Seek First Inc.

Q1 2026 13F-HR Holdings

Location
Campbell, CA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$141,887
Net value change ($000)
-3,196 (-2.2%)
New positions
3
Sold out positions
4
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHV 1,680 10.5%
SCHD 1,000 19.4%
VBR 632 13.7%
VBK 486 11.2%
NVMI 393 32.2%
LRCX 393 25.0%
SCHWAB STRATEGIC TRUST 290 5.2%
XOM 282 NEW
WDC 264 NEW
SCHE 254 7.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,308 -10.4%
CFLT -1,768 -100.0%
SCHG -1,637 -7.1%
TSLA -786 -19.4%
AMD -241 -100.0%
QLD -212 -100.0%
RSPR -208 -100.0%
AMZN -163 -8.2%
ISRG -150 -18.6%
MSFT -148 -23.2%
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