Institutional Fund
Seamount Financial Group Inc
Colorado Springs, COCIK 20112675 filings on record
Portfolio Value
$221.86M
Q1 2026
Holdings
135
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.7%
from $220.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.4%
- Capital Group Dividend Value4.6%
- Amazon Com Inc4.3%
- J P Morgan Exchange Traded F4.3%
- Capital Group Core Balanced3.7%
- Vanguard Index Fds3.5%
- Other73.2%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 55.8K | $14.16M | 6.4% | −2.0K | Reduced |
| 2 | Capital Group Dividend Value | 239.3K | $10.18M | 4.6% | +13.5K | Added |
| 3 | Amazon Com Inc | 45.8K | $9.54M | 4.3% | −1.3K | Reduced |
| 4 | J P Morgan Exchange Traded F | 155.0K | $9.50M | 4.3% | +3.9K | Added |
| 5 | Capital Group Core Balanced | 241.3K | $8.30M | 3.7% | +47.5K | Added |
| 6 | Vanguard Index Fds | 24.4K | $7.82M | 3.5% | +122 | Added |
| 7 | Berkshire Hathaway Inc Del | 15.2K | $7.30M | 3.3% | +373 | Added |
| 8 | Vanguard Index Fds | 10.4K | $6.19M | 2.8% | +465 | Added |
| 9 | Vanguard Specialized Funds | 26.3K | $5.65M | 2.5% | +716 | Added |
| 10 | Vanguard World Fd | 26.5K | $4.58M | 2.1% | −15 | Reduced |
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