StockDriftsStockDriftsTop 50 Seamount Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.44% | 55.2K | $16.0M | -1.06%(-592) | $188.24(+62.91%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.95% | 249.3K | $12.3M | +4.17%(+9.97K) | $33.66(+52.43%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.52% | 155.2K | $11.2M | +0.14%(+213) | $50.03(+49.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.31% | 44.9K | $10.7M | -1.98%(-907) | $144.70(+90.02%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.95% | 258.1K | $9.8M | +6.96%(+16.79K) | $32.90(+16.67%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.68% | 24.6K | $9.1M | +1.10%(+268) | $235.91(+61.94%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.95% | 10.7K | $7.3M | +2.90%(+301) | $487.78(+45.77%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.9% | 9.8K | $7.2M | +24.92%(+1.95K) | $476.73(+51.20%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.84% | 14.1K | $7.0M | -7.64%(-1.17K) | $409.89(+27.68%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.51% | 26.3K | $6.2M | +0.08%(+21) | $172.01(+43.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.38% |
Seamount Financial Group INC reports $248.00M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.4%), CGDV (5.0%) and JQUA (4.5%). The top 20 holdings account for 56.09% of reported assets. Its disclosed equity book has returned +44.95% cumulatively over 10 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 Seamount Financial Group INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Seamount Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011267). View Seamount Financial Group INC’s 13F filings on SEC