SEAMOUNT FINANCIAL GROUP INC
CIK
2011267
City
COLORADO SPRINGS
State / Country
CO
Top Portfolio Positions
79 positions ·
$92,428,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
55,795 | $14,160,213 | 15.32% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,800 | $9,538,766 | 10.32% |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,822 | $4,514,701 | 4.88% |
| MSFT |
Microsoft Corp
Technology
|
10,281 | $3,805,717 | 4.12% |
| XOM |
Exxon Mobil Corp
Energy
|
20,904 | $3,546,572 | 3.84% |
| NVDA |
Nvidia Corp
Technology
|
19,937 | $3,477,012 | 3.76% |
| GLD |
Spdr Gold Trust
|
7,001 | $3,012,460 | 3.26% |
| CVX |
Chevron Corp
Energy
|
13,974 | $2,891,220 | 3.13% |
| IBM |
International Business Machines Corp
Technology
|
9,830 | $2,382,693 | 2.58% |
| AVGO |
Broadcom Inc.
Technology
|
7,519 | $2,327,205 | 2.52% |
Portfolio Trend
Holdings in DFP
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,989 | 44,992 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $978,793 | 47,080 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,018,659 | 47,073 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $979,342 | 47,703 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,033,515 | 51,063 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $979,133 | 49,104 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,261,125 | 58,657 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,135,507 | 59,141 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,133,732 | 59,141 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,051,687 | 59,250 | Shares | Sole | 2024-02-14 | |
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