13F filer

Seelaus Asset Management

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1705655 SEC filings ↗
13F Value
$136.3M
Positions
190
Top Position
AAPL8.6%
Top 5
21.6%

Latest filing changes

vs Jun 30, 2026
2 VST Vistra +122.2%+$605K
3 LLY Eli Lilly +56.0%+$393K
4 AAPL Apple +2.6%+$295K
5 NVDA NVIDIA +9.9%+$275K
Holdings190
# Trend (4Q)
1 AAPL 8.6% $11.7M +2.6% 35.3K 7.0% Common Stock
2 SPY 6.1% $8.3M +3.3% 11.1K 5.6% ETF
3 MSFT 2.7% $3.7M +4.8% 7.4K 1.8% Common Stock
4 NVDA 2.2% $3.1M +9.9% 13.4K 1.7% Common Stock
5 GOOG 1.9% $2.6M -4.9% 7.7K 2.0% Common Stock
6 BRK.B
Filing details
  • 084670702 Sep 30, 2026 4,972 reported quantity $2,475,807 reported value
1.8% $2.5M -2.0% 5.0K 1.8% Common Stock
7 AMZN 1.8% $2.4M -7.3% 9.8K 1.8% Common Stock
8 AMD 1.7% $2.3M -12.5% 3.8K 1.8% Common Stock
9 CCJ 1.6% $2.2M -5.5% 25.6K 1.9% Common Stock
10 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 6,210 reported quantity $2,136,737 reported value
1.6% $2.1M -9.2% 6.2K 1.7% Common Stock
11 URI 1.5% $2.0M -15.0% 2.0K 1.9% Common Stock
12 CAT 1.3% $1.7M -3.6% 2.1K 1.7% Common Stock
13 RSP 1.2% $1.7M +2.7% 8.2K 1.2% ETF
14 ABBV 1.2% $1.7M -3.4% 6.3K 1.2% Common Stock
15 XLK 1.2% $1.6M -4.6% 8.3K 1.2% ETF
16 QQQ 1.1% $1.5M -3.8% 2.1K 1.1% ETF
17 BE 1.1% $1.5M -4.9% 5.3K 1.2% Common Stock
18 VOO 1.1% $1.5M +136.8% 2.1K 0.4% ETF
19 OMF 1.1% $1.4M +2.0% 26.1K 1.1% Common Stock
20 WDC 1.0% $1.4M -5.6% 3.1K 1.5% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing26
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.