Seascape Capital Management

data from 30/09/2025

Capitalization

$ 348.642 M 9.92 %

Average holding period

14 ans

Performance

$ 117.097 M 9 679.63 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Seascape Capital Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 DBND DOUBLELINE ETF TRUST 8.25% 28.770 M $ 618301 2022/12/31 173.932 K $ 0.63 %
2025/09/30 FTCB FIRST TR EXCHANGE-TRADED FD 8.11% 28.258 M $ 1326054 2025/03/31 325.141 K $ 1.19 %
2025/09/30 EMXC ISHARES INC 5.85% 20.384 M $ 301937 2023/03/31 1.302 M $ 6.92 %
2025/09/30 GOVT ISHARES TR 3.20% 11.158 M $ 482606 2022/12/31 68.504 K $ 0.61 %
2025/09/30 APP APPLOVIN CORP 3.19% 11.132 M $ 15493 2024/09/30 5.527 M $ 105.24 %
2025/09/30 NRG NRG ENERGY INC 2.71% 9.445 M $ 58323 2024/06/30 79.291 K $ 0.85 %
2025/09/30 NVDA NVIDIA CORPORATION 2.37% 8.280 M $ 44376 2023/12/31 1.265 M $ 18.10 %
2025/09/30 DCRE DOUBLELINE ETF TRUST 2.32% 8.104 M $ 155614 2023/09/30 7.564 K $ 0.10 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 2.31% 8.068 M $ 173847 2022/12/31 15.723 K $ 0.19 %
2025/09/30 AAPL APPLE INC 2.18% 7.600 M $ 29846 2019/12/31 1.470 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 2.12% 7.387 M $ 30385 2019/12/31 1.984 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.97% 6.872 M $ 21787 2019/12/31 553.171 K $ 8.80 %
2025/09/30 CAT CATERPILLAR INC 1.89% 6.600 M $ 13833 2023/12/31 1.225 M $ 22.91 %
2025/09/30 WSM WILLIAMS SONOMA INC 1.89% 6.572 M $ 33626 2019/12/31 1.071 M $ 19.64 %
2025/09/30 ABBV ABBVIE INC 1.83% 6.371 M $ 27516 2019/12/31 1.236 M $ 24.74 %
2025/09/30 FLEX FLEX LTD 1.81% 6.311 M $ 108863 2023/12/31 842.343 K $ 16.12 %
2025/09/30 DOUBLELINE ETF TRUST 1.76% 6.141 M $ 121108 2025/03/31 24.705 K $ 0.56 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.74% 6.049 M $ 28453 2025/06/30 -5.074 K $ -0.08 %
2025/09/30 HCA HCA HEALTHCARE INC 1.71% 5.946 M $ 13952 2019/12/31 573.316 K $ 11.25 %
2025/09/30 IBDW ISHARES TR 1.59% 5.533 M $ 260724 2023/12/31 47.627 K $ 0.86 %
2025/09/30 V VISA INC 1.57% 5.467 M $ 16016 2019/12/31 -214.564 K $ -3.85 %
2025/09/30 PHM PULTE GROUP INC 1.57% 5.460 M $ 41326 2020/06/30 1.085 M $ 25.29 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.55% 5.418 M $ 1003 2019/12/31 -379.050 K $ -6.74 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.55% 5.402 M $ 50106 2019/12/31 851.946 K $ 19.62 %
2025/09/30 MLPX GLOBAL X FDS 1.49% 5.183 M $ 82657 2024/12/31 3.770 K $ 0.08 %
2025/09/30 RTX RTX CORPORATION 1.32% 4.588 M $ 27421 2025/03/31 559.238 K $ 14.59 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.26% 4.386 M $ 29075 2024/09/30 611.021 K $ 17.48 %
2025/09/30 AMG AFFILIATED MANAGERS GROUP IN 1.26% 4.382 M $ 18377 2021/06/30 697.263 K $ 21.17 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 1.24% 4.325 M $ 64258 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 1.22% 4.267 M $ 5811 2023/06/30 -20.093 K $ -0.50 %
2025/09/30 NWG NATWEST GROUP PLC 1.22% 4.265 M $ 301442 2023/03/31 0.000 $ 0.00 %
2025/09/30 RELX RELX PLC 1.19% 4.165 M $ 87202 2019/12/31 -553.957 K $ -12.11 %
2025/09/30 ANET ARISTA NETWORKS INC 1.19% 4.150 M $ 28484 2024/12/31 1.198 M $ 42.43 %
2025/09/30 QCOM QUALCOMM INC 1.18% 4.130 M $ 24824 2020/03/31 170.769 K $ 4.46 %
2025/09/30 AVGO BROADCOM INC 1.13% 3.944 M $ 11956 2020/12/31 692.357 K $ 19.69 %
2025/09/30 AON AON PLC 1.12% 3.921 M $ 10996 2020/06/30 -1.954 K $ -0.05 %
2025/09/30 BLD TOPBUILD CORP 1.08% 3.757 M $ 9611 2022/03/31 610.120 K $ 20.73 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.06% 3.695 M $ 32843 2024/12/31 253.678 K $ 8.42 %
2025/09/30 AZN ASTRAZENECA PLC 1.05% 3.663 M $ 47750 2019/12/31 291.513 K $ 9.79 %
2025/09/30 FTNT FORTINET INC 1.04% 3.638 M $ 43274 2023/12/31 -818.511 K $ -20.47 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.97% 3.384 M $ 14859 2021/09/30 133.055 K $ 4.23 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 0.95% 3.326 M $ 26182 2024/12/31 106.097 K $ 3.58 %
2025/09/30 CDW CDW CORP 0.95% 3.314 M $ 20807 2019/12/31 -380.291 K $ -10.81 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.95% 3.306 M $ 9546 2019/12/31 27.013 K $ 0.84 %
2025/09/30 AME AMETEK INC 0.94% 3.292 M $ 17512 2022/12/31 114.604 K $ 3.89 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.88% 3.062 M $ 39378 2020/06/30 -15.101 K $ -0.56 %
2025/09/30 APH AMPHENOL CORP NEW 0.74% 2.588 M $ 20911 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.72% 2.527 M $ 5067 2025/06/30 -293.317 K $ -12.02 %
2025/09/30 FMB FIRST TR EXCH TRADED FD III 0.69% 2.396 M $ 47250 2019/12/31 19.800 K $ 1.77 %
2025/09/30 ADBE ADOBE INC 0.58% 2.033 M $ 5762 2020/09/30 -202.459 K $ -8.82 %
2025/09/30 MSFT MICROSOFT CORP 0.55% 1.917 M $ 3701 2019/12/31 70.082 K $ 4.13 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.40% 1.379 M $ 53633 2019/12/31 97.043 K $ 7.89 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.39% 1.352 M $ 2689 2021/03/31 45.106 K $ 3.49 %
2025/09/30 AMZN AMAZON COM INC 0.37% 1.279 M $ 5824 2019/12/31 1.003 K $ 0.08 %
2025/09/30 MA MASTERCARD INCORPORATED 0.34% 1.188 M $ 2088 2019/12/31 14.104 K $ 1.22 %
2025/09/30 LLY ELI LILLY & CO 0.33% 1.157 M $ 1517 2021/12/31 -25.307 K $ -2.12 %
2025/09/30 IVV ISHARES TR 0.31% 1.071 M $ 1601 2019/12/31 73.761 K $ 7.80 %
2025/09/30 AMAT APPLIED MATLS INC 0.27% 955.000 K $ 4663 2020/12/31 112.835 K $ 11.84 %
2025/09/30 GOOG ALPHABET INC 0.23% 801.000 K $ 3290 2019/12/31 212.439 K $ 37.27 %
2025/09/30 USIG ISHARES TR 0.23% 790.000 K $ 15125 2022/06/30 10.822 K $ 1.52 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.22% 750.000 K $ 4883 2022/03/31 -24.295 K $ -3.56 %
2025/09/30 NFLX NETFLIX INC 0.20% 681.000 K $ 568 2023/06/30 -78.377 K $ -10.46 %
2025/09/30 MCK MCKESSON CORP 0.18% 611.000 K $ 791 2020/12/31 56.538 K $ 5.43 %
2025/09/30 JMUB J P MORGAN EXCHANGE TRADED F 0.17% 606.000 K $ 12000 2024/03/31 10.047 K $ 1.67 %
2025/09/30 MRK MERCK & CO INC 0.17% 603.000 K $ 7189 2020/12/31 40.373 K $ 6.03 %
2025/09/30 MUB ISHARES TR 0.17% 589.000 K $ 5535 2022/12/31 10.723 K $ 1.93 %
2025/09/30 INTF ISHARES TR 0.17% 580.000 K $ 16152 2019/12/31 23.269 K $ 4.91 %
2025/09/30 IVW ISHARES TR 0.16% 569.000 K $ 4716 2023/12/31 50.083 K $ 9.65 %
2025/09/30 AGG ISHARES TR 0.16% 553.000 K $ 5514 2022/12/31 5.789 K $ 1.06 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.14% 490.000 K $ 736 2023/03/31 35.474 K $ 7.83 %
2025/09/30 WMT WALMART INC 0.13% 451.000 K $ 4376 2022/09/30 22.619 K $ 5.40 %
2025/09/30 HD HOME DEPOT INC 0.12% 432.000 K $ 1067 2019/12/31 43.947 K $ 10.51 %
2025/09/30 ACWX ISHARES TR 0.12% 427.000 K $ 6569 2023/06/30 26.735 K $ 6.68 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.12% 410.000 K $ 688 2020/06/30 24.171 K $ 5.22 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.11% 392.000 K $ 423 2023/12/31 -26.752 K $ -6.49 %
2025/09/30 GLW CORNING INC 0.11% 387.000 K $ 4713 2020/12/31 376.007 K $ 55.95 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.11% 369.000 K $ 11554 2024/12/31 31.168 K $ 9.25 %
2025/09/30 VTI VANGUARD INDEX FDS 0.11% 369.000 K $ 1124 2019/12/31 27.803 K $ 7.99 %
2025/09/30 KR KROGER CO 0.10% 365.000 K $ 5410 2020/12/31 -54.954 K $ -6.03 %
2025/09/30 ABT ABBOTT LABS 0.10% 357.000 K $ 2665 2022/09/30 -5.216 K $ -1.52 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.10% 353.000 K $ 3862 2023/12/31 9.114 K $ 2.65 %
2025/09/30 IGSB ISHARES TR 0.10% 350.000 K $ 6600 2022/06/30 1.782 K $ 0.51 %
2025/09/30 IUSG ISHARES TR 0.10% 345.000 K $ 2099 2019/12/31 28.916 K $ 9.39 %
2025/09/30 IEFA ISHARES TR 0.09% 327.000 K $ 3750 2023/12/31 14.362 K $ 4.59 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.09% 321.000 K $ 1069 2020/12/31 105.633 K $ 17.37 %
2025/09/30 IXN ISHARES TR 0.09% 316.000 K $ 3066 2022/12/31 33.327 K $ 11.78 %
2025/09/30 IJR ISHARES TR 0.08% 286.000 K $ 2410 2020/12/31 22.571 K $ 8.71 %
2025/09/30 IXUS ISHARES TR 0.08% 277.000 K $ 3355 2023/12/31 17.680 K $ 6.83 %
2025/09/30 ESGU ISHARES TR 0.08% 269.000 K $ 1848 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.08% 262.000 K $ 932 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.07% 244.000 K $ 1339 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.07% 235.000 K $ 1605 2020/12/31 -33.868 K $ -6.17 %
2025/09/30 STE STERIS PLC 0.07% 231.000 K $ 932 2021/03/31 17.089 K $ 3.00 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.06% 215.000 K $ 3300 2025/09/30 0.000 $ 0.00 %
2025/09/30 SONY SONY GROUP CORP 0.06% 206.000 K $ 7143 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESBA EMPIRE ST RLTY OP L P 0.03% 110.000 K $ 14754 2023/06/30 -6.344 K $ -5.47 %
2025/09/30 CNC CENTENE CORP DEL 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 SGMA SIGMATRON INTL INC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2025/09/30 QSR RESTAURANT BRANDS INTL INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 MT ARCELORMITTAL SA LUXEMBOURG 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %