SoundView Advisors Inc.
CIK
2054083
Location
OLYMPIA, WA
Portfolio Value
Micro
$12,286,735
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,657
/ 8,232
▲ 142
Top Industry
Semiconductors
43.7%
3Y Alpha vs SPY
+4.6%
Period ended 2 months ago
Filed May 1, 2026 · 44d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.9%
SPY
+23.4%
Annualised alpha
+4.6%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.9%
−0.0 pts
Top 5
87.5%
+1.0 pts
Top 10
100.0%
+1.5 pts
HHI
2,074
Moderately concentrated+39
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.0% | $5,775,415 |
| Unclassified | 31.6% | $3,881,899 |
| Consumer Defensive | 12.8% | $1,570,373 |
| Energy | 4.4% | $544,353 |
| Healthcare | 2.2% | $271,262 |
| Financial Services | 2.0% | $243,433 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +42 | 731 | $338,591 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DVA | Davita Inc. | −1,148 | 1,765 | $271,262 | |
| NVDA | Nvidia Corp | −943 | 21,058 | $3,672,515 | |
| LRCX | Lam Research Corp | −662 | 1,275 | $272,416 | |
| COST | Costco Wholesale Corp /New | −304 | 1,576 | $1,570,373 | |
| MSFT | Microsoft Corp | −291 | 1,120 | $414,590 | |
| QQQ | Invesco Qqq Trust, Series 1 | −261 | 6,139 | $3,543,308 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 677 | $211,901 | |
| No positions match the current search. | ||||
10 positions ·
$12,286,735 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 21,058 | $3,672,515 | 29.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,139 | $3,543,308 | 28.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,576 | $1,570,373 | 12.78% | |
| AAPL |
Apple Inc.
Technology
|
Held | 5,579 | $1,415,894 | 11.52% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,631 | $544,353 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,120 | $414,590 | 3.37% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 731 | $338,591 | 2.76% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,275 | $272,416 | 2.22% | |
| DVA |
Davita Inc.
Healthcare
|
Reduced | 1,765 | $271,262 | 2.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 508 | $243,433 | 1.98% |