Seascape Capital Management
Top Portfolio Positions
60 positions ·
$198,697,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
12,644 | $8,957,768 | 4.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,782 | $7,988,991 | 4.02% | |
| NVDA |
Nvidia Corp
Technology
|
43,934 | $7,662,089 | 3.86% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
51,171 | $7,478,129 | 3.76% | |
| VRT |
Vertiv Holdings Co
Industrials
|
29,778 | $7,461,771 | 3.76% | |
| AAPL |
Apple Inc.
Technology
|
29,047 | $7,371,838 | 3.71% | |
| FLEX |
Flex Ltd.
Technology
|
104,085 | $6,813,404 | 3.43% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
13,993 | $6,622,047 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,089 | $6,203,540 | 3.12% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
33,847 | $6,171,323 | 3.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ESBA
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,360 | 14,754 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $92,950 | 14,754 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $109,769 | 14,754 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $116,113 | 14,754 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $114,491 | 14,754 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $150,195 | 14,754 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $156,097 | 14,754 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $134,556 | 14,754 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $147,097 | 14,754 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $138,687 | 14,754 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $118,032 | 14,754 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $108,441 | 14,754 | Shares | Sole | 2023-08-04 | |
| 2020-06-30 | $107,704 | 14,754 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $131,458 | 14,754 | Shares | Sole | 2020-05-28 | |
| No 13F history on record for this holder in this stock. | ||||||