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Portfolio (Quarterly) Guide ↗

Seascape Capital Management

· CIK 0001418342
13F Portfolio $352M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IUSG ISHARES TR 1,853.0 $311K 0.09% NEW $167.84 +8.9%
82 VTI VANGUARD INDEX FDS 911.0 $306K 0.09% NEW $335.89 +8.4%
83 IXUS ISHARES TR 3,355.0 $284K 0.08% NEW $84.65 +12.0%
84 KR KROGER CO Consumer Defensive 4,468.0 $279K 0.08% NEW $62.44 -7.5%
85 NSC NORFOLK SOUTHN CORP Industrials 955.0 $276K 0.08% NEW $289.01 +8.0%
86 ESGU ISHARES TR 1,848.0 $275K 0.08% NEW $148.81 +7.9%
87 IJR ISHARES TR 2,262.0 $272K 0.08% NEW $120.25 +21.6%
88 MU MICRON TECHNOLOGY INC Technology 909.0 $259K 0.07% NEW $284.93 +325.9%
89 URI UNITED RENTALS INC Industrials 317.0 $257K 0.07% NEW $810.73 +40.6%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 1,340.0 $238K 0.07% NEW $177.61 -39.6%
91 EMPIRE ST RLTY OP L P 14,754.0 $93K 0.03% NEW $6.30
Page 5 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Industrials 13.2%
Financial Services 12.6%
Consumer Cyclical 11.8%
Healthcare 11.7%
Communication Services 9.3%
Utilities 6.3%
Consumer Defensive 3.4%
Basic Materials 1.6%