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CIK: 0002011267
Total reported value
$254.8M
$254.8M
141 檔
23.5%
In Q2 2026, Seamount Financial Group Inc's U.S. equity holdings reached a combined market value of $254.8M, distributed across 141 disclosed stock positions.
Seamount Financial Group Inc executed strategic sector rebalancing during Q2 2026, establishing 12 new positions while fully exiting 6 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.44% | +0.43% | -1.06% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 4.95% | -0.05% | +4.17% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.52% | — | +0.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | -0.15% | -1.98% | |
| 5 | CGBL | Cap Group Core Balanced | ETF-Other | 3.95% | +0.01% | +6.96% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.68% | +0.02% | +1.10% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +0.05% | +2.90% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.90% | -0.09% | +24.92% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | -0.15% | -7.64% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.51% | -0.08% | +0.08% | |
| 11 | CGUS | Cap Group Core Equity | ETF-Other | 2.10% | +0.11% | +9.10% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.83% | -0.02% | +3.36% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.81% | -0.01% | +1.14% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | -0.07% | +318.14% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.67% | -0.03% | +0.62% | |
| 16 | VDE | Vanguard Energy ETF | ETF-Other | 1.61% | +0.27% | +0.21% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | -0.14% | -0.82% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 1.57% | +0.06% | +5.14% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.34% | -3.82% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | +0.51% | -0.78% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | +0.02% | +2.04% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.30% | -0.03% | +2.73% | |
| 23 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.17% | +0.01% | +3.06% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -1.14% | EXIT | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.11% | -1.04% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | -0.30% | +0.34% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.11% | +0.01% | +3.10% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.10% | -0.03% | -1.04% | |
| 29 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.07% | +0.12% | -6.76% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.07% | -0.06% | +1.22% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | — | -3.64% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.95% | +0.24% | +1.75% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | — | -0.75% | |
| 34 | CGGO | Cap Group Global Growth | ETF-Other | 0.93% | -0.03% | +4.19% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.01% | -0.79% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.04% | +6.26% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | -0.07% | +1.35% | |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | +500.00% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.03% | -13.88% | |
| 40 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.59% | -0.03% | +9.30% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.57% | -0.06% | -6.02% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.04% | -2.63% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.52% | -0.08% | -2.28% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.02% | — | |
| 45 | MATX | Matson Inc | Stock-Industrials | 0.51% | +0.05% | -0.82% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.06% | +7.22% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.48% | EXIT | |
| 48 | COP | Conocophillips | Stock-Energy | 0.48% | +0.15% | -0.03% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | — | -0.89% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.04% | +6.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +24.92% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.4% | +4.17% | Add |
| 3 | MU | Micron Technology Inc | +0.3% | -13.72% | Trim |
| 4 | JQUA | Jpmorgan US Quality Factor | +0.2% | +0.14% | Add |
| 5 | CGUS | Cap Group Core Equity | +0.2% | +9.10% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | -23.87% | Trim |
| 7 | CGBL | Cap Group Core Balanced | +0.2% | +6.96% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +1.10% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.90% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.2% | +5.14% | Add |
| 11 | CGGO | Cap Group Global Growth | +0.2% | +4.19% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | -2.93% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 14 | CGXU | Cap Group Intl Focus | +0.1% | +63.68% | Add |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.82% | Trim |
| 18 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 19 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 20 | UAL | United Airlines Holdings Inc | +0.1% | -0.62% | Trim |
| 21 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 22 | CGCP | Cap Group Core Plus Income | +0.1% | NEW | New buy |
| 23 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 24 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 25 | VO | Vanguard Mid-cap ETF | +0.1% | +318.14% | Add |
| 26 | AVGO | Broadcom Inc | +0.1% | -1.04% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.35% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 29 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 30 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 31 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 32 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.10% | Add |
| 33 | AAPL | Apple Inc | +0.1% | -1.06% | Trim |
| 34 | DFAU | Dimensional US Core Equity M | +0.1% | +1.14% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.26% | Add |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 37 | IBM | Intl Business Machines CORP | +0.1% | +0.34% | Add |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +500.00% | Add |
| 39 | CGIE | Cap Group Intl Equity | +0.1% | +16.12% | Add |
| 40 | VT | Vanguard Tot World Stk ETF | 0% | +0.62% | Add |
| 41 | NUE | Nucor CORP | 0% | — | Unchanged |
| 42 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 43 | ANET | Arista Networks Inc | 0% | -5.49% | Trim |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +1.22% | Add |
| 45 | VXUS | Vanguard Total Intl Stock | 0% | +7.22% | Add |
| 46 | XHB | Ss Spdr S&p Homebldrs ETF | 0% | +1.83% | Add |
| 47 | VV | Vanguard Large-cap ETF | 0% | -0.75% | Trim |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -2.28% | Trim |
| 49 | MATX | Matson Inc | 0% | -0.82% | Trim |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.17% | Add |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $254.8M across 141 disclosed positions in Q2 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, JQUA) accounted for 23.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
LRCX
市值: $332.8K
Top Position Liquidated / Trimmed
HON
前期市值: $612.3K
During Q2 2026, Seamount Financial Group Inc's top holdings by market value included AAPL (6.4%)、CGDV (5.0%)、JQUA (4.5%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q2 2026, Seamount Financial Group Inc made 129 total portfolio adjustments, initiating 12 new buys, adding to 59 positions, trimming 52 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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