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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DJD INVESCO EXCHANGE TRADED FD T 7,947.0 $504K 0.32% NEW $63.37 +4.4%
42 MSFT MICROSOFT CORP Technology 1,333.0 $497K 0.31% +10.0 +0.8% $373.10 +37.6%
43 ISRG INTUITIVE SURGICAL INC Healthcare 1,158.0 $461K 0.29% -266.0 -18.7% $397.68 -6.3%
44 VIG VANGUARD SPECIALIZED FUNDS 1,856.0 $439K 0.28% -567.0 -23.4% $236.59 +2.7%
45 BSCR INVESCO EXCH TRD SLF IDX FD 20,607.0 $404K 0.26% -3K -11.7% $19.62 -0.0%
46 CVX CHEVRON CORPORATION Energy 2,405.0 $399K 0.25% +618.0 +34.6% $165.73 +21.8%
47 PSI INVESCO EXCHANGE TRADED FD T 2,104.0 $395K 0.25% NEW $187.85 -29.8%
48 DDWM WISDOMTREE TR 8,169.0 $377K 0.24% +116.0 +1.4% $46.18 +2.9%
49 BSCQ INVESCO EXCH TRD SLF IDX FD 18,470.0 $361K 0.23% -2K -11.0% $19.53 -0.0%
50 AMD ADVANCED MICRO DEVICES INC Technology 589.0 $342K 0.22% NEW $580.91 -19.9%
51 VUG VANGUARD INDEX FDS 3,869.0 $333K 0.21% +3K +484.4% $86.14 +2.8%
52 GOOGL ALPHABET INC Communication Services 910.0 $325K 0.20% $357.39 -3.0%
53 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 22,259.0 $324K 0.20% $14.54 +0.4%
54 NTAP NETAPP INC Technology 2,079.0 $322K 0.20% -321.0 -13.4% $154.77 +20.8%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 338.0 $316K 0.20% -13.0 -3.7% $936.07 +1.0%
56 BERKSHIRE HATHAWAY INC DEL 614.0 $307K 0.19% -388.0 -38.7% $500.39
57 DON WISDOMTREE TR 5,010.0 $283K 0.18% +31.0 +0.6% $56.52 +2.2%
58 HYS PIMCO ETF TR 2,755.0 $258K 0.16% +48.0 +1.8% $93.52 -0.6%
59 VEA VANGUARD TAX-MANAGED FDS 3,594.0 $256K 0.16% +19.0 +0.5% $71.24 +2.6%
60 QLD PROSHARES TR 2,451.0 $237K 0.15% NEW $96.76 -6.8%
Page 3 of 4  ·  67 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%