Seascape Capital Management as of Dec. 31, 2024
Portfolio Holdings for Seascape Capital Management
Seascape Capital Management holds 99 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 7.6 | $22M | 480k | 45.29 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 7.2 | $21M | 479k | 42.97 | |
| Ishares Msci Emrg Chn (EMXC) | 5.2 | $15M | 270k | 55.45 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.0 | $12M | 499k | 22.98 | |
| Applovin Corp Com Cl A (APP) | 3.0 | $8.5M | 26k | 323.85 | |
| Williams-Sonoma (WSM) | 2.8 | $8.2M | 44k | 185.17 | |
| Apple (AAPL) | 2.7 | $7.7M | 31k | 250.42 | |
| Doubleline Etf Trust Commercial Real (DCRE) | 2.5 | $7.1M | 138k | 51.46 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.3 | $6.7M | 148k | 45.62 | |
| Nrg Energy Com New (NRG) | 2.2 | $6.3M | 70k | 90.22 | |
| NVIDIA Corporation (NVDA) | 2.0 | $5.8M | 43k | 134.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.8M | 31k | 189.30 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $5.6M | 23k | 239.72 | |
| Pulte (PHM) | 1.9 | $5.4M | 50k | 108.89 | |
| Visa Com Cl A (V) | 1.8 | $5.2M | 16k | 316.02 | |
| Caterpillar (CAT) | 1.7 | $5.0M | 14k | 362.74 | |
| Booking Holdings (BKNG) | 1.7 | $5.0M | 1.0k | 4967.16 | |
| Abbvie (ABBV) | 1.7 | $4.9M | 28k | 177.72 | |
| Discover Financial Services | 1.7 | $4.9M | 28k | 173.24 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 1.5 | $4.3M | 71k | 60.55 | |
| O'reilly Automotive (ORLY) | 1.4 | $4.1M | 3.4k | 1185.94 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.4 | $4.0M | 199k | 20.35 | |
| Hca Holdings (HCA) | 1.4 | $4.0M | 14k | 300.12 | |
| Flex Ord (FLEX) | 1.4 | $4.0M | 105k | 38.39 | |
| Relx Sponsored Adr (RELX) | 1.4 | $3.9M | 87k | 45.42 | |
| Church & Dwight (CHD) | 1.4 | $3.9M | 38k | 104.72 | |
| Sherwin-Williams Company (SHW) | 1.4 | $3.9M | 12k | 339.93 | |
| Aon Shs Cl A (AON) | 1.3 | $3.8M | 11k | 359.14 | |
| Qualcomm (QCOM) | 1.3 | $3.7M | 24k | 153.64 | |
| Fortinet (FTNT) | 1.3 | $3.7M | 39k | 94.49 | |
| Vertiv Holdings Com Cl A (VRT) | 1.2 | $3.5M | 31k | 113.60 | |
| Broadcom (AVGO) | 1.1 | $3.3M | 14k | 231.82 | |
| Cdw (CDW) | 1.1 | $3.2M | 19k | 174.01 | |
| Otis Worldwide Corp (OTIS) | 1.1 | $3.2M | 34k | 92.62 | |
| Natwest Group Spons Adr (NWG) | 1.1 | $3.1M | 307k | 10.17 | |
| Meta Platforms Cl A (META) | 1.1 | $3.1M | 5.3k | 585.54 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $3.1M | 15k | 207.84 | |
| Affiliated Managers (AMG) | 1.0 | $3.0M | 16k | 184.92 | |
| Ametek (AME) | 1.0 | $2.8M | 16k | 180.26 | |
| Astrazeneca Sponsored Adr | 1.0 | $2.8M | 42k | 65.52 | |
| Arista Networks Com Shs (ANET) | 1.0 | $2.8M | 25k | 110.54 | |
| American Electric Power Company (AEP) | 0.9 | $2.7M | 29k | 92.23 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $2.7M | 6.0k | 444.70 | |
| Edwards Lifesciences (EW) | 0.9 | $2.5M | 34k | 74.02 | |
| Topbuild (BLD) | 0.9 | $2.5M | 7.9k | 311.33 | |
| Centene Corporation (CNC) | 0.8 | $2.4M | 40k | 60.59 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.8 | $2.2M | 34k | 65.17 | |
| Encompass Health Corp (EHC) | 0.7 | $2.1M | 23k | 92.33 | |
| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.7M | 16k | 106.54 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.5M | 3.6k | 421.62 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $1.5M | 66k | 22.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.4M | 2.3k | 588.54 | |
| Amazon (AMZN) | 0.5 | $1.3M | 6.1k | 219.39 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | 1.5k | 771.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | 2.6k | 453.12 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.2M | 12k | 96.94 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.2k | 526.53 | |
| McKesson Corporation (MCK) | 0.3 | $975k | 1.7k | 569.84 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $969k | 19k | 51.00 | |
| Merck & Co (MRK) | 0.3 | $936k | 9.4k | 99.51 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $924k | 10k | 92.61 | |
| Applied Materials (AMAT) | 0.3 | $892k | 5.5k | 162.66 | |
| Kroger (KR) | 0.3 | $815k | 13k | 61.17 | |
| Procter & Gamble Company (PG) | 0.2 | $712k | 4.2k | 167.61 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $680k | 14k | 50.28 | |
| Norfolk Southern (NSC) | 0.2 | $658k | 2.8k | 234.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $625k | 3.3k | 190.32 | |
| Zoetis Cl A (ZTS) | 0.2 | $622k | 3.8k | 163.00 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $607k | 12k | 50.14 | |
| Corning Incorporated (GLW) | 0.2 | $599k | 13k | 47.55 | |
| Steris Shs Usd (STE) | 0.2 | $589k | 2.9k | 205.44 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $564k | 4.0k | 139.33 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $525k | 6.8k | 76.89 | |
| Netflix (NFLX) | 0.2 | $504k | 566.00 | 890.46 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $479k | 4.7k | 101.57 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $466k | 818.00 | 569.68 | |
| Home Depot (HD) | 0.2 | $449k | 1.2k | 389.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $428k | 730.00 | 586.30 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $394k | 1.4k | 289.92 | |
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $391k | 14k | 28.75 | |
| Costco Wholesale Corporation (COST) | 0.1 | $388k | 423.00 | 917.26 | |
| Wal-Mart Stores (WMT) | 0.1 | $373k | 4.1k | 90.38 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $344k | 3.9k | 89.07 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $343k | 6.6k | 52.21 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $341k | 6.6k | 51.67 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $321k | 12k | 27.86 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $312k | 2.7k | 115.13 | |
| Abbott Laboratories (ABT) | 0.1 | $283k | 2.5k | 113.15 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $272k | 774.00 | 351.42 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $268k | 3.2k | 84.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $264k | 3.8k | 70.40 | |
| Allstate Corporation (ALL) | 0.1 | $255k | 1.3k | 193.04 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $252k | 11k | 23.17 | |
| Vistra Energy (VST) | 0.1 | $227k | 1.6k | 137.66 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $226k | 9.4k | 24.01 | |
| United Rentals (URI) | 0.1 | $225k | 319.00 | 705.33 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $222k | 3.4k | 66.17 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.1 | $150k | 15k | 10.17 | |
| SigmaTron International (SGMA) | 0.0 | $77k | 43k | 1.77 |