SEAVIEW INVESTMENT MANAGERS LLC

CIK

1832158

Location

MIAMI, FL

Portfolio Value

Small $342,429,439

Diversification

Diversified

Reports for

VectorGlobal IAG, Inc.

Filing Date

Global Rank

#4,832 / 8,793 ▼ 79 · as of Jun 2026

Top Industry

Semiconductors 22.2%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

24 quarters · since Sep 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

+2.0 pts

Top 5

20.8%

+1.7 pts

Top 10

37.3%

+0.9 pts

HHI

288

Diversified−10

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.3%	$134,436,105	24
Unclassified	22.3%	$76,329,281	29
Communication Services	11.5%	$39,501,029	4
Financial Services	9.0%	$30,835,216	9
Healthcare	5.6%	$19,250,876	4
Basic Materials	5.5%	$18,902,001	3
Consumer Cyclical	3.5%	$11,979,949	4
Industrials	3.2%	$10,788,249	4
Utilities	0.1%	$241,911	1
Consumer Defensive	0.0%	$164,822	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	+47,192	257,663	$9,463,960
AIEQ	Amplify AI Powered Equity ETF	+33,343	105,335	$1,214,511
AAPL	Apple Inc.	+32,117	33,564	$9,712,078
NFLX	Netflix Inc	+30,820	127,021	$9,069,298
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+26,181	137,144	$7,163,638
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+23,269	73,891	$4,020,526
PDI	PIMCO Dynamic Income Fund	+22,695	69,738	$1,164,622
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+18,830	67,629	$1,428,999
ADPV	Adaptiv Select ETF	+13,870	56,757	$1,499,519
ORCL	Oracle Corp	+12,067	65,860	$9,651,782
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+10,561	34,425	$1,397,137
AGNG	Global X Funds Global X Aging Population ETF	+8,993	107,741	$4,084,110
MSFT	Microsoft Corp	+5,156	26,651	$9,941,355
META	Meta Platforms, Inc.	+3,316	17,979	$10,127,390
IBM	International Business Machines Corp	+2,895	34,761	$9,775,139
—		+2,263	19,956	$1,793,045
AIPO	Defiance AI & Power Infrastructure ETF	+1,756	23,646	$0
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,543	61,072	$5,718,170
AMZN	Amazon Com Inc	+1,351	44,883	$10,697,412
ACSG	American Century Small Cap Growth Insights ETF	+1,272	14,857	$1,531,012
NVDA	Nvidia Corp	+1,268	55,710	$11,147,012
AFK	VanEck Africa Index ETF	+1,199	14,672	$3,734,417
IBIT	iShares Bitcoin Trust ETF	+1,155	31,115	$1,035,817
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+906	8,255	$1,582,895
—		+856	12,454	$2,059,641
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITUB	Itau Unibanco Holding S.A.	−1,048,385	17,101	$139,715
SCHW	Schwab Charles Corp	−87,851	3,424	$315,931
NEM	NEWMONT Corp /DE/	−83,647	3,376	$315,317
CEG	Constellation Energy Corp	−27,061	974	$241,911
AXP	American Express Co	−24,557	1,116	$377,486
AMD	Advanced Micro Devices Inc	−24,180	21,945	$12,748,069
NUE	Nucor Corp	−13,633	40,955	$9,122,724
MCK	Mckesson Corp	−10,315	411	$310,550
MU	Micron Technology Inc	−9,732	10,477	$12,093,494
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−7,432	24,839	$11,862,360
ASML	Asml Holding NV	−2,328	5,930	$11,797,377
ABBV	AbbVie Inc.	−1,863	37,773	$9,505,197
GOOGL	Alphabet Inc.	−1,566	31,567	$11,281,097
BAC	Bank Of America Corp /De/	−1,360	166,509	$9,487,681
AAAA	Amplius Aggressive Asset Allocation ETF	−773	30,051	$2,190,717
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−380	32,485	$2,207,113
WDC	Western Digital Corp	−277	504	$321,914
DELL	Dell Technologies Inc.	−273	1,012	$436,636
VRT	Vertiv Holdings Co	−242	634	$212,274
LRCX	Lam Research Corp	−200	1,157	$501,362
BKF	iShares MSCI BIC ETF	−155	6,212	$283,577
SLV	iShares Silver Trust	−143	9,200	$491,924
FCAL	First Trust California Municipal High income ETF	−110	13,287	$237,570
BNDW	Vanguard Total World Bond ETF	−66	3,418	$282,496
—		−47	9,990	$250,049
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	58,507	$20,631,907
CAT	Caterpillar Inc	9,538	$10,157,014
GS	Goldman Sachs Group Inc	9,129	$9,232,795
LLY	ELI LILLY & Co	7,647	$9,172,041
DIS	Walt Disney Co	93,748	$9,023,244
STX	Seagate Technology Holdings plc	500	$482,500
NET	Cloudflare, Inc.	1,910	$468,484
PANW	Palo Alto Networks Inc	1,072	$365,572
AMAT	Applied Materials Inc /De	456	$329,688
CRWD	CrowdStrike Holdings, Inc.	431	$328,912
CRDO	Credo Technology Group Holding Ltd	1,083	$294,520
ASTS	AST SpaceMobile, Inc.	3,084	$274,044
BABA	Alibaba Group Holding Ltd	2,682	$257,416
ALAB	Astera Labs, Inc.	514	$248,271
PLTR	Palantir Technologies Inc.	1,977	$230,655
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	836	$221,305
GEV	GE Vernova Inc.	185	$217,348
PSLV	Sprott Physical Silver Trust	11,323	$213,664
MRVL	Marvell Technology, Inc.	706	$210,309
SPCX	Space Exploration Technologies Corp	1,180	$201,613
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ADBE	Adobe Inc.	1,708	$415,180
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $342,429,439 total · filing declares 257 positions · $334,822,398 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	NEW	58,507	NEW	$20,631,907	NEW	6.03%
QQQ	Invesco Qqq Trust, Series 1	Added	18,668	+401	$13,747,113	+30.4%	4.01%
AMD	Advanced Micro Devices Inc Technology	Reduced	21,945	-24,180	$12,748,069	+35.9%	3.72%
MU	Micron Technology Inc Technology	Reduced	10,477	-9,732	$12,093,494	+77.1%	3.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,839	-7,432	$11,862,360	+8.8%	3.46%
ASML	Asml Holding NV Technology	Reduced	5,930	-2,328	$11,797,377	+8.2%	3.45%
SPY	Spdr S&P 500 ETF Trust	Added	15,635	+696	$11,675,747	+20.2%	3.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,567	-1,566	$11,281,097	+18.4%	3.29%
NVDA	Nvidia Corp Technology	Added	55,710	+1,268	$11,147,012	+17.4%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	44,883	+1,351	$10,697,412	+18.0%	3.12%
AVGO	Broadcom Inc. Technology	Added	28,015	+524	$10,582,665	+24.4%	3.09%
CAT	Caterpillar Inc Industrials	NEW	9,538	NEW	$10,157,014	NEW	2.97%
META	Meta Platforms, Inc. Communication Services	Added	17,979	+3,316	$10,127,390	+20.7%	2.96%
MSFT	Microsoft Corp Technology	Added	26,651	+5,156	$9,941,355	+24.9%	2.90%
IBM	International Business Machines Corp Technology	Added	34,761	+2,895	$9,775,139	+26.6%	2.85%
AAPL	Apple Inc. Technology	Added	33,564	+32,117	$9,712,078	+2544.7%	2.84%
ORCL	Oracle Corp Technology	Added	65,860	+12,067	$9,651,782	+22.0%	2.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,085	+486	$9,520,392	+13.2%	2.78%
ABBV	AbbVie Inc. Healthcare	Reduced	37,773	-1,863	$9,505,197	+10.3%	2.78%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	166,509	-1,360	$9,487,681	+15.9%	2.77%
B	Barrick Mining Corp Basic Materials	Added	257,663	+47,192	$9,463,960	+10.2%	2.76%
GS	Goldman Sachs Group Inc Financial Services	NEW	9,129	NEW	$9,232,795	NEW	2.70%
LLY	ELI LILLY & Co Healthcare	NEW	7,647	NEW	$9,172,041	NEW	2.68%
NUE	Nucor Corp Basic Materials	Reduced	40,955	-13,633	$9,122,724	−1.2%	2.66%
NFLX	Netflix Inc Communication Services	Added	127,021	+30,820	$9,069,298	−2.0%	2.65%
DIS	Walt Disney Co Communication Services	NEW	93,748	NEW	$9,023,244	NEW	2.64%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	137,144	+26,181	$7,163,638	—	2.09%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	61,072	+1,543	$5,718,170	+26.4%	1.67%
GLD	Spdr Gold Trust	Added	13,911	+219	$5,124,533	−13.0%	1.50%
AGNG	Global X Funds Global X Aging Population ETF	Added	107,741	+8,993	$4,084,110	+33.0%	1.19%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	73,891	+23,269	$4,020,526	+62.6%	1.17%
AFK	VanEck Africa Index ETF	Added	14,672	+1,199	$3,734,417	+38.7%	1.09%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	32,485	-380	$2,207,113	+14.1%	0.64%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	30,051	-773	$2,190,717	+30.0%	0.64%
		Added	12,454	+856	$2,059,641	+65.5%	0.60%
		Added	19,956	+2,263	$1,793,045	+61.7%	0.52%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	8,255	+906	$1,582,895	+31.7%	0.46%
ACSG	American Century Small Cap Growth Insights ETF	Added	14,857	+1,272	$1,531,012	+12.9%	0.45%
ADPV	Adaptiv Select ETF	Added	56,757	+13,870	$1,499,519	+36.3%	0.44%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	67,629	+18,830	$1,428,999	+39.2%	0.42%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	34,425	+10,561	$1,397,137	+44.4%	0.41%
AIEQ	Amplify AI Powered Equity ETF	Added	105,335	+33,343	$1,214,511	+52.9%	0.35%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	69,738	+22,695	$1,164,622	+44.7%	0.34%
IBIT	iShares Bitcoin Trust ETF	Added	31,115	+1,155	$1,035,817	−10.0%	0.30%
GLTR	abrdn Precious Metals Basket ETF Trust	Added	3,877	+310	$702,317	−10.0%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,565	+103	$658,237	+21.1%	0.19%
LRCX	Lam Research Corp Technology	Reduced	1,157	-200	$501,362	+72.9%	0.15%
SLV	iShares Silver Trust	Reduced	9,200	-143	$491,924	−22.7%	0.14%
STX	Seagate Technology Holdings plc Technology	NEW	500	NEW	$482,500	NEW	0.14%
NET	Cloudflare, Inc. Technology	NEW	1,910	NEW	$468,484	NEW	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.