Latest Skyline Advisors, Inc. Stock Portfolio
Skyline Advisors, Inc. Performance:
2025 Q3: 0.82%YTD: 4.92%2024: 4.12%
Performance for 2025 Q3 is 0.82%, and YTD is 4.92%, and 2024 is 4.12%.
About Skyline Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Skyline Advisors, Inc. reported an equity portfolio of $290.3 Millions as of 30 Sep, 2025.
The top stock holdings of Skyline Advisors, Inc. are VB, IBCE, MSFT. The fund has invested 11.6% of it's portfolio in VANGUARD INDEX FDS and 10.3% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and VANGUARD SPECIALIZED FUNDS (VIG) stocks. They significantly reduced their stock positions in ISHARES U S ETF TR (CCRV), J P MORGAN EXCHANGE TRADED F (BBAX) and AMAZON COM INC (AMZN). Skyline Advisors, Inc. opened new stock positions in T-MOBILE US INC (TMUS), ISHARES TR (AAXJ) and CAPITAL GROUP CORE BALANCED. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F (BBAX) and CAPITAL GRP FIXED INCM ETF T (CGCP).
The top stock holdings of Skyline Advisors, Inc. are VB, IBCE, MSFT. The fund has invested 11.6% of it's portfolio in VANGUARD INDEX FDS and 10.3% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and VANGUARD SPECIALIZED FUNDS (VIG) stocks. They significantly reduced their stock positions in ISHARES U S ETF TR (CCRV), J P MORGAN EXCHANGE TRADED F (BBAX) and AMAZON COM INC (AMZN). Skyline Advisors, Inc. opened new stock positions in T-MOBILE US INC (TMUS), ISHARES TR (AAXJ) and CAPITAL GROUP CORE BALANCED. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F (BBAX) and CAPITAL GRP FIXED INCM ETF T (CGCP).
Skyline Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Skyline Advisors, Inc. made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 5.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| t-mobile us inc | 498,663 |
| ishares tr | 415,350 |
| capital group core balanced | 260,061 |
| vanguard world fd | 226,603 |
| simon ppty group inc new | 208,793 |
| pnc finl svcs group inc | 208,766 |
New stocks bought by Skyline Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 68.26 |
| j p morgan exchange traded f | 38.58 |
| capital grp fixed incm etf t | 37.68 |
| netflix inc | 15.29 |
| j p morgan exchange traded f | 14.13 |
| ishares tr | 8.68 |
| j p morgan exchange traded f | 8.03 |
| wisdomtree tr | 7.93 |
Additions to existing portfolio by Skyline Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares u s etf tr | -89.91 |
| j p morgan exchange traded f | -62.83 |
| amazon com inc | -47.01 |
| adobe inc | -28.95 |
| ishares tr | -19.52 |
| first tr exchange-traded fd | -14.78 |
| apple inc | -12.91 |
| procter and gamble co | -8.58 |
Skyline Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| simplify exchange traded fun | -927,383 |
| ishares tr | -1,860,500 |
| unum group | -201,900 |
| vanguard specialized funds | -332,210 |
| abbvie inc | -208,789 |
| visa inc | -281,201 |
Skyline Advisors, Inc. got rid off the above stocks
Sector Distribution
Skyline Advisors, Inc. has about 83.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.9 |
| Technology | 11.1 |
| Consumer Defensive | 1.2 |
Market Cap. Distribution
Skyline Advisors, Inc. has about 15.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.9 |
| MEGA-CAP | 12.3 |
| LARGE-CAP | 3 |
Stocks belong to which Index?
About 15% of the stocks held by Skyline Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 84.2 |
| S&P 500 | 15 |
Skyline Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Skyline Advisors, Inc.
Skyline Advisors, Inc. has 96 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Skyline Advisors, Inc. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.39 | 15,846 | 4,034,900 | reduced | -12.91 | ||
| AAXJ | ishares tr | 4.01 | 109,326 | 11,642,200 | added | 68.26 | ||
| AAXJ | ishares tr | 0.14 | 9,750 | 415,350 | new | |||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 7.64 | 474,552 | 22,166,300 | added | 3.55 | ||
| ADBE | adobe inc | 0.22 | 1,792 | 632,128 | reduced | -28.95 | ||
| AGGH | simplify exchange traded fun | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPS | ishares tr | 0.14 | 4,412 | 419,787 | added | 0.07 | ||
| AMZN | amazon com inc | 0.15 | 1,966 | 431,675 | reduced | -47.01 | ||
| BA | boeing co | 0.19 | 2,611 | 563,561 | reduced | -1.14 | ||
| BAC | bank america corp | 0.38 | 21,572 | 1,112,900 | added | 1.1 | ||
| BBAX | j p morgan exchange traded f | 2.30 | 132,125 | 6,668,360 | added | 38.58 | ||
| BBAX | j p morgan exchange traded f | 1.83 | 104,766 | 5,314,790 | added | 3.01 | ||
| BBAX | j p morgan exchange traded f | 0.82 | 46,906 | 2,394,070 | added | 8.03 | ||
| BBAX | j p morgan exchange traded f | 0.29 | 14,713 | 840,101 | added | 0.8 | ||
| BBAX | j p morgan exchange traded f | 0.09 | 4,071 | 256,076 | reduced | -62.83 | ||
| BNDW | vanguard scottsdale fds | 0.79 | 40,476 | 2,301,450 | added | 2.00 | ||
| BNDX | vanguard charlotte fds | 0.61 | 35,701 | 1,765,760 | added | 7.47 | ||
| BOB | ea series trust | 0.13 | 8,415 | 372,855 | reduced | -3.46 | ||