Seek First Inc. reported 67 holdings worth US$158M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Seek First Inc. reported 67 holdings worth US$158M as of Jun 30, 2026. Largest: Apple Inc, Lam Research Corporation and Tesla, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 83,496 | US$24.2M | 15.3% |
| Lam Research Corporation | 9,222 | US$4M | 2.5% |
| Tesla, Inc. | 8,599 | US$3.62M | 2.3% |
| Applied Materials, Inc. | 3,227 | US$2.33M | 1.5% |
| Alphabet Inc (google) Class C | 5,885 | US$2.1M | 1.3% |
| Amazon.com, Inc. | 8,658 | US$2.06M | 1.3% |
| Cisco Systems, Inc. | 14,479 | US$1.7M | 1.1% |
| Nvidia Corporation | 6,576 | US$1.32M | 0.83% |
| Visa Inc. | 2,811 | US$964K | 0.61% |
| Lumentum Holdings Inc. | 900 | US$772K | 0.49% |
| Sandisk Corporation | 280 | US$637K | 0.40% |
| Gilead Sciences, Inc. | 4,859 | US$614K | 0.39% |
| Western Digital Corporation | 874 | US$558K | 0.35% |
| Microsoft Corp. | 1,333 | US$497K | 0.31% |
| Intuitive Surgical, Inc. | 1,158 | US$461K | 0.29% |
| Chevron Corporation | 2,405 | US$399K | 0.25% |
| Advanced Micro Devices Inc | 589 | US$342K | 0.22% |
| Netapp, Inc. | 2,079 | US$322K | 0.20% |
| Costco Wholesale Corporation | 338 | US$316K | 0.20% |
| Berkshire Hathaway Inc. | 614 | US$307K | 0.19% |
| Fifth Third Bancorp | 4,163 | US$235K | 0.15% |
| Exxon Mobil Corporation | 1,671 | US$228K | 0.14% |
| Altria Group, Inc. | 2,972 | US$214K | 0.14% |