Seamount Financial Group Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$221.9M
Q ending 2026-03-31
Prior quarter
$220.2M
Q ending 2025-12-31
Change
+0.7% QoQ · +51.0% YoY
Positions
135
reported holdings
Largest positions
Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $14.2M | 56K |
| Capital Group Dividend Value | CGDV | Shares | $10.2M | 239K |
| Amazon Com Inc | AMZN | Shares | $9.5M | 46K |
| J P Morgan Exchange Traded F | JQUA | Shares | $9.5M | 155K |
| Capital Group Core Balanced | CGBL | Shares | $8.3M | 241K |
| Vanguard Index Fds | VTI | Shares | $7.8M | 24K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.3M | 15K |
| Vanguard Index Fds | VOO | Shares | $6.2M | 10K |
| Vanguard Specialized Funds | VIG | Shares | $5.6M | 26K |
| Vanguard World Fd | VDE | Shares | $4.6M | 26K |
| Invesco Qqq Tr | QQQ | Shares | $4.5M | 8K |
| Pimco Etf Tr | HYS | Shares | $4.4M | 47K |
| Capital Group Core Equity Et | CGUS | Shares | $4.1M | 107K |
| Dimensional Etf Trust | DFAU | Shares | $3.9M | 86K |
| Microsoft Corp | MSFT | Shares | $3.8M | 10K |
| Vanguard Index Fds | VO | Shares | $3.7M | 13K |
| Vanguard Intl Equity Index F | VT | Shares | $3.6M | 26K |
| Exxon Mobil Corp | XOM | Shares | $3.5M | 21K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Ishares Tr | IWM | Shares | $3.3M | 13K |
| Capital Group Growth Etf | CGGR | Shares | $3.1M | 78K |
| Ishares Tr | LQD | Shares | $3.1M | 29K |
| Vanguard Index Fds | VNQ | Shares | $3.0M | 34K |
| Spdr Gold Tr | GLD | Shares | $3.0M | 7K |
| Chevron Corporation | CVX | Shares | $2.9M | 14K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $2.8M | 105K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.8M | 34K |
| Capital Group Dividend Growe | CGDG | Shares | $2.7M | 75K |
| International Business Machs | IBM | Shares | $2.4M | 10K |
| Broadcom Inc | AVGO | Shares | $2.3M | 8K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $2.3M | 5K |
| T Rowe Price Etf Inc | TCAF | Shares | $2.3M | 65K |
| Vanguard Index Fds | VV | Shares | $2.0M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $1.7M | 52K |
| Conocophillips | COP | Shares | $1.5M | 11K |
| Walmart Inc | WMT | Shares | $1.5M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.5M | 2K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $1.5M | 20K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Ishares Tr | HYDB | Shares | $1.3M | 29K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $1.3M | 3K |
| Coca Cola Co | KO | Shares | $1.2M | 16K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Spdr Series Trust | SDY | Shares | $1.1M | 8K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $1.1M | 15K |
| Ishares Tr | PFF | Shares | $1.1M | 36K |
| Matson Inc | MATX | Shares | $1.1M | 7K |
| Vanguard Star Fds | VXUS | Shares | $1.1M | 14K |
| Vanguard Whitehall Fds | VYMI | Shares | $1.0M | 11K |
| Snap On Inc | SNA | Shares | $988K | 3K |
| Union Pac Corp | UNP | Shares | $981K | 4K |
| Procter & Gamble Co | PG | Shares | $969K | 7K |
| J P Morgan Exchange Traded F | JPST | Shares | $958K | 19K |
| Flaherty & Crumrine Dynamic | DFP | Shares | $903K | 45K |
| Waste Mgmt Inc Del | WM | Shares | $901K | 4K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $897K | 19K |
| Spdr Series Trust | XHB | Shares | $876K | 9K |
| Illinois Tool Wks Inc | ITW | Shares | $848K | 3K |
| Invesco Exchange Traded Fd T | RSP | Shares | $843K | 4K |
| Capital Group International | CGIE | Shares | $835K | 25K |
| Shell Plc | SHEL | Shares | $774K | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $767K | 5K |
| Vanguard World Fd | VPU | Shares | $756K | 4K |
| United Airls Hldgs Inc | UAL | Shares | $730K | 8K |
| Vanguard World Fd | VDC | Shares | $726K | 3K |
| Mcdonalds Corp | MCD | Shares | $717K | 2K |
| Vanguard Intl Equity Index F | VGK | Shares | $703K | 9K |
| Invesco Municipal Trust | VKQ | Shares | $702K | 74K |
| Dimensional Etf Trust | DFAS | Shares | $684K | 10K |
| Home Depot Inc | HD | Shares | $680K | 2K |
| Blackstone Inc | BX | Shares | $663K | 6K |
| Nuveen Mun Value Fd Inc | NUV | Shares | $636K | 71K |
| Deere & Co | DE | Shares | $628K | 1K |
| Cummins Inc | CMI | Shares | $624K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $612K | 3K |
| Rtx Corporation | RTX | Shares | $584K | 3K |
| Merck & Co Inc | MRK | Shares | $573K | 5K |
| Vaneck Etf Trust | SMH | Shares | $562K | 1K |
| T Rowe Price Etf Inc | TMSL | Shares | $555K | 15K |
| Eli Lilly & Co | LLY | Shares | $533K | 579 |
| Nucor Corp | NUE | Shares | $530K | 3K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $528K | 19K |
| Verizon Communications Inc | VZ | Shares | $524K | 10K |
| Visa Inc | V | Shares | $516K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $510K | 3K |
| Citigroup Inc | C | Shares | $508K | 4K |
| Caterpillar Inc | CAT | Shares | $498K | 703 |
| Vaneck Etf Trust | HYD | Shares | $483K | 10K |
| Phillips 66 | PSX | Shares | $474K | 3K |
| Wells Fargo & Co | WFC | Shares | $472K | 6K |
| Realty Income Corp | O | Shares | $467K | 8K |
| Flaherty & Crumrin Pfd & Inm | XFFCX | Shares | $455K | 29K |
| Arista Networks Inc | ANET | Shares | $447K | 4K |
| Abbvie Inc | ABBV | Shares | $439K | 2K |
| Global X Fds | SHLD | Shares | $421K | 6K |
| Alphabet Inc | GOOG | Shares | $418K | 1K |
| Medtronic Plc | Shares | $400K | 5K | |
| Micron Technology Inc | MU | Shares | $386K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.