Seek First Inc.

Q3 2025 13F-HR Holdings

Location
Campbell, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
59
Total value ($000)
$139,058
Net value change ($000)
+15,616 (12.7%)
New positions
4
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,566 18.3%
TSLA 1,853 43.9%
SCHG 1,837 9.0%
GOOGL 1,315 NEW
SCHV 1,176 8.2%
GILD 868 NEW
SCHE 419 13.4%
SCHD 363 7.3%
VBK 349 9.0%
LRCX 344 37.8%
Top Reduces (Value $000, Stocks/ETFs)
ISRG -137 -17.7%
AMZN -118 -5.9%
QLD -61 -22.2%
DON -50 -14.2%
V -43 -4.2%
iSHARES TRUST -33 -4.7%
COST -27 -7.6%
EPS -25 -3.6%
DDWM -6 -1.7%
LITE -1 -0.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type