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CIK: 0002011267
Total reported value
$248.0M
$248.0M
132 檔
21.8%
At the close of Q4 2025, Seamount Financial Group Inc disclosed equity holdings valued at approximately $248.0M, spread across 132 reported holdings.
In Q4 2025, Seamount Financial Group Inc displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.14% | +0.06% | -2.04% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | +0.01% | -2.93% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 4.48% | +0.36% | +8.69% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.34% | +0.24% | +5.12% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.69% | +0.16% | -2.94% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.39% | -0.45% | -1.35% | |
| 7 | CGBL | Cap Group Core Balanced | ETF-Other | 3.11% | +0.21% | +25.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.82% | +0.16% | +12.92% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.55% | -0.04% | +2.20% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.87% | +2.32% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.19% | -1.46% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.93% | -0.15% | +3.05% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | -0.36% | -2.75% | |
| 14 | CGUS | Cap Group Core Equity | ETF-Other | 1.74% | +0.24% | +6.39% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.74% | +0.06% | +1.89% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.69% | +0.04% | +1.15% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | -0.02% | +0.30% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.64% | +0.08% | +3.43% | |
| 19 | VDE | Vanguard Energy ETF | ETF-Other | 1.51% | -0.45% | +1.96% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.51% | +0.11% | +1.83% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.40% | -0.11% | +8.04% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.32% | +0.05% | — | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | +0.15% | +7.68% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.23% | -0.24% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.26% | -0.01% | +1.54% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.46% | -0.97% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.19% | -0.15% | -0.97% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.08% | +2.33% | |
| 29 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.11% | -0.04% | +5.90% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.09% | +0.07% | +15.45% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.08% | +0.03% | -1.88% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.35% | +1.98% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.93% | +0.02% | +0.98% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | +0.17% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.87% | -0.21% | +6.07% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.06% | +17.69% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.08% | -0.64% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.67% | -0.09% | -5.52% | |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.05% | — | |
| 40 | CGGO | Cap Group Global Growth | ETF-Other | 0.62% | +0.15% | +12.07% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.14% | -1.54% | |
| 42 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.56% | -0.01% | -7.85% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.06% | -13.99% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | -0.26% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +0.22% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.49% | -0.03% | -6.41% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.48% | -0.20% | +4.79% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.07% | +0.53% | |
| 49 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.44% | -0.04% | +0.01% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.44% | -0.03% | +23.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGBL | Cap Group Core Balanced | +0.6% | +25.51% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.4% | +8.69% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +12.92% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.64% | Trim |
| 5 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +15.45% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.69% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.1% | +35.29% | Add |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.1% | +5.12% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | -2.75% | Trim |
| 10 | CGUS | Cap Group Core Equity | +0.1% | +6.39% | Add |
| 11 | MATX | Matson Inc | +0.1% | +3.86% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.70% | Add |
| 13 | CGGR | Cap Group Growth Equity | +0.1% | +7.68% | Add |
| 14 | PFF | Ishares Preferred & Income S | +0.1% | +23.40% | Add |
| 15 | UAL | United Airlines Holdings Inc | +0.1% | +3.54% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 17 | CGDG | Cap Group Dividend Growers | +0.1% | +5.90% | Add |
| 18 | CGGO | Cap Group Global Growth | +0.1% | +12.07% | Add |
| 19 | CGIE | Cap Group Intl Equity | +0.1% | +13.03% | Add |
| 20 | AAPL | Apple Inc | 0% | -2.04% | Trim |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +8.04% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +2.33% | Add |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.32% | Add |
| 25 | XOM | Exxon Mobil CORP | 0% | -0.97% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | — | +2.20% | Add |
| 27 | DFAU | Dimensional US Core Equity M | — | +1.89% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | — | +1.83% | Add |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | +1.15% | Add |
| 30 | V | Visa Inc-class A Shares | -0.1% | -16.55% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 32 | META | Meta Platforms Inc-class A | -0.1% | +0.53% | Add |
| 33 | TSLA | Tesla Inc | -0.1% | -35.76% | Trim |
| 34 | HYDB | Ishares High Yield Systemati | -0.1% | -7.85% | Trim |
| 35 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -5.52% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -2.93% | Trim |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.1% | -13.99% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.2% | -0.24% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.35% | Trim |
| 40 | MSFT | Microsoft CORP | -0.3% | -1.46% | Trim |
| 41 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 42 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 43 | FAST | Fastenal Co | — | NEW | New buy |
| 44 | KEL | Kellanova | — | EXIT | Sold out |
| 45 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | MET | Metlife Inc | — | EXIT | Sold out |
| 48 | JMUB | Jpmorgan Municipal ETF | — | EXIT | Sold out |
| 49 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 50 | F | Ford Motor Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 132 disclosed positions in Q4 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, CGDV) accounted for 21.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWF
市值: $288.7K
Top Position Liquidated / Trimmed
NFLX
前期市值: $517.9K
During Q4 2025, Seamount Financial Group Inc's top holdings by market value included AAPL (7.1%)、AMZN (4.9%)、CGDV (4.5%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q4 2025, Seamount Financial Group Inc made 47 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 6 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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