Data as of Q4 2025 (Dec 31, 2025)

Seek First Inc.

โ€ขCIK: 2060504โ€ขFiling: Q4 2025

**Seek First Inc.** manages $145M across a diversified portfolio of 59 positions. The fund exhibits a notable tilt toward broad market and sector ETFs, with top holdings including AAPL at $31.9M and SCHG at $23.0M. Significant allocations are also directed toward dividend and value strategies, evidenced by substantial positions in SCHV ($16.0M) and SCHD ($5.2M). This structure suggests a core mandate focused on established, dividend-yielding, and growth-oriented equity exposure.

Total AUM
$145.1M
QoQ Performance
+4.3%
Positions
35
Top 10 Concentration
70.8%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
SCHG
SCHV
AAPL22.0%
SCHG15.8%
SCHV11.0%
SCHF3.9%
SCHD3.6%
VBR3.2%
SCHI3.1%
VBK3.0%

๐Ÿ“ˆ Biggest Buys

8QR
CONFLUENT INC
NEW
1.2% of portfolio
AMAT
APPLIED MATLS INC
NEW
0.6% of portfolio
CSCO
CISCO SYS INC
+149.9%
0.8% of portfolio
AAPL
APPLE INC
+1.0%
22.0% of portfolio
NVMI
NOVA LTD
+25.7%
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

TSLA
TESLA INC
-34.1%
2.8% of portfolio
GILD
GILEAD SCIENCES INC
-35.3%
0.4% of portfolio
LITE
LUMENTUM HLDGS INC
-26.7%
0.5% of portfolio
SCHD
SCHWAB STRATEGIC TR
-3.5%
3.6% of portfolio
AMD
ADVANCED MICRO DEVICES INC
-36.2%
0.2% of portfolio

Sector Breakdown

Other66.1%
Technology26.7%
Consumer4.4%
ETF1.4%
Financial1.0%
Healthcare0.4%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
ISHARES TR
SOLD
$665.0K
BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$356.3K

Changes from Q3 2025

NEW2 new positions
โ†‘40 increased
โ†“14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025