Seek First Inc.

Registered adviser

CIK

2060504

Location

Campbell, CA

Portfolio Value

Small $153,650,714

Diversification

Highly concentrated

Filing Date

Global Rank

#7,261 / 8,827 ▼ 81 · as of Jun 2026

Top Industry

Consumer Electronics 52.1%

Period ended 38 days ago

Filed Oct 27, 2026 · 11d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 312546

Roster of Nov 1, 2026

Regulatory AUM

$251,000,000

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$251,000,000	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$202,666,684	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$135,000,000	Individuals and high net worth (100%)
Oct 2023 to Mar 2024	$111,000,000	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.4% of the book (60%+)

Turnover

Low turnover

11.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.7 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 80.2%; sector active share 55.4% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

63 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

49.3%

+1.4 pts

Top 5

79.8%

+1.4 pts

Top 10

87.5%

+1.1 pts

HHI

2,821

Highly concentrated+153

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.5%	$105,317,137	38
Technology	24.0%	$36,933,763	11
Consumer Cyclical	3.4%	$5,150,638	2
Communication Services	1.3%	$2,028,059	2
Financial Services	1.2%	$1,847,090	4
Healthcare	0.7%	$1,136,087	2
Energy	0.5%	$707,787	2
Consumer Defensive	0.3%	$530,153	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMF	iShares California Muni Bond ETF	+17,982	68,252	$3,693,798
SCHV	Schwab U.S. Large-Cap Value ETF	+16,047	605,994	$20,185,660
SCHD	Schwab U.S. Dividend Equity ETF	+5,594	212,670	$6,918,155
DJD	Victory Portfolios II	+4,858	12,805	$0
PSI	Victory Portfolios II	+3,382	5,486	$0
SCHE	Schwab Emerging Markets Equity ETF	+568	121,127	$4,415,079
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	+465	22,724	$319,272
SCHJ	Schwab 1-5 Year Corporate Bond ETF	+391	34,500	$831,450
MO	Altria Group, Inc.	+318	3,290	$221,548
CSCO	Cisco Systems, Inc.	+229	14,708	$1,583,022
SCHZ	Schwab U.S. Aggregate Bond ETF	+208	22,034	$486,951
SCHA	Schwab U.S. Small-Cap ETF	+152	50,614	$1,651,534
DES	WisdomTree U.S. SmallCap Dividend Fund	+85	17,279	$654,874
VO	VANGUARD MID-CAP INDEX FUND	+52	14,388	$1,128,306
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	+48	2,803	$253,615
QQQ	Invesco Qqq Trust, Series 1	+35	1,431	$1,058,610
DON	WisdomTree U.S. Midcap Dividend Fund	+29	5,039	$271,854
EPS	WisdomTree U.S. LargeCap Fund	+25	8,826	$705,638
VB	Vanguard Index Funds	+8	2,687	$764,424
NTAP	NetApp, Inc.	+5	2,084	$437,806
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+4	1,400	$523,936
V	Visa Inc.	+4	2,815	$1,011,513
MSFT	Microsoft Corp	+3	1,336	$685,234
COST	Costco Wholesale Corp	+1	339	$308,605
GOOGL	Alphabet Inc.	+1	911	$313,456
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	−9,127	221,504	$6,084,714
SCHI	Schwab 5-10 Year Corporate Bond ETF	−8,144	178,962	$3,836,945
AAPL	Apple Inc.	−7,833	75,663	$25,197,292
SCHG	Schwab U.S. Large-Cap Growth ETF	−5,027	723,125	$25,981,881
SPY	Spdr S&P 500 ETF Trust	−2,118	425	$324,117
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,841	22,779	$5,262,632
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−1,624	59,386	$2,637,332
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−1,481	14,603	$4,933,331
SCHY	Schwab International Dividend Equity ETF	−1,392	42,796	$1,343,794
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−961	19,646	$383,981
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−856	17,614	$343,825
SCHM	Schwab U.S. Mid-Cap ETF	−708	52,146	$1,774,006
SCHO	Schwab Short-Term U.S. Treasury ETF	−692	51,720	$1,234,039
SCHQ	Schwab Long-Term U.S. Treasury ETF	−669	34,162	$972,250
DDWM	WisdomTree Dynamic International Equity Fund	−414	7,755	$353,860
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−409	9,026	$1,400,835
GILD	Gilead Sciences, Inc.	−396	4,463	$665,210
VIG	Vanguard Specialized Funds	−387	1,469	$342,732
VUG	VANGUARD GROWTH INDEX FUND	−292	3,577	$322,323
CVX	Chevron Corp	−262	2,143	$437,622
AMAT	Applied Materials Inc	−186	3,041	$1,555,106
AMZN	Amazon Com Inc	−134	8,524	$2,123,754
QLD	ProShares Ultra QQQ	−120	2,331	$222,960
WDC	Western Digital Corp	−72	802	$364,476
TSLA	Tesla, Inc.	−68	8,531	$3,026,884
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JEPI	JPMorgan Equity Premium Income ETF	33,974	$1,910,018
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	589	$342,155
VEA	Vanguard FTSE Developed Markets ETF	3,594	$256,072
RSPR	Victory Portfolios II	5,840	$213,527
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	8,378	$206,601
DGRS	WisdomTree U.S. SmallCap Quality Dividend Growth Fund	3,381	$200,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $153,650,714 total · filing declares 63 positions · $155,290,557 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	723,125	-5,027	$25,981,881	+5.4%	16.91%
AAPL	Apple Inc. Technology	Reduced	75,663	-7,833	$25,197,292	+4.3%	16.40%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	605,994	+16,047	$20,185,660	−1.7%	13.14%
SCHD	Schwab U.S. Dividend Equity ETF	Added	212,670	+5,594	$6,918,155	+5.4%	4.50%
SCHF	Schwab International Equity ETF	Reduced	221,504	-9,127	$6,084,714	−4.8%	3.96%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	22,779	-1,841	$5,262,632	−12.0%	3.43%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	14,603	-1,481	$4,933,331	−16.1%	3.21%
SCHE	Schwab Emerging Markets Equity ETF	Added	121,127	+568	$4,415,079	+1.0%	2.87%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Reduced	178,962	-8,144	$3,836,945	−9.4%	2.50%
CMF	iShares California Muni Bond ETF	Added	68,252	+17,982	$3,693,798	+27.5%	2.40%
LRCX	Lam Research Corp Technology	Held	9,222	0	$3,029,519	−24.2%	1.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,531	-68	$3,026,884	−16.3%	1.97%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	59,386	-1,624	$2,637,332	−7.7%	1.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,524	-134	$2,123,754	+2.9%	1.38%
JEPI	JPMorgan Equity Premium Income ETF	NEW	33,974	NEW	$1,910,018	NEW	1.24%
VTV	VANGUARD VALUE INDEX FUND	Reduced	8,685	-35	$1,876,654	−1.2%	1.22%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	52,146	-708	$1,774,006	−9.0%	1.15%
GOOG	Alphabet Inc. Communication Services	Held	5,032	0	$1,714,603	−3.6%	1.12%
SCHA	Schwab U.S. Small-Cap ETF	Added	50,614	+152	$1,651,534	−9.4%	1.07%
CSCO	Cisco Systems, Inc. Technology	Added	14,708	+229	$1,583,022	−6.9%	1.03%
AMAT	Applied Materials Inc Technology	Reduced	3,041	-186	$1,555,106	−33.3%	1.01%
NVDA	Nvidia Corp Technology	Held	6,576	0	$1,501,826	+14.1%	0.98%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	9,026	-409	$1,400,835	−6.0%	0.91%
SCHY	Schwab International Dividend Equity ETF	Reduced	42,796	-1,392	$1,343,794	−4.2%	0.87%
NVMI	Nova Ltd. Technology	Held	3,307	0	$1,273,856	−29.1%	0.83%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	51,720	-692	$1,234,039	−2.5%	0.80%
VO	VANGUARD MID-CAP INDEX FUND	Added	14,388	+52	$1,128,306	−2.3%	0.73%
QQQ	Invesco Qqq Trust, Series 1	Added	1,431	+35	$1,058,610	+3.0%	0.69%
V	Visa Inc. Financial Services	Added	2,815	+4	$1,011,513	+4.9%	0.66%
SCHQ	Schwab Long-Term U.S. Treasury ETF	Reduced	34,162	-669	$972,250	−10.8%	0.63%
LITE	Lumentum Holdings Inc. Technology	Held	900	0	$874,134	+13.2%	0.57%
SCHJ	Schwab 1-5 Year Corporate Bond ETF	Added	34,500	+391	$831,450	−1.2%	0.54%
VB	Vanguard Index Funds	Added	2,687	+8	$764,424	−5.9%	0.50%
EPS	WisdomTree U.S. LargeCap Fund	Added	8,826	+25	$705,638	+3.1%	0.46%
MSFT	Microsoft Corp Technology	Added	1,336	+3	$685,234	+37.8%	0.45%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	4,463	-396	$665,210	+8.4%	0.43%
DES	WisdomTree U.S. SmallCap Dividend Fund	Added	17,279	+85	$654,874	−6.4%	0.43%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,400	+4	$523,936	+1.4%	0.34%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	22,034	+208	$486,951	−3.5%	0.32%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,158	0	$470,877	+2.3%	0.31%
NTAP	NetApp, Inc. Technology	Added	2,084	+5	$437,806	+36.1%	0.28%
CVX	Chevron Corp Energy	Reduced	2,143	-262	$437,622	+9.8%	0.28%
SNDK	Sandisk Corp Technology	Reduced	248	-32	$431,492	−32.2%	0.28%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Reduced	19,646	-961	$383,981	−5.0%	0.25%
WDC	Western Digital Corp Technology	Reduced	802	-72	$364,476	−34.7%	0.24%
DDWM	WisdomTree Dynamic International Equity Fund	Reduced	7,755	-414	$353,860	−6.2%	0.23%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	Reduced	17,614	-856	$343,825	−4.7%	0.22%
VIG	Vanguard Specialized Funds	Reduced	1,469	-387	$342,732	−22.0%	0.22%
SPY	Spdr S&P 500 ETF Trust	Reduced	425	-2,118	$324,117	−82.9%	0.21%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	3,577	-292	$322,323	−3.3%	0.21%

Showing the top 50 of 63 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.