Seek First Inc.
13F Reported Value
ⓘ$141.9M
Holdings
58
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Seek First Inc. disclosed 58 positions worth $141.9M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 20.1% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $XOM and a full exit from $CFLT. The portfolio is most concentrated in Other (64.4% of disclosed assets). All figures are sourced directly from Seek First Inc.’s Form 13F-HR filing with the SEC under CIK 2060504.
AI Fund Analysis
Stable
$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$28.6M112,539 sh SCHWAB STRATEGIC TR
—Quality
$21.3M732,093 shSCHWAB STRATEGIC TR
—Quality
$17.7M580,171 shSCHWAB STRATEGIC TR
—Quality
$6.2M200,630 shSCHWAB STRATEGIC TR
—Quality
$5.9M237,749 shVANGUARD INDEX FDS
—Quality
$5.2M24,080 shVANGUARD INDEX FDS
—Quality
$4.8M15,973 shSCHWAB STRATEGIC TR
—Quality
$4.4M194,332 shSCHWAB STRATEGIC TR
—Quality
$3.9M117,980 sh- 50.1
Quality
$3.3M8,776 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $28.6M | 112,539 |
| SCHWAB STRATEGIC TR | — | $21.3M | 732,093 |
| SCHWAB STRATEGIC TR | — | $17.7M | 580,171 |
| SCHWAB STRATEGIC TR | — | $6.2M | 200,630 |
| SCHWAB STRATEGIC TR | — | $5.9M | 237,749 |
| VANGUARD INDEX FDS | — | $5.2M | 24,080 |
| VANGUARD INDEX FDS | — | $4.8M | 15,973 |
| SCHWAB STRATEGIC TR | — | $4.4M | 194,332 |
| SCHWAB STRATEGIC TR | — | $3.9M | 117,980 |
 Tesla, Inc.$TSLA | 50.1 | $3.3M | 8,776 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Seek First Inc.'s 58 positions.
Showing top 10 of 58 holdings.
Sector Allocation
Other
$91.4M
Technology
$37.2M
Industrials
$5.2M
Financials
$4.0M
Consumer Discretionary
$2.2M
Healthcare
$1.2M
Energy
$651,384
Full Holdings — Seek First Inc. (Q1 2026)
All 58 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $28.6M | 20.1% | -4% | 76.1 |
| 2 | — | SCHWAB STRATEGIC TR | $21.3M | 15.0% | +4% | — |
| 3 | — | SCHWAB STRATEGIC TR | $17.7M | 12.5% | +7% | — |
| 4 | — | SCHWAB STRATEGIC TR | $6.2M | 4.3% | +7% | — |
| 5 | — | SCHWAB STRATEGIC TR | $5.9M | 4.2% | +2% | — |
| 6 | — | VANGUARD INDEX FDS | $5.2M | 3.7% | +11% | — |
| 7 | — | VANGUARD INDEX FDS | $4.8M | 3.4% | +11% | — |
| 8 | — | SCHWAB STRATEGIC TR | $4.4M | 3.1% | +1% | — |
| 9 | — | SCHWAB STRATEGIC TR | $3.9M | 2.7% | +6% | — |
| 10 | $TSLA | Tesla, Inc. | $3.3M | 2.3% | -3% | 50.1 |
| 11 | — | VANGUARD SCOTTSDALE FDS | $2.9M | 2.0% | +0% | — |
| 12 |  $LRCX | LAM RESEARCH CORP | $2.0M | 1.4% | +0% | 82.4 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 1.4% | +0% | — |
| 14 | — | VANGUARD INDEX FDS | $1.9M | 1.3% | -0% | — |
| 15 |  $AMZN | AMAZON COM INC | $1.8M | 1.3% | +2% | 74.6 |
| 16 | — | VANGUARD WHITEHALL FDS | $1.7M | 1.2% | -5% | — |
| 17 | — | SCHWAB STRATEGIC TR | $1.7M | 1.2% | +1% | — |
| 18 |  $NVMI | NOVA LTD. | $1.6M | 1.1% | +0% | — |
| 19 |  $GOOGL | Alphabet Inc. | $1.5M | 1.1% | +0% | 80.2 |
| 20 | — | SCHWAB STRATEGIC TR | $1.5M | 1.1% | +1% | — |
| 21 | — | SCHWAB STRATEGIC TR | $1.5M | 1.0% | +0% | — |
| 22 | — | SCHWAB STRATEGIC TR | $1.3M | 0.9% | -1% | — |
| 23 | — | SCHWAB STRATEGIC TR | $1.2M | 0.8% | +8% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.8% | -0% | 72.3 |
| 25 |  $NVDA | NVIDIA CORP | $1.2M | 0.8% | -1% | 90.2 |
| 26 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.8% | -3% | 74.8 |
| 27 | — | VANGUARD INDEX FDS | $1.1M | 0.8% | +0% | — |
| 28 |  $V | VISA INC. | $861,015 | 0.6% | +0% | 83.5 |
| 29 | — | SCHWAB STRATEGIC TR | $834,039 | 0.6% | +0% | — |
| 30 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $793,085 | 0.6% | +7% | — |
| 31 | — | VANGUARD INDEX FDS | $699,736 | 0.5% | -1% | — |
| 32 |  $ISRG | INTUITIVE SURGICAL INC | $656,450 | 0.5% | +0% | 81.4 |
| 33 |  $LITE | Lumentum Holdings Inc. | $632,484 | 0.5% | -55% | 63.4 |
| 34 |  $WT | WisdomTree, Inc. | $618,026 | 0.4% | +0% | 62.9 |
| 35 | $WT | WisdomTree, Inc. | $597,677 | 0.4% | -9% | 62.9 |
| 36 | — | SCHWAB STRATEGIC TR | $539,930 | 0.4% | -3% | — |
| 37 | — | VANGUARD SPECIALIZED FUNDS | $521,150 | 0.4% | -18% | — |
| 38 |  $GILD | GILEAD SCIENCES, INC. | $496,156 | 0.3% | -30% | 77.8 |
| 39 |  $MSFT | MICROSOFT CORP | $489,562 | 0.3% | +0% | 83.7 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $480,158 | 0.3% | +0% | 64.5 |
| 41 |  $IVZ | Invesco Ltd. | $458,182 | 0.3% | +4% | — |
| 42 | — | VANGUARD INDEX FDS | $447,634 | 0.3% | +0% | — |
| 43 | $IVZ | Invesco Ltd. | $405,452 | 0.3% | -6% | — |
| 44 |  $CVX | CHEVRON CORP | $369,792 | 0.3% | +24% | 54.7 |
| 45 | $WT | WisdomTree, Inc. | $355,237 | 0.3% | -3% | 62.9 |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $349,717 | 0.3% | +0% | 67 |
| 47 | — | EATON VANCE TAX-MANAGED DIVE | $306,872 | 0.2% | +2% | — |
| 48 | — | VANGUARD INDEX FDS | $289,075 | 0.2% | -7% | — |
| 49 |  $XOM | EXXON MOBIL CORP | $281,592 | 0.2% | NEW | 61.8 |
| 50 |  $WDC | WESTERN DIGITAL CORP | $263,901 | 0.2% | NEW | 76.8 |
| 51 | $WT | WisdomTree, Inc. | $261,621 | 0.2% | -14% | 62.9 |
| 52 |  $GOOG | Alphabet Inc. | $261,539 | 0.2% | +0% | 80.2 |
| 53 | — | PIMCO ETF TR | $252,441 | 0.2% | +2% | — |
| 54 |  $NTAP | NetApp, Inc. | $245,763 | 0.2% | +0% | 75 |
| 55 | — | SCHWAB STRATEGIC TR | $238,360 | 0.2% | -1% | — |
| 56 | — | VANGUARD TAX-MANAGED FDS | $229,084 | 0.2% | +0% | — |
| 57 | — | ISHARES TR | $212,694 | 0.1% | -9% | — |
| 58 |  $SNDK | Sandisk Corp | $205,850 | 0.1% | NEW | 88.8 |
New Positions (3)
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