SkyView Investment Advisors, LLC

CIK

1848237

Location

SHREWSBURY, NJ

Portfolio Value

Small $705,575,875

Diversification

Diversified

Reports for

STRAIGHTLINE GROUP LLC

Filing Date

Global Rank

#2,859 / 8,792 ▼ 113 · as of Mar 2026

Top Industry

Semiconductors 13.8%

Period ended 6 months ago

Filed May 15, 2026 · 4mo

22 quarters · since Dec 2020

Portfolio Concentration

256 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.1%

+1.0 pts

Top 5

58.5%

+2.2 pts

Top 10

67.4%

+2.0 pts

HHI

922

Diversified+64

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.4%	$468,163,371	30
Financial Services	8.0%	$56,380,507	53
Technology	6.9%	$48,961,532	23
Industrials	5.3%	$37,186,443	41
Consumer Cyclical	4.0%	$28,404,147	29
Communication Services	2.5%	$17,414,688	9
Healthcare	2.2%	$15,693,388	25
Consumer Defensive	1.8%	$13,037,301	15
Basic Materials	1.3%	$9,355,677	7
Energy	0.8%	$5,620,509	11
Real Estate	0.4%	$2,905,046	6
Utilities	0.3%	$2,453,266	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CLVT	Clarivate PLC	+20,636	434,364	$1,098,940
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+14,489	106,793	$12,671,248
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+13,892	1,682,201	$125,884,233
SNDL	SNDL Inc.	+12,330	310,158	$409,408
—		+12,139	162,561	$203,201
STLA	Stellantis N.V.	+8,992	283,105	$2,007,214
NXDR	Nextdoor Holdings, Inc.	+5,475	266,468	$373,055
GENI	Genius Sports Ltd	+4,187	82,200	$364,146
MDXG	Mimedx Group, Inc.	+3,826	94,998	$375,242
VZ	Verizon Communications Inc	+2,958	29,410	$1,476,382
PAYX	Paychex Inc	+2,900	5,270	$485,472
IAU	Ishares Gold Trust	+2,820	464,273	$40,930,307
SNY	Sanofi	+2,744	11,565	$557,201
FE	Firstenergy Corp	+2,602	10,514	$532,639
CRGY	Crescent Energy Co	+2,543	50,409	$680,521
XPOF	Xponential Fitness, Inc.	+2,346	44,080	$265,361
PAR	Par Technology Corp	+2,011	19,848	$294
UL	Unilever PLC	+1,992	5,202	$296,357
ULCC	Frontier Group Holdings, Inc.	+1,932	551,415	$1,946,494
NOA	North American Construction Group Ltd.	+1,416	75,032	$1,011,431
INSE	Inspired Entertainment, Inc.	+1,400	72,547	$517,260
ENR	Energizer Holdings, Inc.	+1,155	24,763	$406,608
CRVL	Corvel Corp	+1,126	16,008	$874,837
BKF	iShares MSCI BIC ETF	+1,116	67,946	$6,087,069
ARLO	Arlo Technologies, Inc.	+1,031	58,436	$831,544
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−450,849	20,000	$676,200
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−134,630	981,128	$50,143,443
—		−45,273	88,700	$6,134,470
AMCR	Amcor plc	−27,913	9,949	$395,472
IBKR	Interactive Brokers Group, Inc.	−15,925	126,074	$8,455,783
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−14,460	1,144,924	$148,729,758
ABI	VictoryShares Pioneer Asset-Based Income ETF	−7,145	79,067	$8,247,429
GOOGL	Alphabet Inc.	−5,461	18,660	$5,357,191
ESTA	Establishment Labs Holdings Inc.	−4,500	5,500	$312,290
MU	Micron Technology Inc	−3,803	2,185	$738,180
UPWK	Upwork, Inc	−3,259	389,205	$4,265,686
BABA	Alibaba Group Holding Ltd	−2,811	9,762	$1,224,740
O	Realty Income Corp	−2,689	3,331	$203,790
NGG	National Grid PLC	−2,319	4,628	$391,528
BNY	Bank of New York Mellon Corp	−2,263	7,612	$903,011
XOM	ExxonMobil Holdings Corp	−2,050	1,789	$303,521
GE	General Electric Co	−1,955	7,981	$2,264,768
GILD	Gilead Sciences, Inc.	−1,951	5,942	$828,136
C	Citigroup Inc	−1,909	6,405	$726,391
TJX	Tjx Companies Inc /De/	−1,692	9,827	$1,569,371
XEL	Xcel Energy Inc	−1,611	3,479	$276,371
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,454	11,402	$3,853,305
AVGO	Broadcom Inc.	−1,039	3,088	$955,766
EME	EMCOR Group, Inc.	−997	5,162	$4,542
ALLY	Ally Financial Inc.	−962	160,901	$6,312,146
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
ARTC	Art Technology Acquisition Corp.	300,000	$2,970,000
AZN	Astrazeneca PLC	7,141	$1,408,348
RDAG	Republic Digital Acquisition Co	100,000	$1,023,000
FACT	FACT II Acquisition Corp.	50,000	$533,500
AMT	American Tower Corp /Ma/	2,564	$442,495
WEC	Wec Energy Group, Inc.	3,249	$376,136
TBN	Tamboran Resources Corp	6,088	$304,339
MDLZ	Mondelez International, Inc.	4,775	$275,231
MRK	Merck & Co., Inc.	2,210	$265,840
KIM	Kimco Realty Corp	11,825	$265,707
GEV	GE Vernova Inc.	277	$241,793
ESI	Element Solutions Inc	6,431	$219,554
GLD	Spdr Gold Trust	476	$204,818
MTRN	MATERION Corp	1,414	$204,535
—		50,000	$0
TAVI	Tavia Acquisition Corp.	10,600	$0
—		50,000	$0
OPTX	Syntec Optics Holdings, Inc.	50,161	$0
BCG	Binah Capital Group, Inc.	28,125	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FTW	PRESIDIO PRODUCTION Co	100,000	$1,049,000
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	25,000	$583,500
BCLO	iShares BBB-B CLO Active ETF	10,000	$517,450
IMSR	Terrestrial Energy Inc. /DE/	83,844	$512,286
MNDY	monday.com Ltd.	2,658	$392,214
JNJ	Johnson & Johnson	1,732	$358,437
APP	AppLovin Corp	500	$336,910
TEAM	Atlassian Corp	1,900	$308,066
GSK	GSK plc	6,157	$301,939
SPRB	Spruce Biosciences, Inc.	3,000	$261,330
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,352	$253,013
EPAM	EPAM Systems, Inc.	1,218	$249,543
CEG	Constellation Energy Corp	700	$247,289
BMO	Bank Of Montreal /Can/	1,878	$243,745
RDDT	Reddit, Inc.	1,027	$236,076
JBTM	JBT MAREL Corp	1,500	$226,005
AEP	American Electric Power Co Inc	1,815	$209,287
PFSA	Profusa, Inc.	20,000	$2,099
BDMD	Baird Medical Investment Holdings Ltd	36,779	$0
ALUR	Allurion Technologies, Inc.	45,174	$0
ATCH	AtlasClear Holdings, Inc.	220,206	$0
ICU	SeaStar Medical Holding Corp	64,658	$0
—		76,138	$0
APLM	Apollomics Inc.	74,000	$0
VWAV	VisionWave Holdings, Inc.	82,189	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

256 tracked positions · $705,575,875 total · filing declares 318 positions · $743,315 · as of Mar 31, 2026

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

Showing 1–50 of 256 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,144,924	-14,460	$148,729,758	−2.3%	21.08%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	1,682,201	+13,892	$125,884,233	−3.5%	17.84%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	981,128	-134,630	$50,143,443	−14.1%	7.11%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	539,737	+120	$47,156,557	−1.3%	6.68%
IAU	Ishares Gold Trust	Added	464,273	+2,820	$40,930,307	+9.3%	5.80%
NVDA	Nvidia Corp Technology	Added	149,166	+351	$26,014,550	−6.3%	3.69%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	106,793	+14,489	$12,671,248	+11.8%	1.80%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	126,074	-15,925	$8,455,783	−7.4%	1.20%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	79,067	-7,145	$8,247,429	−11.1%	1.17%
SPY	Spdr S&P 500 ETF Trust	Held	11,115	0	$7,228,529	−4.6%	1.02%
ALLY	Ally Financial Inc. Financial Services	Reduced	160,901	-962	$6,312,146	−13.9%	0.89%
		Reduced	88,700	-45,273	$6,134,470	−21.1%	0.87%
BKF	iShares MSCI BIC ETF	Added	67,946	+1,116	$6,087,069	+4.5%	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,660	-5,461	$5,357,191	−29.2%	0.76%
MSFT	Microsoft Corp Technology	Held	13,374	0	$4,950,653	−23.5%	0.70%
VIG	Vanguard Dividend Appreciation ETF	Held	20,472	0	$4,402,708	−2.1%	0.62%
UPWK	Upwork, Inc Communication Services	Reduced	389,205	-3,259	$4,265,686	−45.2%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,402	-1,454	$3,853,305	−1.4%	0.55%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	44,678	-897	$3,514,371	+4.7%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,829	-469	$3,504,975	−12.2%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,689	+18	$3,230,135	−17.2%	0.46%
META	Meta Platforms, Inc. Communication Services	Added	5,458	+9	$3,122,685	−13.2%	0.44%
ARTC	Art Technology Acquisition Corp.	NEW	300,000	NEW	$2,970,000	NEW	0.42%
CRH	Crh Public Ltd Co Basic Materials	Added	26,343	+135	$2,769,176	−15.3%	0.39%
AAPL	Apple Inc. Technology	Added	10,488	+84	$2,661,749	−5.9%	0.38%
PGR	Progressive Corp/Oh/ Financial Services	Added	13,244	+421	$2,625,490	−10.1%	0.37%
XRPN	Armada Acquisition Corp. II Financial Services	Held	250,000	0	$2,577,500	+0.7%	0.37%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	24,028	-42	$2,306,447	−0.1%	0.33%
OSCR	Oscar Health, Inc. Healthcare	Reduced	200,028	-240	$2,294,321	−20.3%	0.33%
GE	General Electric Co Industrials	Reduced	7,981	-1,955	$2,264,768	−26.0%	0.32%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Added	12,665	+397	$2,173,567	+9.7%	0.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	4,598	0	$2,129,747	−3.6%	0.30%
LIN	Linde PLC Basic Materials	Reduced	4,203	-67	$2,083,679	+14.4%	0.30%
STLA	Stellantis N.V. Consumer Cyclical	Added	283,105	+8,992	$2,007,214	−32.8%	0.28%
USFD	US Foods Holding Corp. Consumer Defensive	Added	21,181	+411	$1,953,100	+24.8%	0.28%
ULCC	Frontier Group Holdings, Inc. Industrials	Added	551,415	+1,932	$1,946,494	−24.8%	0.28%
SPGI	S&P Global Inc. Financial Services	Added	4,568	+27	$1,942,952	−18.1%	0.28%
AMG	Affiliated Managers Group, Inc. Financial Services	Added	7,015	+25	$1,941,050	−3.7%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,043	+126	$1,935,127	−1.7%	0.27%
FCN	Fti Consulting, Inc Industrials	Added	10,272	+198	$1,815,781	+5.5%	0.26%
PRI	Primerica, Inc. Financial Services	Added	7,199	+257	$1,803,205	+0.5%	0.26%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	5,885	-131	$1,749,198	+3.4%	0.25%
RBC	RBC Bearings INC Industrials	Added	3,188	+1	$1,731,466	+21.2%	0.25%
V	Visa Inc. Financial Services	Added	5,713	+3	$1,726,697	−13.8%	0.24%
WTS	Watts Water Technologies Inc Industrials	Added	5,743	+59	$1,667,135	+6.3%	0.24%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Added	17,357	+256	$1,622,532	+18.9%	0.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	9,827	-1,692	$1,569,371	−11.3%	0.22%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	21,912	-147	$1,559,696	−13.8%	0.22%
UTI	Universal Technical Institute Inc Consumer Defensive	Added	42,870	+619	$1,547,607	+40.2%	0.22%
ASML	Asml Holding NV Technology	Added	1,147	+4	$1,514,992	+23.9%	0.21%

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.