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Portfolio (Quarterly) Guide ↗

SEAMOUNT FINANCIAL GROUP INC

· CIK 0002011267
13F Portfolio $248M AUM 141 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PCQ PIMCO CALIF MUN INCOME FD Financial Services 14,436.0 $129K 0.05% NEW $8.97 -2.8%
Page 8 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 21.7%
Consumer Cyclical 12.7%
Industrials 10.4%
Energy 7.3%
Consumer Defensive 5.4%
Healthcare 4.3%
Communication Services 3.4%
Real Estate 0.8%
Basic Materials 0.7%