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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13.5 Billion 6.96% of portfolio
65,980
Q2 2025 Added 18.41%
$2.26T
$11.1 Billion 5.68% of portfolio
50,374
Q2 2025 Added 6.69%
$0
$8.42 Billion 4.33% of portfolio
140,256
Q2 2025 Added 7.37%
$0
$7.72 Billion 3.97% of portfolio
195,566
Q2 2025 Added 10.7%
$621B
$7.5 Billion 3.86% of portfolio
15,442
Q2 2025 Added 54.56%
$0
$7.4 Billion 3.81% of portfolio
24,349
Q2 2025 Added 6.0%
$0
$5.06 Billion 2.6% of portfolio
24,717
Q2 2025 Added 6.81%
$0
$4.71 Billion 2.42% of portfolio
8,295
Q2 2025 Added 13.43%
$3.95T
$4.44 Billion 2.28% of portfolio
8,919
Q2 2025 Added 45.74%
Capital Group Core Balanced
-
$4.24 Billion 2.18% of portfolio
-
Q2 2025 Added 19.54%
$0
$4.08 Billion 2.1% of portfolio
7,395
Q2 2025 Added 12.06%
$0
$3.86 Billion 1.98% of portfolio
40,617
Q2 2025 Added 7.13%
$439B
$3.48 Billion 1.79% of portfolio
3,516
Q2 2025 Added 50.26%
$0
$3.44 Billion 1.77% of portfolio
81,197
Q2 2025 Added 7.09%
$0
$3.34 Billion 1.72% of portfolio
25,987
Q2 2025 Added 17.81%
$0
$3.15 Billion 1.62% of portfolio
85,417
Q2 2025 Added 11.49%
$0
$3.1 Billion 1.6% of portfolio
11,085
Q2 2025 Added 8.17%
$456B
$3.02 Billion 1.55% of portfolio
19,109
Q2 2025 Added 233.9%
$0
$2.98 Billion 1.53% of portfolio
25,011
Q2 2025 Added 3.49%
$210B
$2.94 Billion 1.51% of portfolio
9,970
Q2 2025 New
$0
$2.71 Billion 1.39% of portfolio
12,544
Q2 2025 Added 15.88%
$0
$2.64 Billion 1.36% of portfolio
31,792
Q2 2025 Added 1.52%
$0
$2.64 Billion 1.36% of portfolio
24,048
Q2 2025 Added 4.08%
$0
$2.63 Billion 1.35% of portfolio
29,511
Q2 2025 Added 17.13%
$442B
$2.31 Billion 1.19% of portfolio
21,467
Q2 2025 Added 154.05%
$0
$2.3 Billion 1.18% of portfolio
5,221
Q2 2025 Added 9.16%
$0
$2.16 Billion 1.11% of portfolio
53,230
Q2 2025 Added 33.1%
$127B
$1.95 Billion 1.0% of portfolio
7,069
Q2 2025 Added 0.16%
Capital Group Dividend Growe
-
$1.92 Billion 0.99% of portfolio
-
Q2 2025 Added 26.77%
$302B
$1.86 Billion 0.96% of portfolio
12,981
Q2 2025 Added 95.61%
$0
$1.78 Billion 0.92% of portfolio
6,250
Q2 2025 Added 11.09%
$859B
$1.77 Billion 0.91% of portfolio
6,122
Q2 2025 Added 27.41%
T Rowe Price ETF Inc
-
$1.66 Billion 0.85% of portfolio
-
Q2 2025 Added 5.3%
-
$1.61 Billion 0.83% of portfolio
-
Q2 2025 Added 4.03%
$0
$1.57 Billion 0.81% of portfolio
21,613
Q2 2025 Added 13.76%
$0
$1.49 Billion 0.77% of portfolio
29,378
Q2 2025 Added 38.24%
$0
$1.3 Billion 0.67% of portfolio
27,370
Q2 2025 Added 3.53%
$281B
$1.27 Billion 0.65% of portfolio
12,997
Q2 2025 Added 16.59%
$0
$1.23 Billion 0.63% of portfolio
3,100
Q2 2025 New
$0
$1.2 Billion 0.62% of portfolio
8,837
Q2 2025 Added 11.9%
$0
$1.14 Billion 0.59% of portfolio
1,851
Q2 2025 Added 37.21%
$1.78T
$1.15 Billion 0.59% of portfolio
1,559
Q2 2025 Added 62.73%
$368B
$1.1 Billion 0.57% of portfolio
6,910
Q2 2025 Added 38.34%
$306B
$1.1 Billion 0.57% of portfolio
15,543
Q2 2025 Added 26.95%
$0
$1.05 Billion 0.54% of portfolio
14,665
Q2 2025 Added 5.52%
$0
$996 Million 0.51% of portfolio
31,146
Q2 2025 Added 42.78%
Flaherty & Crumrine Dynamic
-
$979 Million 0.5% of portfolio
-
Q2 2025 Reduced 6.58%
$135B
$918 Million 0.47% of portfolio
3,991
Q2 2025 Added 120.74%
$95.6B
$899 Million 0.46% of portfolio
3,931
Q2 2025 Added 3.69%

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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