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Latest Skyline Advisors, Inc. Stock Portfolio

$318Million | No. of Holdings #123

Skyline Advisors, Inc. Performance

2026 Q2+5.78%
YTD+3.25%
2025+9.71%

About Skyline Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Skyline Advisors, Inc. reported an equity portfolio of $318.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Skyline Advisors, Inc. are ACWF, VB, VB. The fund has invested 9.4% of it's portfolio in ISHARES TR and 6% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), BLACKROCK ETF TRUST II (HYMU) and J P MORGAN EXCHANGE TRADED F stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA). Skyline Advisors, Inc. opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD WORLD FD (VAW) and INVESCO EXCH TRADED FD TR II (CGW).
Skyline Advisors, Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$318Million
  as of Jul 20, 2026

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

Our best estimate is that Skyline Advisors, Inc. made a return of 5.78% in the last quarter. In trailing 12 months, it's portfolio return was 8.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust4,016,590
blackrock etf trust2,782,430
ishares tr727,942
ishares tr718,304
schwab strategic tr327,106
blackrock etf trust ii285,997
j p morgan exchange traded f280,617
alphabet inc236,051
New stocks bought by Skyline Advisors, Inc.

Additions

Ticker% Inc.
ishares tr761
vanguard world fd661
invesco exch traded fd tr ii453
ishares tr324
ishares tr299
vanguard malvern fds158
vanguard index fds132
blackrock etf trust125
Additions to existing portfolio by Skyline Advisors, Inc.

Reductions

Ticker% Reduced
j p morgan exchange traded f-70.48
j p morgan exchange traded f-65.26
schwab strategic tr-53.95
ishares tr-53.25
morgan stanley etf trust-53.03
ishares tr-49.49
ishares tr-46.81
ishares tr-36.18
Skyline Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-2,601,280
ishares tr-316,410
blackrock etf trust ii-459,104
j p morgan exchange traded f-451,451
ishares u s etf tr-331,227
ishares tr-296,820
netflix inc.-235,760
pimco etf tr-211,300
Skyline Advisors, Inc. got rid off the above stocks

Sector Distribution

Skyline Advisors, Inc. has about 87.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
Sector%
Others87.4
Technology7.7
Consumer Defensive1.1

Market Cap. Distribution

Skyline Advisors, Inc. has about 11.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.4
MEGA-CAP9.2
LARGE-CAP2.5

Stocks belong to which Index?

About 11.5% of the stocks held by Skyline Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.7
S&P 50011.5
Top 5 Winners (%)%
KLAC
kla corp
99.1 %
CRWD
crowdstrike hldgs inc
92.5 %
NOK
nokia corp
65.2 %
CSCO
cisco sys inc
51.2 %
BECO
blackrock etf trust
50.0 %
Top 5 Winners ($)$
VB
vanguard index fds
2.8 M
FNDA
schwab strategic tr
2.5 M
BECO
blackrock etf trust
2.2 M
VB
vanguard index fds
1.8 M
BECO
blackrock etf trust
1.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
AMPS
ishares tr
-70.9 %
IJR
ishares tr
-65.0 %
IJR
ishares tr
-60.3 %
TMUS
t-mobile us inc
-20.1 %
Top 5 Losers ($)$
IJR
ishares tr
-2.1 M
VAW
vanguard world fd
-1.1 M
AMPS
ishares tr
-0.9 M
IJR
ishares tr
-0.8 M
BITS
global x fds
-0.5 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 123 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Skyline Advisors, Inc. last quarter.

$318.68MTotal Value
132Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Skyline Advisors, Inc., last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Skyline Advisors, Inc.'s holding in Ishares Tr over time
3.11%92,092
$9.91M
3.11%
decreased 15.69 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Skyline Advisors, Inc.'s holding in Ishares Tr over time
0.23%5,851
$727.9K
0.23%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Skyline Advisors, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Skyline Advisors, Inc.'s holding in Ishares Tr over time
9.42%650,653
$30.03M
9.42%
increased 16.51 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Skyline Advisors, Inc.'s holding in Ishares Tr over time
0.36%15,338
$1.16M
0.36%
increased 12.97 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Skyline Advisors, Inc.'s holding in Ishares Tr over time
0.46%62,842
$1.45M
0.46%
increased 8.12 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Skyline Advisors, Inc.'s holding in Ishares Tr over time
0.22%28,744
$718.3K
0.22%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Skyline Advisors, Inc.'s holding in J P Morgan Exchange Traded F over time
2.51%158,074
$8.01M
2.51%
increased 1.48 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Skyline Advisors, Inc.'s holding in J P Morgan Exchange Traded F over time
1.25%46,516
$3.98M
1.25%
increased 7.14 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Skyline Advisors, Inc.'s holding in J P Morgan Exchange Traded F over time
0.47%29,491
$1.50M
0.47%
decreased 29.63 percentreduced