SEAMOUNT FINANCIAL GROUP INC

CIK

2011267

Location

COLORADO SPRINGS, CO

Portfolio Value

Micro $96,174,923

Diversification

Diversified

Filing Date

Global Rank

#5,763 / 8,603 ▲ 54 · as of Mar 2026

Top Industry

Consumer Electronics 16.7%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.2%

SPY

+53.6%

Annualised alpha

-0.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

−0.7 pts

Top 5

40.9%

−1.6 pts

Top 10

55.5%

−2.5 pts

HHI

498

Diversified−38

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$27,969,935	10
Financial Services	15.7%	$15,089,703	15
Consumer Cyclical	12.2%	$11,732,314	6
Unclassified	11.8%	$11,310,829	4
Industrials	10.2%	$9,840,986	16
Energy	6.1%	$5,865,947	5
Consumer Defensive	6.0%	$5,730,904	5
Healthcare	4.1%	$3,915,907	8
Communication Services	3.0%	$2,867,672	5
Real Estate	0.9%	$819,664	2
Basic Materials	0.6%	$529,790	1
Utilities	0.5%	$501,272	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,176	10,281	$3,805,717
WFC	Wells Fargo & Company/Mn	+808	5,933	$472,326
CMG	Chipotle Mexican Grill Inc	+559	9,400	$300,894
VZ	Verizon Communications Inc	+375	10,441	$524,138
BRK-B	Berkshire Hathaway Inc	+373	15,242	$7,303,966
MDT	Medtronic plc	+250	4,622	$400,496
COP	Conocophillips	+205	11,486	$1,516,152
AMD	Advanced Micro Devices Inc	+135	2,505	$509,592
T	At&T Inc.	+113	10,634	$308,279
KO	Coca Cola Co	+110	15,800	$1,201,590
DE	Deere & Co	+100	1,115	$628,079
NVDA	Nvidia Corp	+97	19,937	$3,477,012
GOOGL	Alphabet Inc.	+76	4,874	$1,401,567
DIA	Spdr Dow Jones Industrial Average ETF Trust	+58	5,004	$2,317,802
AEP	American Electric Power Co Inc	+53	1,979	$259,407
IBM	International Business Machines Corp	+50	9,830	$2,382,693
PG	PROCTER & GAMBLE Co	+43	6,709	$969,047
SPY	Spdr S&P 500 ETF Trust	+39	2,254	$1,465,866
AVGO	Broadcom Inc.	+38	7,519	$2,327,205
CVX	Chevron Corp	+14	13,974	$2,891,220
WM	Waste Management Inc	+12	3,921	$901,006
JNJ	Johnson & Johnson	+11	4,699	$1,148,623
JPM	Jpmorgan Chase & Co	+9	5,985	$1,760,547
HON	Honeywell International Inc	+1	2,709	$642,176
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUV	Nuveen Municipal Value Fund Inc	−4,735	70,782	$636,330
VKQ	Invesco Municipal Trust	−3,969	73,688	$701,509
GLD	Spdr Gold Trust	−2,783	7,001	$3,012,460
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	−2,088	44,992	$902,989
AAPL	Apple Inc.	−2,018	55,795	$14,160,213
COST	Costco Wholesale Corp /New	−1,436	1,823	$1,816,491
AMZN	Amazon Com Inc	−1,339	45,800	$9,538,766
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	−943	29,396	$455,344
META	Meta Platforms, Inc.	−863	644	$368,451
SHEL	Shell plc	−450	8,327	$774,411
DIS	Walt Disney Co	−433	2,752	$265,237
WMT	Walmart Inc.	−306	11,899	$1,478,807
GM	General Motors Co	−100	3,433	$255,758
ABBV	AbbVie Inc.	−91	2,020	$439,329
UAL	United Airlines Holdings, Inc.	−87	7,931	$730,207
CAT	Caterpillar Inc	−80	703	$498,047
V	Visa Inc.	−72	1,708	$516,225
QQQ	Invesco Qqq Trust, Series 1	−68	7,822	$4,514,701
MU	Micron Technology Inc	−65	1,144	$386,488
UNP	Union Pacific Corp	−57	4,042	$980,670
DLR	Digital Realty Trust, Inc.	−49	1,955	$352,310
HD	Home Depot, Inc.	−22	2,067	$679,815
MCD	Mcdonalds Corp	−20	2,308	$717,303
BX	Blackstone Inc.	−17	5,767	$663,147
UNH	Unitedhealth Group Inc	−5	1,264	$342,025
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MET	Metlife Inc	3,528	$249,500
PFE	Pfizer Inc	7,634	$214,362
CSCO	Cisco Systems, Inc.	2,737	$212,363
KMI	Kinder Morgan, Inc.	6,267	$210,132
FDX	Fedex Corp	595	$170,771
PCQ	Pimco California Municipal Income Fund	14,436	$123,860
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,318	$234,274
ROK	Rockwell Automation, Inc	550	$213,988
CVS	CVS HEALTH Corp	2,600	$206,336
SLV	iShares Silver Trust	3,105	$200,024
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $96,174,923 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	55,795	-2,018	$14,160,213	−9.9%	14.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	45,800	-1,339	$9,538,766	−12.3%	9.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,242	+373	$7,303,966	−2.3%	7.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,822	-68	$4,514,701	−6.9%	4.69%
MSFT	Microsoft Corp Technology	Added	10,281	+1,176	$3,805,717	−13.6%	3.96%
NVDA	Nvidia Corp Technology	Added	19,937	+97	$3,477,012	−6.0%	3.62%
GLD	Spdr Gold Trust	Reduced	7,001	-2,783	$3,012,460	−22.3%	3.13%
CVX	Chevron Corp Energy	Added	13,974	+14	$2,891,220	+35.9%	3.01%
IBM	International Business Machines Corp Technology	Added	9,830	+50	$2,382,693	−17.8%	2.48%
AVGO	Broadcom Inc. Technology	Added	7,519	+38	$2,327,205	−10.1%	2.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	5,004	+58	$2,317,802	−2.5%	2.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,823	-1,436	$1,816,491	−35.4%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,985	+9	$1,760,547	−8.6%	1.83%
COP	Conocophillips Energy	Added	11,486	+205	$1,516,152	+43.6%	1.58%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,899	-306	$1,478,807	+8.8%	1.54%
SPY	Spdr S&P 500 ETF Trust	Added	2,254	+39	$1,465,866	−3.0%	1.52%
GOOGL	Alphabet Inc. Communication Services	Added	4,874	+76	$1,401,567	−6.7%	1.46%
KO	Coca Cola Co Consumer Defensive	Added	15,800	+110	$1,201,590	+9.5%	1.25%
JNJ	Johnson & Johnson Healthcare	Added	4,699	+11	$1,148,623	+18.4%	1.19%
MATX	Matson, Inc. Industrials	Held	6,677	0	$1,094,627	+32.7%	1.14%
SNA	Snap-on Inc Industrials	Held	2,719	0	$987,595	+5.4%	1.03%
UNP	Union Pacific Corp Industrials	Reduced	4,042	-57	$980,670	+3.4%	1.02%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,709	+43	$969,047	+1.4%	1.01%
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc Financial Services	Reduced	44,992	-2,088	$902,989	−7.7%	0.94%
WM	Waste Management Inc Industrials	Added	3,921	+12	$901,006	+4.9%	0.94%
ITW	Illinois Tool Works Inc Industrials	Held	3,258	0	$848,024	+5.7%	0.88%
SHEL	Shell plc Energy	Reduced	8,327	-450	$774,411	+20.1%	0.81%
UAL	United Airlines Holdings, Inc. Industrials	Reduced	7,931	-87	$730,207	−18.6%	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,308	-20	$717,303	+0.8%	0.75%
VKQ	Invesco Municipal Trust Financial Services	Reduced	73,688	-3,969	$701,509	−6.4%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,067	-22	$679,815	−5.4%	0.71%
BX	Blackstone Inc. Financial Services	Reduced	5,767	-17	$663,147	−25.6%	0.69%
HON	Honeywell International Inc Industrials	Added	2,709	+1	$642,176	+15.9%	0.67%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Reduced	70,782	-4,735	$636,330	−7.0%	0.66%
DE	Deere & Co Industrials	Added	1,115	+100	$628,079	+32.9%	0.65%
CMI	Cummins Inc Industrials	Held	1,160	0	$624,103	+5.4%	0.65%
RTX	RTX Corp Industrials	Held	3,030	0	$584,487	+5.2%	0.61%
MRK	Merck & Co., Inc. Healthcare	Held	4,766	0	$573,302	+14.3%	0.60%
LLY	ELI LILLY & Co Healthcare	Held	579	0	$532,546	−14.4%	0.55%
NUE	Nucor Corp Basic Materials	Held	3,133	0	$529,790	+3.7%	0.55%
VZ	Verizon Communications Inc Communication Services	Added	10,441	+375	$524,138	+27.8%	0.54%
V	Visa Inc. Financial Services	Reduced	1,708	-72	$516,225	−17.3%	0.54%
AMD	Advanced Micro Devices Inc Technology	Added	2,505	+135	$509,592	+0.4%	0.53%
C	Citigroup Inc Financial Services	Held	4,483	0	$508,417	−2.8%	0.53%
CAT	Caterpillar Inc Industrials	Reduced	703	-80	$498,047	+11.0%	0.52%
PSX	Phillips 66 Energy	Held	2,602	0	$474,032	+41.2%	0.49%
WFC	Wells Fargo & Company/Mn Financial Services	Added	5,933	+808	$472,326	−1.1%	0.49%
O	Realty Income Corp Real Estate	Held	7,639	0	$467,354	+8.5%	0.49%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Reduced	29,396	-943	$455,344	−9.1%	0.47%
ANET	Arista Networks, Inc. Technology	Held	3,640	0	$446,919	−6.3%	0.46%