Seek First Inc.

Q2 2026 13F-HR Holdings

Location
Campbell, CA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$158,393
Net value change ($000)
+16,506 (11.6%)
New positions
9
Sold out positions
0
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHG 3,315 15.5%
CMF 2,898 NEW
SCHV 2,841 16.1%
LRCX 2,028 103.0%
AMAT 1,230 111.5%
VBK 1,054 21.8%
VBR 751 14.4%
CSCO 541 46.6%
DJD 504 NEW
SCHWAB STRATEGIC TRUST 504 8.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -4,401 -15.4%
VYM -232 -13.5%
ISRG -195 -29.7%
BRK-B -173 -36.0%
SCHI -171 -3.9%
VIG -82 -15.7%
SCHQ -79 -6.8%
SCHO -69 -5.2%
BSCR -54 -11.8%
XOM -54 -19.1%
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