Adkins Seale Capital Management LLC holds a diversified book of 236 stocks worth $112.4M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Core Msci Emerging and trimmed Apple Inc. Their largest long position is Berkshire Hathaway Inc-CL B at 12% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B New Stock | $13.0M | 26.0K | 11.6% | ▲+0.2% Added · +51 sh | |
| 2 | Apple Inc Stock | $6.8M | 23.3K | 6.0% | ▼−0.6% Reduced · −136 sh | |
| 3 | Ishares S&P Smallcap 600 ETF ETF | $4.0M | 26.7K | 3.5% | ▼−0.6% Reduced · −163 sh | |
| 4 | Berkshire Hathaway Inc Del CL A Stock | $3.7M | 5 | 3.3% | —Held | |
| 5 | Vanguard Value ETF ETF | $3.7M | 16.8K | 3.3% | ▲+8.3% Added · +1K sh | |
| 6 | Cisco Sys Inc Stock | $3.6M | 30.2K | 3.2% | ▼−0.1% Reduced · −20 sh | |
| 7 | State Street SPDR S&P 500 ETF ETF | $3.3M | 4.4K | 2.9% | ▼−1.5% Reduced · −67 sh | |
| 8 | SPDR Ser TR S&P Divid ETF ETF | $3.1M | 20.5K | 2.8% | —Held | |
| 9 | Ishares Core S&P Mid-Cap ETF ETF | $3.1M | 39.7K | 2.7% | ▼−0.3% Reduced · −130 sh | |
| 10 | Ishares Gold Trust ETF | $2.9M | 38.5K | 2.6% | ▲+1.1% Added · +402 sh | |
| 11 | Ishares Core S&P 500 ETF ETF | $2.6M | 3.5K | 2.3% | ▲+0.3% Added · +10 sh | |
| 12 | Microsoft Stock | $2.6M | 7.0K | 2.3% | ▲+1.9% Added · +130 sh | |
| 13 | Google Inc Stock | $2.1M | 5.9K | 1.9% | ▼−0.7% Reduced · −39 sh | |
| 14 | Ishares TR Russell 1000 Index ETF ETF | $2.0M | 4.8K | 1.7% | —Held | |
| 15 | Akre Focus ETF ETF | $1.9M | 36.3K | 1.7% | ▼−0.4% Reduced · −142 sh | |
| 16 | Vanguard Total Intl Stock Idex ETF ETF | $1.9M | 22.6K | 1.7% | —Held | |
| 17 | Emerson Elec Co Com Stock | $1.8M | 12.6K | 1.6% | ▼−0.3% Reduced · −45 sh | |
| 18 | Ishares Core Msci Total International Stock ETF ETF | $1.6M | 16.7K | 1.4% | —Held | |
| 19 | Intel Corp Com Stock | $1.6M | 11.4K | 1.4% | ▼−1.7% Reduced · −196 sh | |
| 20 | Vanguard Dividend Appreciation ETF ETF | $1.6M | 6.7K | 1.4% | —Held | |
| 21 | Williams Sonoma Inc Com Stock | $1.3M | 5.6K | 1.2% | ▼−0.3% Reduced · −20 sh | |
| 22 | SPDR Gold ETF ETF | $1.3M | 3.5K | 1.1% | ▼−0.1% Reduced · −4 sh | |
| 23 | Amazon Com Inc Com Stock | $1.2M | 5.0K | 1.1% | ▲+0.6% Added · +30 sh | |
| 24 | ASML Hldg NV N Y Registry SHS ADR | $1.2M | 594 | 1.1% | —Held | |
| 25 | Guggenheim ETF Trust S&P 500 Equal Weight ETF | $1.2M | 5.5K | 1.0% | ▲+9.5% Added · +478 sh | |
| 26 | ExxonMobil Holdings Corp Com SHS Stock | $1.2M | 8.4K | 1.0% | —Held | |
| 27 | Vanguard Information Technology ETF ETF | $1.1M | 9.3K | 1.0% | ▲+810% Added · +8K sh | |
| 28 | Coca Cola Co Com Stock | $1.1M | 13.4K | 1.0% | —Held | |
| 29 | Waste Management Inc Stock | $1.1M | 4.8K | 1.0% | —Held | |
| 30 | State Street Energy Select Sector SPDR ETF ETF | $1.1M | 20.0K | 0.9% | —Held | |
| 31 | Walmart Inc Com Stock | $998K | 8.8K | 0.9% | ▼−1.0% Reduced · −88 sh | |
| 32 | Johnson & Johnson Com Stock | $994K | 3.9K | 0.9% | —Held | |
| 33 | Schwab Etfs- US Broad Market ETF ETF | $990K | 34.2K | 0.9% | —Held | |
| 34 | Ishares Core S&P Total U.S. Stock Market ETF ETF | $986K | 6.0K | 0.9% | —Held | |
| 35 | Union Pac Corp Com Stock | $936K | 3.4K | 0.8% | —Held | |
| 36 | ST Joe Company Stock | $935K | 14.9K | 0.8% | —Held | |
| 37 | Vanguard Total STK MKT ETF | $933K | 2.5K | 0.8% | —Held | |
| 38 | Service Corp Intl Com Stock | $882K | 11.6K | 0.8% | —Held | |
| 39 | Technology Select Sector SPDR ETF | $797K | 4.2K | 0.7% | —Held | |
| 40 | Kinder Morgan Inc Stock | $769K | 24.1K | 0.7% | ▼−1.9% Reduced · −473 sh | |
| 41 | Caterpillar Inc Com Stock | $703K | 660 | 0.6% | ▼−5.4% Reduced · −38 sh | |
| 42 | Amgen Inc Stock | $640K | 1.8K | 0.6% | —Held | |
| 43 | Vanguard S&P Small-Cap 600 ETF ETF | $638K | 4.6K | 0.6% | —Held | |
| 44 | JPMorgan Chase & Co Com Stock | $623K | 1.9K | 0.6% | —Held | |
| 45 | ConocoPhillips Com Stock | $566K | 5.4K | 0.5% | —Held | |
| 46 | Ishares Russell 2000 ETF ETF | $558K | 1.9K | 0.5% | —Held | |
| 47 | State Street Utilities Select Sector SPDR ETF ETF | $535K | 11.8K | 0.5% | —Held | |
| 48 | Costco Wholesale Corp Stock | $505K | 540 | 0.4% | ▼−1.3% Reduced · −7 sh | |
| 49 | Vanguard Growth ETF ETF | $479K | 5.6K | 0.4% | ▲+505% Added · +5K sh | |
| 50 | Intl Business Machines Stock | $475K | 1.7K | 0.4% | ▼−3.3% Reduced · −57 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2147212/holdings"
Use Arkolith to show ADKINS SEALE CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.