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CIK: 0002011267
Total reported value
$248.0M
$248.0M
98 檔
16.7%
According to the latest 13F quarterly dataset, Seamount Financial Group Inc managed an equity portfolio of $248.0M at the end of Q1 2025, spanning 98 distinct U.S. exchange-listed positions.
In Q1 2025, Seamount Financial Group Inc displayed an active expansion posture, initiating 3 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.42% | +0.06% | +3.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.11% | +0.01% | +0.68% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.02% | +0.24% | +0.80% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.30% | +0.16% | +0.20% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 4.29% | +0.36% | +6.97% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | -0.45% | +0.71% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.06% | -0.04% | +1.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.16% | +6.15% | |
| 9 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.42% | -0.15% | +16.51% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.24% | +0.21% | +20.98% | |
| 11 | VDE | Vanguard Energy ETF | ETF-Other | 2.13% | -0.45% | -0.06% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.11% | +0.87% | +10.89% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.98% | +0.06% | +1.22% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.97% | -0.36% | +0.64% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.80% | +0.08% | +5.88% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.74% | -0.15% | +5.21% | |
| 17 | CGUS | Cap Group Core Equity | ETF-Other | 1.74% | +0.24% | +9.66% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.74% | +0.04% | -1.26% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.71% | -0.11% | +8.52% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.19% | +6.16% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.55% | -0.01% | +2.74% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.23% | +2.50% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.47% | +0.11% | +4.20% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.37% | +0.03% | +0.13% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.04% | -0.21% | +25.17% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.98% | +0.02% | +4.32% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.98% | +0.07% | +15.37% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.97% | -0.09% | -3.71% | |
| 29 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.95% | -0.04% | +4.64% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.94% | — | +7.68% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-Other | 0.93% | +0.15% | +31.90% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.85% | -0.01% | +51.74% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.08% | +2.33% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | -0.87% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.35% | +1.69% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.06% | -1.82% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.73% | -0.03% | -0.63% | |
| 38 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.70% | -0.04% | +3.99% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.46% | +6.84% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.14% | -0.18% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | -3.22% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.05% | +1.91% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.02% | -0.49% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.58% | -0.20% | +11.05% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.03% | -3.66% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.57% | -0.03% | -1.95% | |
| 47 | VKQ | Invesco Municipal Trust | Stock-Other | 0.55% | -0.02% | +2.48% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.03% | +0.34% | |
| 49 | MATX | Matson Inc | Stock-Industrials | 0.52% | +0.02% | -0.76% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.06% | +2.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.71% | Add |
| 2 | CGBL | Cap Group Core Balanced | +0.3% | +20.98% | Add |
| 3 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.3% | +16.51% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | +0.64% | Add |
| 5 | HYDB | Ishares High Yield Systemati | +0.3% | +51.74% | Add |
| 6 | FMHI | First Trust Municipal High I | +0.3% | +140.62% | Add |
| 7 | CGDV | Cap Group Dividend Value | +0.3% | +6.97% | Add |
| 8 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +25.17% | Add |
| 9 | GD | General Dynamics CORP | +0.2% | NEW | New buy |
| 10 | CGGR | Cap Group Growth Equity | +0.2% | +31.90% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | NEW | New buy |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +8.52% | Add |
| 13 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 14 | CVX | Chevron CORP | +0.1% | +1.69% | Add |
| 15 | VDE | Vanguard Energy ETF | +0.1% | -0.06% | Trim |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | +5.21% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +6.84% | Add |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +15.37% | Add |
| 19 | COP | Conocophillips | +0.1% | +11.05% | Add |
| 20 | WM | Waste Management Inc | +0.1% | +1.91% | Add |
| 21 | NUV | Nuveen Municipal Value | +0.1% | +24.92% | Add |
| 22 | HYD | Vaneck High Yield Muni ETF | +0.1% | +49.77% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +2.50% | Add |
| 24 | CGDG | Cap Group Dividend Growers | +0.1% | +4.64% | Add |
| 25 | KO | Coca-cola Co/the | +0.1% | -0.49% | Trim |
| 26 | JPIE | Jpmorgan Income ETF | +0.1% | +7.68% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.09% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | +19.00% | Add |
| 29 | NFLX | Netflix Inc | +0.1% | +28.79% | Add |
| 30 | CGUS | Cap Group Core Equity | +0.1% | +9.66% | Add |
| 31 | SHEL | Shell Plc-adr | +0.1% | +12.83% | Add |
| 32 | V | Visa Inc-class A Shares | +0.1% | +6.81% | Add |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | +2.74% | Add |
| 34 | VO | Vanguard Mid-cap ETF | 0% | +5.88% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.59% | Add |
| 36 | AMD | Advanced Micro Devices | -0.1% | -18.72% | Trim |
| 37 | NVDA | Nvidia CORP | -0.1% | +4.76% | Add |
| 38 | DFAU | Dimensional US Core Equity M | -0.1% | +1.22% | Add |
| 39 | IWM | Ishares Russell 2000 ETF | -0.1% | +4.20% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | +6.16% | Add |
| 41 | BX | Blackstone Inc | -0.1% | -1.44% | Trim |
| 42 | LMT | Lockheed Martin CORP | -0.2% | EXIT | Sold out |
| 43 | TGRT | T. Rowe Price Growth ETF | -0.2% | EXIT | Sold out |
| 44 | UAL | United Airlines Holdings Inc | -0.2% | -11.35% | Trim |
| 45 | DLN | Wisdomtree US Largecap Divid | -0.2% | EXIT | Sold out |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +0.20% | Add |
| 47 | AVGO | Broadcom Inc | -0.3% | +2.33% | Add |
| 48 | TRV | Travelers Cos Inc/the | -0.3% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -0.9% | +3.30% | Add |
| 50 | AMZN | Amazon.com Inc | -1% | +0.68% | Add |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, JQUA) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
GD
市值: $230.0K
Top Position Liquidated / Trimmed
TRV
前期市值: $474.3K
During Q1 2025, Seamount Financial Group Inc's top holdings by market value included AAPL (8.4%)、AMZN (6.1%)、JQUA (5.0%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q1 2025, Seamount Financial Group Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 5 holdings, and fully liquidating 4 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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