Skyline Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001843832
13F-HR · 46 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
90.1%
Skyline Advisors, Inc. — $158M AUM allocation strategy
Skyline Advisors, Inc. files SEC Form 13F and reports $158M of long US equity value across 46 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.0%, followed by Information Technology 13.4% and Consumer Staples 1.7%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Skyline Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$158M
total across 46 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +12K sh · +$7.16M+$IWM +32 sh · −$32.1K+$AMZN +30 sh · −$32.4K
Biggest trims (shares)
−$SCHW −371K sh · −$10.7M−$VTI −38K sh · −$13.7M−$IVV −37.4K sh · −$6.1M
Exited to nil (held last quarter, gone now)
$HD ($226K last qtr)$MA ($219K last qtr)$GOOGL ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage20.6%—
- Systems Software10.7%—
- Technology Hardware, Storage & Peripherals2.1%—
- Multi-Sector Holdings2.1%—
- Asset Management & Custody Banks1.6%—
- Agricultural & Farm Machinery1.2%—
- Tobacco0.9%—
- Consumer Staples Merchandise Retail0.8%—
- Other holdings60.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.11M | $32.6M | -371K | 20.7% |
| $MSFT | Microsoft Corporation | 45.5K | $16.9M | -362 | 10.7% |
| $AAPL | Apple Inc | 13.1K | $3.31M | -552 | 2.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.76K | $3.24M | -2.62K | 2.1% |
| $DE | Deere & Company | 3.56K | $2M | -200 | 1.3% |
| $BLK | BlackRock Inc | 28.2K | $1.79M | — | 1.1% |
…and 40 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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