SEAMOUNT FINANCIAL GROUP INC

CIK

2011267

Location

COLORADO SPRINGS, CO

Portfolio Value

Micro $529,790

Diversification

Diversified

Filing Date

Global Rank

#5,720 / 8,586 ▲ 53

Top Industry

Consumer Electronics 16.0%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+51.6%

SPY

+55.8%

Annualised alpha

-1.4%

Max drawdown

−18.5%

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

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

Top Position

14.2%

−0.8 pts

Top 5

39.4%

−2.0 pts

Top 10

54.8%

−1.9 pts

HHI

476

Diversified−40

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$27,969,935	10
Financial Services	15.1%	$15,089,703	15
Consumer Cyclical	11.8%	$11,732,314	6
Unclassified	11.3%	$11,310,829	4
Industrials	9.9%	$9,852,281	16
Energy	9.4%	$9,412,519	6
Consumer Defensive	5.7%	$5,730,904	5
Healthcare	3.9%	$3,915,907	8
Communication Services	2.9%	$2,867,672	5
Real Estate	0.8%	$819,664	2
Basic Materials	0.5%	$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	$612,315
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
XOM	Exxon Mobil Corp	−960	20,904	$3,546,572
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
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
FDX	Fedex Corp	595	$211,927
KMI	Kinder Morgan, Inc.	6,267	$210,132
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

1 positions · $529,790 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NUE	Nucor Corp Basic Materials	Held	3,133	0	$529,790	+3.7%	100.00%