SEAVIEW INVESTMENT MANAGERS LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$265.9B
Holdings
71
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 19,828 | $12.2B | 4.58% | |
| 2 | SPYSPDR S&P 500 ETF TR | 16,141 | $11.0B | 4.14% | |
| 3 | GOOGLALPHABET INC | 30,875 | $9.7B | 3.63% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 30,813 | $9.4B | 3.52% | |
| 5 | NVDANVIDIA CORPORATION | 49,339 | $9.2B | 3.46% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 42,873 | $9.2B | 3.45% | |
| 7 | AMZNAMAZON COM INC | 39,105 | $9.0B | 3.39% | |
| 8 | ASMLASML HOLDING N V | 8,412 | $9.0B | 3.38% | |
| 9 | ORCLORACLE CORP | 45,301 | $8.8B | 3.32% | |
| 10 | MSFTMICROSOFT CORP | 17,769 | $8.6B | 3.23% | |
| 11 | CEGCONSTELLATION ENERGY CORP | 24,221 | $8.6B | 3.22% | |
| 12 | METAMETA PLATFORMS INC | 12,794 | $8.4B | 3.18% | |
| 13 | BBARRICK MNG CORP | 192,518 | $8.4B | 3.15% | |
| 14 | JPMJPMORGAN CHASE & CO. | 25,118 | $8.1B | 3.04% | |
| 15 | UBERUBER TECHNOLOGIES INC | 98,976 | $8.1B | 3.04% | |
| 16 | BACBANK AMERICA CORP | 146,979 | $8.1B | 3.04% | |
| 17 | NUENUCOR CORP | 49,546 | $8.1B | 3.04% | |
| 18 | SCHWSCHWAB CHARLES CORP | 80,345 | $8.0B | 3.02% | |
| 19 | MCKMCKESSON CORP | 9,776 | $8.0B | 3.02% | |
| 20 | HCAHCA HEALTHCARE INC | 17,160 | $8.0B | 3.01% | |
| 21 | AXPAMERICAN EXPRESS CO | 21,476 | $7.9B | 2.99% | |
| 22 | ADBEADOBE INC | 22,694 | $7.9B | 2.99% | |
| 23 | NEMNEWMONT CORP | 79,505 | $7.9B | 2.98% | |
| 24 | ABBVABBVIE INC | 34,517 | $7.9B | 2.97% | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 26,335 | $7.8B | 2.93% | |
| 26 | NFLXNETFLIX INC | 83,098 | $7.8B | 2.93% | |
| 27 | GQ9SPDR GOLD TR | 12,862 | $5.1B | 1.92% | |
| 28 | XSMOINVESCO EXCHANGE TRADED FD T | 58,567 | $4.2B | 1.59% | |
| 29 | EFAISHARES TR | 33,095 | $3.2B | 1.19% | |
| 30 | JQUAJ P MORGAN EXCHANGE TRADED F | 49,632 | $3.1B | 1.18% | |
| 31 | FRDMEA SERIES TRUST | 31,508 | $1.6B | 0.61% | |
| 32 | CRMSALESFORCE INC | 5,591 | $1.5B | 0.56% | |
| 33 | DTCRGLOBAL X FDS | 69,433 | $1.5B | 0.55% | |
| 34 | SMHVANECK ETF TRUST | 3,369 | $1.2B | 0.46% | |
| 35 | CHATTIDAL TRUST II | 20,224 | $1.2B | 0.45% | |
| 36 | QTUMETF SER SOLUTIONS | 10,754 | $1.2B | 0.44% | |
| 37 | BCCCGLOBAL X FDS | 24,487 | $1.2B | 0.44% | |
| 38 | NLRVANECK ETF TRUST | 9,395 | $1.2B | 0.44% | |
| 39 | CIBRFIRST TR EXCHANGE TRADED FD | 16,021 | $1.1B | 0.43% | |
| 40 | GRIDFIRST TR EXCHANGE TRADED FD | 6,802 | $1.0B | 0.39% | |
| 41 | IBITISHARES BITCOIN TRUST ETF | 20,945 | $1.0B | 0.39% | |
| 42 | MUMICRON TECHNOLOGY INC | 2,662 | $758.0M | 0.29% | |
| 43 | GLTRABRDN PRECIOUS METALS BASKET | 2,982 | $611.0M | 0.23% | |
| 44 | CLOZSERIES PORTFOLIOS TR | 22,478 | $594.0M | 0.22% | |
| 45 | AVGOBROADCOM INC | 1,646 | $568.0M | 0.21% | |
| 46 | SHYGISHARES TR | 12,700 | $543.0M | 0.20% | |
| 47 | FALNISHARES TR | 19,652 | $536.0M | 0.20% | |
| 48 | BSJTINVESCO EXCH TRD SLF IDX FD | 24,300 | $522.0M | 0.20% | |
| 49 | TSLATESLA INC | 1,128 | $506.0M | 0.19% | |
| 50 | RSPINVESCO EXCHANGE TRADED FD T | 2,636 | $504.0M | 0.19% | |
| 51 | SPYINEOS ETF TRUST | 8,852 | $464.0M | 0.17% | |
| 52 | HEFAISHARES TR | 9,889 | $408.0M | 0.15% | |
| 53 | AAPLAPPLE INC | 1,447 | $392.0M | 0.15% | |
| 54 | PDIPIMCO DYNAMIC INCOME FD | 21,550 | $380.0M | 0.14% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 1,688 | $370.0M | 0.14% | |
| 56 | YYY*AMPLIFY ETF TR | 32,057 | $368.0M | 0.14% | |
| 57 | LVHILEGG MASON ETF INVT | 9,839 | $360.0M | 0.14% | |
| 58 | QQQINEOS ETF TRUST | 6,346 | $341.0M | 0.13% | |
| 59 | FTHIFIRST TR EXCHANGE TRADED FD | 14,346 | $337.0M | 0.13% | |
| 60 | MARMARRIOTT INTL INC NEW | 990 | $307.0M | 0.12% | |
| 61 | XMMOINVESCO EXCHANGE TRADED FD T | 2,062 | $285.0M | 0.11% | |
| 62 | LRCXLAM RESEARCH CORP | 1,521 | $259.0M | 0.10% | |
| 63 | TRVCCITIGROUP INC | 2,178 | $254.0M | 0.10% | |
| 64 | VOOVANGUARD INDEX FDS | 375 | $234.0M | 0.09% | |
| 65 | CEMBISHARES INC | 4,841 | $221.0M | 0.08% | |
| 66 | VCITVANGUARD SCOTTSDALE FDS | 2,651 | $220.0M | 0.08% | |
| 67 | IBDZISHARES TR | 8,374 | $219.0M | 0.08% | |
| 68 | JPIBJ P MORGAN EXCHANGE TRADED F | 4,474 | $216.0M | 0.08% | |
| 69 | REZISHARES TR | 2,587 | $213.0M | 0.08% | |
| 70 | ABTABBOTT LABS | 1,668 | $208.0M | 0.08% | |
| 71 | ATAIATAI BECKLEY NV | 49,922 | $204.0M | 0.08% |