Seelaus Asset Management LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$126.0M

Holdings

174

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
AAPLAPPLE INC
$9.2M
SPYSPDR S&P 500 ETF TR
$6.4M
GOOGLALPHABET INC
$4.0M
MSFTMICROSOFT CORP
$3.7M
AMZNAMAZON COM INC
$3.7M
CCOCAMECO CORP
$3.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.8M
GOOGALPHABET INC
$2.6M
URIUNITED RENTALS INC
$2.5M
RHCRH PLC
$2.4M
NVDANVIDIA CORPORATION
$2.2M
BXBLACKSTONE INC
$1.7M
GEGE AEROSPACE
$1.6M
XOMEXXON MOBIL CORP
$1.5M
RSPINVESCO EXCHANGE TRADED FD T
$1.5M
TRVCCITIGROUP INC
$1.5M
AJGGALLAGHER ARTHUR J & CO
$1.4M
CATCATERPILLAR INC
$1.4M
XLKSELECT SECTOR SPDR TR
$1.3M
NDQINVESCO QQQ TR
$1.2M
WDCWESTERN DIGITAL CORP
$1.2M
COSTCOSTCO WHSL CORP NEW
$1.2M
ROSTROSS STORES INC
$1.2M
ABBVABBVIE INC
$1.1M
CSCOCISCO SYS INC
$1.1M
GDXVANECK ETF TRUST
$1.0M
SYKSTRYKER CORPORATION
$1.0M
WMBWILLIAMS COS INC
$1.0M
GEVGE VERNOVA INC
$1.0M
METAMETA PLATFORMS INC
$1.0M
TMOTHERMO FISHER SCIENTIFIC INC
$994K
PKGPACKAGING CORP AMER
$983K
OMFONEMAIN HLDGS INC
$982K
CASYCASEYS GEN STORES INC
$898K
WFC 7.5 PERP LWELLS FARGO CO NEW
$885K
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
$883K
TAT&T INC
$861K
AEPAMERICAN ELEC PWR CO INC
$827K
PRUPRUDENTIAL FINL INC
$812K
VCITVANGUARD SCOTTSDALE FDS
$779K
AMDADVANCED MICRO DEVICES INC
$776K
ABTABBOTT LABS
$770K
CVXCHEVRON CORP NEW
$762K
BABOEING CO
$747K
IJHISHARES TR
$745K
VMBSVANGUARD SCOTTSDALE FDS
$727K
PGPROCTER AND GAMBLE CO
$713K
CTRECARETRUST REIT INC
$710K
4I1PHILIP MORRIS INTL INC
$701K
TELTE CONNECTIVITY PLC
$668K
TMUST-MOBILE US INC
$658K
URNMSPROTT FDS TR
$657K
NOWSERVICENOW INC
$648K
PWRQUANTA SVCS INC
$641K
VTIVANGUARD INDEX FDS
$632K
BLKBLACKROCK INC
$628K
VRTVERTIV HOLDINGS CO
$623K
GLWCORNING INC
$610K
LOWLOWES COS INC
$609K
PAYXPAYCHEX INC
$600K
KTBKONTOOR BRANDS INC
$591K
FDSFACTSET RESH SYS INC
$583K
MDYSPDR S&P MIDCAP 400 ETF TR
$566K
ABGCENCORA INC
$566K
APOAPOLLO GLOBAL MGMT INC
$562K
IWOISHARES TR
$557K
FBNDFIDELITY MERRIMACK STR TR
$552K
JFRNUVEEN FLOATING RATE INCOME
$544K
VSTVISTRA CORP
$536K
RSGREPUBLIC SVCS INC
$531K
CEGCONSTELLATION ENERGY CORP
$526K
NXPINXP SEMICONDUCTORS N V
$517K
JAAAJANUS DETROIT STR TR
$517K
NEMNEWMONT CORP
$514K
MDTMEDTRONIC PLC
$512K
BEBLOOM ENERGY CORP
$512K
JPMJPMORGAN CHASE & CO.
$500K
GILGILDAN ACTIVEWEAR INC
$481K
VCSHVANGUARD SCOTTSDALE FDS
$474K
LLYELI LILLY & CO
$465K
GNRCGENERAC HLDGS INC
$460K
XLISELECT SECTOR SPDR TR
$450K
EFRENERGY FUELS INC
$447K
NVTNVENT ELECTRIC PLC
$443K
INTCINTEL CORP
$441K
EQTEQT CORP
$440K
AVGOBROADCOM INC
$438K
RITMRITHM CAPITAL CORP
$431K
UPSUNITED PARCEL SERVICE INC
$430K
FLTRVANECK ETF TRUST
$426K
SOSOUTHERN CO
$419K
AMTAMERICAN TOWER CORP NEW
$411K
XBISPDR SERIES TRUST
$387K
BMYBRISTOL-MYERS SQUIBB CO
$381K
IVVISHARES TR
$380K
XLESELECT SECTOR SPDR TR
$376K
IWMISHARES TR
$359K
JJACOBS SOLUTIONS INC
$355K
FLRFLUOR CORP NEW
$348K
VIGVANGUARD SPECIALIZED FUNDS
$348K
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