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CIK: 0002011267
Total reported value
$248.0M
$248.0M
135 檔
20.8%
During the Q1 2026 filing period, Seamount Financial Group Inc (CIK: 0002011267) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $248.0M across 135 reported positions.
In Q1 2026, Seamount Financial Group Inc displayed an active expansion posture, initiating 8 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.38% | +0.06% | -3.49% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 4.59% | +0.36% | +5.97% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.30% | +0.01% | -2.84% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.28% | +0.24% | +2.57% | |
| 5 | CGBL | Cap Group Core Balanced | ETF-Other | 3.74% | +0.21% | +24.53% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.52% | +0.16% | +0.50% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.29% | -0.45% | +2.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | +0.16% | +4.70% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.55% | -0.04% | +2.80% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 2.06% | -0.45% | -0.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.03% | +0.87% | -0.86% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.98% | -0.15% | +4.94% | |
| 13 | CGUS | Cap Group Core Equity | ETF-Other | 1.86% | +0.24% | +12.52% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.75% | +0.06% | +4.89% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.19% | +12.92% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.69% | +0.08% | +4.87% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.63% | +0.04% | -0.75% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -0.46% | -4.39% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.02% | +0.49% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | +0.11% | -1.05% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 1.42% | +0.15% | +22.05% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.41% | -0.11% | +2.96% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | -0.01% | +8.20% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | -0.36% | -28.44% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.35% | +0.10% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.28% | -0.21% | +50.63% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.25% | -0.15% | +6.73% | |
| 28 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.21% | -0.04% | +9.56% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.05% | +0.51% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.08% | +0.51% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.04% | +0.03% | +1.17% | |
| 32 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.04% | +0.07% | +3.12% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.92% | +0.02% | +5.30% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.23% | -44.06% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.01% | +0.15% | |
| 36 | CGGO | Cap Group Global Growth | ETF-Other | 0.78% | +0.15% | +31.41% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.68% | -0.20% | +1.82% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.14% | -2.51% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.06% | +1.76% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.66% | -0.09% | -3.39% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.08% | +1.58% | |
| 42 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.60% | -0.01% | +10.54% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.05% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.02% | +0.70% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.04% | +0.23% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.51% | -0.03% | +1.18% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | +0.53% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | -0.03% | +14.77% | |
| 49 | MATX | Matson Inc | Stock-Industrials | 0.49% | +0.02% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | +0.03% | +28.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGBL | Cap Group Core Balanced | +0.6% | +24.53% | Add |
| 2 | VDE | Vanguard Energy ETF | +0.6% | -0.06% | Trim |
| 3 | CGMS | Cap Group US Multi-sect Bond | +0.4% | +50.63% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -4.39% | Trim |
| 5 | CVX | Chevron CORP | +0.3% | +0.10% | Add |
| 6 | COP | Conocophillips | +0.2% | +1.82% | Add |
| 7 | CGGO | Cap Group Global Growth | +0.2% | +31.41% | Add |
| 8 | CGDV | Cap Group Dividend Value | +0.1% | +5.97% | Add |
| 9 | CGGR | Cap Group Growth Equity | +0.1% | +22.05% | Add |
| 10 | CGUS | Cap Group Core Equity | +0.1% | +12.52% | Add |
| 11 | MATX | Matson Inc | +0.1% | — | Unchanged |
| 12 | VXUS | Vanguard Total Intl Stock | +0.1% | +28.64% | Add |
| 13 | CGDG | Cap Group Dividend Growers | +0.1% | +9.56% | Add |
| 14 | VNQ | Vanguard Real Estate ETF | +0.1% | +8.20% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +0.23% | Add |
| 16 | DE | Deere & Co | +0.1% | +9.85% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +66.40% | Add |
| 18 | FMHI | First Trust Municipal High I | +0.1% | +21.33% | Add |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.73% | Add |
| 20 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 21 | SHEL | Shell Plc-adr | +0.1% | -5.13% | Trim |
| 22 | PFF | Ishares Preferred & Income S | +0.1% | +14.77% | Add |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +4.94% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +4.87% | Add |
| 25 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +9.11% | Add |
| 26 | WMT | Walmart Inc | +0.1% | -2.51% | Trim |
| 27 | VZ | Verizon Communications Inc | +0.1% | +3.73% | Add |
| 28 | HYDB | Ishares High Yield Systemati | 0% | +10.54% | Add |
| 29 | KO | Coca-cola Co/the | 0% | +0.70% | Add |
| 30 | CGMU | Cap Group Municipal Income | 0% | +20.72% | Add |
| 31 | HYD | Vaneck High Yield Muni ETF | 0% | +24.36% | Add |
| 32 | HON | Honeywell International Inc | 0% | +0.04% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +25.86% | Add |
| 35 | DFAS | Dimensional US Small Cap ETF | 0% | +7.76% | Add |
| 36 | SDY | Ss Spdr S&p Dividend ETF | 0% | +1.18% | Add |
| 37 | SHLD | Global X Defense Tech ETF | 0% | +4.70% | Add |
| 38 | SNA | Snap-on Inc | 0% | — | Unchanged |
| 39 | CAT | Caterpillar Inc | 0% | -10.22% | Trim |
| 40 | T | At&t Inc | 0% | +1.07% | Add |
| 41 | VDC | Vanguard Consumer Staple ETF | 0% | +0.50% | Add |
| 42 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 43 | FAST | Fastenal Co | 0% | — | Unchanged |
| 44 | DLR | Digital Realty Trust Inc | 0% | -2.45% | Trim |
| 45 | WM | Waste Management Inc | 0% | +0.31% | Add |
| 46 | AEP | American Electric Power | 0% | +2.75% | Add |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +2.96% | Add |
| 48 | DFAU | Dimensional US Core Equity M | 0% | +4.89% | Add |
| 49 | MU | Micron Technology Inc | 0% | -5.38% | Trim |
| 50 | O | Realty Income CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 135 disclosed positions in Q1 2026.
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, CGDV, AMZN) accounted for 20.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $843.0K
Top Position Liquidated / Trimmed
JPIE
前期市值: $854.3K
During Q1 2026, Seamount Financial Group Inc's top holdings by market value included AAPL (6.4%)、CGDV (4.6%)、AMZN (4.3%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q1 2026, Seamount Financial Group Inc made 114 total portfolio adjustments, initiating 8 new buys, adding to 63 positions, trimming 38 holdings, and fully liquidating 5 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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