What does Seek First Inc. hold?

Seek First Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2060504.

What is Seek First Inc.'s AUM?

Seek First Inc. reported approximately $158.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $251.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Seek First Inc.'s holdings?

All Seek First Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2060504. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Seek First Inc.'s 13F data updated on 13F Pro?

Seek First Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Seek First Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2060504

Institutional-grade research for retail investors

Sector Allocation

Other66.3%$105.0M
Technology25.6%$40.5M
Consumer Discretionary3.6%$5.7M
Financials3.1%$4.9M
Healthcare0.7%$1.1M
Energy0.4%$627,040
Consumer Staples0.3%$530,228

AUM History

13fpro.ai/research/fund/seek-first-inc-2060504

Conviction and streaks

Diversifying · top 10 = 67.4%

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.

$Conviction hold15.6% weight · held 6 quarters

$AAPLConviction hold15.3% weight · held 6 quarters

$Conviction hold13.0% weight · held 6 quarters

$Conviction hold4.2% weight · held 6 quarters

$Conviction hold4.0% weight · held 6 quarters

$Accumulating+11% shares · 3 quarters running

$Accumulating+15% shares · 3 quarters running

$Accumulating+13% shares · 3 quarters running

$Accumulating+3% shares · 3 quarters running

$TSLATrimming-67% shares · 4 quarters running

$Trimming-57% shares · 4 quarters running

$Trimming-63% shares · 4 quarters running

$NVDATrimming-52% shares · 4 quarters running

$AAPLTrimming-29% shares · 2 quarters running

Largest positions — Q2 2026

SCHWAB
$24.6M
AAPL
$24.2M
SCHWAB
$20.5M
SCHWAB
$6.6M
SCHWAB
$6.4M
VANGUARD
$6.0M
VANGUARD
$5.9M
SCHWAB
$4.4M
SCHWAB
$4.2M
LRCX
$4.0M
TSLA
$3.6M
ISHARES
$2.9M
VANGUARD
$2.9M
AMAT
$2.3M
AMZN
$2.1M
SCHWAB
$1.9M
VANGUARD
$1.9M
SPY
$1.9M
SCHWAB
$1.8M
NVMI
$1.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/seek-first-inc-2060504

Seek First Inc. 13F holdings — Q2 2026

$158.4M portfolio (+11.6% QoQ) · 67 holdings · Q2 2026 13F · top 10 are 67% of the stock portfolio

1
SCHWAB STRATEGIC TR - US LCAP GR ETF
$24.6M
15.6% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$24.2M
15.3% of stocks
-26%This quarter+1.1%Since filed3+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
3
SCHWAB STRATEGIC TR - US LCAP VA ETF
$20.5M
13.0% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$6.6M
4.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$6.4M
4.0% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - SM CP VAL ETF
$6.0M
3.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - SML CP GRW ETF
$5.9M
3.7% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$4.4M
2.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SCHWAB STRATEGIC TR - 5 10YR CORP BD
$4.2M
2.7% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
LAM RESEARCH CORP
$LRCX
$4.0M
2.5% of stocks
+0.1%This quarter-11.9%Since filed3+ qtrsHeld
AIQuality81.7#17Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SCHWAB STRATEGIC TR - US LCAP GR ETF	$24.6M	15.6%	-0.5%	—	—	—	—
2	Apple Inc.$AAPL	$24.2M	15.3%	-26%	+1.1%	3+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	SCHWAB STRATEGIC TR - US LCAP VA ETF	$20.5M	13.0%	+2%	—	—	—	—
4	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$6.6M	4.2%	+3%	—	—	—	—
5	SCHWAB STRATEGIC TR - INTL EQTY ETF	$6.4M	4.0%	-3%	—	—	—	—
6	VANGUARD INDEX FDS - SM CP VAL ETF	$6.0M	3.8%	+2%	—	—	—	—
7	VANGUARD INDEX FDS - SML CP GRW ETF	$5.9M	3.7%	+0.7%	—	—	—	—
8	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$4.4M	2.8%	+2%	—	—	—	—
9	SCHWAB STRATEGIC TR - 5 10YR CORP BD	$4.2M	2.7%	-4%	—	—	—	—
10	LAM RESEARCH CORP$LRCX	$4.0M	2.5%	+0.1%	-11.9%	3+ qtrs	81.7#17	Estimated buy price is Pro: unlock with a free trial

All holdings — Seek First Inc. (Q2 2026)

Sort

67 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	$TSLA	Tesla, Inc.	Consumer Discretionary	$3.6M	2.3%	8,599	-2%	3+ qtrsTrimmed 2 qtrs in a row	51.5	13F
12	—	ISHARES TR - CALIF MUN BD ETFetf/fund	—	$2.9M	1.8%	50K	New	—	—	13F
13	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund	—	$2.9M	1.8%	61K	+0.4%	—	—	13F
14	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.3M	1.5%	3,227	—	3+ qtrs	71.6	13F
15	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.1M	1.3%	8,658	-1%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	—	SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund	—	$1.9M	1.2%	53K	-2%	—	—	13F
17	—	VANGUARD INDEX FDS - VALUE ETFetf/fund	—	$1.9M	1.2%	8,720	-10%	—	—	13F
18	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$1.9M	1.2%	2,543	-13%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund	—	$1.8M	1.1%	50K	-4%	—	—	13F
20	$NVMI	NOVA LTD.	Technology	$1.8M	1.1%	3,307	-11%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$GOOG	Alphabet Inc.	Technology	$1.8M	1.1%	5,032	-7%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.7M	1.1%	14K	-3%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$1.5M	0.9%	9,435	-19%	—	—	13F
24	—	SCHWAB STRATEGIC TR - INTERNL DIVID	—	$1.4M	0.9%	44K	-4%	—	—	13F
25	$NVDA	NVIDIA CORP	Technology	$1.3M	0.8%	6,576	-0.4%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$1.3M	0.8%	52K	-5%
27	—	VANGUARD INDEX FDS - MID CAP ETF	—	$1.2M	0.7%	14K	+286%
28	—	SCHWAB STRATEGIC TR - LONG TERM US	—	$1.1M	0.7%	35K	-6%
29	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.0M	0.7%	1,396	+2%
30	$V	VISA INC.	Financials	$964K	0.6%	2,811	-1%
31	—	SCHWAB STRATEGIC TR - 1 5YR CORP BD	—	$841K	0.5%	34K	+1%
32	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$812K	0.5%	2,679	+0.3%
33	$LITE	Lumentum Holdings Inc.	Technology	$772K	0.5%	900	—
34	$WT	WisdomTree, Inc.	Financials	$699K	0.4%	17K	-0.0%
35	$WT	WisdomTree, Inc.	Financials	$685K	0.4%	8,801	+0.3%
36	$SNDK	Sandisk Corp	Technology	$637K	0.4%	280	-14%
37	$GILD	GILEAD SCIENCES, INC.	Healthcare	$614K	0.4%	4,859	+36%
38	$WDC	WESTERN DIGITAL CORP	Technology	$558K	0.3%	874	-10%
39	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$517K	0.3%	1,396	+0.1%
40	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$505K	0.3%	22K	-6%
41	—	INVESCO EXCHANGE TRADED FD T - DJ INDL AVG DV	—	$504K	0.3%	7,947	New
42	$MSFT	MICROSOFT CORP	Technology	$497K	0.3%	1,333	+0.8%
43	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$461K	0.3%	1,158	-19%
44	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$439K	0.3%	1,856	-23%
45	$IVZ	Invesco Ltd.	Financials	$404K	0.3%	21K	-12%
46	$CVX	CHEVRON CORP	Energy	$399K	0.3%	2,405	+35%
47	$IVZ	Invesco Ltd.	Financials	$395K	0.3%	2,104	New
48	$WT	WisdomTree, Inc.	Financials	$377K	0.2%	8,169	+1%
49	$IVZ	Invesco Ltd.	Financials	$361K	0.2%	18K	-11%
50	$AMD	ADVANCED MICRO DEVICES INC	Technology	$342K	0.2%	589	New
51	—	VANGUARD INDEX FDS - GROWTH ETF	—	$333K	0.2%	3,869	+484%
52	$GOOGL	Alphabet Inc.	Technology	$325K	0.2%	910	—
53	—	EATON VANCE TAX-MANAGED DIVE - COM	—	$324K	0.2%	22K	+0.0%
54	$NTAP	NetApp, Inc.	Technology	$322K	0.2%	2,079	-13%
55	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$316K	0.2%	338	-4%
56	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$307K	0.2%	614	-39%
57	$WT	WisdomTree, Inc.	Financials	$283K	0.2%	5,010	+0.6%
58	—	PIMCO ETF TR - 0-5 HIGH YIELD	—	$258K	0.2%	2,755	+2%
59	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$256K	0.2%	3,594	+0.5%
60	—	PROSHARES TR - PSHS ULTRA QQQ	—	$237K	0.1%	2,451	New
61	$FITB	FIFTH THIRD BANCORP	Financials	$235K	0.1%	4,163	New
62	—	ISHARES TR - MSCI INTL QUALTY	—	$231K	0.1%	4,670	+1%
63	$XOM.R34088	EXXON MOBIL CORP	Energy	$228K	0.1%	1,671	+0.7%
64	$MO	ALTRIA GROUP, INC.	Consumer Staples	$214K	0.1%	2,972	New
65	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL REL	—	$214K	0.1%	5,840	New
66	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	—	$207K	0.1%	8,378	-12%
67	$WT	WisdomTree, Inc.	Financials	$201K	0.1%	3,381	New

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 24 added to, 31 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

ISHARES TR - CALIF MUN BD ETF$2.9M
first bought this quarter
INVESCO EXCHANGE TRADED FD T - DJ INDL AVG DV$504K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$342K
first bought this quarter
PROSHARES TR - PSHS ULTRA QQQ$237K
first bought this quarter
$FITBFIFTH THIRD BANCORP$235K
first bought this quarter
$MOALTRIA GROUP, INC.$214K
first bought this quarter

+1 more in the Excel export

Added to (24)

VANGUARD INDEX FDS - MID CAP ETF+286%
now $1.2M
SCHWAB STRATEGIC TR - US LCAP VA ETF+2%
now $20.5M
VANGUARD INDEX FDS - GROWTH ETF+484%
now $333K
SCHWAB STRATEGIC TR - US DIVIDEND EQ+3%
now $6.6M
$GILDGILEAD SCIENCES, INC.+36%
now $614K · held 3+ qtrs
VANGUARD INDEX FDS - SM CP VAL ETF+2%
now $6.0M

+18 more in the Excel export

Trimmed (31)

$AAPLApple Inc.-26%
now $24.2M · held 3+ qtrs, 2 trims in a row
VANGUARD WHITEHALL FDS - HIGH DIV YLD-19%
now $1.5M
$SPYSPDR S&P 500 ETF TRUST-13%
now $1.9M · held 3+ qtrs
$NVMINOVA LTD.-11%
now $1.8M · held 3+ qtrs
VANGUARD INDEX FDS - VALUE ETF-10%
now $1.9M
SCHWAB STRATEGIC TR - INTL EQTY ETF-3%
now $6.4M

+25 more in the Excel export

Sold out (0)

No positions sold out this quarter.

Firm AUM (Form ADV): $251.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Seek First Inc. has filed, 5 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Seek First?

Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Seek First's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+0.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

67%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

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 2025 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

Seek First Inc. disclosed 67 positions worth $158.4M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 7 new positions and exited 0. The portfolio is most concentrated in Other (66.3% of disclosed assets). All figures are sourced directly from Seek First Inc.’s Form 13F-HR filing with the SEC under CIK 2060504.

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AI-Powered Hedge Fund Analysis: Seek First Inc.

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Every holding in Seek First Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.