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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 $104,406,267
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,350 $11,041,538 10.57%
2.
Amazon Com Inc
 AMZN 52,238 $7,937,042 7.6%
3.
Vanguard Index Fds
 22,143 $5,252,752 5.03%
4.
Berkshire Hathaway Inc
 BRK.A 10,294 $3,671,458 3.51%
5.
J P Morgan Exchange Traded F
 76,521 $3,662,304 3.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)