SEAMOUNT FINANCIAL GROUP INC
Sector Allocation
- Other57.6%$146.7M
- Technology16.2%$41.4M
- Financials6.9%$17.6M
- Industrials5.3%$13.5M
- Consumer Discretionary4.9%$12.6M
- Energy3.5%$8.8M
- Consumer Staples2.1%$5.4M
- Healthcare2.0%$5.1M
- Utilities0.5%$1.3M
- Communication Services0.4%$938,785
AUM History
13fpro.ai/research/fund/seamount-financial-group-inc-2011267
Conviction and streaks
Stable · top 10 = 39.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$17.5M- CAPITAL$12.5M
- J$11.5M
AMZN
$10.6M- CAPITAL$10.1M
- VANGUARD$9.4M
- VANGUARD$7.6M
QQQ
$7.1MBRK.B
$6.9M- VANGUARD$6.2M
- CAPITAL$5.6M
MSFT
$5.2MNVDA
$4.8M- VANGUARD$4.8M
- PIMCO$4.6M
- DIMENSIONAL$4.6M
- VANGUARD$4.3M
DOV
$4.2M- CAPITAL$4.1M
- ISHARES$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/seamount-financial-group-inc-2011267
SEAMOUNT FINANCIAL GROUP INC 13F holdings — Q3 2026
$254.8M portfolio (+2.7% QoQ) · 143 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$17.5M
6.9% of stocks
-5%This quarter-0.0%Since filed8+ qtrsHeld- 2
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$12.5M
4.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
$11.5M
4.5% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $10.6M
4.2% of stocks
-5%This quarter-5.1%Since filed8+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row- 5
CAPITAL GROUP CORE BALANCED - SHS
$10.1M
4.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$9.4M
3.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$7.6M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.1M
2.8% of stocks
-1%This quarter-1.8%Since filed8+ qtrsHeld$6.9M
2.7% of stocks
-2%This quarter—Since filed8+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$6.2M
2.4% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $17.5M | 6.9% | -5% | -0.0% | 8+ qtrsTrimmed 5 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $12.5M | 4.9% | +2% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $11.5M | 4.5% | +0.6% | — | — | — | — | |
| 4 | $10.6M | 4.2% | -5% | -5.1% | 8+ qtrsTrimmed 5 qtrs in a row | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | CAPITAL GROUP CORE BALANCED - SHS | $10.1M | 4.0% | +6% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $9.4M | 3.7% | +2% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.6M | 3.0% | +2% | — | — | — | — | |
| 8 | $7.1M | 2.8% | -1% | -1.8% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.9M | 2.7% | -2% | — | 8+ qtrsTrimmed 2 qtrs in a row | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.2M | 2.4% | +1.0% | — | — | — | — |
All holdings — SEAMOUNT FINANCIAL GROUP INC (Q3 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNITlp unit | — | $5.6M | 2.2% | 126K | +8% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $5.2M | 2.0% | 10K | -0.9% | 8+ qtrs | 79.8 | 13F | |
| 13 | NVIDIA CORP | Technology | $4.8M | 1.9% | 21K | +10% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD WORLD FD - ENERGY ETFetf/fund | — | $4.8M | 1.9% | 28K | +5% | — | — | 13F |
| 15 | — | PIMCO ETF TR - 0-5 HIGH YIELDetf/fund | — | $4.6M | 1.8% | 51K | +5% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $4.6M | 1.8% | 88K | +0.9% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $4.3M | 1.7% | 55K | +1% | — | — | 13F |
| 18 | DOVER Corpetf/fund | Industrials | $4.2M | 1.6% | 26K | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund | — | $4.1M | 1.6% | 87K | +6% | — | — | 13F |
| 20 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $3.7M | 1.5% | 13K | +1% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $3.5M | 1.4% | 39K | +12% | — | — | 13F |
| 22 | EXXON MOBIL CORP | Energy | $3.5M | 1.4% | 21K | +3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $3.2M | 1.3% | 32K | +7% | — | — | 13F |
| 24 | CHEVRON CORP | Energy | $3.0M | 1.2% | 15K | +4% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund | — | $3.0M | 1.2% | 115K | +18% | — | — | 13F |
| 26 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | — | $3.0M | 1.2% | 81K | +5% | |||
| 27 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $2.8M | 1.1% | 67K | +0.9% | |||
| 28 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $2.7M | 1.1% | 35K | +5% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $2.6M | 1.0% | 7,364 | -1% | |||
| 30 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.6M | 1.0% | 5,037 | -0.6% | |||
| 31 | $GLD | SPDR GOLD TRUST | Financials | $2.5M | 1.0% | 6,679 | -1.0% | |||
| 32 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $2.4M | 0.9% | 6,790 | +0.0% | |||
| 33 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $2.3M | 0.9% | 58K | +6% | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.1M | 0.8% | 9,470 | -4% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $2.0M | 0.8% | 5,908 | -0.5% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.9M | 0.8% | 2,555 | +7% | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.6% | 4,770 | -3% | |||
| 38 | $COP | CONOCOPHILLIPS | Energy | $1.6M | 0.6% | 13K | +11% | |||
| 39 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $1.6M | 0.6% | 19K | — | |||
| 40 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.5M | 0.6% | 17K | +16% | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.6% | 1,570 | — | |||
| 42 | $MATX | Matson, Inc. | Industrials | $1.4M | 0.6% | 6,488 | -2% | |||
| 43 | — | ISHARES TR - HIGH YLD SYSTM B | — | $1.4M | 0.6% | 32K | +0.6% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.5% | 18K | -2% | |||
| 45 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.5% | 15K | -6% | |||
| 46 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.5% | 12K | +3% | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.5% | 4,588 | -1% | |||
| 48 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $1.2M | 0.5% | 12K | +4% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.4% | 13K | -7% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.4% | 5,406 | +17% | |||
| 51 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.4% | 4,103 | — | |||
| 52 | — | ISHARES TR - PFD AND INCM SEC | — | $1.1M | 0.4% | 37K | -3% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.4% | 987 | — | |||
| 54 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $1.0M | 0.4% | 28K | -3% | |||
| 55 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $996K | 0.4% | 6,855 | — | |||
| 56 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $949K | 0.4% | 1,552 | -19% | |||
| 57 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $909K | 0.4% | 9,466 | +5% | |||
| 58 | $SNA | Snap-on Inc | Industrials | $879K | 0.3% | 2,419 | — | |||
| 59 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $873K | 0.3% | 21K | +42% | |||
| 60 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $837K | 0.3% | 32K | +39% | |||
| 61 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $826K | 0.3% | 1,356 | -5% | |||
| 62 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $825K | 0.3% | 11K | +7% | |||
| 63 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $814K | 0.3% | 3,164 | — | |||
| 64 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $814K | 0.3% | 16K | -11% | |||
| 65 | $WM | WASTE MANAGEMENT INC | Utilities | $807K | 0.3% | 3,955 | — | |||
| 66 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $801K | 0.3% | 23K | +16% | |||
| 67 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $783K | 0.3% | 17K | +0.5% | |||
| 68 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $782K | 0.3% | 5,038 | +0.3% | |||
| 69 | $DE | DEERE & CO | Industrials | $749K | 0.3% | 1,115 | — | |||
| 70 | $NUE | NUCOR CORP | Materials | $732K | 0.3% | 3,133 | — | |||
| 71 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $730K | 0.3% | 8,410 | -2% | |||
| 72 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $712K | 0.3% | 19K | New | |||
| 73 | $ANET | Arista Networks, Inc. | Technology | $700K | 0.3% | 3,440 | — | |||
| 74 | $SHEL | Shell plc | Energy | $698K | 0.3% | 7,342 | -0.8% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $693K | 0.3% | 4,766 | — | |||
| 76 | $NUV | NUVEEN MUNICIPAL VALUE FUND INC | Other | $691K | 0.3% | 83K | +6% | |||
| 77 | $GOOG | Alphabet Inc. | Technology | $687K | 0.3% | 2,015 | +34% | |||
| 78 | $DFP | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | Other | $675K | 0.3% | 36K | -19% | |||
| 79 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $673K | 0.3% | 3,082 | -4% | |||
| 80 | $LLY | ELI LILLY & Co | Healthcare | $670K | 0.3% | 579 | — | |||
| 81 | $UAL | United Airlines Holdings, Inc. | Industrials | $656K | 0.3% | 5,909 | -25% | |||
| 82 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $655K | 0.3% | 9,859 | New | |||
| 83 | $BX | Blackstone Inc. | Financials | $647K | 0.3% | 5,769 | — | |||
| 84 | $V | VISA INC. | Financials | $641K | 0.3% | 1,784 | — | |||
| 85 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $637K | 0.3% | 30K | +201% | |||
| 86 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $606K | 0.2% | 2,129 | +0.0% | |||
| 87 | $VKQ | Invesco Municipal Trust | Other | $603K | 0.2% | 71K | -4% | |||
| 88 | $CAT | CATERPILLAR INC | Industrials | $570K | 0.2% | 703 | — | |||
| 89 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $566K | 0.2% | 3,309 | -6% | |||
| 90 | $CMI | CUMMINS INC | Industrials | $548K | 0.2% | 1,060 | — | |||
| 91 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $537K | 0.2% | 6,703 | +8% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $526K | 0.2% | 2,010 | — | |||
| 93 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $520K | 0.2% | 11K | +0.5% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $510K | 0.2% | 2,208 | — | |||
| 95 | $RTX | RTX Corp | Industrials | $481K | 0.2% | 2,590 | -2% | |||
| 96 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $481K | 0.2% | 1,309 | +4% | |||
| 97 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $479K | 0.2% | 4,524 | +4% | |||
| 98 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $435K | 0.2% | 9,474 | — | |||
| 99 | $O | REALTY INCOME CORP | Real Estate | $433K | 0.2% | 7,969 | +2% | |||
| 100 | — | FLAHERTY & CRUMRIN PFD & INM - COM | — | $407K | 0.2% | 27K | -6% | |||
| 101 | $MDT | Medtronic plc | Healthcare | $398K | 0.2% | 4,607 | — | |||
| 102 | $CVS | CVS HEALTH Corp | Healthcare | $368K | 0.1% | 4,290 | New | |||
| 103 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $362K | 0.1% | 11K | +13% | |||
| 104 | $C | CITIGROUP INC | Financials | $360K | 0.1% | 2,783 | — | |||
| 105 | $FAST | FASTENAL CO | Industrials | $358K | 0.1% | 7,221 | — | |||
| 106 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $352K | 0.1% | 2,004 | +7% | |||
| 107 | — | ISHARES TR - ISHS 1-5YR INVS | — | $346K | 0.1% | 6,745 | -3% | |||
| 108 | $META | Meta Platforms, Inc. | Technology | $331K | 0.1% | 456 | +3% | |||
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | — | $306K | 0.1% | 2,440 | — | |||
| 110 | $MET | METLIFE INC | Financials | $304K | 0.1% | 3,228 | — | |||
| 111 | — | ISHARES TR - CORE S&P500 ETF | — | $304K | 0.1% | 396 | — | |||
| 112 | $FLC | FLAHERTY & CRUMRINE TOTAL RETURN FUND INC | Other | $299K | 0.1% | 19K | -9% | |||
| 113 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $297K | 0.1% | 7,406 | New | |||
| 114 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $287K | 0.1% | 909 | +0.3% | |||
| 115 | $EW | Edwards Lifesciences Corp | Healthcare | $286K | 0.1% | 3,312 | — | |||
| 116 | $TOST | Toast, Inc. | Technology | $285K | 0.1% | 9,841 | -0.3% | |||
| 117 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | — | $282K | 0.1% | 3,879 | +0.2% | |||
| 118 | $TSLA | Tesla, Inc. | Consumer Discretionary | $282K | 0.1% | 794 | +10% | |||
| 119 | $GD | GENERAL DYNAMICS CORP | Industrials | $280K | 0.1% | 845 | — | |||
| 120 | $DIS | Walt Disney Co | Communication Services | $272K | 0.1% | 2,592 | -6% | |||
| 121 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $262K | 0.1% | 1,133 | +10% | |||
| 122 | $ALL | ALLSTATE CORP | Financials | $256K | 0.1% | 1,156 | — | |||
| 123 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $255K | 0.1% | 2,725 | -7% | |||
| 124 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $254K | 0.1% | 1,203 | -10% | |||
| 125 | $LRCX | LAM RESEARCH CORP | Technology | $252K | 0.1% | 768 | — | |||
| 126 | $GM | General Motors Co | Consumer Discretionary | $241K | 0.1% | 3,133 | — | |||
| 127 | $CSCO | CISCO SYSTEMS, INC. | Technology | $241K | 0.1% | 2,237 | — | |||
| 128 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $239K | 0.1% | 550 | — | |||
| 129 | $GE | GENERAL ELECTRIC CO | Industrials | $239K | 0.1% | 765 | -5% | |||
| 130 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $237K | 0.1% | 1,999 | +0.5% | |||
| 131 | $AMGN | AMGEN INC | Healthcare | $234K | 0.1% | 555 | — | |||
| 132 | $T | AT&T INC. | Communication Services | $232K | 0.1% | 9,521 | -10% | |||
| 133 | $PLTR | Palantir Technologies Inc. | Technology | $224K | 0.1% | 1,199 | New | |||
| 134 | $PM | Philip Morris International Inc. | Consumer Staples | $224K | 0.1% | 1,172 | — | |||
| 135 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $223K | 0.1% | 2,766 | -8% | |||
| 136 | $ED | CONSOLIDATED EDISON INC | Utilities | $218K | 0.1% | 2,137 | — | |||
| 137 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $217K | 0.1% | 2,406 | — | |||
| 138 | $GIS | GENERAL MILLS INC | Consumer Staples | $215K | 0.1% | 6,684 | -4% | |||
| 139 | $EMR | EMERSON ELECTRIC CO | Industrials | $215K | 0.1% | 1,385 | New | |||
| 140 | — | ISHARES TR - 0-3 MTH TREASURY | — | $206K | 0.1% | 2,051 | — | |||
| 141 | $PFE | PFIZER INC | Healthcare | $205K | 0.1% | 7,184 | New | |||
| 142 | $BA | BOEING CO | Industrials | $201K | 0.1% | 1,080 | +10% | |||
| 143 | $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Other | $111K | 0.0% | 14K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 57 added to, 40 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- DIMENSIONAL ETF TRUST - WORLD EX US CORE$712K
first bought this quarter
- DIMENSIONAL ETF TRUST - US TARGETED VLU$655K
first bought this quarter
$CVSCVS HEALTH Corp$368K
first bought this quarter
- DIMENSIONAL ETF TRUST - US LARG VALU ETF$297K
first bought this quarter
$PLTRPalantir Technologies Inc.$224K
first bought this quarter
$EMREMERSON ELECTRIC CO$215K
first bought this quarter
+1 more in the Excel export
Added to (57)
- CAPITAL GROUP CORE BALANCED - SHS+6%
now $10.1M
- CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR+18%
now $3.0M
now $4.8M · held 8+ qtrs
- CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM+201%
now $637K
- CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT+8%
now $5.6M
- VANGUARD INDEX FDS - REAL ESTATE ETF+12%
now $3.5M
+51 more in the Excel export
Trimmed (40)
now $17.5M · held 8+ qtrs, 5 trims in a row
now $10.6M · held 8+ qtrs, 5 trims in a row
$UALUnited Airlines Holdings, Inc.-25%
now $656K · held 8+ qtrs
$AMDADVANCED MICRO DEVICES INC-19%
now $949K · held 8+ qtrs, 2 trims in a row
now $6.9M · held 8+ qtrs, 2 trims in a row
$DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc-19%
now $675K · held 8+ qtrs, 3 trims in a row
+34 more in the Excel export
Holdings by quarter
Every 13F SEAMOUNT FINANCIAL GROUP INC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow SEAMOUNT FINANCIAL GROUP?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SEAMOUNT FINANCIAL GROUP's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SEAMOUNT FINANCIAL GROUP INC disclosed 143 positions worth $254.8M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.9% of the equity portfolio. During the quarter the fund opened 7 new positions and exited 5. The portfolio is most concentrated in Other (57.6% of disclosed assets). All figures are sourced directly from SEAMOUNT FINANCIAL GROUP INC’s Form 13F-HR filing with the SEC under CIK 2011267.
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