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Skyview Financial Group LLC

Location
PONTE VEDRA BEACH, FL
Portfolio Value
Micro $96,906,642
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#8,186 / 8,818 · as of Dec 2025
Top Industry
Aerospace & Defense 17.2%
3Y Alpha vs SPY
+174.6%
Period ended 8 months ago
Filed Feb 18, 2026 · 7mo

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+57.3%
SPY
+10.3%
Annualised alpha
+174.6%
Max drawdown
−11.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter.Skyview Financial Group LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Dec 31, 2025
Top Position
7.2%
of portfolio value
Top 5
27.9%
of portfolio value
Top 10
47.9%
of portfolio value
HHI
359
Diversified

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Unclassified 43.3% $41,963,554
Healthcare 13.0% $12,555,285
Technology 12.1% $11,750,780
Industrials 11.8% $11,424,481
Financial Services 9.2% $8,867,748
Communication Services 8.3% $8,001,865
Consumer Cyclical 1.9% $1,806,858
Consumer Defensive 0.6% $536,071

Portfolio Positions

Export CSV View 13F filing
48 tracked positions · $96,906,642 total · filing declares 57 positions · $96,907,133 · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History

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.