Seamount Financial Group Inc holds a diversified book of 141 reported positions worth $248.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Lam Research Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Seamount Financial Group Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
38% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seamount Financial Group Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $157.0M |
| 9823 Capital, L.P. | 9 / 80 | $129.4M |
| Outlook Capital Management, LLC | 14 / 80 | $265.1M |
| Fortune 45 LLC | 16 / 80 | $198.0M |
| Forge Financial Services LLC | 9 / 80 | $980.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $381.1M |
| XP Advisory US, Inc. | 14 / 80 | $146.9M |
| Stuart Investment Advisors, Inc. | 10 / 80 | $198.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Seamount Financial Group Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $16.0M | 55.2K | 6.4% | ▼−1.1% Reduced · −592 sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $12.3M | 249.3K | 5.0% | ▲+4.2% Added · +10K sh | |
| 3 | J P Morgan Exchange Traded F US QUALTY FCTR | $11.2M | 155.2K | 4.5% | ▲+0.1% Added · +213 sh | |
| 4 | Amazon Com Inc COM | $10.7M | 44.9K | 4.3% | ▼−2.0% Reduced · −907 sh | |
| 5 | Capital Group Core Balanced SHS | $9.8M | 258.1K | 4.0% | ▲+7.0% Added · +17K sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $9.1M | 24.6K | 3.7% | ▲+1.1% Added · +268 sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $7.3M | 10.7K | 3.0% | ▲+2.9% Added · +301 sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $7.2M | 9.8K | 2.9% | ▲+25% Added · +2K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $7.0M | 14.1K | 2.8% | ▼−7.6% Reduced · −1K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $6.2M | 26.3K | 2.5% | ▲+0.1% Added · +21 sh | |
| 11 | Capital Group Core Equity Et SHS CREAT UNIT | $5.2M | 117.1K | 2.1% | ▲+9.1% Added · +10K sh | |
| 12 | Pimco ETF TR 0-5 HIGH YIELD | $4.5M | 48.6K | 1.8% | ▲+3.4% Added · +2K sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $4.5M | 86.8K | 1.8% | ▲+1.1% Added · +982 sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $4.4M | 54.6K | 1.8% | ▲+318% Added · +42K sh | |
| 15 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.1M | 26.4K | 1.7% | ▲+0.6% Added · +163 sh | |
| 16 | Vanguard World FD ENERGY ETF | $4.0M | 26.5K | 1.6% | ▲+0.2% Added · +56 sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $4.0M | 13.2K | 1.6% | ▼−0.8% Reduced · −109 sh | |
| 18 | Capital Group Growth ETF SHS CREAT UNIT | $3.9M | 82.3K | 1.6% | ▲+5.1% Added · +4K sh | |
| 19 | Nvidia Corporation COM | $3.8M | 19.2K | 1.5% | ▼−3.8% Reduced · −761 sh | |
| 20 | Microsoft Corp COM | $3.8M | 10.2K | 1.5% | ▼−0.8% Reduced · −80 sh | |
| 21 | Vanguard Index FDS REAL ESTATE ETF | $3.3M | 34.7K | 1.3% | ▲+2.0% Added · +693 sh | |
| 22 | Ishares TR IBOXX INV CP ETF | $3.2M | 29.5K | 1.3% | ▲+2.7% Added · +785 sh | |
| 23 | Capital Group Dividend Growe SHS ETF | $2.9M | 77.3K | 1.2% | ▲+3.1% Added · +2K sh | |
| 24 | Exxon Mobil Corp COM | $2.8M | 20.6K | 1.1% | ▼−1.3% Reduced · −280 sh | |
| 25 | Broadcom Inc COM | $2.8M | 7.4K | 1.1% | ▼−1.0% Reduced · −78 sh | |
| 26 | International Business Machs COM | $2.8M | 9.9K | 1.1% | ▲+0.3% Added · +33 sh | |
| 27 | T Rowe Price Exchange-Traded CAP APPRECIATION | $2.7M | 66.7K | 1.1% | ▲+3.1% Added · +2K sh | |
| 28 | Vanguard Scottsdale FDS INT-TERM CORP | $2.7M | 33.2K | 1.1% | ▼−1.0% Reduced · −350 sh | |
| 29 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $2.7M | 97.5K | 1.1% | ▼−6.8% Reduced · −7K sh | |
| 30 | State STR SPDR Dow Jones Ind UT SER 1 | $2.6M | 5.1K | 1.1% | ▲+1.2% Added · +61 sh | |
| 31 | SPDR Gold TR GOLD SHS | $2.5M | 6.7K | 1.0% | ▼−3.6% Reduced · −255 sh | |
| 32 | Chevron Corporation COM | $2.4M | 14.2K | 1.0% | ▲+1.7% Added · +244 sh | |
| 33 | Vanguard Index FDS LARGE CAP ETF | $2.3M | 6.8K | 0.9% | ▼−0.7% Reduced · −51 sh | |
| 34 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $2.3M | 54.3K | 0.9% | ▲+4.2% Added · +2K sh | |
| 35 | JPMorgan Chase & Co COM | $1.9M | 5.9K | 0.8% | ▼−0.8% Reduced · −47 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.4K | 0.7% | ▲+6.3% Added · +141 sh | |
| 37 | Alphabet Inc CAP STK CL A | $1.8M | 4.9K | 0.7% | ▲+1.4% Added · +66 sh | |
| 38 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.5M | 18.6K | 0.6% | ▲+500% Added · +16K sh | |
| 39 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 0.6% | ▼−14% Reduced · −253 sh | |
| 40 | Ishares TR HIGH YLD SYSTM B | $1.5M | 31.3K | 0.6% | ▲+9.3% Added · +3K sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.4M | 18.8K | 0.6% | ▼−6.0% Reduced · −1K sh | |
| 42 | Walmart Inc COM | $1.3M | 11.6K | 0.5% | ▼−2.6% Reduced · −313 sh | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.3M | 14.4K | 0.5% | ▼−2.3% Reduced · −336 sh | |
| 44 | Coca Cola Co COM | $1.3M | 15.8K | 0.5% | —Held | |
| 45 | Matson Inc COM | $1.3M | 6.6K | 0.5% | ▼−0.8% Reduced · −55 sh | |
| 46 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 14.9K | 0.5% | ▲+7.2% Added · +1K sh | |
| 47 | SPDR Series Trust ST STR SP DIV | $1.2M | 7.8K | 0.5% | ▲+0.6% Added · +45 sh | |
| 48 | ConocoPhillips COM | $1.2M | 11.5K | 0.5% | ▼~0% Reduced · −3 sh | |
| 49 | Johnson & Johnson COM | $1.2M | 4.7K | 0.5% | ▼−0.9% Reduced · −42 sh | |
| 50 | Ishares TR PFD AND INCM SEC | $1.2M | 38.6K | 0.5% | ▲+6.4% Added · +2K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.