SEEK FIRST INC. 13F Portfolio
SEEK FIRST INC. runs SEEK FIRST INC. and currently holds 67 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $158.39M. Their top holdings are SCHG, AAPL, SCHV, SCHD, SCHF. The top five represent 52.0% of reported portfolio weight. SEEK FIRST INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEEK FIRST INC. initiated 5 new positions. They added to 26 existing positions. They trimmed 31 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$158.39M
Alpha Score
33.3
#0 of 1000
Holdings
67
SEEK FIRST INC. Current 13F Holdings
Reported holdings from SEEK FIRST INC.'s latest SEC 13F filing, ranked by portfolio weight.
67 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHG SCHWAB STRATEGIC TR | 15.56% | $25.44 | $36.73 | +44.38% | Trimmed -0.54% |
 AAPL APPLE INC | 15.25% | $222.04 | $336.68 | +51.63% | Trimmed -25.81% |
 SCHV SCHWAB STRATEGIC TR | 12.97% | $27.14 | $33.94 | +25.04% | Added +1.69% |
 SCHD SCHWAB STRATEGIC TR | 4.15% | $28.16 | $33.03 | +17.28% | Added +3.21% |
 SCHF SCHWAB STRATEGIC TR | 4.03% | $20.05 | $27.27 | +36.01% | Trimmed -2.99% |
 VBR VANGUARD INDEX FDS | 3.78% | $191.35 | $234.39 | +22.49% | Added +2.24% |
 VBK VANGUARD INDEX FDS | 3.71% | $259.87 | $344.76 | +32.67% | Added +0.69% |
 SCHE SCHWAB STRATEGIC TR | 2.76% | $28.51 | $36.74 | +28.87% | Added +2.19% |
 SCHI SCHWAB STRATEGIC TR | 2.67% | $22.51 | $21.47 | -4.64% | Trimmed -3.72% |
 LRCX LAM RESEARCH CORP | 2.52% | $73.45 | $318.84 | +334.09% | Added +0.10% |
Showing 1-10 of 67