Portfolio (Quarterly) Guide ↗

Seascape Capital Management

· CIK 0001418342

13F Portfolio $417M AUM 96 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 34 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EW	EDWARDS LIFESCIENCES CORP	Healthcare	45,678	$3.7M	1.05%	SOLD
2	BLD	TOPBUILD COR	Industrials	10,107	$3.6M	1.02%	SOLD
3	TEL	TE CONNECTIVITY PLC	Technology	10,793	$2.3M	0.65%	SOLD
4	URI	UNITED RENTALS INC	Industrials	317	$231K	0.07%	SOLD

Sector Allocation

Technology 36.4%

Industrials 13.9%

Financial Services 12.5%

Consumer Cyclical 10.5%

Healthcare 9.8%

Communication Services 5.8%

Utilities 5.2%

Consumer Defensive 3.4%

Real Estate 1.3%

Basic Materials 1.3%