Seek First Inc.
Net seller this quarter
$158M
30
-$9.18M
30.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $24.2M | 15.25% | 0.00% | -25.8% | Q1 2025 |
 SCHI | $4.24M | 2.67% | Not reported | -3.7% | Q1 2025 |
 LRCX | $4M | 2.52% | 0.00% | +0.1% | Q1 2025 |
 TSLA | $3.62M | 2.28% | 0.00% | -2.0% | Q1 2025 |
 AMAT | $2.33M | 1.47% | 0.00% | Not reported | Q4 2025 |
 AMZN | $2.06M | 1.30% | 0.00% | -1.3% | Q1 2025 |
 SPY | $1.9M | 1.20% | Not reported | -13.4% | Q1 2025 |
 NVMI | $1.8M | 1.13% | 0.01% | -10.9% | Q1 2025 |
 GOOG | $1.78M | 1.12% | Not reported | -6.8% | Q3 2025 |
 CSCO | $1.7M | 1.07% | 0.00% | -3.1% | Q1 2025 |
 VYM | $1.49M | 0.94% | Not reported | -18.9% | Q1 2025 |
 NVDA | $1.32M | 0.83% | 0.00% | -0.4% | Q1 2025 |
 QQQ | $1.03M | 0.65% | Not reported | +1.6% | Q1 2025 |
 V | $964K | 0.61% | 0.00% | -1.3% | Q1 2025 |
 LITE | $772K | 0.49% | 0.00% | Not reported | Q1 2025 |
 SNDK | $637K | 0.40% | 0.00% | -13.6% | Q1 2026 |
 GILD | $614K | 0.39% | 0.00% | +36.5% | Q3 2025 |
 WDC | $558K | 0.35% | 0.00% | -10.5% | Q1 2026 |
 MSFT | $497K | 0.31% | 0.00% | +0.8% | Q1 2025 |
 ISRG | $461K | 0.29% | 0.00% | -18.7% | Q1 2025 |
 CVX | $399K | 0.25% | 0.00% | +34.6% | Q1 2025 |
 AMD | $342K | 0.22% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $325K | 0.21% | 0.00% | Not reported | Q3 2025 |
 ETY | $324K | 0.20% | Not reported | 0.0% | Q1 2025 |
 NTAP | $322K | 0.20% | 0.00% | -13.4% | Q1 2025 |
 COST | $316K | 0.20% | 0.00% | -3.7% | Q1 2025 |
 BRK.B | $307K | 0.19% | Not reported | -38.7% | Q1 2025 |
 FITB | $235K | 0.15% | 0.00% | New | Q2 2026 |
 XOM | $228K | 0.14% | 0.00% | +0.7% | Q1 2026 |
 MO | $214K | 0.14% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $28.6M | 20.13% | 0.00% | -4.0% | Q1 2025 |
| SCHI | $4.41M | 3.11% | Not reported | +0.6% | Q1 2025 |
| TSLA | $3.26M | 2.30% | 0.00% | -2.5% | Q1 2025 |
| LRCX | $1.97M | 1.39% | 0.00% | +0.1% | Q1 2025 |
| SPY | $1.91M | 1.35% | Not reported | +0.2% | Q1 2025 |
| AMZN | $1.83M | 1.29% | 0.00% | +1.8% | Q1 2025 |
| VYM | $1.72M | 1.21% | Not reported | -4.7% | Q1 2025 |
| NVMI | $1.61M | 1.14% | 0.01% | Not reported | Q1 2025 |
| GOOG | $1.55M | 1.09% | Not reported | 0.0% | Q3 2025 |
| CSCO | $1.16M | 0.82% | 0.00% | -0.3% | Q1 2025 |
| NVDA | $1.15M | 0.81% | 0.00% | -1.1% | Q1 2025 |
| AMAT | $1.1M | 0.78% | 0.00% | -3.5% | Q4 2025 |
| V | $861K | 0.61% | 0.00% | +0.2% | Q1 2025 |
| QQQ | $793K | 0.56% | Not reported | +6.5% | Q1 2025 |
| ISRG | $656K | 0.46% | 0.00% | Not reported | Q1 2025 |
| LITE | $632K | 0.45% | 0.00% | -55.0% | Q1 2025 |
| GILD | $496K | 0.35% | 0.00% | -29.6% | Q3 2025 |
| MSFT | $490K | 0.35% | 0.00% | +0.2% | Q1 2025 |
| BRK.B | $480K | 0.34% | Not reported | Not reported | Q1 2025 |
| CVX | $370K | 0.26% | 0.00% | +24.2% | Q1 2025 |
| COST | $350K | 0.25% | 0.00% | Not reported | Q1 2025 |
| ETY | $307K | 0.22% | Not reported | +2.1% | Q1 2025 |
| XOM | $282K | 0.20% | 0.00% | New | Q1 2026 |
| WDC | $264K | 0.19% | 0.00% | New | Q1 2026 |
| GOOGL | $262K | 0.18% | 0.00% | +0.1% | Q3 2025 |
| NTAP | $246K | 0.17% | 0.00% | +0.5% | Q1 2025 |
| SNDK | $206K | 0.15% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $31.9M | 21.97% | 0.00% | +1.0% | Q1 2025 |
| SCHI | $4.44M | 3.06% | Not reported | +2.2% | Q1 2025 |
| TSLA | $4.05M | 2.79% | 0.00% | -34.1% | Q1 2025 |
| SPY | $2M | 1.38% | Not reported | -2.0% | Q1 2025 |
| AMZN | $1.99M | 1.37% | 0.00% | +0.1% | Q1 2025 |
| CFLT | $1.77M | 1.22% | 0.05% | New | Q4 2025 |
| VYM | $1.75M | 1.21% | Not reported | -3.9% | Q1 2025 |
| GOOG | $1.69M | 1.17% | Not reported | Not reported | Q3 2025 |
| LRCX | $1.58M | 1.09% | 0.00% | -1.8% | Q1 2025 |
| NVDA | $1.25M | 0.86% | 0.00% | -2.2% | Q1 2025 |
| NVMI | $1.22M | 0.84% | 0.01% | +25.7% | Q1 2025 |
| CSCO | $1.15M | 0.80% | 0.00% | +149.9% | Q1 2025 |
| V | $997K | 0.69% | 0.00% | +0.2% | Q1 2025 |
| AMAT | $859K | 0.59% | 0.00% | New | Q4 2025 |
| ISRG | $806K | 0.56% | 0.00% | Not reported | Q1 2025 |
| QQQ | $792K | 0.55% | Not reported | +5.7% | Q1 2025 |
| LITE | $737K | 0.51% | 0.00% | -26.7% | Q1 2025 |
| MSFT | $638K | 0.44% | 0.00% | -1.6% | Q1 2025 |
| GILD | $621K | 0.43% | 0.00% | -35.3% | Q3 2025 |
| BRK.B | $504K | 0.35% | Not reported | Not reported | Q1 2025 |
| ETY | $334K | 0.23% | Not reported | +1.9% | Q1 2025 |
| COST | $302K | 0.21% | 0.00% | -0.6% | Q1 2025 |
| GOOGL | $284K | 0.20% | 0.00% | +0.1% | Q3 2025 |
| NTAP | $256K | 0.18% | 0.00% | +0.4% | Q1 2025 |
| AMD | $241K | 0.17% | 0.00% | -36.3% | Q2 2025 |
| CVX | $219K | 0.15% | 0.00% | +0.2% | Q1 2025 |
| Q3 2025 | |||||
| AAPL | $29.5M | 21.24% | 0.00% | -4.7% | Q1 2025 |
| TSLA | $6.07M | 4.37% | 0.00% | +2.8% | Q1 2025 |
| SCHI | $4.36M | 3.14% | Not reported | +2.3% | Q1 2025 |
| SPY | $1.99M | 1.43% | Not reported | -3.2% | Q1 2025 |
| AMZN | $1.89M | 1.36% | 0.00% | -6.0% | Q1 2025 |
| VYM | $1.79M | 1.29% | Not reported | +0.6% | Q1 2025 |
| GOOG | $1.32M | 0.95% | Not reported | New | Q3 2025 |
| NVDA | $1.27M | 0.92% | 0.00% | +0.4% | Q1 2025 |
| LRCX | $1.25M | 0.90% | 0.00% | +0.2% | Q1 2025 |
| V | $969K | 0.70% | 0.00% | -0.4% | Q1 2025 |
| NVMI | $945K | 0.68% | 0.01% | Not reported | Q1 2025 |
| GILD | $868K | 0.62% | 0.00% | New | Q3 2025 |
| QQQ | $733K | 0.53% | Not reported | +4.6% | Q1 2025 |
| MSFT | $695K | 0.50% | 0.00% | -1.2% | Q1 2025 |
| ISRG | $637K | 0.46% | 0.00% | Not reported | Q1 2025 |
| BRK.B | $504K | 0.36% | Not reported | Not reported | Q1 2025 |
| LITE | $444K | 0.32% | 0.00% | -41.7% | Q1 2025 |
| CSCO | $410K | 0.30% | 0.00% | +5.9% | Q1 2025 |
| ETY | $340K | 0.24% | Not reported | +1.9% | Q1 2025 |
| COST | $327K | 0.24% | 0.00% | -1.4% | Q1 2025 |
| AMD | $285K | 0.21% | 0.00% | Not reported | Q2 2025 |
| NTAP | $282K | 0.20% | 0.00% | +0.4% | Q1 2025 |
| CVX | $223K | 0.16% | 0.00% | -0.8% | Q1 2025 |
| GOOGL | $221K | 0.16% | 0.00% | New | Q3 2025 |