Seek First Inc.

Q3 2026 13F-HR Holdings

Location
Campbell, CA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$155,291
Net value change ($000)
-3,102 (-2.0%)
New positions
2
Sold out positions
6
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JEPI 1,910 NEW
SCHG 1,341 5.4%
AAPL 1,037 4.3%
CMF 796 27.5%
PSI 441 111.6%
SCHD 352 5.4%
DJD 301 59.7%
EXXONMOBIL HOLDINGS CORP 270 NEW
MSFT 188 37.8%
NVDA 186 14.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -1,575 -82.9%
LRCX -967 -24.2%
VBK -949 -16.1%
AMAT -778 -33.3%
VBR -719 -12.0%
TSLA -590 -16.3%
NVMI -522 -29.1%
SCHI -399 -9.4%
SCHV -350 -1.7%
AMD -342 -100.0%
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