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Portfolio (Quarterly) Guide ↗

Seek First Inc.

· CIK 0002060504
13F Portfolio $158M AUM 67 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 18 Added 29 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHZ SCHWAB STRATEGIC TR 21,826.0 $505K 0.32% -1K -6.1% $23.13 -1.5%
22 ISRG INTUITIVE SURGICAL INC Healthcare 1,158.0 $461K 0.29% -266.0 -18.7% $397.68 -6.3%
23 VIG VANGUARD SPECIALIZED FUNDS 1,856.0 $439K 0.28% -567.0 -23.4% $236.59 +2.7%
24 BSCR INVESCO EXCH TRD SLF IDX FD 20,607.0 $404K 0.26% -3K -11.7% $19.62 -0.0%
25 BSCQ INVESCO EXCH TRD SLF IDX FD 18,470.0 $361K 0.23% -2K -11.0% $19.53 -0.0%
26 NTAP NETAPP INC Technology 2,079.0 $322K 0.20% -321.0 -13.4% $154.77 +20.8%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 338.0 $316K 0.20% -13.0 -3.7% $936.07 +1.0%
28 BERKSHIRE HATHAWAY INC DEL 614.0 $307K 0.19% -388.0 -38.7% $500.39
29 SCHR SCHWAB STRATEGIC TR 8,378.0 $207K 0.13% -1K -12.4% $24.66 -1.3%
Page 2 of 2  ·  29 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 75.2%
Consumer Cyclical 11.1%
Financial Services 8.7%
Healthcare 2.1%
Energy 1.2%
Consumer Defensive 1.0%
Communication Services 0.6%