +815 sh | |
| 30 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.5M | 3.8K | 0.7% | ▲+4.9% Added · +177 sh | |
| 31 | Global X FDS DATA CTR DIG ETF | $2.4M | 79.3K | 0.7% | ▲+9.4% Added · +7K sh | |
| 32 | Tidal Trust II ROUNDHILL GENER | $2.3M | 23.6K | 0.7% | ▲+8.0% Added · +2K sh | |
| 33 | Ea Series Trust FREEDOM 100 EM | $2.2M | 30.1K | 0.7% | ▼−2.5% Reduced · −773 sh | |
| 34 | ETF Ser Solutions DEFIA QUANT ETF | $2.1M | 12.5K | 0.6% | ▲+7.4% Added · +856 sh | |
| 35 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.9M | 26.6K | 0.6% | ▼−1.0% Reduced · −270 sh | |
| 36 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.8M | 20.0K | 0.5% | ▲+13% Added · +2K sh | |
| 37 | Global X FDS US INFR DEV ETF | $1.7M | 28.4K | 0.5% | ▲+8.2% Added · +2K sh | |
| 38 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.6M | 8.3K | 0.5% | ▲+12% Added · +906 sh | |
| 39 | American Centy ETF TR INTL SMCP VLU | $1.5M | 14.9K | 0.5% | ▲+9.4% Added · +1K sh | |
| 40 | Series Portfolios TR ELDRIDGE BBB B | $1.5M | 56.8K | 0.4% | ▲+32% Added · +14K sh | |
| 41 | Ishares TR 0-5YR HI YL CP | $1.5M | 34.3K | 0.4% | ▲+38% Added · +9K sh | |
| 42 | Ishares TR FALN ANGLS USD | $1.5M | 53.3K | 0.4% | ▲+36% Added · +14K sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $1.4M | 67.6K | 0.4% | ▲+39% Added · +19K sh | |
| 44 | NEOS ETF Trust NEOS S&P 500 HI | $1.4M | 26.4K | 0.4% | ▲+42% Added · +8K sh | |
| 45 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.4M | 34.4K | 0.4% | ▲+44% Added · +11K sh | |
| 46 | NEOS ETF Trust NASDAQ 100 HIGH | $1.3M | 23.6K | 0.4% | ▲+47% Added · +8K sh | |
| 47 | NEOS ETF Trust RUSS 2000 HI ETF | $1.3M | 23.9K | 0.4% | ▲+50% Added · +8K sh | |
| 48 | Vaneck ETF Trust URANI NUCLE ETF | $1.3M | 10.9K | 0.4% | ▲+10% Added · +1K sh | |
| 49 | Amplify ETF TR CEF HIGH INCOME | $1.2M | 105.3K | 0.4% | ▲+46% Added · +33K sh | |
| 50 | Pimco Dynamic Income FD SHS | $1.2M | 69.7K | 0.3% | ▲+48% Added · +23K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 257 | $334.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 205 | $277.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 200 | $265.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 211 | $270.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 341 | $471.8M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 314 | $411.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.