SEAMOUNT FINANCIAL GROUP INC - Portfolio overview

SEAMOUNT FINANCIAL GROUP INC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.30%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.53%
3. AMZN - AMAZON COM INC, 4.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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