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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
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USIG ISHARES TR 15,575.0 $799K 0.19% $51.30 -1.5%
62 PG PROCTER & GAMBLE CO Consumer Defensive 4,905.0 $719K 0.17% +37.0 +0.8% $146.59 -1.1%
63 INTF ISHARES TR 17,169.0 $703K 0.17% +864.0 +5.3% $40.95 +5.5%
64 MA MASTERCARD INCORPORATED Financial Services 1,342.0 $690K 0.17% -22.0 -1.6% $514.16 +16.4%
65 IVW ISHARES TR 4,716.0 $649K 0.16% $137.62 +0.7%
66 MUB ISHARES TR 5,710.0 $615K 0.15% $107.71 -2.1%
67 AGG ISHARES TR 5,370.0 $532K 0.13% $99.07 -1.2%
68 MCK MCKESSON CORP Healthcare 683.0 $516K 0.12% $755.49 +18.7%
69 ACWX ISHARES TR 6,569.0 $500K 0.12% $76.12 +2.3%
70 IXN ISHARES TR 3,066.0 $443K 0.11% $144.49 -4.0%
71 MRK MERCK & CO INC Healthcare 3,373.0 $433K 0.10% -1K -26.1% $128.37 +19.3%
72 IUSG ISHARES TR 2,165.0 $407K 0.10% -37.0 -1.7% $187.99 +0.8%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 545.0 $407K 0.10% $746.79 +2.6%
74 NFLX NETFLIX INC. Communication Services 5,611.0 $401K 0.10% $71.47 +14.0%
75 WMT WALMART INC Consumer Defensive 3,518.0 $398K 0.10% $113.13 -7.8%
76 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 560.0 $394K 0.09% -40.0 -6.7% $703.57 -0.7%
77 SCHG SCHWAB STRATEGIC TR 11,592.0 $392K 0.09% $33.82 +4.4%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 418.0 $391K 0.09% $935.41 +2.2%
79 VOO VANGUARD INDEX FDS 569.0 $391K 0.09% NEW $687.17 +2.5%
80 HD HOME DEPOT INC Consumer Cyclical 1,060.0 $374K 0.09% +37.0 +3.6% $352.83 -5.1%
Page 4 of 5  ·  96 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 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%