Seamount-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "MATX",
  null,
  "GOOGL",
  "VDE",
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "NUV",
  null,
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  "DFP",
  "FFC",
  "UNP",
  "ITW",
  "META",
  null,
  "VKQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "MHI",
  "MSFT",
  "BX",
  "VHT",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "NOW",
  "SHEL",
  "RTX",
  "GLD",
  "UAL",
  "VNQ",
  "VO",
  "VV",
  null,
  "VCIT",
  "VIG",
  "FLC",
  "VYM",
  null,
  "AMD",
  "SDY",
  "WM",
  "AEP",
  "AMZN",
  null,
  "VGK",
  "VYMI",
  "VXUS",
  "VT",
  "VOO",
  null,
  "V",
  "WMT",
  null,
  null,
  null,
  "PSX",
  "DIA",
  null,
  "NUE",
  null,
  "BRK-B",
  "CVX",
  "KO",
  "COP",
  "COST",
  "DLR",
  null,
  "QQQ",
  "IWM",
  "DIS",
  "XOM",
  "JNJ",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 98
Total Value: 146920385
Accession Number: 0001085146-25-002499
Form Type: 13F-HR
CIK: seamount-financial-group
Manager Name: Seamount-Financial-Group

Data Enrichment

68% identified

67 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $146.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:55.7K

Value:$12.4M

% of Portfolio:8.4% ($12.4M/$146.9M)

AMAZON COM INC

AMZN|023135106

Shares:47.2K

Value:$9.0M

% of Portfolio:6.1% ($9.0M/$146.9M)

46641Q761

Shares:130.6K

Value:$7.4M

% of Portfolio:5.0% ($7.4M/$146.9M)

922908769

VTI|922908769

Shares:23.0K

Value:$6.3M

% of Portfolio:4.3% ($6.3M/$146.9M)

14020W106

Shares:176.7K

Value:$6.3M

% of Portfolio:4.3% ($6.3M/$146.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.0K

Value:$5.3M

% of Portfolio:3.6% ($5.3M/$146.9M)

921908844

VIG|921908844

Shares:23.1K

Value:$4.5M

% of Portfolio:3.1% ($4.5M/$146.9M)

922908363

VOO|922908363

Shares:7.3K

Value:$3.8M

% of Portfolio:2.6% ($3.8M/$146.9M)

72201R783

Shares:37.9K

Value:$3.6M

% of Portfolio:2.4% ($3.6M/$146.9M)

14021D107

Shares:106.2K

Value:$3.3M

% of Portfolio:2.2% ($3.3M/$146.9M)

92204A306

VDE|92204A306

Shares:24.2K

Value:$3.1M

% of Portfolio:2.1% ($3.1M/$146.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:6.6K

Value:$3.1M

% of Portfolio:2.1% ($3.1M/$146.9M)

25434V104

Shares:75.8K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$146.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:10.0K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$146.9M)

922908629

VO|922908629

Shares:10.2K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$146.9M)

92206C870

VCIT|92206C870

Shares:31.3K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$146.9M)

14020V108

Shares:76.6K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$146.9M)

922042742

VT|922042742

Shares:22.1K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$146.9M)

464287242

Shares:23.1K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$146.9M)

MICROSOFT CORP

MSFT|594918104

Shares:6.1K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	55.7K	QoQ +3.30% (-1.8K) YoY -0.35% (-199)	All Managers (Combined)	$12.4M	8.4% ($12.4M/$146.9M)	QoQ -8.36% (-$1.1M) YoY +29.07% (-$2.8M)
AMAZON COM INC(AMZNcusip023135106)	47.2K	QoQ +0.67% (-318) YoY -7.90% (-4.1K)	All Managers (Combined)	$9.0M	6.1% ($9.0M/$146.9M)	QoQ -12.68% (-$1.3M) YoY -2.85% (-$264.4K)
(cusip46641Q761)✕	130.6K	QoQ +0.79% (-1.0K) YoY +46.40% (+41.4K)	All Managers (Combined)	$7.4M	5.0% ($7.4M/$146.9M)	QoQ -0.61% (-$45.3K) YoY +56.37% (+$2.7M)
(VTIcusip922908769)	23.0K	QoQ +0.20% (-47) YoY +3.67% (+814)	All Managers (Combined)	$6.3M	4.3% ($6.3M/$146.9M)	QoQ -4.97% (-$330.2K) YoY +9.63% (+$554.9K)
(cusip14020W106)✕	176.7K	QoQ +6.96% (+11.5K) YoY +41.47% (+51.8K)	All Managers (Combined)	$6.3M	4.3% ($6.3M/$146.9M)	QoQ +8.12% (+$472.9K) YoY +55.14% (+$2.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.0K	QoQ +0.70% (+70) YoY -2.83% (-291)	All Managers (Combined)	$5.3M	3.6% ($5.3M/$146.9M)	QoQ +18.32% (+$824.0K) YoY +23.06% (-$997.2K)
(VIGcusip921908844)	23.1K	QoQ +1.27% (+291) YoY +16.75% (+3.3K)	All Managers (Combined)	$4.5M	3.1% ($4.5M/$146.9M)	QoQ +0.31% (+$14.3K) YoY +24.03% (+$869.8K)
(VOOcusip922908363)	7.3K	QoQ +6.15% (+424) YoY +31.03% (+1.7K)	All Managers (Combined)	$3.8M	2.6% ($3.8M/$146.9M)	QoQ +1.24% (+$46.1K) YoY +40.07% (+$1.1M)
(cusip72201R783)✕	37.9K	QoQ +16.51% (+5.4K) YoY +41.32% (+11.1K)	All Managers (Combined)	$3.6M	2.4% ($3.6M/$146.9M)	QoQ +16.48% (+$502.6K) YoY +41.59% (+$1.0M)
(cusip14021D107)✕	106.2K	QoQ +20.97% (+18.4K) YoY NEW(+106.2K)	All Managers (Combined)	$3.3M	2.2% ($3.3M/$146.9M)	QoQ +19.85% (+$544.8K) YoY NEW(+$3.3M)
(VDEcusip92204A306)	24.2K	QoQ -0.05% (-14) YoY +4.67% (+1.1K)	All Managers (Combined)	$3.1M	2.1% ($3.1M/$146.9M)	QoQ +6.86% (-$201.3K) YoY +3.09% (+$94.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	6.6K	QoQ +10.88% (+648) YoY +32.61% (+1.6K)	All Managers (Combined)	$3.1M	2.1% ($3.1M/$146.9M)	QoQ +1.71% (+$52.1K) YoY +40.04% (+$884.9K)
(cusip25434V104)✕	75.8K	QoQ +1.22% (-914) YoY -5.59% (-4.5K)	All Managers (Combined)	$2.9M	2.0% ($2.9M/$146.9M)	QoQ -3.90% (-$118.4K) YoY -0.69% (-$20.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	10.0K	QoQ +0.64% (+64) YoY -3.32% (-345)	All Managers (Combined)	$2.9M	2.0% ($2.9M/$146.9M)	QoQ +19.76% (+$476.8K) YoY +35.40% (-$755.4K)
(VOcusip922908629)	10.2K	QoQ +5.87% (+569) YoY +11.23% (+1.0K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$146.9M)	QoQ +3.67% (+$93.9K) YoY +15.13% (+$348.5K)
(VCITcusip92206C870)	31.3K	QoQ +5.21% (+1.6K) YoY +12.48% (+3.5K)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$146.9M)	QoQ +7.16% (+$171.2K) YoY +14.22% (+$318.9K)
(cusip14020V108)✕	76.6K	QoQ +9.66% (+6.7K) YoY +234.71% (+53.7K)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$146.9M)	QoQ +4.73% (+$115.7K) YoY +258.78% (+$1.8M)
(VTcusip922042742)	22.1K	QoQ -1.26% (-282) YoY -6.41% (-1.5K)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$146.9M)	QoQ -2.55% (-$67.0K) YoY -1.79% (-$46.8K)
(cusip464287242)✕	23.1K	QoQ +8.52% (+1.8K) YoY +14.88% (+3.0K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$146.9M)	QoQ +10.39% (+$236.6K) YoY +14.64% (+$320.8K)
MICROSOFT CORP(MSFTcusip594918104)	6.1K	QoQ +6.15% (-355) YoY +17.91% (+930)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$146.9M)	QoQ -5.45% (-$132.6K) YoY +5.22% (+$114.0K)