13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011267
Total reported value
$248.0M
$248.0M
134 檔
20.8%
As reported in its official Q3 2025 Form 13F filing, Seamount Financial Group Inc's tracked investment portfolio stood at $248.0M with 134 total positions.
In Q3 2025, Seamount Financial Group Inc displayed an active expansion posture, initiating 14 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.10% | +0.06% | -10.55% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.04% | +0.01% | -3.59% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.27% | +0.24% | +2.49% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 4.12% | +0.36% | +6.23% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.87% | +0.16% | +2.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.58% | -0.45% | -2.39% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.55% | -0.04% | +1.15% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.16% | +5.69% | |
| 9 | CGBL | Cap Group Core Balanced | ETF-Other | 2.53% | +0.21% | +21.66% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.19% | +3.60% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.19% | +0.87% | +4.27% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.96% | -0.15% | +7.04% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.02% | +3.52% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.74% | +0.06% | -1.11% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.70% | +0.04% | +0.41% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.69% | -0.36% | -2.02% | |
| 17 | CGUS | Cap Group Core Equity | ETF-Other | 1.67% | +0.24% | +4.94% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | +0.08% | +8.59% | |
| 19 | VDE | Vanguard Energy ETF | ETF-Other | 1.54% | -0.45% | +3.84% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.51% | +0.11% | +5.58% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.23% | -7.08% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.36% | -0.11% | +7.46% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.34% | -0.01% | +4.93% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.30% | +0.05% | -1.91% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.26% | -0.15% | -0.30% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 1.24% | +0.15% | +11.94% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.46% | +2.85% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.08% | +3.42% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.10% | +0.03% | -3.45% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.06% | -0.04% | +13.11% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.35% | +5.45% | |
| 32 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.97% | +0.07% | +15.32% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | +0.02% | +2.93% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.01% | -2.55% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.86% | -0.21% | +12.12% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.76% | -0.09% | +1.20% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.06% | -6.03% | |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.05% | — | |
| 39 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.64% | -0.01% | +2.82% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.14% | -4.62% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.06% | +1.67% | |
| 42 | CGGO | Cap Group Global Growth | ETF-Other | 0.57% | +0.15% | +13.65% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.08% | +5.16% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.03% | -6.79% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.07% | -3.85% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +0.27% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +0.73% | |
| 48 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.48% | -0.04% | -1.32% | |
| 49 | COP | Conocophillips | Stock-Energy | 0.48% | -0.20% | +13.92% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | -5.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +3.52% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +3.60% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +2.85% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +3.42% | Add |
| 5 | CGGR | Cap Group Growth Equity | +0.3% | +11.94% | Add |
| 6 | CGBL | Cap Group Core Balanced | +0.3% | +21.66% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +5.45% | Add |
| 8 | CGIE | Cap Group Intl Equity | +0.2% | +69.27% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.16% | Add |
| 10 | UNP | Union Pacific CORP | +0.2% | — | Add |
| 11 | CGGO | Cap Group Global Growth | +0.2% | +13.65% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -3.85% | Add |
| 13 | CGDG | Cap Group Dividend Growers | +0.1% | +13.11% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -2.55% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.27% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.67% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | +5.58% | Add |
| 18 | TCAF | T Rowe Prc Cap Appreciation | 0% | +15.32% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | +5.69% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.39% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | 0% | +0.41% | Add |
| 22 | VV | Vanguard Large-cap ETF | 0% | +2.93% | Add |
| 23 | CGUS | Cap Group Core Equity | -0.1% | +4.94% | Add |
| 24 | COST | Costco Wholesale CORP | -0.1% | -7.08% | Add |
| 25 | VO | Vanguard Mid-cap ETF | -0.1% | +8.59% | Add |
| 26 | CGDV | Cap Group Dividend Value | -0.2% | +6.23% | Add |
| 27 | VNQ | Vanguard Real Estate ETF | -0.2% | +4.93% | Add |
| 28 | DFAU | Dimensional US Core Equity M | -0.2% | -1.11% | Add |
| 29 | GLD | Spdr Gold Shares | -0.3% | -2.02% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +2.59% | Add |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.5% | +7.04% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +1.15% | Add |
| 33 | JPIE | Jpmorgan Income ETF | -0.5% | -2.69% | Trim |
| 34 | JQUA | Jpmorgan US Quality Factor | -0.8% | +2.49% | Add |
| 35 | AMZN | Amazon.com Inc | -1.1% | -3.59% | Add |
| 36 | AAPL | Apple Inc | -1.3% | -10.55% | Add |
| 37 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 39 | SNA | Snap-on Inc | — | NEW | New buy |
| 40 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 41 | ANET | Arista Networks Inc | — | NEW | New buy |
| 42 | CMI | Cummins Inc | — | NEW | New buy |
| 43 | DE | Deere & Co | — | NEW | New buy |
| 44 | C | Citigroup Inc | — | NEW | New buy |
| 45 | TSLA | Tesla Inc | — | NEW | New buy |
| 46 | O | Realty Income CORP | — | NEW | New buy |
| 47 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 50 | MDT | Medtronic plc | — | NEW | New buy |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 134 disclosed positions in Q3 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 20.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBM
市值: $2.8M
Top Position Liquidated / Trimmed
JPIE
前期市值: $1.4M
During Q3 2025, Seamount Financial Group Inc's top holdings by market value included AAPL (7.1%)、AMZN (5.0%)、JQUA (4.3%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q3 2025, Seamount Financial Group Inc made 50 total portfolio adjustments, initiating 14 new buys, adding to 35 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.