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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14020Y201

Shares:12.1K

Value:$325.1K

% of Portfolio:0.2% ($325.1K/$146.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:406

Value:$323.2K

% of Portfolio:0.2% ($323.2K/$146.9M)

Shell plc

SHEL|780259305

Shares:4.4K

Value:$322.1K

% of Portfolio:0.2% ($322.1K/$146.9M)

Phillips 66

PSX|718546104

Shares:2.6K

Value:$321.3K

% of Portfolio:0.2% ($321.3K/$146.9M)

92189F676

Shares:1.5K

Value:$318.3K

% of Portfolio:0.2% ($318.3K/$146.9M)

92204A504

VHT|92204A504

Shares:1.1K

Value:$304.4K

% of Portfolio:0.2% ($304.4K/$146.9M)

92206C573

Shares:3.9K

Value:$302.2K

% of Portfolio:0.2% ($302.2K/$146.9M)

315912808

Shares:4.3K

Value:$293.4K

% of Portfolio:0.2% ($293.4K/$146.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$270.3K

% of Portfolio:0.2% ($270.3K/$146.9M)

PIONEER MUNICIPAL HIGH INCOME FUND, INC.

MHI|723763108

Shares:29.1K

Value:$267.8K

% of Portfolio:0.2% ($267.8K/$146.9M)

464288646

Shares:4.8K

Value:$253.0K

% of Portfolio:0.2% ($253.0K/$146.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.4K

Value:$248.0K

% of Portfolio:0.2% ($248.0K/$146.9M)

Walt Disney Co

DIS|254687106

Shares:2.4K

Value:$234.9K

% of Portfolio:0.2% ($234.9K/$146.9M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:844

Value:$230.0K

% of Portfolio:0.2% ($230.0K/$146.9M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.6K

Value:$227.0K

% of Portfolio:0.2% ($227.0K/$146.9M)

14021M107

Shares:7.5K

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$146.9M)

14020Y102

Shares:9.6K

Value:$215.6K

% of Portfolio:0.1% ($215.6K/$146.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:1.9K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020Y201)✕	12.1K	QoQ +7.59% (+856) YoY NEW(+12.1K)	All Managers (Combined)	$325.1K	0.2% ($325.1K/$146.9M)	QoQ +7.19% (+$21.8K) YoY NEW(+$325.1K)
ServiceNow, Inc.(NOWcusip81762P102)	406	QoQ +12.46% (-45) YoY NEW(+406)	All Managers (Combined)	$323.2K	0.2% ($323.2K/$146.9M)	QoQ -15.53% (-$59.5K) YoY NEW(+$323.2K)
Shell plc(SHELcusip780259305)	4.4K	QoQ +12.83% (+500) YoY NEW(+4.4K)	All Managers (Combined)	$322.1K	0.2% ($322.1K/$146.9M)	QoQ +31.97% (+$78.1K) YoY NEW(+$322.1K)
Phillips 66(PSXcusip718546104)	2.6K	QoQ +10.62% (+250) YoY +30.10% (-602)	All Managers (Combined)	$321.3K	0.2% ($321.3K/$146.9M)	QoQ +19.90% (+$53.3K) YoY -1.64% (-$5.4K)
(cusip92189F676)✕	1.5K	QoQ +9.85% (-135) YoY -26.58% (-545)	All Managers (Combined)	$318.3K	0.2% ($318.3K/$146.9M)	QoQ -4.07% (-$13.5K) YoY -30.98% (-$142.9K)
(VHTcusip92204A504)	1.1K	QoQ +0.34% (+4) YoY -29.96% (-492)	All Managers (Combined)	$304.4K	0.2% ($304.4K/$146.9M)	QoQ +4.65% (+$13.5K) YoY -31.49% (-$139.9K)
(cusip92206C573)✕	3.9K	QoQ -0.40% (-16) YoY -16.93% (-802)	All Managers (Combined)	$302.2K	0.2% ($302.2K/$146.9M)	QoQ +1.02% (-$3.1K) YoY -16.74% (-$60.8K)
(cusip315912808)✕	4.3K	QoQ +0.11% (-5) YoY +0.11% (+5)	All Managers (Combined)	$293.4K	0.2% ($293.4K/$146.9M)	QoQ -10.39% (-$34.0K) YoY +5.82% (+$16.2K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ -14.00% (-210) YoY -15.63% (-239)	All Managers (Combined)	$270.3K	0.2% ($270.3K/$146.9M)	QoQ +1.39% (-$3.7K) YoY -2.92% (-$8.2K)
PIONEER MUNICIPAL HIGH INCOME FUND, INC.(MHIcusip723763108)	29.1K	QoQ 0.00% (-0) YoY -53.06% (-32.9K)	All Managers (Combined)	$267.8K	0.2% ($267.8K/$146.9M)	QoQ -0.64% (-$1.7K) YoY -51.15% (-$280.5K)
(cusip464288646)✕	4.8K	QoQ +1.79% (+85) YoY +4.77% (+220)	All Managers (Combined)	$253.0K	0.2% ($253.0K/$146.9M)	QoQ +3.11% (+$7.6K) YoY +6.99% (+$16.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.4K	QoQ -18.72% (-556) YoY -20.85% (-636)	All Managers (Combined)	$248.0K	0.2% ($248.0K/$146.9M)	QoQ -30.86% (-$110.7K) YoY -54.94% (-$302.5K)
Walt Disney Co(DIScusip254687106)	2.4K	QoQ 0.00% (-0) YoY +23.31% (-450)	All Managers (Combined)	$234.9K	0.2% ($234.9K/$146.9M)	QoQ -11.36% (-$30.1K) YoY -0.52% (-$1.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	844	QoQ NEW(+844) YoY NEW(+844)	All Managers (Combined)	$230.0K	0.2% ($230.0K/$146.9M)	QoQ NEW(+$230.0K) YoY NEW(+$230.0K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$227.0K	0.2% ($227.0K/$146.9M)	QoQ NEW(+$227.0K) YoY NEW(+$227.0K)
(cusip14021M107)✕	7.5K	QoQ -25.71% (-2.6K) YoY NEW(+7.5K)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$146.9M)	QoQ -20.82% (-$57.8K) YoY NEW(+$219.9K)
(cusip14020Y102)✕	9.6K	QoQ -0.69% (-67) YoY NEW(+9.6K)	All Managers (Combined)	$215.6K	0.1% ($215.6K/$146.9M)	QoQ +0.43% (-$927) YoY NEW(+$215.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$146.9M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)