Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ADKINS SEALE CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ADKINS SEALE CAPITAL MANAGEMENT LLC (CIK 2147212) reported $112.4M across 236 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($13.0M, 11.57%), AAPL ($6.8M, 6.01%), IJR ($4.0M, 3.52%), BRK/A ($3.7M, 3.33%), VTV ($3.7M, 3.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$13.0M11.57%25,987Added
2AAPLAPPLE INC$6.8M6.01%23,331Trimmed
3IJRISHARES S&P SMALLCAP 600 ETF$4.0M3.52%26,694Trimmed
4BRK/ABERKSHIRE HATHAWAY INC DEL CL A$3.7M3.33%5Hold
5VTVVANGUARD VALUE ETF$3.7M3.26%16,796Added
6CSCOCISCO SYS INC$3.6M3.16%30,249Trimmed
7SPYSTATE STREET SPDR S&P 500 ETF$3.3M2.93%4,414Trimmed
8SDYSPDR SER TR S&P DIVID ETF$3.1M2.78%20,517Hold
9IJHISHARES CORE S&P MID-CAP ETF$3.1M2.72%39,659Trimmed
10IAUISHARES GOLD TRUST$2.9M2.58%38,472Added
11IVVISHARES CORE S&P 500 ETF$2.6M2.34%3,512Added
12MSFTMICROSOFT$2.6M2.32%6,994Added
13GOOGLGOOGLE INC$2.1M1.89%5,931Trimmed
14IWBISHARES TR RUSSELL 1000 INDEX ETF$2.0M1.74%4,773Hold
15AKREAKRE FOCUS ETF$1.9M1.72%36,342Trimmed
16VXUSVANGUARD TOTAL INTL STOCK IDEX ETF$1.9M1.72%22,586Hold
17EMREMERSON ELEC CO COM$1.8M1.60%12,601Trimmed
18IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$1.6M1.42%16,709Hold
19INTCINTEL CORP COM$1.6M1.41%11,391Trimmed
20VIGVANGUARD DIVIDEND APPRECIATION ETF$1.6M1.41%6,677Hold
21WSMWILLIAMS SONOMA INC COM$1.3M1.16%5,588Trimmed
22GLDSPDR GOLD ETF$1.3M1.15%3,498Trimmed
23AMZNAMAZON COM INC COM$1.2M1.05%4,969Added
24ASMLASML HLDG NV N Y REGISTRY SHS$1.2M1.05%594Hold
25RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT$1.2M1.04%5,518Added

Source: SEC Form 13F filings · as of 2026-06-30