Seek First Inc. logo

Seek First Inc.

RIA/Wealth

Seek First Inc. is a RIA/Wealth based in Campbell, CA led by Scott Jason Pearring, reporting $202.7M in AUM as of Q3 2025 with 64% ETF concentration, 72% concentrated in top 10 holdings, and 21% allocation to AAPL.

PresidentScott Jason Pearring
Portfolio Value
$139.1M
Positions
59
Top Holding
AAPL at 21.24%
Last Reported
Q3 2025
Address1999 South Bascom Ave, Suite 700, Campbell, CA, 95008, United States

Top Holdings

Largest long holdings in Seek First Inc.'s portfolio (72.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$29.5M
21.24%
-$1.5M
Sold
0.00%
116.0K shares
ETF
ETF
$22.3M
16.04%
-$54.9K
Sold
699.0K shares
ETF
ETF
$15.5M
11.16%
+$430.0K
Bought
532.9K shares
Auto - Manufacturers
Consumer Cyclical
$6.1M
4.37%
+$164.1K
Bought
0.00%
13.7K shares
ETF
ETF
$5.3M
3.82%
+$213.7K
Bought
194.7K shares
ETF
ETF
$5.3M
3.79%
+$79.6K
Bought
226.3K shares
ETF
ETF
$4.5M
3.21%
+$46.8K
Bought
21.4K shares
ETF
ETF
$4.4M
3.14%
+$99.4K
Bought
189.1K shares
ETF
ETF
$4.2M
3.04%
+$58.9K
Bought
14.2K shares
ETF
ETF
$3.6M
2.55%
+$83.1K
Bought
106.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Seek First Inc.'s latest filing

See all changes
Market Value
$139.1M
Prior: $123.7M
Q/Q Change
+12.42%
+$15.4M
Net Flows % of MV
+1.17%
Turnover Ratio
2.45%
New Purchases
4 stocks
$2.6M
Added To
35 stocks
+$1.6M
Sold Out Of
1 stocks
$256.3K
Reduced Holdings
15 stocks
-$2.3M

Increased Positions

PositionShares Δ
New
New
New
New
+26.59%

Decreased Positions

PositionShares Δ
1
Intuit logo
Intuit
INTU
Sold
-41.69%
-33.05%
-17.97%
-10.46%

Analytics

Portfolio insights and performance metrics for Seek First Inc.

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Sector Allocation

ETF: 64.30%ETFTechnology: 25.30%TechnologyConsumer Cyclical: 5.70%Communication Services: 1.10%Healthcare: 1.10%Financial Services: 1.10%Consumer Defensive: 0.20%Energy: 0.20%
ETF
64.30%
Technology
25.30%
Consumer Cyclical
5.70%
Communication Services
1.10%
Healthcare
1.10%
Financial Services
1.10%
Consumer Defensive
0.20%
Energy
0.20%

Market Cap Distribution

Mega Cap (> $200B): 31.45%Mega Cap (> $200B)Large Cap ($10B - $200B): 2.51%Mid Cap ($2B - $10B): 0.68%N/A (ETF or Unknown): 65.37%N/A (ETF or Unknown)
Mega Cap (> $200B)
31.45%
Large Cap ($10B - $200B)
2.51%
Mid Cap ($2B - $10B)
0.68%
N/A (ETF or Unknown)
65.37%

Portfolio Concentration

Top 10 Holdings %
72.36%
Top 20 Holdings %
84.76%
Top 50 Holdings %
98.5%
Top 100 Holdings %
100.0%

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