Seamount Financial Group Inc

13F filer · CIK 0002011267

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$248MU.S. long equity reported on 13F

Positions888 new · 5 closed

Net flow last quarter-$501KBuys minus sells

Top 10 positions weight24.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202688 positions
AAPLApple Inc.	$16M	6.44%	0.00%	-1.1%	Q4 2023
AMZNAmazon Com Inc	$10.7M	4.31%	0.00%	-2.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$7.2M	2.90%	Not reported	+24.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.04M	2.84%	Not reported	-7.6%	Q4 2023
NVDANvidia Corp	$3.84M	1.55%	0.00%	-3.8%	Q4 2023
MSFTMicrosoft Corp	$3.81M	1.53%	0.00%	-0.8%	Q4 2023
XOMExxonMobil Holdings Corp	$2.82M	1.14%	0.00%	-1.3%	Q4 2023
AVGOBroadcom Inc.	$2.81M	1.13%	0.00%	-1.0%	Q4 2023
IBMInternational Business Machines Corp	$2.77M	1.12%	0.00%	+0.3%	Q2 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$2.65M	1.07%	Not reported	+1.2%	Q4 2023
GLDSPDR Gold Trust	$2.49M	1.00%	0.00%	-3.6%	Q4 2023
CVXChevron Corp	$2.36M	0.95%	0.00%	+1.8%	Q4 2023
JPMJPMorgan Chase & Co	$1.94M	0.78%	0.00%	-0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.79M	0.72%	Not reported	+6.3%	Q4 2023
GOOGLAlphabet Inc.	$1.77M	0.71%	0.00%	+1.4%	Q4 2023
COSTCostco Wholesale Corp	$1.47M	0.59%	0.00%	-13.9%	Q4 2023
WMTWalmart Inc.	$1.31M	0.53%	0.00%	-2.6%	Q4 2023
KOCoca Cola Co	$1.28M	0.52%	0.00%	Not reported	Q4 2023
MATXMatson, Inc.	$1.27M	0.51%	0.02%	-0.8%	Q4 2023
COPConocophillips	$1.19M	0.48%	0.00%	0.0%	Q4 2023
JNJJohnson & Johnson	$1.18M	0.48%	0.00%	-0.9%	Q4 2023
MUMicron Technology Inc	$1.14M	0.46%	0.00%	-13.7%	Q3 2025
UNPUnion Pacific Corp	$1.12M	0.45%	0.00%	+1.5%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.11M	0.45%	0.00%	-23.9%	Q1 2024
UALUnited Airlines Holdings, Inc.	$1.07M	0.43%	0.00%	-0.6%	Q4 2023
PGPROCTER & GAMBLE Co	$1.01M	0.41%	0.00%	+2.2%	Q4 2023
SNASnap-on Inc	$973K	0.39%	0.00%	-11.0%	Q2 2025
SMHMarket Vectors ETF Trust	$934K	0.38%	Not reported	-2.9%	Q4 2023
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$907K	0.37%	Not reported	-2.4%	Q4 2023
WMWaste Management Inc	$882K	0.36%	0.00%	+0.9%	Q4 2023
ITWIllinois Tool Works Inc	$856K	0.35%	0.00%	-2.9%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$793K	0.32%	Not reported	-3.0%	Q3 2024
CMICummins Inc	$756K	0.30%	0.00%	-8.6%	Q2 2025
HDHome Depot, Inc.	$750K	0.30%	0.00%	+3.0%	Q4 2023
CATCaterpillar Inc	$749K	0.30%	0.00%	Not reported	Q2 2025
VKQInvesco Municipal Trust	$740K	0.30%	Not reported	Not reported	Q4 2023
NUVNuveen Municipal Value Fund Inc	$722K	0.29%	Not reported	+10.6%	Q4 2023
DEDeere & Co	$707K	0.29%	0.00%	Not reported	Q2 2025
NUENucor Corp	$698K	0.28%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$694K	0.28%	0.00%	Not reported	Q2 2025
BXBlackstone Inc.	$679K	0.27%	0.00%	0.0%	Q4 2023
MRKMerck & Co., Inc.	$612K	0.25%	0.00%	Not reported	Q2 2025
VVisa Inc.	$612K	0.25%	0.00%	+4.5%	Q4 2023
MCDMcdonalds Corp	$597K	0.24%	0.00%	-4.3%	Q4 2023
ANETArista Networks, Inc.	$584K	0.24%	0.00%	-5.5%	Q2 2025
SHELShell plc	$574K	0.23%	0.00%	-11.1%	Q4 2024
GOOGAlphabet Inc.	$531K	0.21%	Not reported	+3.2%	Q3 2025
UNHUnitedhealth Group Inc	$525K	0.21%	0.00%	Not reported	Q4 2023
WFCWells Fargo & Company	$511K	0.21%	0.00%	+4.2%	Q3 2025
ABBVAbbVie Inc.	$506K	0.20%	0.00%	-0.5%	Q4 2023

Q1 2026Reported Apr 24, 202684 positions
AAPLApple Inc.	$14.2M	6.38%	0.00%	-3.5%	Q4 2023
AMZNAmazon Com Inc	$9.54M	4.30%	0.00%	-2.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.3M	3.29%	Not reported	+2.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$4.51M	2.03%	Not reported	-0.9%	Q4 2023
MSFTMicrosoft Corp	$3.81M	1.72%	0.00%	+12.9%	Q4 2023
XOMExxonMobil Holdings Corp	$3.55M	1.60%	0.00%	-4.4%	Q4 2023
NVDANvidia Corp	$3.48M	1.57%	0.00%	+0.5%	Q4 2023
GLDSPDR Gold Trust	$3.01M	1.36%	0.00%	-28.4%	Q4 2023
CVXChevron Corp	$2.89M	1.30%	0.00%	+0.1%	Q4 2023
IBMInternational Business Machines Corp	$2.38M	1.07%	0.00%	+0.5%	Q2 2025
AVGOBroadcom Inc.	$2.33M	1.05%	0.00%	+0.5%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.32M	1.04%	Not reported	+1.2%	Q4 2023
COSTCostco Wholesale Corp	$1.82M	0.82%	0.00%	-44.1%	Q4 2023
JPMJPMorgan Chase & Co	$1.76M	0.79%	0.00%	+0.2%	Q4 2023
COPConocophillips	$1.52M	0.68%	0.00%	+1.8%	Q4 2023
WMTWalmart Inc.	$1.48M	0.67%	0.00%	-2.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.47M	0.66%	Not reported	+1.8%	Q4 2023
GOOGLAlphabet Inc.	$1.4M	0.63%	0.00%	+1.6%	Q4 2023
KOCoca Cola Co	$1.2M	0.54%	0.00%	+0.7%	Q4 2023
JNJJohnson & Johnson	$1.15M	0.52%	0.00%	+0.2%	Q4 2023
MATXMatson, Inc.	$1.09M	0.49%	0.02%	Not reported	Q4 2023
SNASnap-on Inc	$988K	0.45%	0.01%	Not reported	Q2 2025
UNPUnion Pacific Corp	$981K	0.44%	0.00%	-1.4%	Q4 2023
PGPROCTER & GAMBLE Co	$969K	0.44%	0.00%	+0.7%	Q4 2023
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$903K	0.41%	Not reported	-4.4%	Q4 2023
WMWaste Management Inc	$901K	0.41%	0.00%	+0.3%	Q4 2023
ITWIllinois Tool Works Inc	$848K	0.38%	0.00%	Not reported	Q4 2023
SHELShell plc	$774K	0.35%	0.00%	-5.1%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$767K	0.35%	Not reported	-8.7%	Q3 2024
UALUnited Airlines Holdings, Inc.	$730K	0.33%	0.00%	-1.1%	Q4 2023
MCDMcdonalds Corp	$717K	0.32%	0.00%	-0.9%	Q4 2023
VKQInvesco Municipal Trust	$702K	0.32%	Not reported	-5.1%	Q4 2023
HDHome Depot, Inc.	$680K	0.31%	0.00%	-1.1%	Q4 2023
BXBlackstone Inc.	$663K	0.30%	0.00%	-0.3%	Q4 2023
NUVNuveen Municipal Value Fund Inc	$636K	0.29%	Not reported	-6.3%	Q4 2023
DEDeere & Co	$628K	0.28%	0.00%	+9.9%	Q2 2025
CMICummins Inc	$624K	0.28%	0.00%	Not reported	Q2 2025
HONHoneywell International Inc	$612K	0.28%	0.00%	0.0%	Q3 2024
RTXRTX Corp	$584K	0.26%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$573K	0.26%	0.00%	Not reported	Q2 2025
SMHMarket Vectors ETF Trust	$562K	0.25%	Not reported	-1.2%	Q4 2023
LLYELI LILLY & Co	$533K	0.24%	0.00%	Not reported	Q2 2025
NUENucor Corp	$530K	0.24%	0.00%	Not reported	Q4 2023
VZVerizon Communications Inc	$524K	0.24%	0.00%	+3.7%	Q2 2025
VVisa Inc.	$516K	0.23%	0.00%	-4.0%	Q4 2023
AMDAdvanced Micro Devices Inc	$510K	0.23%	0.00%	+5.7%	Q1 2024
CCitigroup Inc	$508K	0.23%	0.00%	Not reported	Q2 2025
CATCaterpillar Inc	$498K	0.22%	0.00%	-10.2%	Q2 2025
PSXPhillips 66	$474K	0.21%	0.00%	Not reported	Q4 2023
WFCWells Fargo & Company	$472K	0.21%	0.00%	+15.8%	Q3 2025

Q4 2025Reported Jan 26, 202682 positions
AAPLApple Inc.	$15.7M	7.14%	0.00%	-2.0%	Q4 2023
AMZNAmazon Com Inc	$10.9M	4.94%	0.00%	-2.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.47M	3.39%	Not reported	-1.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$4.85M	2.20%	Not reported	+2.3%	Q4 2023
MSFTMicrosoft Corp	$4.4M	2.00%	0.00%	-1.5%	Q4 2023
GLDSPDR Gold Trust	$3.88M	1.76%	0.00%	-2.8%	Q4 2023
NVDANvidia Corp	$3.7M	1.68%	0.00%	+0.3%	Q4 2023
IBMInternational Business Machines Corp	$2.9M	1.32%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$2.81M	1.28%	0.00%	-0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$2.63M	1.19%	0.00%	-1.0%	Q4 2023
AVGOBroadcom Inc.	$2.59M	1.18%	0.00%	+2.3%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.38M	1.08%	Not reported	-1.9%	Q4 2023
CVXChevron Corp	$2.13M	0.97%	0.00%	+2.0%	Q4 2023
JPMJPMorgan Chase & Co	$1.93M	0.87%	0.00%	+0.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.51M	0.69%	Not reported	+17.7%	Q4 2023
GOOGLAlphabet Inc.	$1.5M	0.68%	0.00%	-0.6%	Q4 2023
WMTWalmart Inc.	$1.36M	0.62%	0.00%	-1.5%	Q4 2023
KOCoca Cola Co	$1.1M	0.50%	0.00%	+0.2%	Q4 2023
COPConocophillips	$1.06M	0.48%	0.00%	+4.8%	Q4 2023
METAMeta Platforms, Inc.	$995K	0.45%	Not reported	+0.5%	Q1 2024
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$979K	0.44%	Not reported	0.0%	Q4 2023
JNJJohnson & Johnson	$970K	0.44%	0.00%	-2.8%	Q4 2023
PGPROCTER & GAMBLE Co	$955K	0.43%	0.00%	+2.5%	Q4 2023
UNPUnion Pacific Corp	$948K	0.43%	0.00%	+2.7%	Q4 2023
SNASnap-on Inc	$937K	0.43%	0.01%	Not reported	Q2 2025
UALUnited Airlines Holdings, Inc.	$897K	0.41%	0.00%	+3.5%	Q4 2023
BXBlackstone Inc.	$892K	0.40%	0.00%	+5.7%	Q4 2023
WMWaste Management Inc	$859K	0.39%	0.00%	+1.0%	Q4 2023
MATXMatson, Inc.	$825K	0.37%	0.02%	+3.9%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$814K	0.37%	Not reported	-7.7%	Q3 2024
ITWIllinois Tool Works Inc	$802K	0.36%	0.00%	-3.8%	Q4 2023
VKQInvesco Municipal Trust	$749K	0.34%	Not reported	-7.4%	Q4 2023
HDHome Depot, Inc.	$719K	0.33%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$712K	0.32%	0.00%	+0.2%	Q4 2023
NUVNuveen Municipal Value Fund Inc	$684K	0.31%	Not reported	+6.2%	Q4 2023
SHELShell plc	$645K	0.29%	0.00%	-2.1%	Q4 2024
VVisa Inc.	$624K	0.28%	0.00%	-16.6%	Q4 2023
LLYELI LILLY & Co	$622K	0.28%	0.00%	+0.7%	Q2 2025
CMICummins Inc	$592K	0.27%	0.00%	Not reported	Q2 2025
RTXRTX Corp	$556K	0.25%	0.00%	-15.6%	Q2 2024
SMHMarket Vectors ETF Trust	$535K	0.24%	Not reported	-0.5%	Q4 2023
HONHoneywell International Inc	$528K	0.24%	0.00%	+3.0%	Q3 2024
CCitigroup Inc	$523K	0.24%	0.00%	Not reported	Q2 2025
NUENucor Corp	$511K	0.23%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$508K	0.23%	0.00%	-18.5%	Q1 2024
MRKMerck & Co., Inc.	$502K	0.23%	0.00%	+0.3%	Q2 2025
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$501K	0.23%	Not reported	0.0%	Q4 2023
ABBVAbbVie Inc.	$482K	0.22%	0.00%	-1.2%	Q4 2023
WFCWells Fargo & Company	$478K	0.22%	0.00%	+0.7%	Q3 2025
ANETArista Networks, Inc.	$477K	0.22%	0.00%	Not reported	Q2 2025

Q3 2025Reported Oct 24, 202583 positions
AAPLApple Inc.	$15M	7.10%	0.00%	-10.6%	Q4 2023
AMZNAmazon Com Inc	$10.7M	5.04%	0.00%	-3.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.58M	3.58%	Not reported	-2.4%	Q4 2023
MSFTMicrosoft Corp	$4.79M	2.26%	0.00%	+3.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$4.63M	2.19%	Not reported	+4.3%	Q4 2023
NVDANvidia Corp	$3.69M	1.74%	0.00%	+3.5%	Q4 2023
GLDSPDR Gold Trust	$3.58M	1.69%	0.00%	-2.0%	Q4 2023
COSTCostco Wholesale Corp	$3.02M	1.43%	0.00%	-7.1%	Q4 2023
IBMInternational Business Machines Corp	$2.76M	1.30%	0.00%	-1.9%	Q2 2025
XOMExxonMobil Holdings Corp	$2.49M	1.18%	0.00%	+2.9%	Q4 2023
AVGOBroadcom Inc.	$2.41M	1.14%	0.00%	+3.4%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.34M	1.10%	Not reported	-3.5%	Q4 2023
CVXChevron Corp	$2.13M	1.00%	0.00%	+5.5%	Q4 2023
JPMJPMorgan Chase & Co	$1.88M	0.89%	0.00%	-2.6%	Q4 2023
WMTWalmart Inc.	$1.28M	0.60%	0.00%	-4.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.25M	0.59%	Not reported	+1.7%	Q4 2023
GOOGLAlphabet Inc.	$1.17M	0.55%	0.00%	+5.2%	Q4 2023
METAMeta Platforms, Inc.	$1.1M	0.52%	Not reported	-3.9%	Q1 2024
KOCoca Cola Co	$1.04M	0.49%	0.00%	+0.7%	Q4 2023
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$1.02M	0.48%	Not reported	-1.3%	Q4 2023
COPConocophillips	$1.02M	0.48%	0.00%	+13.9%	Q4 2023
PGPROCTER & GAMBLE Co	$999K	0.47%	0.00%	-5.9%	Q4 2023
UNPUnion Pacific Corp	$943K	0.45%	0.00%	Not reported	Q4 2023
SNASnap-on Inc	$942K	0.44%	0.01%	Not reported	Q2 2025
BXBlackstone Inc.	$935K	0.44%	0.00%	-0.1%	Q4 2023
JNJJohnson & Johnson	$894K	0.42%	0.00%	Not reported	Q4 2023
ITWIllinois Tool Works Inc	$883K	0.42%	0.00%	-2.9%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$865K	0.41%	Not reported	+0.3%	Q3 2024
WMWaste Management Inc	$855K	0.40%	0.00%	-1.5%	Q4 2023
HDHome Depot, Inc.	$846K	0.40%	0.00%	+1.5%	Q4 2023
VKQInvesco Municipal Trust	$810K	0.38%	Not reported	Not reported	Q4 2023
UALUnited Airlines Holdings, Inc.	$747K	0.35%	0.00%	Not reported	Q4 2023
VVisa Inc.	$728K	0.34%	0.00%	+3.2%	Q4 2023
MCDMcdonalds Corp	$706K	0.33%	0.00%	Not reported	Q4 2023
SHELShell plc	$641K	0.30%	0.00%	-3.6%	Q4 2024
NUVNuveen Municipal Value Fund Inc	$638K	0.30%	Not reported	+13.2%	Q4 2023
MATXMatson, Inc.	$634K	0.30%	0.02%	Not reported	Q4 2023
RTXRTX Corp	$601K	0.28%	0.00%	-9.0%	Q2 2024
HONHoneywell International Inc	$553K	0.26%	0.00%	+2.7%	Q3 2024
ANETArista Networks, Inc.	$530K	0.25%	0.00%	Not reported	Q2 2025
NFLXNetflix Inc	$518K	0.24%	0.00%	+3.9%	Q3 2024
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$512K	0.24%	Not reported	-10.7%	Q4 2023
ABBVAbbVie Inc.	$495K	0.23%	0.00%	Not reported	Q4 2023
CMICummins Inc	$490K	0.23%	0.00%	-7.9%	Q2 2025
SMHMarket Vectors ETF Trust	$487K	0.23%	Not reported	-0.8%	Q4 2023
AMDAdvanced Micro Devices Inc	$470K	0.22%	0.00%	Not reported	Q1 2024
DEDeere & Co	$464K	0.22%	0.00%	-22.8%	Q2 2025
CCitigroup Inc	$455K	0.21%	0.00%	-4.2%	Q2 2025
TSLATesla, Inc.	$446K	0.21%	0.00%	Not reported	Q2 2025
UNHUnitedhealth Group Inc	$443K	0.21%	0.00%	+57.0%	Q4 2023

Premium opens every quarter this fund has filed