Skyview Financial Group LLC

CIK

2111890

Location

PONTE VEDRA BEACH, FL

Portfolio Value

Micro $59,258,988

Diversification

Diversified

Filing Date

Dec 31, 2025

Global Rank

#6,729 / 8,662 · as of Dec 2025

Top Industry

Aerospace & Defense 18.5%

3Y Alpha vs SPY

-22.6%

Period ended 6 months ago

Filed Feb 18, 2026 · 5mo

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.2%

SPY

+9.6%

Annualised alpha

-9.8%

Max drawdown

−10.3%

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

33 positions · as of Dec 31, 2025

Top Position

11.7%

of portfolio value

Top 5

39.2%

of portfolio value

Top 10

64.0%

of portfolio value

HHI

541

Diversified

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Healthcare	21.6%	$12,787,186	7
Industrials	19.3%	$11,424,481	7
Financial Services	15.0%	$8,867,748	4
Technology	14.6%	$8,640,661	8
Unclassified	13.9%	$8,216,478	3
Communication Services	11.8%	$6,979,505	2
Consumer Cyclical	3.0%	$1,806,858	1
Consumer Defensive	0.9%	$536,071	1

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $59,258,988 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	First	17,501	—	$6,935,821	—	11.70%
CAH	Cardinal Health Inc Healthcare	First	20,925	—	$4,300,087	—	7.26%
BA	Boeing Co Industrials	First	18,691	—	$4,058,189	—	6.85%
C	Citigroup Inc Financial Services	First	34,615	—	$4,039,224	—	6.82%
META	Meta Platforms, Inc. Communication Services	First	5,883	—	$3,883,309	—	6.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	First	5,657	—	$3,277,948	—	5.53%
GOOGL	Alphabet Inc. Communication Services	First	9,892	—	$3,096,196	—	5.22%
AIR	Aar Corp Industrials	First	34,362	—	$2,844,829	—	4.80%
PATH	UiPath, Inc. Technology	First	170,480	—	$2,794,167	—	4.72%
HCA	HCA Healthcare, Inc. Healthcare	First	5,836	—	$2,724,594	—	4.60%
RTX	RTX Corp Industrials	First	13,345	—	$2,447,473	—	4.13%
V	Visa Inc. Financial Services	First	6,416	—	$2,250,155	—	3.80%
MA	Mastercard Inc Financial Services	First	3,899	—	$2,225,861	—	3.76%
ORCL	Oracle Corp Technology	First	11,245	—	$2,191,762	—	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	First	7,828	—	$1,806,858	—	3.05%
NVDA	Nvidia Corp Technology	First	6,411	—	$1,195,651	—	2.02%
BFLY	Butterfly Network, Inc. Healthcare	First	277,309	—	$1,053,774	—	1.78%
AMD	Advanced Micro Devices Inc Technology	First	4,629	—	$991,346	—	1.67%
BSX	Boston Scientific Corp Healthcare	First	9,927	—	$946,539	—	1.60%
PWR	Quanta Services, Inc. Industrials	First	1,966	—	$829,769	—	1.40%
AMSC	American Superconductor Corp /De/ Industrials	First	23,038	—	$663,033	—	1.12%
QQQ	Invesco Qqq Trust, Series 1	First	1,050	—	$645,025	—	1.09%
SLV	iShares Silver Trust	First	9,867	—	$635,632	—	1.07%
CL	Colgate Palmolive Co Consumer Defensive	First	6,784	—	$536,071	—	0.90%
GFL	GFL Environmental Inc. Industrials	First	11,402	—	$489,715	—	0.83%
AAPL	Apple Inc. Technology	First	1,756	—	$477,386	—	0.81%
AVGO	Broadcom Inc. Technology	First	1,019	—	$352,675	—	0.60%
JPM	Jpmorgan Chase & Co Financial Services	First	1,094	—	$352,508	—	0.59%
KLAC	Kla Corp Technology	First	2,844	—	$345,568	—	0.58%
MSFT	Microsoft Corp Technology	First	604	—	$292,106	—	0.49%
BMY	Bristol Myers Squibb Co Healthcare	First	4,568	—	$246,397	—	0.42%
AKTX	Akari Therapeutics Plc Healthcare	First	20,575	—	$237,847	—	0.40%
ACHR	Archer Aviation Inc. Industrials	First	12,164	—	$91,473	—	0.15%