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Adkins Seale Capital Management LLC

13F filer · CIK 0002147212
Reported Aug 5, 2026
Net buyer this quarter
13F portfolio value$112MU.S. long equity reported on 13F
Positions1724 new · 1 closed
Net flow last quarter+$199KBuys minus sells
Top 10 positions weight36.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 5, 2026172 positions
BRK.BBerkshire Hathaway Inc$13M11.57%Not reported+0.2%Q4 2025
AAPLApple Inc.$6.75M6.01%0.00%-0.6%Q4 2025
BRK.ABerkshire Hathaway Inc$3.74M3.33%Not reportedNot reportedQ4 2025
CSCOCisco Systems, Inc.$3.55M3.16%0.00%-0.1%Q4 2025
SPYSPDR S&P 500 ETF Trust$3.3M2.93%Not reported-1.5%Q4 2025
IAUIshares Gold Trust$2.91M2.58%0.00%+1.1%Q4 2025
MSFTMicrosoft Corp$2.61M2.32%0.00%+1.9%Q4 2025
GOOGLAlphabet Inc.$2.12M1.89%0.00%-0.7%Q4 2025
EMREmerson Electric Co$1.8M1.60%0.00%-0.4%Q4 2025
INTCIntel Corp$1.59M1.41%0.00%-1.7%Q4 2025
WSMWilliams Sonoma Inc$1.3M1.16%0.00%-0.4%Q4 2025
GLDSPDR Gold Trust$1.29M1.15%0.00%-0.1%Q4 2025
AMZNAmazon Com Inc$1.18M1.05%0.00%+0.6%Q4 2025
ASMLAsml Holding NV$1.18M1.05%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$1.15M1.03%0.00%Not reportedQ4 2025
KOCoca Cola Co$1.09M0.97%0.00%Not reportedQ4 2025
WMWaste Management Inc$1.07M0.95%0.00%Not reportedQ4 2025
WMTWalmart Inc.$998K0.89%0.00%-1.0%Q4 2025
JNJJohnson & Johnson$994K0.88%0.00%Not reportedQ4 2025
UNPUnion Pacific Corp$936K0.83%0.00%Not reportedQ4 2025
JOEST JOE Co$935K0.83%0.03%Not reportedQ4 2025
SCIService Corp International$882K0.79%0.01%Not reportedQ4 2025
KMIKinder Morgan, Inc.$769K0.68%0.00%-1.9%Q4 2025
CATCaterpillar Inc$703K0.63%0.00%-5.4%Q4 2025
AMGNAmgen Inc$640K0.57%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$623K0.55%0.00%Not reportedQ4 2025
COPConocophillips$566K0.50%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$505K0.45%0.00%-1.3%Q4 2025
IBMInternational Business Machines Corp$475K0.42%0.00%-3.3%Q4 2025
MRKMerck & Co., Inc.$451K0.40%0.00%Not reportedQ4 2025
CVXChevron Corp$449K0.40%0.00%+28.5%Q4 2025
WYWeyerhaeuser Co$449K0.40%0.00%-2.6%Q4 2025
GOOGAlphabet Inc.$447K0.40%Not reportedNot reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$430K0.38%Not reportedNot reportedQ4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$410K0.36%Not reportedNot reportedQ4 2025
VVisa Inc.$384K0.34%0.00%Not reportedQ4 2025
GLWCorning Inc$381K0.34%0.00%Not reportedQ4 2025
PSXPhillips 66$380K0.34%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$350K0.31%0.00%Not reportedQ4 2025
METAMeta Platforms, Inc.$346K0.31%Not reportedNot reportedQ4 2025
AVGOBroadcom Inc.$330K0.29%0.00%-7.2%Q4 2025
EPDEnterprise Products Partners L.P.$326K0.29%0.00%Not reportedQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$322K0.29%Not reportedNot reportedQ4 2025
MGAMagna International Inc$316K0.28%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$315K0.28%0.00%Not reportedQ4 2025
NOCNorthrop Grumman Corp$314K0.28%0.00%Not reportedQ4 2025
NEENextera Energy Inc$304K0.27%0.00%Not reportedQ4 2025
NVDANvidia Corp$303K0.27%0.00%+25.1%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$301K0.27%0.00%-6.9%Q4 2025
BHPBHP Group Ltd$286K0.25%0.00%Not reportedQ4 2025
Q1 2026Reported Aug 5, 2026167 positions
BRK.BBerkshire Hathaway Inc$12.4M12.27%Not reported-0.7%Q4 2025
AAPLApple Inc.$5.96M5.88%0.00%-1.6%Q4 2025
BRK.ABerkshire Hathaway Inc$3.59M3.54%Not reportedNot reportedQ4 2025
IAUIshares Gold Trust$3.36M3.31%0.00%+2.8%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.91M2.88%Not reported-0.3%Q4 2025
MSFTMicrosoft Corp$2.54M2.51%0.00%+15.4%Q4 2025
CSCOCisco Systems, Inc.$2.35M2.32%0.00%-0.4%Q4 2025
GOOGLAlphabet Inc.$1.72M1.69%0.00%-3.3%Q4 2025
EMREmerson Electric Co$1.66M1.64%0.00%-7.5%Q4 2025
GLDSPDR Gold Trust$1.51M1.49%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$1.43M1.41%0.00%Not reportedQ4 2025
WMTWalmart Inc.$1.11M1.09%0.00%-0.9%Q4 2025
WMWaste Management Inc$1.1M1.09%0.00%-2.4%Q4 2025
AMZNAmazon Com Inc$1.03M1.02%0.00%+1.0%Q4 2025
WSMWilliams Sonoma Inc$1.02M1.01%0.00%-10.7%Q4 2025
KOCoca Cola Co$1.02M1.01%0.00%Not reportedQ4 2025
SCIService Corp International$959K0.95%0.01%Not reportedQ4 2025
JNJJohnson & Johnson$957K0.94%0.00%Not reportedQ4 2025
JOEST JOE Co$938K0.93%0.03%-14.9%Q4 2025
UNPUnion Pacific Corp$835K0.82%0.00%Not reportedQ4 2025
KMIKinder Morgan, Inc.$823K0.81%0.00%Not reportedQ4 2025
ASMLAsml Holding NV$785K0.77%0.00%-0.2%Q4 2025
COPConocophillips$719K0.71%0.00%Not reportedQ4 2025
AMGNAmgen Inc$622K0.61%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$559K0.55%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$545K0.54%0.00%Not reportedQ4 2025
INTCIntel Corp$511K0.50%0.00%Not reportedQ4 2025
CATCaterpillar Inc$495K0.49%0.00%Not reportedQ4 2025
WYWeyerhaeuser Co$470K0.46%0.00%-28.6%Q4 2025
CVXChevron Corp$436K0.43%0.00%-7.7%Q4 2025
IBMInternational Business Machines Corp$423K0.42%0.00%-6.6%Q4 2025
MRKMerck & Co., Inc.$422K0.42%0.00%Not reportedQ4 2025
NOCNorthrop Grumman Corp$420K0.41%0.00%Not reportedQ4 2025
PSXPhillips 66$409K0.40%0.00%Not reportedQ4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$364K0.36%Not reportedNot reportedQ4 2025
GOOGAlphabet Inc.$363K0.36%Not reported+2.6%Q4 2025
METAMeta Platforms, Inc.$351K0.35%Not reportedNot reportedQ4 2025
VVisa Inc.$339K0.33%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$337K0.33%Not reported+18.2%Q4 2025
EPDEnterprise Products Partners L.P.$336K0.33%0.00%Not reportedQ4 2025
NEENextera Energy Inc$321K0.32%0.00%Not reportedQ4 2025
RGRSturm Ruger & Co Inc$315K0.31%0.05%-17.4%Q4 2025
HONHoneywell International Inc$314K0.31%0.00%-24.4%Q4 2025
DUKDuke Energy CORP$293K0.29%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$292K0.29%0.00%-4.6%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$282K0.28%Not reportedNot reportedQ4 2025
MGAMagna International Inc$269K0.27%0.00%Not reportedQ4 2025
BHPBHP Group Ltd$250K0.25%0.00%-5.6%Q4 2025
MKLMarkel Group Inc.$249K0.25%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$242K0.24%0.00%Not reportedQ4 2025
Q4 2025Reported Aug 5, 2026167 positions
BRK.BBerkshire Hathaway Inc$13.1M12.97%Not reportedNewQ4 2025
AAPLApple Inc.$6.48M6.41%0.00%NewQ4 2025
BRK.ABerkshire Hathaway Inc$3.77M3.73%Not reportedNewQ4 2025
SPYSPDR S&P 500 ETF Trust$3.07M3.03%Not reportedNewQ4 2025
IAUIshares Gold Trust$3.01M2.97%0.00%NewQ4 2025
MSFTMicrosoft Corp$2.88M2.84%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$2.34M2.31%0.00%NewQ4 2025
GOOGLAlphabet Inc.$1.93M1.91%0.00%NewQ4 2025
EMREmerson Electric Co$1.81M1.79%0.00%NewQ4 2025
GLDSPDR Gold Trust$1.39M1.37%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.13M1.12%0.00%NewQ4 2025
WSMWilliams Sonoma Inc$1.12M1.11%0.01%NewQ4 2025
WMWaste Management Inc$1.08M1.07%0.00%NewQ4 2025
JOEST JOE Co$1.04M1.03%0.03%NewQ4 2025
XOMExxonMobil Holdings Corp$1.02M1.00%0.00%NewQ4 2025
WMTWalmart Inc.$1M0.99%0.00%NewQ4 2025
KOCoca Cola Co$938K0.93%0.00%NewQ4 2025
SCIService Corp International$906K0.90%0.01%NewQ4 2025
JNJJohnson & Johnson$810K0.80%0.00%NewQ4 2025
UNPUnion Pacific Corp$796K0.79%0.00%NewQ4 2025
KMIKinder Morgan, Inc.$674K0.67%0.00%NewQ4 2025
WYWeyerhaeuser Co$638K0.63%0.00%NewQ4 2025
ASMLAsml Holding NV$637K0.63%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$613K0.61%0.00%NewQ4 2025
AMGNAmgen Inc$579K0.57%0.00%NewQ4 2025
IBMInternational Business Machines Corp$554K0.55%0.00%NewQ4 2025
COPConocophillips$510K0.50%0.00%NewQ4 2025
COSTCostco Wholesale Corp$472K0.47%0.00%NewQ4 2025
INTCIntel Corp$428K0.42%0.00%NewQ4 2025
METAMeta Platforms, Inc.$405K0.40%Not reportedNewQ4 2025
CATCaterpillar Inc$400K0.40%0.00%NewQ4 2025
VVisa Inc.$393K0.39%0.00%NewQ4 2025
GOOGAlphabet Inc.$387K0.38%Not reportedNewQ4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$377K0.37%Not reportedNewQ4 2025
MRKMerck & Co., Inc.$369K0.36%0.00%NewQ4 2025
HONHoneywell International Inc$358K0.35%0.00%NewQ4 2025
NOCNorthrop Grumman Corp$351K0.35%0.00%NewQ4 2025
CVXChevron Corp$348K0.34%0.00%NewQ4 2025
AVGOBroadcom Inc.$342K0.34%0.00%NewQ4 2025
RGRSturm Ruger & Co Inc$310K0.31%0.06%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$303K0.30%Not reportedNewQ4 2025
PSXPhillips 66$290K0.29%0.00%NewQ4 2025
EPDEnterprise Products Partners L.P.$284K0.28%0.00%NewQ4 2025
LLYELI LILLY & Co$283K0.28%0.00%NewQ4 2025
MKLMarkel Group Inc.$279K0.28%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$278K0.27%0.00%NewQ4 2025
NEENextera Energy Inc$278K0.27%0.00%NewQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$276K0.27%Not reportedNewQ4 2025
HALHalliburton Co$272K0.27%0.00%NewQ4 2025
DUKDuke Energy CORP$262K0.26%0.00%NewQ4 2025
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