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Latest Skyline Advisors, Inc. Stock Portfolio

Skyline Advisors, Inc. Performance:
2025 Q4: -0.05%YTD: 9.17%2024: -5.25%
Performance for 2025 Q4 is -0.05%, and YTD is 9.17%, and 2024 is -5.25%.

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 $299.6 Millions as of 31 Dec, 2025.

The top stock holdings of Skyline Advisors, Inc. are VB, IBCE, ACWF. The fund has invested 11.6% of it's portfolio in VANGUARD INDEX FDS and 10.4% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD MALVERN FDS (VTIP), ADOBE INC (ADBE) and APPLE INC (AAPL). Skyline Advisors, Inc. opened new stock positions in BLACKROCK ETF TRUST II (HYMU), BLACKROCK ETF TRUST (BECO) and TIDAL TRUST I. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (IJR) and VANGUARD WORLD FD (EDV).

Skyline Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Skyline Advisors, Inc. made a return of -0.05% in the last quarter. In trailing 12 months, it's portfolio return was 9.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust ii2,274,520
blackrock etf trust1,109,350
tidal trust i419,207
blackrock etf trust ii403,399
blackrock etf trust312,301
merck & co inc236,138
alphabet inc209,657
blackrock etf trust203,724
New stocks bought by Skyline Advisors, Inc.

Additions

Ticker% Inc.
netflix inc577
ishares tr50.34
vanguard world fd42.55
nvidia corporation26.97
pimco etf tr19.3
vanguard tax-managed fds14.88
dimensional etf trust12.38
tidal trust iii11.49
Additions to existing portfolio by Skyline Advisors, Inc.

Reductions

Ticker% Reduced
vanguard malvern fds-54.48
adobe inc-23.94
apple inc-14.09
amazon com inc-12.92
ea series trust-10.51
ishares tr-9.6
emerson elec co-8.8
vanguard world fd-8.36
Skyline Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-415,350
Skyline Advisors, Inc. got rid off the above stocks

Sector Distribution

Skyline Advisors, Inc. has about 85.3% of it's holdings in Others sector.

Sector%
Others85.3
Technology10
Consumer Defensive1.1

Market Cap. Distribution

Skyline Advisors, Inc. has about 13.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED85.3
MEGA-CAP11.1
LARGE-CAP2.8

Stocks belong to which Index?

About 13.7% of the stocks held by Skyline Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others85.5
S&P 50013.7
Top 5 Winners (%)%
nokia corp
34.5 %
BOB
ea series trust
14.9 %
CSCO
cisco sys inc
12.6 %
SGOL
etfs gold tr
11.6 %
JNJ
johnson & johnson
11.3 %
Top 5 Winners ($)$
IBCE
ishares tr
0.8 M
VB
vanguard index fds
0.7 M
IBCE
ishares tr
0.4 M
FNDA
schwab strategic tr
0.4 M
j p morgan exchange traded f
0.3 M
Top 5 Losers (%)%
NFLX
netflix inc
-87.1 %
TMUS
t-mobile us inc
-15.1 %
HD
home depot inc
-15.0 %
MELI
mercadolibre inc
-13.8 %
MO
altria group inc
-12.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.6 M
NFLX
netflix inc
-1.6 M
COST
costco whsl corp new
-0.1 M
ACWF
ishares tr
-0.1 M
MO
altria group inc
-0.1 M

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 104 stocks in it's portfolio. About 69.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IBCE was the most profitable stock for Skyline Advisors, Inc. last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions