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CIK: 0002011267
Total reported value
$248.0M
$248.0M
129 檔
19.4%
The Q2 2025 SEC filing reveals that Seamount Financial Group Inc held a total portfolio value of $248.0M, covering 129 public equity positions.
In Q2 2025, Seamount Financial Group Inc displayed an active expansion posture, initiating 17 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.96% | +0.06% | +18.41% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.68% | +0.01% | +6.69% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.33% | +0.24% | +7.37% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 3.97% | +0.36% | +10.70% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.86% | -0.45% | +54.56% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.81% | +0.16% | +6.00% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.60% | -0.04% | +6.81% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.16% | +13.43% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.19% | +45.74% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.18% | +0.21% | +19.54% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.87% | +12.06% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.98% | -0.15% | +7.13% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.79% | -0.23% | +50.26% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.77% | +0.06% | +7.09% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.72% | +0.04% | +17.81% | |
| 16 | CGUS | Cap Group Core Equity | ETF-Other | 1.62% | +0.24% | +11.49% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.61% | -0.36% | +2.41% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.60% | +0.08% | +8.17% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.02% | +233.90% | |
| 20 | VDE | Vanguard Energy ETF | ETF-Other | 1.53% | -0.45% | +3.49% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | +0.05% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.39% | +0.11% | +15.88% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.36% | -0.15% | +1.52% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.36% | -0.11% | +4.08% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | -0.01% | +17.13% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.46% | +154.05% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.18% | +0.03% | +9.16% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 1.11% | +0.15% | +33.10% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.08% | +0.16% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.99% | -0.04% | +26.77% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.35% | +95.61% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.92% | +0.02% | +11.09% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.01% | +27.41% | |
| 34 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.85% | +0.07% | +5.30% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.83% | -0.21% | +4.03% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.81% | -0.09% | +13.76% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.77% | -0.06% | +38.24% | |
| 38 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.67% | -0.01% | +3.53% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.14% | +16.59% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.05% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.62% | -0.03% | +11.90% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.07% | +62.73% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.06% | +37.21% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.03% | +38.34% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.02% | +26.95% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | +5.52% | |
| 47 | CGGO | Cap Group Global Growth | ETF-Other | 0.51% | +0.15% | +42.78% | |
| 48 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.50% | -0.04% | -6.58% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | +0.01% | +120.74% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.46% | -0.05% | +3.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +1.5% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1.1% | +233.90% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | +45.74% | Add |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | +0.5% | +154.05% | Add |
| 6 | SNA | Snap-on Inc | +0.4% | NEW | New buy |
| 7 | DE | Deere & Co | +0.3% | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | +0.3% | +50.26% | Add |
| 9 | DFAS | Dimensional US Small Cap ETF | +0.3% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +54.56% | Add |
| 11 | VZ | Verizon Communications Inc | +0.2% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +62.73% | Add |
| 13 | CMI | Cummins Inc | +0.2% | NEW | New buy |
| 14 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 15 | AVGO | Broadcom Inc | +0.2% | +0.16% | Add |
| 16 | CVX | Chevron CORP | +0.2% | +95.61% | Add |
| 17 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 18 | O | Realty Income CORP | +0.2% | NEW | New buy |
| 19 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 20 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 21 | MDT | Medtronic plc | +0.2% | NEW | New buy |
| 22 | MRK | Merck & Co. Inc. | +0.2% | NEW | New buy |
| 23 | CGGR | Cap Group Growth Equity | +0.2% | +33.10% | Add |
| 24 | UNP | Union Pacific CORP | +0.2% | +120.74% | Add |
| 25 | TOST | Toast Inc-class A | +0.2% | NEW | New buy |
| 26 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 27 | T | At&t Inc | +0.2% | NEW | New buy |
| 28 | SHEL | Shell Plc-adr | +0.1% | +111.47% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +27.41% | Add |
| 30 | CGGO | Cap Group Global Growth | +0.1% | +42.78% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.21% | Add |
| 32 | CGDG | Cap Group Dividend Growers | 0% | +26.77% | Add |
| 33 | JPST | Jpmorgan Ultra-short Income | 0% | +38.24% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.06% | Add |
| 35 | VT | Vanguard Tot World Stk ETF | 0% | +17.81% | Add |
| 36 | CGBL | Cap Group Core Balanced | -0.1% | +19.54% | Add |
| 37 | VV | Vanguard Large-cap ETF | -0.1% | +11.09% | Add |
| 38 | IWM | Ishares Russell 2000 ETF | -0.1% | +15.88% | Add |
| 39 | CGUS | Cap Group Core Equity | -0.1% | +11.49% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -0.1% | +13.43% | Add |
| 41 | VO | Vanguard Mid-cap ETF | -0.2% | +8.17% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | -0.2% | +17.13% | Add |
| 43 | DFAU | Dimensional US Core Equity M | -0.2% | +7.09% | Add |
| 44 | CGDV | Cap Group Dividend Value | -0.3% | +10.70% | Add |
| 45 | AMZN | Amazon.com Inc | -0.4% | +6.69% | Add |
| 46 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +6.81% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +6.00% | Add |
| 48 | JPIE | Jpmorgan Income ETF | -0.5% | -36.44% | Trim |
| 49 | JQUA | Jpmorgan US Quality Factor | -0.7% | +7.37% | Add |
| 50 | AAPL | Apple Inc | -1.5% | +18.41% | 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 129 disclosed positions in Q2 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 19.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBM
市值: $2.9M
Top Position Liquidated / Trimmed
JPIE
前期市值: $1.4M
During Q2 2025, Seamount Financial Group Inc's top holdings by market value included AAPL (7.0%)、AMZN (5.7%)、JQUA (4.3%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q2 2025, Seamount Financial Group Inc made 50 total portfolio adjustments, initiating 17 new buys, adding to 32 positions, trimming 1 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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