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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Seamount-Financial-Group
Data Enrichment
68% identified67 identified31 unidentified
Holdings
98 positions • $146.9M total value
Manager:
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Page 2 of 5
Shares:4.8K
Value:$2.0M
% of Portfolio:1.4% ($2.0M/$146.9M)
14020Y300
Shares:56.1K
Value:$1.5M
% of Portfolio:1.0% ($1.5M/$146.9M)
87283Q867
Shares:44.7K
Value:$1.4M
% of Portfolio:1.0% ($1.4M/$146.9M)
46138E354
Shares:19.0K
Value:$1.4M
% of Portfolio:1.0% ($1.4M/$146.9M)
14021L109
Shares:45.1K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$146.9M)
46641Q159
Shares:29.8K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$146.9M)
14020G101
Shares:40.0K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$146.9M)
46435G250
Shares:26.4K
Value:$1.2M
% of Portfolio:0.8% ($1.2M/$146.9M)
46641Q837
Shares:21.3K
Value:$1.1M
% of Portfolio:0.7% ($1.1M/$146.9M)
Shares:51.1K
Value:$1.0M
% of Portfolio:0.7% ($1.0M/$146.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 25.2K | All Managers (Combined) | $2.3M | 1.6% ($2.3M/$146.9M) | |||
| 2.3K | QoQ +2.49% (+57) | All Managers (Combined) | $2.2M | 1.5% ($2.2M/$146.9M) | ||
| 10.8K | All Managers (Combined) | $2.2M | 1.5% ($2.2M/$146.9M) | |||
| 4.8K | QoQ +0.12% (-6)YoY -8.03% (-418) | All Managers (Combined) | $2.0M | 1.4% ($2.0M/$146.9M) | ||
(cusip14020Y300)✕ | 56.1K | All Managers (Combined) | $1.5M | 1.0% ($1.5M/$146.9M) | ||
| 5.6K | QoQ +4.32% (-233)YoY +8.25% (+429) | All Managers (Combined) | $1.4M | 1.0% ($1.4M/$146.9M) | ||
(cusip87283Q867)✕ | 44.7K | All Managers (Combined) | $1.4M | 1.0% ($1.4M/$146.9M) | ||
(cusip46138E354)✕ | 19.0K | All Managers (Combined) | $1.4M | 1.0% ($1.4M/$146.9M) | ||
(cusip14021L109)✕ | 45.1K | All Managers (Combined) | $1.4M | 0.9% ($1.4M/$146.9M) | ||
(cusip46641Q159)✕ | 29.8K | YoY NEW(+29.8K) | All Managers (Combined) | $1.4M | 0.9% ($1.4M/$146.9M) | YoY NEW(+$1.4M) |
(cusip14020G101)✕ | 40.0K | All Managers (Combined) | $1.4M | 0.9% ($1.4M/$146.9M) | ||
(cusip46435G250)✕ | 26.4K | All Managers (Combined) | $1.2M | 0.8% ($1.2M/$146.9M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 7.1K | All Managers (Combined) | $1.2M | 0.8% ($1.2M/$146.9M) | ||
| 4.8K | QoQ -0.86% (-42)YoY -8.84% (-466) | All Managers (Combined) | $1.2M | 0.8% ($1.2M/$146.9M) | ||
CHEVRON CORP(CVXcusip166764100) | 6.6K | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$146.9M) | ||
(cusip46641Q837)✕ | 21.3K | All Managers (Combined) | $1.1M | 0.7% ($1.1M/$146.9M) | ||
| 7.9K | All Managers (Combined) | $1.1M | 0.7% ($1.1M/$146.9M) | |||
| 51.1K | All Managers (Combined) | $1.0M | 0.7% ($1.0M/$146.9M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 8.4K | All Managers (Combined) | $1.0M | 0.7% ($1.0M/$146.9M) | ||
Walmart Inc.(WMTcusip931142103) | 11.1K | QoQ -0.17% (-20)YoY -4.30% (-501) | All Managers (Combined) | $978.7K | 0.7% ($978.7K/$146.9M) |