Seelaus Asset Management LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$113.0M

Holdings

178

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
BYND 0 03/15/27BEYOND MEAT INC
$10.1M
AAPLAPPLE INC
$7.3M
SPYSPDR S&P 500 ETF TR
$5.8M
MSFTMICROSOFT CORP
$3.9M
AMZNAMAZON COM INC
$3.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.7M
GOOGLALPHABET INC
$2.6M
CCOCAMECO CORP
$2.4M
URIUNITED RENTALS INC
$2.4M
RHCRH PLC
$1.9M
AJGGALLAGHER ARTHUR J & CO
$1.7M
BXBLACKSTONE INC
$1.6M
NVDANVIDIA CORPORATION
$1.6M
GEGE AEROSPACE
$1.6M
GOOGALPHABET INC
$1.5M
RSPINVESCO EXCHANGE TRADED FD T
$1.5M
XOMEXXON MOBIL CORP
$1.4M
COSTCOSTCO WHSL CORP NEW
$1.2M
NDQINVESCO QQQ TR
$1.2M
METAMETA PLATFORMS INC
$1.1M
XLKSELECT SECTOR SPDR TR
$1.1M
SYKSTRYKER CORPORATION
$1.1M
TRVCCITIGROUP INC
$1.1M
TAT&T INC
$999K
CATCATERPILLAR INC
$952K
CSCOCISCO SYS INC
$927K
ABBVABBVIE INC
$920K
PKGPACKAGING CORP AMER
$901K
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
$873K
WFC 7.5 PERP LWELLS FARGO CO NEW
$870K
CASYCASEYS GEN STORES INC
$865K
OMFONEMAIN HLDGS INC
$832K
ROSTROSS STORES INC
$830K
PGPROCTER AND GAMBLE CO
$826K
IJHISHARES TR
$802K
GDXVANECK ETF TRUST
$799K
ABTABBOTT LABS
$796K
GEVGE VERNOVA INC
$775K
PAYXPAYCHEX INC
$763K
PRUPRUDENTIAL FINL INC
$756K
AEPAMERICAN ELEC PWR CO INC
$744K
TMUST-MOBILE US INC
$743K
4I1PHILIP MORRIS INTL INC
$728K
CVXCHEVRON CORP NEW
$717K
VMBSVANGUARD SCOTTSDALE FDS
$684K
WMBWILLIAMS COS INC
$678K
TMOTHERMO FISHER SCIENTIFIC INC
$676K
FISFIDELITY NATL INFORMATION SV
$640K
APOAPOLLO GLOBAL MGMT INC
$638K
KTBKONTOOR BRANDS INC
$635K
MDYSPDR S&P MIDCAP 400 ETF TR
$634K
VSTVISTRA CORP
$625K
RSGREPUBLIC SVCS INC
$618K
BLKBLACKROCK INC
$616K
JAAAJANUS DETROIT STR TR
$601K
CTRECARETRUST REIT INC
$599K
VCITVANGUARD SCOTTSDALE FDS
$595K
JFRNUVEEN FLOATING RATE INCOME
$585K
VTIVANGUARD INDEX FDS
$572K
LOWLOWES COS INC
$564K
PTCPTC INC
$558K
URNMSPROTT FDS TR
$557K
TELTE CONNECTIVITY PLC
$521K
CEGCONSTELLATION ENERGY CORP
$513K
NXPINXP SEMICONDUCTORS N V
$506K
ABGCENCORA INC
$505K
VRTVERTIV HOLDINGS CO
$492K
GNRCGENERAC HLDGS INC
$487K
AMDADVANCED MICRO DEVICES INC
$485K
JNJJOHNSON & JOHNSON
$480K
IWOISHARES TR
$478K
FBNDFIDELITY MERRIMACK STR TR
$476K
MDTMEDTRONIC PLC
$473K
BXSLBLACKSTONE SECD LENDING FD
$469K
FLTRVANECK ETF TRUST
$468K
EQTEQT CORP
$466K
SMCISUPER MICRO COMPUTER INC
$459K
CNHICNH INDL N V
$459K
JPMJPMORGAN CHASE & CO.
$456K
VCSHVANGUARD SCOTTSDALE FDS
$453K
XLESELECT SECTOR SPDR TR
$444K
WDCWESTERN DIGITAL CORP
$438K
XLISELECT SECTOR SPDR TR
$436K
UBERUBER TECHNOLOGIES INC
$431K
BMYBRISTOL-MYERS SQUIBB CO
$427K
SOSOUTHERN CO
$414K
RITMRITHM CAPITAL CORP
$412K
RTXRTX CORPORATION
$386K
GLWCORNING INC
$383K
VIGVANGUARD SPECIALIZED FUNDS
$383K
INTCINTEL CORP
$377K
LDOSLEIDOS HOLDINGS INC
$377K
HACKAMPLIFY ETF TR
$371K
RRCRANGE RES CORP
$370K
JJACOBS SOLUTIONS INC
$366K
FISVFISERV INC
$366K
XYZBLOCK INC
$361K
IVVISHARES TR
$360K
AVGOBROADCOM INC
$354K
IGSBISHARES TR
$346K
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