Seek First Inc. Portfolio Holdings
Q3 2025•59 long positions•$139.1M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $29.5M 21.24% | -$1.5M Sold | 0.001% 116.0K shares | 121.7K → 116.0K −$1.5M | -4.69% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $22.3M 16.04% | -$54.9K Sold | — 699.0K shares | 700.7K → 699.0K −$54.9K | -0.25% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $15.5M 11.16% | +$430.0K Bought | — 532.9K shares | 518.1K → 532.9K +$430.0K | +2.85% | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $6.1M 4.37% | +$164.1K Bought | 0.0% 13.7K shares | 13.3K → 13.7K +$164.1K | +2.78% | $1.48T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $5.3M 3.82% | +$213.7K Bought | — 194.7K shares | 186.8K → 194.7K +$213.7K | +4.19% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.3M 3.79% | +$79.6K Bought | — 226.3K shares | 222.8K → 226.3K +$79.6K | +1.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.5M 3.21% | +$46.8K Bought | — 21.4K shares | 21.1K → 21.4K +$46.8K | +1.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.4M 3.14% | +$99.4K Bought | — 189.1K shares | 184.8K → 189.1K +$99.4K | +2.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.2M 3.04% | +$58.9K Bought | — 14.2K shares | 14.0K → 14.2K +$58.9K | +1.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.6M 2.55% | +$83.1K Bought | — 106.5K shares | 104.0K → 106.5K +$83.1K | +2.4% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.8M 2.0% | +$8.1K Bought | — 59.1K shares | 58.9K → 59.1K +$8.1K | +0.29% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.0M 1.43% | -$64.6K Sold | — 3.0K shares | 3.1K → 3.0K −$64.6K | -3.15% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.9M 1.36% | -$119.7K Sold | 0.0% 8.6K shares | 9.2K → 8.6K −$119.7K | -5.95% | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.33% | +$2.8K Bought | — 9.9K shares | 9.9K → 9.9K +$2.8K | +0.15% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.29% | +$10.1K Bought | — 12.7K shares | 12.6K → 12.7K +$10.1K | +0.57% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 1.14% | +$6.7K Bought | — 53.6K shares | 53.3K → 53.6K +$6.7K | +0.43% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 1.04% | +$15.7K Bought | — 52.0K shares | 51.4K → 52.0K +$15.7K | +1.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 0.953% | -$1.6K Sold | — 54.3K shares | 54.4K → 54.3K −$1.6K | -0.12% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $1.3M 0.946% | +$1.3M New | 0.0% 5.4K shares | 0 → 5.4K +$1.3M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.3M 0.916% | +$4.5K Bought | 0.0% 6.8K shares | 6.8K → 6.8K +$4.5K | +0.35% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 0.913% | +$30.1K Bought | — 45.4K shares | 44.4K → 45.4K +$30.1K | +2.43% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $1.3M 0.902% | +$2.7K Bought | 0.001% 9.4K shares | 9.3K → 9.4K +$2.7K | +0.21% | $168.85B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.783% | +$5.4K Bought | — 33.7K shares | 33.5K → 33.7K +$5.4K | +0.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.778% | +$4.1K Bought | — 3.7K shares | 3.7K → 3.7K +$4.1K | +0.38% | — — | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $969.3K 0.697% | -$3.8K Sold | 0.0% 2.8K shares | 2.9K → 2.8K −$3.8K | -0.39% | $662.60B Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $944.6K 0.679% | — | 0.01% 3.0K shares | — | — | $9.5B Mid Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $867.8K 0.624% | +$867.8K New | 0.001% 7.8K shares | 0 → 7.8K +$867.8K | New | $137.73B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $826.2K 0.594% | +$9.2K Bought | — 33.1K shares | 32.8K → 33.1K +$9.2K | +1.12% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $732.9K 0.527% | +$32.4K Bought | — 1.2K shares | 1.2K → 1.2K +$32.4K | +4.63% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $695.0K 0.5% | -$8.3K Sold | 0.0% 1.3K shares | 1.4K → 1.3K −$8.3K | -1.18% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $687.8K 0.495% | +$1.8K Bought | — 2.7K shares | 2.7K → 2.7K +$1.8K | +0.26% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $676.3K 0.486% | -$79.0K Sold | — 9.8K shares | 11.0K → 9.8K −$79.0K | -10.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $665.0K 0.478% | -$33.3K Sold | — 28.5K shares | 29.9K → 28.5K −$33.3K | -4.77% | — — | Q1 2025 Held for 8 months | |
Medical - Instruments & Supplies Healthcare | $636.9K 0.458% | — | 0.0% 1.4K shares | — | — | $160.32B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $634.4K 0.456% | +$2.6K Bought | — 2.9K shares | 2.9K → 2.9K +$2.6K | +0.41% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $577.7K 0.415% | +$4.2K Bought | — 17.2K shares | 17.0K → 17.2K +$4.2K | +0.73% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $555.0K 0.399% | +$9.5K Bought | — 23.6K shares | 23.2K → 23.6K +$9.5K | +1.75% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $503.7K 0.362% | — | 0.0% 1.0K shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $454.0K 0.326% | +$1.3K Bought | — 1.4K shares | 1.4K → 1.4K +$1.3K | +0.29% | — — | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $443.7K 0.319% | -$317.3K Sold | 0.004% 2.7K shares | 4.7K → 2.7K −$317.3K | -41.69% | $11.4B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $427.4K 0.307% | +$86.8K Bought | — 21.7K shares | 17.3K → 21.7K +$86.8K | +25.49% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $418.3K 0.301% | +$86.5K Bought | — 21.4K shares | 17.0K → 21.4K +$86.5K | +26.06% | — — | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $410.4K 0.295% | +$22.7K Bought | 0.0% 6.0K shares | 5.7K → 6.0K +$22.7K | +5.86% | $270.48B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $356.3K 0.256% | +$74.9K Bought | — 17.2K shares | 13.6K → 17.2K +$74.9K | +26.59% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $343.8K 0.247% | -$24.9K Sold | — 8.2K shares | 8.8K → 8.2K −$24.9K | -6.75% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $340.2K 0.245% | +$6.3K Bought | — 21.4K shares | 21.0K → 21.4K +$6.3K | +1.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $339.1K 0.244% | +$479.6 Bought | — 707.0 shares | 706.0 → 707.0 +$479.6 | +0.14% | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $327.0K 0.235% | -$4.6K Sold | 0.0% 353.0 shares | 358.0 → 353.0 −$4.6K | -1.4% | $410.27B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $301.5K 0.217% | -$66.1K Sold | — 5.8K shares | 7.0K → 5.8K −$66.1K | -17.97% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $285.2K 0.205% | — | 0.0% 1.8K shares | — | — | $262.56B Mega Cap | Q2 2025 Held for 5 months |
