1y return+17.8%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2023: $144 against $157 in the S&P 500.2
Seamount Financial Group IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $16.0M | 6.4% | −1.1% |
| CGDVCapital Group Dividend Value | $12.3M | 5.0% | +4.2% |
| JQUAJ P Morgan Exchange Traded F | $11.2M | 4.5% | |
| AMZNAmazon Com Inc | $10.7M | 4.3% | −2.0% |
| CGBLCapital Group Core Balanced | $9.8M | 4.0% | +7.0% |
| VTIVanguard Index Fds | $9.1M | 3.7% | +1.1% |
| VOOVanguard Index Fds | $7.3M | 3.0% | +2.9% |
| QQQInvesco Qqq Tr | $7.2M | 2.9% | +24.9% |
| BRK/BBerkshire Hathaway Inc Del | $7.0M | 2.8% | −7.6% |
| VIGVanguard Specialized Funds | $6.2M | 2.5% | |
| CGUSCapital Group Core Equity Et | $5.2M | 2.1% | +9.1% |
| HYSPimco Etf Tr | $4.5M | 1.8% | +3.4% |
| DFAUDimensional Etf Trust | $4.5M | 1.8% | +1.1% |
| VOVanguard Index Fds | $4.4M | 1.8% | +4.5% |
| VTVanguard Intl Equity Index F | $4.1M | 1.7% | |
| VDEVanguard World Fd | $4.0M | 1.6% | |
| IWMIshares Tr | $4.0M | 1.6% | |
| CGGRCapital Group Growth Etf | $3.9M | 1.6% | +5.1% |
| NVDANvidia Corporation | $3.8M | 1.5% | −3.8% |
| MSFTMicrosoft Corp | $3.8M | 1.5% | |
| VNQVanguard Index Fds | $3.3M | 1.3% | +2.0% |
| LQDIshares Tr | $3.2M | 1.3% | +2.7% |
| CGDGCapital Group Dividend Growe | $2.9M | 1.2% | +3.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $2.8M | 1.1% | −1.3% |
| AVGOBroadcom Inc | $2.8M | 1.1% | −1.0% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $3.8M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $2.8M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $1.8M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $2.5M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $1.9M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $7.2M |
| CGGRCapital Group Growth Etf | December 31, 2023 | +67.2% | $3.9M |
| CGDVCapital Group Dividend Value | December 31, 2023 | +65.1% | $12.3M |
| VVVanguard Index Fds | December 31, 2023 | +57.6% | $2.3M |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $7.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $612K
- SHLDGlobal X Fds was $421K
- PFEPfizer Inc was $214K
- FDXFedex Corp was $212K
- USBUs Bancorp was $211K
- KMIKinder Morgan Inc Del was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seamount Financial Group Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011267&type=13F-HR&dateb=&owner=include&count=40CIK 2011267
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011267/000201126726000003/Filed July 24, 2026 · accession 0002011267-26-000003