Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $194 Billion
  • Q2 2025

Seamount Financial Group Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Amazon Com Inc with a value of $11.1B, J P Morgan ETF Tr U S Quality with a value of $8.42B, Capital Group Divid Value ETF with a value of $7.72B, and Berkshire Hathaway Inc Class B with a value of $7.5B.

Examining the 13F form we can see an increase of $47.5B in the current position value, from $147B to 194B.

Seamount Financial Group Inc is based out at Colorado Springs, CO

Below you can find more details about Seamount Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
ETFs: $93.1 Billion
Technology: $27 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $13.2 Billion
Industrials: $8.78 Billion
Consumer Defensive: $7.95 Billion
Energy: $5.99 Billion
Communication Services: $3.69 Billion
Other: $4.39 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $194 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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