StockDriftsStockDriftsTop 50 Adkins Seale Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 11.57% | 26.0K | $13.0M | +0.20%(+51) | $493.88(+5.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.01% | 23.3K | $6.8M | -0.58%(-136) | $263.24(+16.50%) | 2026-06-30 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 3.52% | 26.7K | $4.0M | -0.61%(-163) | $119.56(+24.42%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 3.33% | 5 | $3.7M | +0.00%(+0) | $754500.00(+4.14%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 3.26% | 16.8K | $3.7M | +8.33%(+1.29K) | $190.83(+18.32%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.16% | 30.2K | $3.6M | -0.07%(-20) | $72.72(+66.47%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.93% | 4.4K | $3.3M | -1.50%(-67) | $674.05(+14.76%) | 2026-06-30 | |
| SDY | SPDR SER TR S&P DIVID ETF | 2.78% | 20.5K | $3.1M | +0.00%(+0) | $139.61(+13.23%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.72% | 39.7K | $3.1M | -0.33%(-130) | $65.67(+18.66%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 2.58% | 38.5K | $2.9M | +1.06%(+402) | $77.21(+7.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.56% |
Adkins Seale Capital Management LLC reports $112.41M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (11.6%), AAPL (6.0%) and IJR (3.5%). The top 20 holdings account for 59.43% of reported assets. Its disclosed equity book has returned +5.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Adkins Seale Capital Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Adkins Seale Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2147212). View Adkins Seale Capital Management LLC’s 13F filings on SEC