SkyView Investment Advisors, LLC

CIK

1848237

Location

SHREWSBURY, NJ

Portfolio Value

Small $117,003,929

Diversification

Diversified

Reports for

STRAIGHTLINE GROUP LLC

Filing Date

Global Rank

#8,045 / 8,817 ▼ 5186

Top Industry

Shell Companies 58.5%

Period ended 4 months ago

Filed Sep 15, 2026 · 42d

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 31.7%, 57.6 effective positions, active share 82.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

27.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 4.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.9%; sector active share 47.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

5.4%

−15.4 pts

Top 5

19.7%

−39.0 pts

Top 10

31.7%

−35.9 pts

HHI

174

Diversified−740

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	59.2%	$69,251,066	87
Technology	10.9%	$12,793,767	31
Unclassified	9.4%	$10,943,262	23
Consumer Cyclical	7.1%	$8,364,198	19
Industrials	5.4%	$6,263,604	28
Communication Services	3.3%	$3,866,325	9
Utilities	1.8%	$2,131,009	3
Healthcare	1.3%	$1,491,428	21
Basic Materials	0.8%	$945,252	5
Energy	0.5%	$609,224	5
Consumer Defensive	0.3%	$344,794	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BXBL	BOXABL Inc.	+47,422	127,296	$1,285,689
PEW	GrabAGun Digital Holdings Inc.	+9,100	100,086	$228,196
GLD	Spdr Gold Trust	+5,694	6,170	$2,272,904
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,000	8,000	$408,400
MCO	Moodys Corp	+764	1,800	$815,256
MTRN	MATERION Corp	+136	1,550	$460,954
AZO	Autozone Inc	+10	100	$319,593
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−523,930	10,000	$956,200
ULCC	Frontier Group Holdings, Inc.	−514,015	37,400	$295,834
UPWK	Upwork, Inc	−308,205	81,000	$677,160
IEI	iShares 3-7 Year Treasury Bond ETF	−287,622	2,500	$293,625
STLA	Stellantis N.V.	−243,105	40,000	$229,600
ALLY	Ally Financial Inc.	−148,901	12,000	$551,400
NVDA	Nvidia Corp	−134,166	15,000	$3,001,350
IBKR	Interactive Brokers Group, Inc.	−110,074	16,000	$1,392,640
LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima	−78,507	16,000	$183,200
GPGI	GPGI, Inc.	−65,843	12,000	$190,200
NOA	North American Construction Group Ltd.	−60,159	14,873	$197,810
SNDL	SNDL Inc.	−60,158	250,000	$337,500
MDXG	Mimedx Group, Inc.	−52,998	42,000	$161,700
CP	Canadian Pacific Kansas City Ltd	−41,678	3,000	$259,950
CRH	Crh Public Ltd Co	−25,443	900	$96,300
GENI	Genius Sports Ltd	−25,200	57,000	$345,420
ACGL	Arch Capital Group Ltd.	−22,028	2,000	$194,120
PRKS	United Parks & Resorts Inc.	−19,257	3,000	$143,220
GFF	Griffon Corp	−16,350	3,000	$292,590
BBW	Build-A-Bear Workshop Inc	−14,540	2,750	$84,177
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	−13,771	75,000	$1,698,750
CLBT	Cellebrite DI Ltd.	−13,605	26,400	$385,440
PHIN	Phinia Inc.	−12,856	3,000	$247,110
PGR	Progressive Corp	−11,444	1,800	$393,210
MSFT	Microsoft Corp	−11,174	2,200	$820,644
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VLOS	Velos Acquisition I Corp.	581,396	$6,296,518
NPAC	New Providence Acquisition Corp. III	478,934	$4,971,813
TACO	Berto Acquisition Corp.	433,649	$4,548,978
DYNC	Dynamix Corp	367,930	$3,969,964
ARTC	Art Technology Acquisition Corp.	300,000	$2,979,000
MCGA	Yorkville Acquisition Corp.	282,968	$2,889,103
GIW	GigCapital8 Corp.	250,000	$2,517,250
DMII	Drugs Made In America Acquisition II Corp.	250,000	$2,515,000
ONEN	ONE Nuclear Energy Inc.	201,320	$2,103,794
AXIN	Axiom Intelligence Acquisition Corp 1	200,000	$2,068,000
TVA	Texas Ventures Acquisition III Corp	191,584	$2,021,211
ATII	Archimedes Tech SPAC Partners II Co.	182,495	$1,967,296
SBXDF	SilverBox Corp IV	179,449	$1,939,843
—		153,314	$1,583,733
GTEN	Gores Holdings X, Inc.	150,000	$1,564,500
CEPF	Cantor Equity Partners IV, Inc.	135,000	$1,404,000
CCXI	Churchill Capital Corp XI	75,000	$1,308,750
IQMX	IQM Quantum Computers Oyj	120,429	$1,300,633
OACC	Oaktree Acquisition Corp. III Life Sciences	115,002	$1,230,521
—		107,718	$1,173,049
DRDB	Roman DBDR Acquisition Corp. II	100,000	$1,053,500
BEAG	Bold Eagle Acquisition Corp.	97,199	$1,038,085
IREN	IREN Ltd	18,000	$823,140
FVAV	Fortress Value Acquisition Corp. V	75,099	$759,250
CEPV	Cantor Equity Partners V, Inc.	62,061	$640,035
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	645,766	$80,804,699
IVV	iShares Core S&P 500 ETF	78,205	$51,084,288
JMTG	JPMorgan Mortgage-Backed Securities ETF	978,758	$49,916,658
MBB	iShares MBS ETF	503,661	$47,822,611
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	1,028,776	$44,371,108
IAU	Ishares Gold Trust	464,273	$40,930,307
SPY	Spdr S&P 500 ETF Trust	11,115	$7,228,529
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	96,624	$6,175,239
EWJ	iShares MSCI Japan ETF	64,340	$5,432,869
IEFA	iShares Core MSCI EAFE ETF	49,185	$4,452,718
VIG	Vanguard Specialized Funds	20,472	$4,402,708
RSP	Victory Portfolios II	22,825	$4,380,574
—		53,175	$4,359,286
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	38,701	$4,290,392
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	36,899	$4,021,253
GOOG	Alphabet Inc.	12,397	$3,556,203
ARTCU	Art Technology Acquisition Corp.	300,000	$2,970,000
OSCR	Oscar Health, Inc.	200,028	$2,294,321
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	15,613	$2,289,021
XMHQ	Victory Portfolios II	21,623	$2,235,169
EFA	iShares MSCI EAFE ETF	22,553	$2,190,572
SSD	Simpson Manufacturing Co., Inc.	12,665	$2,173,567
DIA	Spdr Dow Jones Industrial Average ETF Trust	4,598	$2,129,747
LIN	Linde PLC	4,203	$2,083,679
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	15,580	$2,070,582
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

235 tracked positions · $117,003,929 total · filing declares 278 positions · $127,701 · as of Jun 30, 2026

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

Showing 1–50 of 235 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VLOS	Velos Acquisition I Corp. Financial Services	NEW	581,396	NEW	$6,296,518	NEW	1	$10.79	5.38%
NPAC	New Providence Acquisition Corp. III Financial Services	NEW	478,934	NEW	$4,971,813	NEW	1	$10.33	4.25%
TACO	Berto Acquisition Corp. Financial Services	NEW	433,649	NEW	$4,548,978	NEW	1	$10.37	3.89%
DYNC	Dynamix Corp Financial Services	NEW	367,930	NEW	$3,969,964	NEW	1	$10.75	3.39%
NVDA	Nvidia Corp Technology	Reduced	15,000	-134,166	$3,001,350	−88.5%	23	before history	2.57%
ARTC	Art Technology Acquisition Corp. Financial Services	NEW	300,000	NEW	$2,979,000	NEW	1	$9.88	2.55%
MCGA	Yorkville Acquisition Corp. Financial Services	NEW	282,968	NEW	$2,889,103	NEW	1	$10.19	2.47%
XRPN	Armada Acquisition Corp. II Financial Services	Held	250,000	0	$2,605,000	+1.1%	3	$10.27	2.23%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,000	-2,689	$2,523,600	−21.9%	14	$275.25	2.16%
GIW	GigCapital8 Corp. Financial Services	NEW	250,000	NEW	$2,517,250	NEW	1	$10.03	2.15%
DMII	Drugs Made In America Acquisition II Corp. Financial Services	NEW	250,000	NEW	$2,515,000	NEW	1	$10.04	2.15%
GLD	Spdr Gold Trust	Added	6,170	+5,694	$2,272,904	+1009.7%	2	$416.86	1.94%
ONEN	ONE Nuclear Energy Inc. Utilities	NEW	201,320	NEW	$2,103,794	NEW	1	$10.41	1.80%
AXIN	Axiom Intelligence Acquisition Corp 1 Financial Services	NEW	200,000	NEW	$2,068,000	NEW	1	$10.26	1.77%
TVA	Texas Ventures Acquisition III Corp Financial Services	NEW	191,584	NEW	$2,021,211	NEW	1	$10.48	1.73%
ATII	Archimedes Tech SPAC Partners II Co. Financial Services	NEW	182,495	NEW	$1,967,296	NEW	1	$10.86	1.68%
SBXDF	SilverBox Corp IV Financial Services	NEW	179,449	NEW	$1,939,843	NEW	1	$10.78	1.66%
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	Reduced	75,000	-13,771	$1,698,750	−16.6%	6	unpriced	1.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,000	-9,829	$1,668,380	−52.4%	23	before history	1.43%
		NEW	153,314	NEW	$1,583,733	NEW	1	$10.30	1.35%
GTEN	Gores Holdings X, Inc. Financial Services	NEW	150,000	NEW	$1,564,500	NEW	1	$10.35	1.34%
V	Visa Inc. Financial Services	Reduced	4,275	-1,438	$1,466,709	−15.1%	23	before history	1.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,000	-2,263	$1,429,480	−20.6%	10	$163.48	1.22%
CEPF	Cantor Equity Partners IV, Inc. Financial Services	NEW	135,000	NEW	$1,404,000	NEW	1	$10.29	1.20%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	16,000	-110,074	$1,392,640	−83.5%	23	before history	1.19%
CCXI	Churchill Capital Corp XI Financial Services	NEW	75,000	NEW	$1,308,750	NEW	1	$10.65	1.12%
GE	General Electric Co Industrials	Reduced	3,500	-4,481	$1,308,055	−42.2%	14	unpriced	1.12%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,850	0	$1,301,179	+14.0%	8	$555.80	1.11%
IQMX	IQM Quantum Computers Oyj Technology	NEW	120,429	NEW	$1,300,633	NEW	1	unpriced	1.11%
BXBL	BOXABL Inc. Consumer Cyclical	Added	127,296	+47,422	$1,285,689	+59.4%	5	$9.93	1.10%
OACC	Oaktree Acquisition Corp. III Life Sciences Financial Services	NEW	115,002	NEW	$1,230,521	NEW	1	$10.65	1.05%
		NEW	107,718	NEW	$1,173,049	NEW	1	$10.78	1.00%
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	Held	50,000	0	$1,118,500	−0.3%	4	unpriced	0.96%
DRDB	Roman DBDR Acquisition Corp. II Financial Services	NEW	100,000	NEW	$1,053,500	NEW	1	$10.52	0.90%
BEAG	Bold Eagle Acquisition Corp. Financial Services	NEW	97,199	NEW	$1,038,085	NEW	1	$10.59	0.89%
RDAG	Republic Digital Acquisition Co Financial Services	Held	100,000	0	$1,032,000	+0.9%	2	$10.22	0.88%
EVAC	EQV Ventures Acquisition Corp. II Financial Services	Held	100,000	0	$1,018,000	+0.9%	3	$10.01	0.87%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	10,000	-523,930	$956,200	−98.0%	23	before history	0.82%
MU	Micron Technology Inc Technology	Reduced	750	-1,435	$865,717	+17.3%	10	$94.51	0.74%
IREN	IREN Ltd Financial Services	NEW	18,000	NEW	$823,140	NEW	1	$51.99	0.70%
MSFT	Microsoft Corp Technology	Reduced	2,200	-11,174	$820,644	−83.4%	23	before history	0.70%
MCO	Moodys Corp Financial Services	Added	1,800	+764	$815,256	+80.4%	20	$385.87	0.70%
SLV	iShares Silver Trust	Held	15,000	0	$802,050	−21.5%	10	$22.77	0.69%
FVAV	Fortress Value Acquisition Corp. V Financial Services	NEW	75,099	NEW	$759,250	NEW	1	$10.08	0.65%
UPWK	Upwork, Inc Communication Services	Reduced	81,000	-308,205	$677,160	−84.1%	23	before history	0.58%
CEPV	Cantor Equity Partners V, Inc. Financial Services	NEW	62,061	NEW	$640,035	NEW	1	$10.24	0.55%
AAPL	Apple Inc. Technology	Reduced	2,000	-8,488	$578,720	−78.3%	10	$221.07	0.49%
ALLY	Ally Financial Inc. Financial Services	Reduced	12,000	-148,901	$551,400	−91.3%	7	$36.34	0.47%
BDCI	BTC Development Corp. Financial Services	NEW	53,300	NEW	$536,731	NEW	1	$10.03	0.46%
FACT	FACT II Acquisition Corp.	NEW	50,000	NEW	$531,500	NEW	1	$10.60	0.45%

Showing the top 50 of 235 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.