Seek First Inc. reported 23 positions worth $47.58M for the quarter ended Sep 30, 2026, down 3.5% on the prior quarter. It opened 0 new positions, added to 7, trimmed 8 and exited 1. Its largest holding is Apple Inc. at 53% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | +229 | +1.6% | $24.65K | 3.33% |
| MO Altria Group, Inc. | +318 | +10.7% | $21.41K | 0.466% |
| MSFT Microsoft Corp | +3 | +0.2% | $1.54K | 1.44% |
| V Visa Inc. | +4 | +0.1% | $1.44K | 2.13% |
| NTAP NetApp, Inc. | +5 | +0.2% | $1.05K | 0.92% |
| COST Costco Wholesale Corp | +1 | +0.3% | $909.27 | 0.648% |
| GOOGL Alphabet Inc. | +1 | +0.1% | $343.94 | 0.659% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -7,833 | -9.4% | $2.61M | 52.96% |
| AMD Advanced Micro Devices Inc | -589 | -100.0% | $342.16K | Exited |
| AMAT Applied Materials Inc | -186 | -5.8% | $95.12K | 3.27% |
| GILD Gilead Sciences, Inc. | -396 | -8.1% | $59.02K | 1.4% |
| CVX Chevron Corp | -262 | -10.9% | $53.49K | 0.92% |
| AMZN Amazon Com Inc | -134 | -1.5% | $33.39K | 4.46% |
| WDC Western Digital Corp | -72 | -8.2% | $32.73K | 0.766% |
| TSLA Tesla, Inc. | -68 | -0.8% | $24.13K | 6.36% |
| XOM ExxonMobil Holdings Corp | -11 | -0.7% | $1.79K | 0.568% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | -589 | $342.16K | 0.694% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 75.7K | $25.20M | 52.96% | -7,833 | -9.4% | Reduced | 0% |
| 2 | LRCX Lam Research Corp | Technology | 9,222 | $3.03M | 6.37% | 0 | 0.0% | Unchanged | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 8,531 | $3.03M | 6.36% | -68 | -0.8% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 8,524 | $2.12M | 4.46% | -134 | -1.5% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 5,032 | $1.71M | 3.6% | 0 | 0.0% | Unchanged | 0% |
| 6 | CSCO Cisco Systems, Inc. | Technology | 14.7K | $1.58M | 3.33% | +229 | +1.6% | Added | 0% |
| 7 | AMAT Applied Materials Inc | Technology | 3,041 | $1.56M | 3.27% | -186 | -5.8% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 6,576 | $1.50M | 3.16% | 0 | 0.0% | Unchanged | 0% |
| 9 | NVMI Nova Ltd. | Technology | 3,307 | $1.27M | 2.68% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | V Visa Inc. | Financial Services | 2,815 | $1.01M | 2.13% | +4 | +0.1% | Added | 0% |
| 11 | LITE Lumentum Holdings Inc. | Technology | 900 | $874.13K | 1.84% | 0 | 0.0% | Unchanged | 0% |
| 12 | MSFT Microsoft Corp | Technology | 1,336 | $684.99K | 1.44% | +3 | +0.2% | Added | 0% |
| 13 | GILD Gilead Sciences, Inc. | Healthcare | 4,463 | $665.17K | 1.4% | -396 | -8.1% | Reduced | 0% |
| 14 | ISRG Intuitive Surgical Inc | Healthcare | 1,158 | $470.88K | 0.99% | 0 | 0.0% | Unchanged | 0% |
| 15 | NTAP NetApp, Inc. | Technology | 2,084 | $437.90K | 0.92% | +5 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Seek First.
As of its Q3 2026 13F filing, Seek First Inc.’s five largest positions were Apple Inc. (AAPL) at 53.0%, Lam Research Corp (LRCX) at 6.4%, Tesla, Inc. (TSLA) at 6.4%, Amazon Com Inc (AMZN) at 4.5%, Alphabet Inc. (GOOG) at 3.6% of the reported portfolio.
Seek First Inc. reported a 13F portfolio worth $47.58M across 23 positions for Q3 2026. That is down 3.5% from the previous quarter.
Its largest purchases by value were Cisco Systems, Inc. ($24.65K), Altria Group, Inc. ($21.41K), Microsoft Corp ($1.54K). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($2.61M), Advanced Micro Devices Inc ($342.16K), Applied Materials Inc ($95.12K). It exited 1 positions entirely.
From the Form 13F-HR reports Seek First Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.