Seaview Investment Managers LLC
95 holdingsFiling period: 2026-06-30Current AUM: $332.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 18.7K | $13.7M | $13.4M | 4.03% | +401 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 21.9K | $12.7M | $11.7M | 3.53% | -24,180 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 10.5K | $12.1M | $9.4M | 2.83% | -9,732 | 2026-06-30 |
| 4 | TSM | Taiwan Semiconductor Manufac | 24.8K | $11.9M | $10.6M | 3.18% | -7,432 | 2026-06-30 |
| 5 | — | Asml Hldg NV | 5.9K | $11.8M | $11.8M | 3.55% | -2,328 | 2026-06-30 |
| 6 | SPY | State Str Spdr S&P 500 ETF T | 15.6K | $11.7M | $12.0M | 3.62% | +696 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 31.6K | $11.3M | $10.7M | 3.23% | -1,566 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 55.7K | $11.1M | $12.1M | 3.63% | +1.3K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 44.9K | $10.7M | $11.8M | 3.55% | +1.4K | 2026-06-30 |
| 10 | AVGO | Broadcom Inc | 28.0K | $10.6M | $9.4M | 2.82% | +524 | 2026-06-30 |
| 11 | APH | Amphenol Corp | 58.5K | $10.3M | $9.3M | 2.79% | -- | 2026-06-30 |
| 12 | CAT | Caterpillar Inc | 9.5K | $10.2M | $6.9M | 2.08% | -- | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 18.0K | $10.1M | $12.5M | 3.76% | +3.3K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 26.7K | $9.9M | $14.2M | 4.27% | +5.2K | 2026-06-30 |
| 15 | IBM | International Business Machs | 34.8K | $9.8M | $8.4M | 2.53% | +2.9K | 2026-06-30 |
| 16 | AAPL | Apple Inc | 33.6K | $9.7M | $11.4M | 3.43% | +32.1K | 2026-06-30 |
| 17 | ORCL | Oracle Corp | 65.9K | $9.7M | $8.6M | 2.60% | +12.1K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 29.1K | $9.5M | $9.7M | 2.94% | +486 | 2026-06-30 |
| 19 | ABBV | Abbvie Inc | 37.8K | $9.5M | $10.9M | 3.29% | -1,863 | 2026-06-30 |
| 20 | BAC | Bank of Amer Corp | 166.5K | $9.5M | $8.4M | 2.54% | -1,360 | 2026-06-30 |
| 21 | B | Barrick Mng Corp | 257.7K | $9.5M | $10.4M | 3.14% | +47.2K | 2026-06-30 |
| 22 | GS | Goldman Sachs Group Inc | 9.1K | $9.2M | $8.1M | 2.43% | -- | 2026-06-30 |
| 23 | LLY | Eli Lilly & Co | 7.6K | $9.2M | $9.8M | 2.96% | -- | 2026-06-30 |
| 24 | NUE | Nucor Corp | 41.0K | $9.1M | $10.7M | 3.22% | -13,633 | 2026-06-30 |
| 25 | NFLX | Netflix Inc. | 127.0K | $9.1M | $8.7M | 2.63% | +30.8K | 2026-06-30 |
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