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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 $194,457,967
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 65,980 $13,537,201 6.96%
2.
Amazon Com Inc
 AMZN 50,374 $11,051,552 5.68%
3.
J P Morgan Exchange Traded F
 140,256 $8,422,400 4.33%
4.
Capital Group Dividend Value
 195,566 $7,722,896 3.97%
5.
Berkshire Hathaway Inc
 BRK.A 15,442 $7,501,260 3.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)