Skip to main content
Livermore
Livermore
ZHEN

Seamount Financial Group Inc

SEC CIK
0002011267
Latest filing
Jul 24, 2026

The latest 13F from Seamount Financial Group Inc covers Q2 2026 (filed Jul 24, 2026): 141 long positions worth $248.0M. The top 10 holdings make up 39.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 6.4%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
12
Est. +$2.98M
Added
57
Est. +$5.85M
Reduced
52
Est. −$3.80M
Sold out
6
Est. −$1.88M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    6.4%$16.0MHistory
  2. Capital Group Dividend Value14020W106
    5.0%$12.3M
  3. J P Morgan Exchange Traded F46641Q761
    4.5%$11.2M
  4. AMZNAmazon Com Inc
    4.3%$10.7MHistory
  5. Capital Group Core Balanced14021D107
    4.0%$9.80M

Share of portfolio

Top 5 holdings and the other 136 positions, by share of portfolio value

  1. AAPL6.4%
  2. Capital Group Dividend Value5.0%
  3. J P Morgan Exchange Traded F4.5%
  4. AMZN4.3%
  5. Capital Group Core Balanced4.0%
  6. Other 136 positions75.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$1.44MAdded
  2. Capital Group Core Balanced14021D107
    +$637.5KAdded
  3. Capital Group Dividend Value14020W106
    +$491.6KAdded
  4. Capital Group Core Equity Et14020V108
    +$434.3KAdded
  5. LRCXLam Research Corp
    +$332.8KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.87 pp2.0% → 2.9%
  2. Capital Group Dividend Value14020W106
    +0.36 pp4.6% → 5.0%
  3. Capital Group Core Equity Et14020V108
    +0.24 pp1.9% → 2.1%
  4. J P Morgan Exchange Traded F46641Q761
    +0.24 pp4.3% → 4.5%
  5. Capital Group Core Balanced14021D107
    +0.21 pp3.7% → 4.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$612.3KSold outHistory
  2. BRK.BBerkshire Hathaway Inc
    −$583.0KReducedHistory
  3. Global X FDS37960A529
    −$421.4KSold out
  4. AMDAdvanced Micro Devices Inc
    −$347.4KReducedHistory
  5. CCitigroup Inc
    −$237.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.46 pp1.6% → 1.1%History
  2. BRK.BBerkshire Hathaway Inc
    −0.45 pp3.3% → 2.8%History
  3. GLDSPDR Gold Trust
    −0.36 pp1.4% → 1.0%History
  4. HONHoneywell International Inc
    −0.28 pp0.3% → 0.0%History
  5. COSTCostco Wholesale Corp
    −0.23 pp0.8% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$248.0M
+$26.1M (+11.8%) vs. prior quarter
Positions
141
+6 vs. prior quarter
Top 10 concentration
39.1%
Top 10 as share of value
Turnover
2.4%
Q2 2026, one quarter
Average holding period
10.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $248.0M (Q2 2026)

Q4 2023: $104.4MQ1 2024: $114.1MQ2 2024: $122.6MQ3 2024: $133.0MQ4 2024: $144.8MQ1 2025: $146.9MQ2 2025: $194.5MQ3 2025: $211.8MQ4 2025: $220.2MQ1 2026: $221.9MQ2 2026: $248.0M
Q4 2023Q2 2026
13F filings of Seamount Financial Group Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026141$248.0MAAPLCapital Group Dividend ValueJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026Apr 24, 2026135$221.9MAAPLCapital Group Dividend ValueAMZNvs. Q4 2025SEC
Q4 2025Jan 26, 2026132$220.2MAAPLAMZNCapital Group Dividend Valuevs. Q3 2025SEC
Q3 2025Oct 24, 2025134$211.8MAAPLAMZNJ P Morgan Exchange Traded Fvs. Q2 2025SEC
Q2 2025Jul 23, 2025129$194.5MAAPLAMZNJ P Morgan Exchange Traded Fvs. Q1 2025SEC
Q1 2025Apr 30, 202598$146.9MAAPLAMZNJ P Morgan Exchange Traded Fvs. Q4 2024SEC
Q4 2024Jan 28, 202599$144.8MAAPLAMZNJ P Morgan Exchange Traded Fvs. Q3 2024SEC
Q3 2024Oct 18, 202492$133.0MAAPLAMZNVanguard Morningstar Total Stock Market ETFvs. Q2 2024SEC
Q2 2024Jul 18, 202487$122.6MAAPLAMZNVanguard Morningstar Total Stock Market ETFvs. Q1 2024SEC
Q1 2024Apr 18, 202485$114.1MAAPLAMZNVanguard Morningstar Total Stock Market ETFvs. Q4 2023SEC
Q4 2023Feb 14, 202481$104.4MAAPLAMZNVanguard Morningstar Total Stock Market ETF–SEC