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13F-HR/A filed by SEAVIEW INVESTMENT MANAGERS LLC

SEAVIEW INVESTMENT MANAGERS LLC filed this 13F-HR/A for the quarter ended 2025-06-30, filed 2025-08-13, with 134 holding rows worth $471,788,706.

Accession
0001832158-25-000005
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, amendment of type restatement, 341 entries on the cover page, a total value of $471,788,706 stated on the cover page (in dollars after the unit check, H1), rows summing to $471,788,706 with VALUE read as dollars as filed, 13F file number 028-20416. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerVectorGlobal IAG, Inc. 028-21173

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM44,302$24,438,756dollars as filed
NVIDIA Corp67066G104COM149,343$23,594,707dollars as filed
META PLATFORMS INC CL A30303M102COM26,785$19,769,756dollars as filed
Microsoft Corp594918104COM38,794$19,296,758dollars as filed
SPY78462F103SHS28,102$17,362,821dollars as filed
Amazon.com, Inc023135106COM78,482$17,218,165dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM93,252$16,433,805dollars as filed
Berkshire Hathaway Inc084670702COM31,334$15,221,117dollars as filed
Oracle Corporation68389X105COM67,565$14,771,736dollars as filed
Uber Technologies90353T100COM154,078$14,375,478dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS60,903$13,793,921dollars as filed
Netflix, Inc64110L106COM10,292$13,782,326dollars as filed
Advanced Micro Devices,Inc.007903107COM96,036$13,627,509dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK16,100$12,902,379dollars as filed
BARRICK MNG CORP06849F108COM SHS617,693$12,860,368dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock37,465$12,092,203dollars as filed
Abbott Laboratories002824100COM81,373$11,067,542dollars as filed
Salesforce.com, Inc79466L302COM40,485$11,039,854dollars as filed
T-Mobile US,Inc.872590104COM43,403$10,341,199dollars as filed
Eli Lilly and Company532457108COM13,246$10,325,655dollars as filed
HCA Healthcare Inc40412C101COM26,844$10,283,937dollars as filed
Adobe Inc00724F101COM25,634$9,917,282dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS256,590$9,740,156dollars as filed
ALLSTATE CORP COM020002101Stock48,226$9,708,376dollars as filed
Progressive Corporation743315103COM34,518$9,211,473dollars as filed
FISERV INC337738108COM49,467$8,528,605dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN425,558$7,715,367dollars as filed
Invesco S&P MidCap Momentum ETF46137V464SHS51,004$6,560,644dollars as filed
Broadcom Inc.11135F101COM23,417$6,454,896dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL86,404$6,291,939dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR101,912$6,119,815dollars as filed
Apple Inc037833100COM21,210$4,351,655dollars as filed
SPDR GOLD TR78463V107GOLD SHS10,255$3,126,032dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT97,920$2,482,272dollars as filed
PALO ALTO NETWORKS INC697435105COM11,083$2,268,025dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock22,086$1,983,312dollars as filed
Palantir Technologies Inc. Class A69608A108COM11,842$1,614,301dollars as filed
GLOBAL X FDS37954Y236DATA CTR & DIGIT79,327$1,478,656dollars as filed
IShares Bitcoin Trust Registered46438F101SHS23,202$1,420,194dollars as filed
Visa Inc92826C839COM3,979$1,412,743dollars as filed
UnitedHealth Group Inc91324P102COM4,437$1,384,211dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF17,907$1,353,411dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF30,470$1,331,234dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF30,543$1,331,064dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock10,706$1,312,555dollars as filed
BLACKSTONE INC09260D107COM8,728$1,305,534dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE9,249$1,285,796dollars as filed
AbbVie,Inc.00287Y109COM6,787$1,259,803dollars as filed
American Express Company025816109COM3,886$1,239,557dollars as filed
SAP SE SPON ADR803054204ADR4,030$1,225,523dollars as filed
VANECK ETF TRUST92189F700AGRIBUSINESS ETF16,427$1,209,355dollars as filed
Walmart Inc.931142103COM12,362$1,208,756dollars as filed
JPMorgan Chase & Co46625H100COM3,911$1,133,838dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM6,059$1,101,162dollars as filed
Vanguard Growth922908736COM2,363$1,035,939dollars as filed
Costco Wholesale Corporation22160K105COM1,020$1,009,739dollars as filed
McDonalds Corporation580135101COM3,352$979,354dollars as filed
FERRARI N VN3167Y103COM1,940$947,451dollars as filed
SERIES PORTFOLIOS TR81752T528ELDRIDGE BBB B34,882$932,746dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM21,024$906,975dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock7,608$904,856dollars as filed
ISHARES FALLEN ANGELS USD BOND ETF46435G474ETF33,305$903,898dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF35,186$896,527dollars as filed
Honeywell Technologies438516106COM3,807$886,574dollars as filed
iShares iBonds 2028 Term HY & Inc ETF46436E387SHS37,163$881,878dollars as filed
EXXON MOBIL CORP30231G102COM8,099$873,072dollars as filed
Procter & Gamble Co742718109COM5,391$858,895dollars as filed
Cigna Corporation125523100COM2,575$851,243dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT68,777$841,835dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF14,697$835,512dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI16,224$816,392dollars as filed
SPROTT ASSET MANAGEMENT LP85207Q104PHYSICAL PLATINU68,167$799,599dollars as filed
Tesla Motors, Inc88160R101COM2,336$742,054dollars as filed
NUTRIEN LTD COM67077M108Stock12,375$719,750dollars as filed
VANECK ETF TRUST92189F676COM2,574$717,837dollars as filed
Eaton Corp. PlcG29183103COM1,998$713,266dollars as filed
AMPLIFY ETF TR032108847HIGH INCOME58,324$682,974dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,737$662,907dollars as filed
LEGG MASON ETF INVT52468L505FRANKLIN INTL LW20,323$661,514dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS8,085$660,221dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM12,045$655,223dollars as filed
VANECK ETF TRUST92189F114VIDEO GMNG ESPRT5,824$637,961dollars as filed
VANECK ETF TRUST92189F601URANI NUCLE ETF5,729$636,950dollars as filed
ISHARES INDIA 50 ETF464289529UIT EXCHANGE TRADED11,403$620,095dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF14,633$619,123dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,969$607,665dollars as filed
ABRDN PLATINUM ETF TRUST003260106PHYSCL PLATM SHS4,847$595,551dollars as filed
CF INDUSTRIES HOLD COM125269100Stock6,000$552,000dollars as filed
Lam Research Corporation512807306COM5,301$516,000dollars as filed
ServiceNow,Inc.81762P102COM478$491,422dollars as filed
AUTODESK INC COM052769106Stock1,537$475,809dollars as filed
International Business Machines Corporation459200101COM1,435$423,009dollars as filed
Vanguard S&P 500 ETF922908363COM734$416,934dollars as filed
PAN AMERN SILVER CORP697900108COM13,959$396,443dollars as filed
SHELL PLC SPON ADS780259305ADR5,445$383,398dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM729$371,287dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT6,908$368,128dollars as filed
iShares U.S. Technology ETF464287721SHS2,121$367,506dollars as filed
ARK 21SHARES BITCOIN ETF040919102SHS BEN INT10,000$357,900dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,119$353,726dollars as filed
Micron Technology,Inc.595112103COM2,866$353,234dollars as filed
Citigroup Inc.172967424COM4,017$341,928dollars as filed
iShares Short Treasury Bond ETF464288679SHS2,930$323,531dollars as filed
iShares Gold Trust464285204COM5,160$321,778dollars as filed
Goldman Sachs Group,Inc.38141G104COM442$312,826dollars as filed
NIKE,Inc. Class B654106103COM4,389$311,795dollars as filed
SYNOPSYS INC COM871607107Stock601$308,122dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,006$274,849dollars as filed
ISHARES TR464287457COM3,291$272,692dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,783$266,527dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS3,189$264,431dollars as filed
JPMORGAN INT BOND OPPORTUNITIE46641Q852INTL BD OPP ETF5,430$264,007dollars as filed
ISHARES TR46438G653IBONDS DEC 203410,099$263,887dollars as filed
ISHARES INC464286251JP MRG EM CRP BD5,759$261,689dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT3,004$254,829dollars as filed
ISHARES TR46428743220 YR TR BD ETF2,665$235,210dollars as filed
Coca-Cola Company191216100COM3,224$228,098dollars as filed
iShares Silver Trust46428Q109COM6,928$227,308dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX836$225,160dollars as filed
PepsiCo,Inc.713448108COM1,680$221,827dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,726$221,636dollars as filed
Stryker Corporation863667101COM557$220,366dollars as filed
ISHARES TR464288562RESIDENTIAL MULT2,635$216,966dollars as filed
OCCIDENTAL PETE CORP674599105COM4,965$208,561dollars as filed
Walt Disney Co254687106COM1,645$203,997dollars as filed
FIRST MAJESTIC SILVER CORP32076V103COM24,163$199,827dollars as filed
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF11,178$198,968dollars as filed
SIBANYE STILLWATER LTD SPONSORED ADR82575P107ADR25,157$181,631dollars as filed
CLEANSPARK INC18452B209COM NEW12,900$142,287dollars as filed
ATAIBECKLEY INCN0731H103Equity49,922$109,329dollars as filed
LITHIUM AMERS CORP NEW COM SHS53681J103Stock15,000$40,200dollars as filed
LITHIUM ARGENTINA AGH5012F103COM SHS15,000$31,200dollars as filed
POLAR PWR INC.73102V204COM NEW16,000$27,838dollars as filed
Direxion Daily Gold Miners Index Bear 2X Shares25461A478ETF10,000$15,500dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001832158-25-000004 superseded2025-08-12acceptance time not in the bulk data set
13F-HR/A 0001832158-25-000005this filing2025-08-13acceptance time not in the bulk data set