Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seelaus Asset Management LLC (CIK 1705655) reported $138.7M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.5M, 6.85%), SPY ($7.3M, 5.26%), MSFT ($3.4M, 2.44%), GOOGL ($3.4M, 2.44%), CCJ ($3.3M, 2.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.5M | 6.85% | 37,432 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $7.3M | 5.26% | 11,389 | Added |
| 3 | MSFT | MICROSOFT CORP | $3.4M | 2.44% | 9,110 | Added |
| 4 | GOOGL | ALPHABET INC | $3.4M | 2.44% | 11,748 | Trimmed |
| 5 | CCJ | CAMECO CORP | $3.3M | 2.37% | 30,210 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $3.2M | 2.34% | 15,558 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.93% | 5,572 | Hold |
| 8 | GOOG | ALPHABET INC | $2.3M | 1.69% | 8,156 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $2.3M | 1.66% | 13,220 | Added |
| 10 | XOM | EXXON MOBIL CORP | $2.3M | 1.65% | 13,475 | Added |
| 11 | URI | UNITED RENTALS INC | $2.1M | 1.54% | 2,923 | Trimmed |
| 12 | CRH | CRH PLC | $2.0M | 1.48% | 19,464 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $1.7M | 1.22% | 2,383 | Hold |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $1.7M | 1.20% | 8,826 | Added |
| 15 | C | CITIGROUP INC | $1.5M | 1.10% | 13,400 | Added |
| 16 | GE | GE AEROSPACE | $1.4M | 1.00% | 4,865 | Trimmed |
| 17 | COST | COSTCO WHSL CORP NEW | $1.4M | 0.99% | 1,374 | Added |
| 18 | GEV | GE VERNOVA INC | $1.4M | 0.98% | 1,554 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $1.3M | 0.94% | 2,314 | Added |
| 20 | CSCO | CISCO SYS INC | $1.2M | 0.89% | 15,955 | Added |
| 21 | WMB | WILLIAMS COS INC | $1.2M | 0.88% | 16,775 | Trimmed |
| 22 | ROST | ROSS STORES INC | $1.2M | 0.88% | 5,635 | Trimmed |
| 23 | ABBV | ABBVIE INC | $1.2M | 0.87% | 5,554 | Added |
| 24 | AJG | GALLAGHER ARTHUR J & CO | $1.2M | 0.86% | 5,475 | Trimmed |
| 25 | CVX | CHEVRON CORP NEW | $1.2M | 0.85% | 5,950 | Added |
Source: SEC Form 13F filings · as of 2026-03-31