SEAMOUNT FINANCIAL GROUP INC
CIK: 0002011267SEC EDGAR →
Portfolio Value
$220.2M
Holdings
132
As of
Q4 2025
New Positions
132
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 57,813 | $15.7M | 7.14% |
| 2 | AMAZON COM INC | 47,139 | $10.9M | 4.94% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 225,819 | $9.9M | 4.47% |
| 4 | J P MORGAN EXCHANGE TRADED F | 151,110 | $9.5M | 4.34% |
| 5 | VANGUARD INDEX FDS | 24,245 | $8.1M | 3.69% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 14,869 | $7.5M | 3.39% |
| 7 | CAPITAL GROUP CORE BALANCED | 193,783 | $6.8M | 3.11% |
| 8 | VANGUARD INDEX FDS | 9,900 | $6.2M | 2.82% |
| 9 | VANGUARD SPECIALIZED FUNDS | 25,549 | $5.6M | 2.55% |
| 10 | INVESCO QQQ TR | 7,890 | $4.8M | 2.20% |
Quarterly Changes
New Positions (132)
$15.7M · 58K shares
$10.9M · 47K shares
$9.9M · 226K shares
$9.5M · 151K shares
$8.1M · 24K shares
$7.5M · 15K shares
$6.8M · 194K shares
$6.2M · 10K shares
$5.6M · 26K shares
$4.8M · 8K shares
$4.4M · 9K shares
$4.2M · 45K shares
$3.9M · 10K shares
$3.8M · 95K shares
$3.8M · 82K shares
$3.7M · 26K shares
$3.7M · 20K shares
$3.6M · 12K shares
$3.3M · 26K shares
$3.3M · 13K shares
$3.1M · 28K shares
$2.9M · 10K shares
$2.9M · 64K shares
$2.8M · 3K shares
$2.8M · 31K shares
$2.6M · 22K shares
$2.6M · 31K shares
$2.6M · 7K shares
$2.4M · 68K shares
$2.4M · 63K shares
$2.4M · 5K shares
$2.1M · 14K shares
$2.0M · 6K shares
$1.9M · 6K shares
$1.9M · 69K shares
$1.5M · 2K shares
$1.5M · 5K shares
$1.5M · 21K shares
$1.4M · 3K shares
$1.4M · 40K shares
$1.4M · 12K shares
$1.2M · 26K shares
$1.2M · 24K shares
$1.1M · 15K shares
$1.1M · 16K shares
$1.1M · 8K shares
$1.1M · 11K shares
$995K · 2K shares
$978K · 32K shares
$978K · 47K shares
$972K · 28K shares
$970K · 5K shares
$955K · 7K shares
$948K · 4K shares
$936K · 3K shares
$915K · 10K shares
$896K · 8K shares
$891K · 6K shares
$889K · 9K shares
$858K · 4K shares
$854K · 18K shares
$824K · 7K shares
$813K · 11K shares
$813K · 6K shares
$802K · 3K shares
$749K · 78K shares
$745K · 16K shares
$726K · 4K shares
$718K · 2K shares
$711K · 2K shares
$684K · 76K shares
$684K · 8K shares
$679K · 3K shares
$644K · 9K shares
$624K · 2K shares
$622K · 579 shares
$621K · 9K shares
$592K · 1K shares
$555K · 3K shares
$543K · 15K shares
$534K · 1K shares
$528K · 3K shares
$523K · 4K shares
$511K · 3K shares
$507K · 2K shares
$501K · 5K shares
$500K · 30K shares
$482K · 2K shares
$477K · 5K shares
$476K · 4K shares
$472K · 1K shares
$448K · 783 shares
$441K · 16K shares
$430K · 8K shares
$419K · 4K shares
$418K · 1K shares
$409K · 10K shares
$395K · 8K shares
$395K · 4K shares
$368K · 6K shares
$363K · 21K shares
$362K · 3K shares
$350K · 10K shares
$345K · 1K shares
$335K · 3K shares
$331K · 7K shares
$327K · 9K shares
$312K · 4K shares
$310K · 2K shares
$309K · 3K shares
$306K · 4K shares
$290K · 645 shares
$288K · 610 shares
$287K · 4K shares
$285K · 848 shares
$282K · 3K shares
$281K · 7K shares
$274K · 875 shares
$270K · 394 shares
$268K · 5K shares
$261K · 11K shares
$259K · 900 shares
$247K · 802 shares
$240K · 1K shares
$234K · 1K shares
$222K · 2K shares
$216K · 4K shares
$213K · 1K shares
$213K · 550 shares
$212K · 2K shares
$206K · 3K shares
$200K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $124.9M | 56.7% |
| Technology | 13 | $32.8M | 14.9% |
| Unknown | 8 | $18.1M | 8.2% |
| Consumer Cyclical | 6 | $13.2M | 6.0% |
| Industrials | 16 | $9.2M | 4.2% |
| Energy | 5 | $6.8M | 3.1% |
| Consumer Defensive | 5 | $6.6M | 3.0% |
| Healthcare | 8 | $3.9M | 1.8% |
| Communication Services | 5 | $3.4M | 1.5% |
| Basic Materials | 1 | $511K | 0.2% |
| Utilities | 2 | $434K | 0.2% |
| Real Estate | 1 | $430K | 0.2% |