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Portfolio (Quarterly) Guide ↗

Seascape Capital Management

· CIK 0001418342
13F Portfolio $347M AUM 91 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 33 Added 17 Reduced 4 Exited
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KR KROGER CO Consumer Defensive 4,464.0 $323K 0.09% $72.36 -20.2%
82 IXN ISHARES TR 3,066.0 $307K 0.09% $100.13 +40.3%
83 MU MICRON TECHNOLOGY INC Technology 904.0 $305K 0.09% -5.0 -0.6% $337.39 +259.7%
84 IXUS ISHARES TR 3,355.0 $291K 0.08% $86.74 +9.4%
85 VTI VANGUARD INDEX FDS 887.0 $284K 0.08% -24.0 -2.6% $320.18 +13.7%
86 IJR ISHARES TR 2,262.0 $281K 0.08% $124.23 +17.7%
87 NSC NORFOLK SOUTHN CORP Industrials 956.0 $274K 0.08% $286.61 +8.9%
88 ESGU ISHARES TR 1,848.0 $261K 0.07% $141.23 +13.7%
89 URI UNITED RENTALS INC Industrials 317.0 $231K 0.07% $728.71 +56.4%
90 JNJ JOHNSON & JOHNSON Healthcare 938.0 $229K 0.07% NEW $244.14 +0.3%
91 EMPIRE ST RLTY OP L P 14,754.0 $74K 0.02% $5.02
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 27.8%
Industrials 15.6%
Healthcare 14.0%
Consumer Cyclical 11.5%
Financial Services 11.3%
Communication Services 6.8%
Utilities 6.4%
Consumer Defensive 3.5%
Basic Materials 3.1%