Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del Cl B New | $13.0M | 11.6% | |
| AAPLApple Inc | $6.8M | 6.0% | |
| IJRIshares S&p Smallcap 600 Etf | $4.0M | 3.5% | |
| BRK/ABerkshire Hathaway Inc Del Cl A | $3.7M | 3.3% | |
| VTVVanguard Value Etf | $3.7M | 3.3% | +8.3% |
| CSCOCisco Sys Inc | $3.6M | 3.2% | |
| SPYState Street Spdr S&p 500 Etf | $3.3M | 2.9% | −1.5% |
| SDYSpdr Ser Tr S&p Divid Etf | $3.1M | 2.8% | |
| IJHIshares Core S&p Mid-cap Etf | $3.1M | 2.7% | |
| IAUIshares Gold Trust | $2.9M | 2.6% | +1.1% |
| IVVIshares Core S&p 500 Etf | $2.6M | 2.3% | |
| MSFTMicrosoft | $2.6M | 2.3% | +1.9% |
| GOOGLGoogle Inc | $2.1M | 1.9% | |
| IWBIshares Tr Russell 1000 Index Etf | $2.0M | 1.7% | |
| AKREAkre Focus Etf | $1.9M | 1.7% | |
| VXUSVanguard Total Intl Stock Idex Etf | $1.9M | 1.7% | |
| EMREmerson Elec Co Com | $1.8M | 1.6% | |
| IXUSIshares Core Msci Total International Stock Etf | $1.6M | 1.4% | |
| INTCIntel Corp Com | $1.6M | 1.4% | −1.7% |
| VIGVanguard Dividend Appreciation Etf | $1.6M | 1.4% | |
| WSMWilliams Sonoma Inc Com | $1.3M | 1.2% | |
| GLDSpdr Gold Etf | $1.3M | 1.1% | |
| AMZNAmazon Com Inc Com | $1.2M | 1.1% | |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $1.2M | 1.1% | |
| RSPGuggenheim Etf Trust S&p 500 Equal Weight | $1.2M | 1.0% | +9.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | December 31, 2025 | +86.0% | $1.2M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $3.6M |
| XLKTechnology Select Sector Spdr | December 31, 2025 | +32.3% | $797K |
| WSMWilliams Sonoma Inc Com | December 31, 2025 | +30.5% | $1.3M |
| VGTVanguard Information Technology Etf | December 31, 2025 | +26.8% | $1.1M |
| IJRIshares S&p Smallcap 600 Etf | December 31, 2025 | +23.4% | $4.0M |
| JNJJohnson & Johnson Com | December 31, 2025 | +22.7% | $994K |
| XLEState Street Energy Select Sector Spdr Etf | December 31, 2025 | +18.8% | $1.1M |
| UNPUnion Pac Corp Com | December 31, 2025 | +17.6% | $936K |
| IJHIshares Core S&p Mid-cap Etf | December 31, 2025 | +16.8% | $3.1M |
Sold off last quarter
- UNITUniti Group LLC Com Shs was $44K
- IEFAIshares Core Msci Eafe Etf was $6,699
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Adkins Seale Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2147212&type=13F-HR&dateb=&owner=include&count=40CIK 2147212
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2147212/000214721226000004/Filed August 5, 2026 · accession 0002147212-26-000004