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CIK: 0002011267
Total reported value
$248.0M
$248.0M
85 檔
13.6%
In Q1 2024, Seamount Financial Group Inc's U.S. equity holdings reached a combined market value of $248.0M, distributed across 85 disclosed stock positions.
During Q1 2024, Seamount Financial Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.41% | +0.06% | -2.49% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.11% | +0.01% | -1.86% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.05% | +0.16% | +0.06% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.13% | +0.24% | +16.60% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.79% | -0.45% | -0.12% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 3.56% | +0.36% | +17.30% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.17% | -0.04% | +4.20% | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 2.67% | -0.45% | +0.98% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.57% | +0.06% | +12.66% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.16% | +2.61% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.28% | +0.04% | +5.10% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.20% | -0.15% | +1.85% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.02% | +0.08% | +4.66% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.96% | -0.15% | +1.80% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.87% | +14.15% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.92% | -0.11% | +0.31% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.19% | +4.47% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.87% | -0.36% | -0.24% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.82% | -0.01% | +3.41% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.81% | +0.03% | -1.01% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | +0.11% | +5.57% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | +0.08% | +4.66% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.06% | -7.01% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.09% | +0.02% | -3.71% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.23% | +0.68% | |
| 26 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.99% | -0.04% | -0.18% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.93% | -0.09% | -9.55% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.01% | — | |
| 29 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.90% | -0.04% | +28.13% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.87% | -0.03% | -7.19% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.35% | -1.01% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.79% | -0.20% | +0.07% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.03% | +3.00% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.46% | -2.29% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.05% | — | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.70% | +0.02% | +0.28% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.03% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.02% | -0.99% | |
| 39 | VKQ | Invesco Municipal Trust | Stock-Other | 0.69% | -0.02% | — | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.67% | -0.03% | — | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.66% | — | +72.78% | |
| 42 | MATX | Matson Inc | Stock-Industrials | 0.64% | +0.02% | — | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.63% | -0.04% | -1.82% | |
| 44 | CGUS | Cap Group Core Equity | ETF-Other | 0.63% | +0.24% | +34.59% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | +0.05% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.14% | +199.00% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.61% | -0.01% | -44.11% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.08% | -14.25% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.03% | -1.38% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.04% | -4.06% |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 85 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, VTI) accounted for 13.6% of total reported equity market value during Q1 2024.
During Q1 2024, Seamount Financial Group Inc's top holdings by market value included AAPL (8.4%)、AMZN (8.1%)、VTI (5.0%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q1 2024, Seamount Financial Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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