Latest SEAMOUNT FINANCIAL GROUP INC Stock Portfolio

SEAMOUNT FINANCIAL GROUP INC Performance:

2025 Q4: 2.15%YTD: 11%2024: 17.84%

Performance for 2025 Q4 is 2.15%, and YTD is 11%, and 2024 is 17.84%.

About SEAMOUNT FINANCIAL GROUP INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SEAMOUNT FINANCIAL GROUP INC reported an equity portfolio of $220.2 Millions as of 31 Dec, 2025.

The top stock holdings of SEAMOUNT FINANCIAL GROUP INC are AAPL, AMZN, CGDV. The fund has invested 7.1% of it's portfolio in APPLE INC and 4.9% of portfolio in AMAZON COM INC.

The fund managers got completely rid off NETFLIX INC (NFLX), KELLANOVA (K) and LOCKHEED MARTIN CORP (LMT) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), UNITED PARCEL SERVICE INC (UPS) and ADVANCED MICRO DEVICES INC (AMD). SEAMOUNT FINANCIAL GROUP INC opened new stock positions in ISHARES TR (IJR), FASTENAL CO (FAST) and US BANCORP DEL (USB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), CAPITAL GROUP CORE BALANCED and CAPITAL GRP FIXED INCM ETF T (CGCP).

SEAMOUNT FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that SEAMOUNT FINANCIAL GROUP INC made a return of 2.15% in the last quarter. In trailing 12 months, it's portfolio return was 11%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	288,713
fastenal co	281,191
us bancorp del	216,215
ishares silver tr	200,024

New stocks bought by SEAMOUNT FINANCIAL GROUP INC

Additions

Ticker	% Inc.
vanguard star fds	35.29
capital group core balanced	25.51
ishares tr	23.4
capital grp fixed incm etf t	22.48
spdr series trust	20.61
spdr s&p 500 etf tr	17.69
t rowe price etf inc	15.45
capital group international	13.03

Additions to existing portfolio by SEAMOUNT FINANCIAL GROUP INC

Reductions

Ticker	% Reduced
tesla inc	-35.76
united parcel service inc	-24.24
advanced micro devices inc	-18.5
visa inc	-16.55
cvs health corp	-16.13
rtx corporation	-15.6
j p morgan exchange traded f	-13.99
rockwell automation inc	-8.33

SEAMOUNT FINANCIAL GROUP INC reduced stake in above stock

Sold off

Ticker	$ Sold
ford mtr co	-123,164
j p morgan exchange traded f	-213,867
kellanova	-226,375
metlife inc	-214,162
lockheed martin corp	-223,495
netflix inc	-517,933

SEAMOUNT FINANCIAL GROUP INC got rid off the above stocks

Sector Distribution

SEAMOUNT FINANCIAL GROUP INC has about 63.2% of it's holdings in Others sector.

Sector	%
Others	63.2
Technology	14.2
Consumer Cyclical	6
Industrials	4.2
Consumer Defensive	3
Energy	2.8
Financial Services	2.2
Healthcare	1.8
Communication Services	1.7

Market Cap. Distribution

SEAMOUNT FINANCIAL GROUP INC has about 36.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.2
MEGA-CAP	26.5
LARGE-CAP	9.9

Stocks belong to which Index?

About 36.1% of the stocks held by SEAMOUNT FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.5
S&P 500	36.1

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
LLY	eli lilly & co	40.6 %
GM	general mtrs co	32.5 %
AMD	advanced micro devices inc	29.4 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
AAPL	apple inc	1.0 M
AMZN	amazon com inc	0.5 M
GLD	spdr gold tr	0.4 M
CGDV	capital group dividend value	0.3 M
GOOG	alphabet inc	0.3 M

Top 5 Losers (%)		%
HD	home depot inc	-15.1 %
T	at&t inc	-11.9 %
DLR	digital rlty tr inc	-10.3 %
META	meta platforms inc	-10.1 %
ANET	arista networks inc	-10.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.3 M
COST	costco whsl corp new	-0.2 M
HD	home depot inc	-0.1 M
META	meta platforms inc	-0.1 M
BX	blackstone inc	-0.1 M

SEAMOUNT FINANCIAL GROUP INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SEAMOUNT FINANCIAL GROUP INC

SEAMOUNT FINANCIAL GROUP INC has 131 stocks in it's portfolio. About 38.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SEAMOUNT FINANCIAL GROUP INC last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.14	57,813	15,717,000	reduced	-2.04

AAXJ	ishares tr	0.44	31,589	978,008	added	23.4

AAXJ	ishares tr	0.12	5,086	268,948	added	10.3

ABBV	abbvie inc	0.22	2,111	482,342	reduced	-1.17

AEP	american elec pwr co inc	0.10	1,926	222,080	added	1.37

AFK	vaneck etf trust	0.24	1,485	534,671	reduced	-0.54

AGT	ishares tr	0.56	25,935	1,228,020	reduced	-7.85

ALL	allstate corp	0.11	1,156	240,621	unchanged	0.00

AMD	advanced micro devices inc	0.23	2,370	507,559	reduced	-18.5

AMZN	amazon com inc	4.94	47,139	10,880,600	reduced	-2.93

ANET	arista networks inc	0.22	3,640	476,949	unchanged	0.00

AVGO	broadcom inc	1.18	7,481	2,589,080	added	2.33

BBAX	j p morgan exchange traded f	4.34	151,110	9,547,150	added	5.12

BBAX	j p morgan exchange traded f	0.54	23,744	1,201,210	reduced	-13.99

BBAX	j p morgan exchange traded f	0.39	18,456	854,342	unchanged	0.00

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.49	7,709	1,072,780	reduced	-6.41

BIL	spdr series trust	0.40	8,639	889,439	added	20.61

BITS	global x fds	0.17	5,682	368,137	added	2.62

BNDW	vanguard scottsdale fds	1.19	31,390	2,628,870	reduced	-0.97