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Home > Institutional Investor > Seamount Financial Group Inc > Profile

Instuitional Investor - Seamount Financial Group Inc

Fund Profile
Filing Period:
Fund Name: Seamount Financial Group Inc
Portfolio Value $211,763,895
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 59,019 $15,027,971 7.1%
2.
Amazon Com Inc
 AMZN 48,564 $10,663,197 5.04%
3.
J P Morgan Exchange Traded F
 143,751 $9,043,378 4.27%
4.
Capital Group Dividend Value
 207,757 $8,732,023 4.12%
5.
Vanguard Index Fds
 24,979 $8,197,208 3.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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