Seascape Capital Management

CIK: 0001418342Latest portfolio: $351.8M · Q4 2025

Holdings

91

Total Value

$351.8M

New Positions

90

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
FTCBFIRST TR EXCHANGE-TRADED FD
1,429,953$30.4M8.63%NEW
2
DBNDDOUBLELINE ETF TRUST
645,968$29.9M8.51%NEW
3
EMXCISHARES INC
321,395$23.4M6.64%NEW
4
AQLTISHARES TR
496,106$11.4M3.25%NEW
5
APPAPPLOVIN CORP
13,013$8.8M2.49%NEW
6
GOOGLALPHABET INC
27,863$8.7M2.48%NEW
7
NRANRG ENERGY INC
51,237$8.2M2.32%NEW
8
NVDANVIDIA CORPORATION
43,709$8.2M2.32%NEW
9
DCREDOUBLELINE ETF TRUST
156,941$8.1M2.32%NEW
10
JPIEJ P MORGAN EXCHANGE TRADED F
171,093$7.9M2.25%NEW
11
AAPLAPPLE INC
28,862$7.8M2.23%NEW
12
DMXDOUBLELINE ETF TRUST
147,324$7.4M2.12%NEW
13
CATCATERPILLAR INC
12,804$7.3M2.09%NEW
14
FEMBFIRST TR EXCH TRADED FD III
228,685$6.8M1.94%NEW
15
JPMJPMORGAN CHASE & CO.
20,921$6.7M1.92%NEW
16
COFCAPITAL ONE FINL CORP
27,732$6.7M1.91%NEW
17
HCAHCA HEALTHCARE INC
13,821$6.5M1.83%NEW
18
ABBVABBVIE INC
27,944$6.4M1.82%NEW
19
FLEXFLEX LTD
103,829$6.3M1.78%NEW
20
WSMWILLIAMS SONOMA INC
33,770$6.0M1.71%NEW
21
MLPXGLOBAL X FDS
90,123$5.5M1.55%NEW
22
AMGAFFILIATED MANAGERS GROUP IN
18,492$5.3M1.52%NEW
23
BKNGBOOKING HOLDINGS INC
972$5.2M1.48%NEW
24
RTXRTX CORPORATION
27,619$5.1M1.44%NEW
25
PHMPULTE GROUP INC
42,657$5.0M1.42%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.035829950233598e+113T)
Technology0.0% ($8.768815278476274e+50T)
Healthcare0.0% ($6.452638544433765e+23T)
Industrials0.0% ($73355065480141584.0T)
Consumer Cyclical0.0% ($60315206500248.6T)
Unknown0.0% ($1142381597.4T)
Communication Services0.0% ($872141043.6T)
Consumer Defensive0.0% ($4994565.5T)
Utilities0.0% ($4.0M)
Basic Materials0.0% ($3.2M)
Real Estate0.0% ($93K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$351.8M91
Q3 2025Oct 20, 2025$348.6M0
Q2 2025Jul 14, 2025$317.2M96
Q1 2025Apr 29, 2025$286.7M100

Fund Information

CIK0001418342
Most Recent FilingJan 21, 2026
Number of Filings4

Seascape Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $351.8M across 91 holdings. The largest position is FIRST TR EXCHANGE-TRADED FD (FTCB), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 91 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.